Talisman Energy

TLM-T

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0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about TLM-T

Signal
Opinion
Expert
SELL
SELL
May 14, 2013

It has potential in the future, but for now they have sold it.

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It has potential in the future, but for now they have sold it.

PAST TOP PICK
PAST TOP PICK
April 26, 2013

(A Top Pick April 27/12. Down 6.78%.) This company is in transition. Much more focused on capital allocation and are getting out of some of their developments that were riskier resource plays. On the right track.

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Talisman Energy (TLM-T)
April 26, 2013

(A Top Pick April 27/12. Down 6.78%.) This company is in transition. Much more focused on capital allocation and are getting out of some of their developments that were riskier resource plays. On the right track.

DON'T BUY
DON'T BUY
April 22, 2013

He prefers others. This is the cheapest in the space. It is a speculation on a take-over. There could be announcements made in an upcoming meeting. He doesn’t play the M&A game so he isn’t in this one.

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Talisman Energy (TLM-T)
April 22, 2013

He prefers others. This is the cheapest in the space. It is a speculation on a take-over. There could be announcements made in an upcoming meeting. He doesn’t play the M&A game so he isn’t in this one.

COMMENT
COMMENT
April 19, 2013

Once he saw that the gas market was going to get overwhelmed with the new production out of the gas shale, he backed off this. Things are starting to improve. Price of gas is over $4 and gas in storage has got to more historical levels. Looking at this again and thinking about it but hasn’t stepped back in yet. Might be a bit early.

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Talisman Energy (TLM-T)
April 19, 2013

Once he saw that the gas market was going to get overwhelmed with the new production out of the gas shale, he backed off this. Things are starting to improve. Price of gas is over $4 and gas in storage has got to more historical levels. Looking at this again and thinking about it but hasn’t stepped back in yet. Might be a bit early.

DON'T BUY
DON'T BUY
April 17, 2013

Not on the top of the list of names that he would want to buy. Has been a perennial value trap. Gone through multiple CEO’s. A complicated asset base, which limits the potential for foreign interests.

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Talisman Energy (TLM-T)
April 17, 2013

Not on the top of the list of names that he would want to buy. Has been a perennial value trap. Gone through multiple CEO’s. A complicated asset base, which limits the potential for foreign interests.

COMMENT
COMMENT
April 16, 2013

Not a stock he would necessarily want to own to get exposure to the “Canadian” energy scene. Have spectacular assets abroad. Just had a change of CEOs. Talking about putting some of their Canadian assets up for sale.

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Talisman Energy (TLM-T)
April 16, 2013

Not a stock he would necessarily want to own to get exposure to the “Canadian” energy scene. Have spectacular assets abroad. Just had a change of CEOs. Talking about putting some of their Canadian assets up for sale.

BUY WEAKNESS
BUY WEAKNESS
March 25, 2013

We are going to be range-bound in the energy markets. If we come back to the trend line in the next couple of months it would be an opportunity to buy it. Prefers SU-T

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Talisman Energy (TLM-T)
March 25, 2013

We are going to be range-bound in the energy markets. If we come back to the trend line in the next couple of months it would be an opportunity to buy it. Prefers SU-T

COMMENT
COMMENT
March 15, 2013

Turnarounds always take longer than people expect. This is levered towards natural gas so if there is a pickup in natural gas prices, this will be a big beneficiary.

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Talisman Energy (TLM-T)
March 15, 2013

Turnarounds always take longer than people expect. This is levered towards natural gas so if there is a pickup in natural gas prices, this will be a big beneficiary.

DON'T BUY
DON'T BUY
March 12, 2013

One of the least liked energy companies. A laggard in a difficult group. Would prefer others.

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Talisman Energy (TLM-T)
March 12, 2013

One of the least liked energy companies. A laggard in a difficult group. Would prefer others.

PAST TOP PICK
PAST TOP PICK
March 4, 2013

(A Top Pick Feb 13/12. Up 2.42%.) Had cut back in his holdings in November because of concerns on the US fiscal cliff debate. Turning out to be a bit of a value trap.

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(A Top Pick Feb 13/12. Up 2.42%.) Had cut back in his holdings in November because of concerns on the US fiscal cliff debate. Turning out to be a bit of a value trap.

HOLD
HOLD
February 11, 2013

(Market Call Minute) Could be a takeout candidate.

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Talisman Energy (TLM-T)
February 11, 2013

(Market Call Minute) Could be a takeout candidate.

PAST TOP PICK
PAST TOP PICK
February 6, 2013

(A Top Pick Feb 21/12. Down 6.49%.) Still likes. Has gone under significant changes in the last year including new management and new direction. Feels there is more of a focus on profitability and shareholders now. Excellent assets, which he feels are worth more than the current market value is.

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Talisman Energy (TLM-T)
February 6, 2013

(A Top Pick Feb 21/12. Down 6.49%.) Still likes. Has gone under significant changes in the last year including new management and new direction. Feels there is more of a focus on profitability and shareholders now. Excellent assets, which he feels are worth more than the current market value is.

PAST TOP PICK
PAST TOP PICK
January 15, 2013

(A Top Pick Feb 13/12. Down 2.64%.) Sold this along with a lot of his holdings in October because of the fiscal cliff debate. Still a value play but unfortunately becoming a value trap.

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Talisman Energy (TLM-T)
January 15, 2013

(A Top Pick Feb 13/12. Down 2.64%.) Sold this along with a lot of his holdings in October because of the fiscal cliff debate. Still a value play but unfortunately becoming a value trap.

TOP PICK
TOP PICK
December 21, 2012

Been a disappointment over the last few years. Board made a decisive move by replacing the CEO. Will be much more focused now on generating more cash flow, working on operations and working on projects that have a more immediate payback, rather than the “longer-term but higher potential profitability” ones. Own very desirable properties in Asia and Europe. Feels it is selling at a severe discount to what its assets are worth. Could see it easily flirt with $14-$15 in the next year.

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Talisman Energy (TLM-T)
December 21, 2012

Been a disappointment over the last few years. Board made a decisive move by replacing the CEO. Will be much more focused now on generating more cash flow, working on operations and working on projects that have a more immediate payback, rather than the “longer-term but higher potential profitability” ones. Own very desirable properties in Asia and Europe. Feels it is selling at a severe discount to what its assets are worth. Could see it easily flirt with $14-$15 in the next year.

DON'T BUY
DON'T BUY
December 21, 2012

Dangerous looking stock by fundamentals. On a chart basis it looks like a stock that will take a long time to turn around. Markets are waiting for some positive news. If it broke $12.50 then it would be a buy.

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Talisman Energy (TLM-T)
December 21, 2012

Dangerous looking stock by fundamentals. On a chart basis it looks like a stock that will take a long time to turn around. Markets are waiting for some positive news. If it broke $12.50 then it would be a buy.

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