Pacific Exploration & Production. (PRE.TO)…

Pacific Exploration & Production. (PRE.TO)

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TOP PICK

Will exit with about 45-50 thousand BOEs a day of heavy oil production in Colombia and believes it will grow 40-45 thousand for each of the next few years. 250 million barrels of reserves and believes there is the potential for this to quadruple over the next 12-15 months. Also feels it may attract investment from Asia. He is Long this and has shorted about $.75 of the U.S. Oil Fund E.T.F. (USO-N) for every $1 of this one.

BUY

Columbia is one of the better South American countries to do business with these days. Korean and Chinese companies are sniffing around Columbia and there is a high probability of an acquisition.

BUY

(Market Call Minute) Interesting play on Columbian oil. Some growth. Hard to find that in a mid-sized company.

HOLD

Have been doing great work. Management has a very solid business plan and they have a lot of momentum behind them. If you own, consider locking in some profits.

BUY

Has been unusually successful with the drill bit. Geology where they are drilling is very positive.

BUY

One of the few stocks where you are going to get substantial production growth this year. Ramping up the Rubiales field in Colombia. Had a fantastic run this year. Short term this could still go up but is starting to lose steam as more people are starting to take profits.

HOLD

Very well run operation. Production in Colombia with exploration in Peru. Significant growth path for production. Pipeline constraints but they are working through that.

BUY

(Market Call Minute.) Have tremendous production growth out of Colombia.

BUY

Heavy/light oil in Colombia. Widely believed that the company is moving well towards having a pipeline. Great assets.

BUY

Colombia and Peru have some of the best royalty regimes in the world right now. Some good capital gains to be had out of growing production and this company has indicated it will do so. High margins and high economic values.

COMMENT

A road/pipeline has to be built. Run by two veterans of Venezuela. Heavy and light oil. Thinks it's very strong. You could buy this for a higher future oil price.

TOP PICK

Bonds. 20% yield doubles his money in 4 years. Some international country risks. Colombia is one of the better countries in Latin America. Never defaulted on risks. Very under leveraged company.

TOP PICK

8% Convertible debenture maturing Aug/13. Conservative way of buying into a stable country, Columbia oil/gas, instead of owning the stock. A free cash flow company. Maintains profitability at $30 a barrel. The only debts are debentures so he gets first call on assets in case of trouble.

COMMENT

A solid name but doesn't see a lot of catalysts given the commodity prices and the preferences given to senior producers. With $70 oil, which he expects in the latter half of 2009, this is a very strong holding.

PAST TOP PICK

(A Top Pick Aug7/07. Up 28%.) Building and almost fully integrated oil company in Colombia, which has one of the best fiscal jurisdictions and lowest tax rate. Believes in 1 year it will be producing $1 billion in cash flow.

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Pacific Exploration & Production. (PRE.TO)