Daylight Energy Ltd (DAY.TO) Buy, Sell or Hold

Daylight Energy Ltd (DAY.TO)

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TOP PICK

Key thing is that with the mess in the Gulf is a return of interest to on-shore oil drilling, such as Alberta. See also his comments on DAY as a past pick on this show.

TOP PICK

Balanced production oil and gas. Excellent exposure to cardium. Great opportunity in Gas. 6% yield dividend. Thinks they will opt for growth. On of the safer ones to own.

BUY

Likes it a lot. Been a little weak. Asset base is phenomenal. They are becoming oilier. Gas portfolio is very solid. Likes management and strategy going forward.

BUY

You are into the cardium play. This sector has been beat up. This kind will provide the best buying opportunity.

COMMENT

Daylight (DAY-T) or Arc Energy (AET.UN-T)? Good name but of the 2 Arc would be the better because they are so conservatively managed with big positions in the Montney.

TOP PICK

Just converted from a trust and reduced the dividend to $.05 (about 6.5%). Had been gassy with about 25% oil but are about 50/50 now. 2 very important acquisitions, Highpine and West Energy. Very focused with plenty of room on their balance sheet. About $1.3 billion of tax loss carry forwards.

PAST TOP PICK

(A Top Pick May 4/09. Up 46%.) One of the best of this whole group. About 56% natural gas and 44% oil. Management has made some very shrewd acquisitions.

PAST TOP PICK

(A Top Pick May 4/09. Up 40.4% excluding distributions.) Still a Buy. 9.4% yield.

COMMENT

Acquiring West Energy (WTL-T). Doesn't think there will be much arbitrage because you can either buy cash and shares or all shares and it looks like everyone will want cash and there is only so much cash available.

BUY

Just acquired West Energy (WTL-T). Expect there will be a lot of M&A take place in the Pembina region because of all the cash being generated with the oil prices. Daylight has tax pools as well as production growth.

TOP PICK

Made a couple of key acquisitions and are solid in their position in the Pembina in Alberta. Good yield of about 7%. Great long-term hold.

HOLD

Have a good position in a couple of the big plays and they are acquiring West Energy (WTL-T), which adds to this. They will be cutting their distributions, which he believes is already built into the price. They have been pretty gassy and it may take another year to work this off.

DON'T BUY

Mainly a dividend play. They are getting more into the oil side of the story. It’s probably going to have a distribution cut in 2011.

WAIT

Just completed acquisition of High Pine. They are now considering a conversion to a common share format. You can’t consider this until they vote on it. Hold if you have it.

BUY

Recently raised about $170 million and it is speculated that it is for acquisitions. Doesn't think the 9% yield is in much jeopardy. Well managed.

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Daylight Energy Ltd (DAY.TO)