TSE:CEU

CES Energy Solutions Corp. (CEU.TO)

17.89
-0.34 (1.87%)
as of Oct 2, 2026, 8:00:00 pm Market Open.
64 watching
0
BUY

Just did a financing. Likes the visibility for this company. Propriety fluids and liquids for drillers.

BUY

Does cleanup around camps and drill sites. It feeds well into the growth, production and growth in finding and lifting oil and gas.

BUY ON WEAKNESS

In the business of producing chemicals for fracs and have been getting really good productivity. A very “custom” business. Every frac is a little different and you need the right chemicals to get the maximum value. Really good relationships with the people drilling the wells. With the run that it has had, you may want to wait until it comes off a bit. Has lots of room to go.

WATCH

Ranks well in his process. He might take a look at it in the summer.

DON'T BUY
Sold his holdings recently. Wonderful company with outstanding cash flows but at over $12 it is getting fully valued. Fairly valued at these levels and there are better values in the sector such as Total Energy (TOT-T) #1 and Canyon Services (FRC-T) #2.
PAST TOP PICK
(A Top Pick Oct 4/10. Up 92.27%.) 3 for 1 stock split in July. Still likes it. All free cash flow.
TOP PICK
Oilfield services. Expect this sector will put up really big numbers in Q3 and this is his favourite. About a 40% ROE. Over 5% dividend yield.
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