TSE:POU

Paramount Resources (POU.TO)

30.07
-1.38 (4.39%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 6, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

Paramount Resources (POU-T) has garnered mixed reviews from experts, with some praising the company's strong financial liquidity and operational momentum, particularly after recent asset sales aimed at boosting operations. Despite its good operational dynamics, there are concerns about its reliance on natural gas, given the current volatility and weakness in Canadian natural gas pricing. While one expert highlights the quality of the leadership, noting the strength of the CEO, others are hesitant, suggesting the stock could be too volatile. Recommendations range from holding and waiting for a more favorable price to exploring better investment options with higher oil exposure, indicating a cautious approach to the company's potential in a fluctuating market environment.

consensus icon
Consensus
Mixed
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Valuation
Fair Value
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Similar
ARC, ARC
TOP PICK

Natural gas. Going to double production over the next 12-18 months so that by the end of 2014, they will be producing twice what they are now. Good entry point because price is a little soft due to storage filling up in Alberta and the AECO spot has gotten hit. Expecting $42 a year from now.

WAIT

It has gone down because of the gas trade. They are all down 10%. They came out with a quarter that was neutral. Gas prices are down and the market thinks it could be 6 months.

COMMENT

This is a little bit of an eclectic mix of a handful of assets. Have oil sands assets, drilling company, equity investments and other companies in addition to some really great deep basin assets. The company takes a very long view in what they are trying to accomplish. Expects there will be substantial cash flow growth over the next year to 18 months.

TOP PICK

7 58% bonds due April 12/19. Great asset protection. One of the best run oil/gas companies out there. Things like this should be a portion of your portfolio.

PAST TOP PICK

(Top Pick Feb 06/12, Down 10.16%) Thinks it is a little bit early. A great little niche. Will have the best production growth of any Canadian energy company. Will double production over the next couple of years. Liquids-rich. Still really likes it.

TOP PICK

7.625% bond maturing December 4/19. Management is critical and this company has very strong management. Natural gas producer and is economically viable at prices below $1.

TOP PICK

You are really buying for late 2013/2014 growth. Will probably triple production into 2014. Then throw in Nat gas leverage.

TOP PICK

It was breaking out of a range and it has great fundamentals. $29 trailing stop. Still making new highs.

COMMENT
2017 2.5% yield bond. Good company in a pretty tough business. Earnings are challenged and they have to do more spending so they’ll have to do some more borrowing. This credit has traded very well in the natural gas downturn compared to a lot of other credits. Good management. He would rate it as a triple C very high risk so not for everybody but on of the short list names you want to look at.
COMMENT
Not bad. If you want to buy a company that is a little more defensive and is probably a better choice, he would recommend Penn West Petroleum (PWT-T), which is sitting on the highest reserves of light oil in the country.
TOP PICK
Has pulled back and he believes was mis-valued as a gas stock. Have huge natural gas liquids growth coming. Probably the best growth in BOEs per day in the next 3-5 years of any stock in Canada. Could be $50 in a year.
BUY ON WEAKNESS
Largely levered to gas but have a great portfolio of assets and are looking to gain more liquids. Stock is quite expensive here.
BUY
Fabulous run. Part of reason is (1) the gas price recovery, (2) the balance sheet is very strong and (3) they own a large slug of land in North Dakota where some of the initial well information is expected very shortly, which will have a lot of upside potential.
COMMENT
Considers this a holding company because of value built into it but when will it be realized. A lot of hidden value including oil sands leases, great unconventional oil properties, land in the Bakken region, etc. Fairly valued.
PARTIAL SELL
Hard to understand because it has a relatively high cost and convoluted ownership structure. Fairly gassy weighted. Doesn't seem to have any obvious catalyst to move it higher. Big upswing recently and he would be tempted to sell half your holdings.
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