Canyon Services Group (FRC.TO)
Financials 
Technical Analysis 0
TOP PICK
Fracing business with longer horizontal legs and doing bigger fracs. There seems to be a shortage of fracing equipment in North America. It is expected that prices will be going even higher in the 4th quarter. Have fantastic margins, which will be greater in future.
Veronika HirschOwned
oilgas field services
TOP PICK
Whole fracing/well stimulation environment is still alive and doing very, very well. As long as oil holds up where it is, this company will continue to perform well. Feels consensus earnings estimates for the group are light. $17-$18 by March.
Jason DonvilleOwned
oilgas field services
BUY
Drilling sector had a really good run this year and with the higher price of oil and liquids, there is lots of drilling going on. A big driver has been the large resource play with the proliferation of horizontal drilling and fracing and they are benefiting from this. Well financed and have a lot of cash. 80% of equipment is less than a year old.
oilgas field services
BUY
Oil Services: Still great demand. Likes canyon resource group. Fracturing becomes more and more of the oil business. Have another big increase in capacity coming next year. Is trading at the midpoint in multiples terms for this group.
Don LatoOwned
oilgas field services
TOP PICK
Play the energy sector through the services companies. The valuations are always shifting. Right now this one is at the top in his screening list. Thinks Q1 numbers are going to be spectacular. 2 or 3 factors are going to drive this industry for years to come. This is where the best returns in the energy space will be.
Jason DonvilleOwned
oilgas field services
TOP PICK
Fracking company, pressure pumper. Rapidly expanding. Winning all kinds of contracts and trading at a discount.
John StephensonOwned
oilgas field services
TOP PICK
Well stimulation technology. His favourite in oil field services. More important to own the space rather than which name but this one is close to the top for him. Putting up terrific numbers and stock is relatively inexpensive.
Jason DonvilleOwned
oilgas field services
TOP PICK
Oil services. Although drilling is still on the slow side in the Western Canadian basin, they are involved in fracturing where demand is still up over last year. Grown tremendously since its IPO of about 4 years ago. Looking at earnings of $.70 plus this year.
Don LatoOwned
oilgas field services
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