
TSE:TOU
He got nervous on nat gas stocks last year, so he took profits. Stocks have now checked back. He's more likely to add at this point. One of the greatest operators out there. Great acquisitions plus internal growth. Be a bit worried about a pure nat gas player, as there's no shortage of nat gas in NA. If he were to add right now, they'd be more purely oil-levered plays.
Canada's top natural gas producer and is performing better than nat gas. Also is the largest processor of nat gas. Good geographic exposure--from the Montney, Deep River and Peace River. Earnings are growing at double-digits despite nat gas prices falling sharply. Are good at getting nat gas to market at good prices. Trades at 4x cash flow. Pullback in shares is good to buy.
(Analysts’ price target is $92.00)
Natural gas prices weighing on the company.
Best in class operator.
Very strong management team.
Excellent prospects going forward.
Very strong asset base.
Very strong management team.
Cheap valuation.
5% production growth.