Opinions Jason Donville
Total Energy Services IncTOT.TOPAST TOP PICKFeb 06, 2013
Jason DonvilleStock price when the opinion was issued
As of Jun 23, 2026. Market Open.
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It's super cheap at 3x EV to EBITDA and 7x PE. Money is moving into energy services. TOT is lagging its larger peers. The CEO is strong, managing the balance sheet that should have zero net debt this year. Is growing at 16% this year. Pays a decent dividend.
Jerome HassLikes the company, but it is going sideways and he felt there was just as much chance that it could go to $12 as they could go to $16. Because of this, he recently sold his position. He is not overly bullish right now on anything on the natural resource side including the energy side.
Seems to be range bound in the $13-$15 range. Numbers look good. ROE remains strong so he is just going to be patient. Great long-term track record.
Jason DonvilleOperate in 3 areas, contract drilling, rentals and transport in Canada, US and Australia. In some good areas. 1.4% dividend yield. $16 in one year.
Michael GiordanoGreat performer. The earnings are good with oil in this range. It is a good long-term buy and hold.
Jason DonvilleConvertibles? First of all, these are convertible into the equity of the company sold you want to have a good company. You also want a conversion premium that is not too expensive. In this case, these bonds have a conversion premium of over 80%. You advantage is about 3% per year which means it will be a long time before the premium is ever paid off and they mature in 2016.
Likes it and the team. Has been able to grow earnings. Done well in terms of pricing power. Started to gain some traction and is a larger holdings of his in the energy sector.
Peter ImhofJason DonvilleJason Donville
Jim Huang
(A Top Pick March 5/12. Down 17.41%.) Oil/gas services have just kind of gone sideways over that period. ROE is still high. You just have to be patient. There is a bit is cyclicality.