Talisman Energy

TLM-T

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about TLM-T

Signal
Opinion
Expert
PARTIAL SELL
PARTIAL SELL
September 17, 2012

Has been very strong for a number of months and we are in the top end of the range that it has been trading in so you should think about taking some money off the table. However, the geopolitical risks are a wild card and if it heats up then the energy stocks could break out here.

Talisman Energy (TLM-T)
September 17, 2012

Has been very strong for a number of months and we are in the top end of the range that it has been trading in so you should think about taking some money off the table. However, the geopolitical risks are a wild card and if it heats up then the energy stocks could break out here.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$14.350
Owned
Unknown
BUY
BUY
August 30, 2012

Have unique assets all around the world. Investors did not pay for the global diversification. Resurgence in a global type company that also has unique assets in North America. With gas rebounding this one has rebounded and he has continued to hold it. It will be interesting as gas recovers. Activist interest by Ont Teachers Fund may indicate a bottom.

Talisman Energy (TLM-T)
August 30, 2012

Have unique assets all around the world. Investors did not pay for the global diversification. Resurgence in a global type company that also has unique assets in North America. With gas rebounding this one has rebounded and he has continued to hold it. It will be interesting as gas recovers. Activist interest by Ont Teachers Fund may indicate a bottom.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$13.460
Owned
Yes
COMMENT
COMMENT
August 30, 2012

Not a pure crude oil play. Fairly weighted towards natural gas, which is what drags it down. Cheap on a multiple basis. Talk on the street is that this could be a takeover target. Most people think the stock is worth $18-$19. You are probably better off with something that has demonstrated a little bit better operational efficiency over the last 3-4 years such as Canadian Natural Resources (CNQ-T). He is looking to buy this in the next couple of days.

Talisman Energy (TLM-T)
August 30, 2012

Not a pure crude oil play. Fairly weighted towards natural gas, which is what drags it down. Cheap on a multiple basis. Talk on the street is that this could be a takeover target. Most people think the stock is worth $18-$19. You are probably better off with something that has demonstrated a little bit better operational efficiency over the last 3-4 years such as Canadian Natural Resources (CNQ-T). He is looking to buy this in the next couple of days.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$13.460
Owned
No
TOP PICK
TOP PICK
August 29, 2012

Former management used to overpromise and under deliver. New management has some assets which have been a perennial problem and they are selling 49% of that to a Chinese company. Will concentrate on their core assets. Really cheap. Has a lot of natural gas exposure and he likes the longer-term outlook for natural gas.

Talisman Energy (TLM-T)
August 29, 2012

Former management used to overpromise and under deliver. New management has some assets which have been a perennial problem and they are selling 49% of that to a Chinese company. Will concentrate on their core assets. Really cheap. Has a lot of natural gas exposure and he likes the longer-term outlook for natural gas.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$13.920
Owned
Yes
WAIT
WAIT
August 8, 2012

The feeling is that they could be next to be taken over. They have sold part of their assets and indicated there was another shoe to drop. She imagines they will wait to see how the next takeover goes. Wait for a correction in the stock before buying it.

Talisman Energy (TLM-T)
August 8, 2012

The feeling is that they could be next to be taken over. They have sold part of their assets and indicated there was another shoe to drop. She imagines they will wait to see how the next takeover goes. Wait for a correction in the stock before buying it.

Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$13.230
Owned
No
WAIT
WAIT
August 3, 2012

Likes it. Good chance that someone takes them over. Over 4000 barrels per day split between gas and oil. He is looking for a better entry point.

Talisman Energy (TLM-T)
August 3, 2012

Likes it. Good chance that someone takes them over. Over 4000 barrels per day split between gas and oil. He is looking for a better entry point.

Michael Giordano
VP Investments & Portfolio Manager,
Price
$13.320
Owned
No
WAIT
WAIT
July 31, 2012

(Market Call Minute) Would like to see a pull back to $10.63.

(Market Call Minute) Would like to see a pull back to $10.63.

Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$12.400
Owned
Yes
TOP PICK
TOP PICK
July 27, 2012
Usually the best time to buy things is when people are throwing in the towel. In the last little while, they have brought in some new operating management. In the process of selling 49% of their North Sea venture to a Chinese company. He can see $18-$20 over the next 2-3 years.
Usually the best time to buy things is when people are throwing in the towel. In the last little while, they have brought in some new operating management. In the process of selling 49% of their North Sea venture to a Chinese company. He can see $18-$20 over the next 2-3 years.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$12.710
Owned
Yes
HOLD
HOLD
July 24, 2012
The Chinese involvement means that at some point it will get taken out.
The Chinese involvement means that at some point it will get taken out.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$11.830
Owned
Unknown
BUY
BUY
July 23, 2012
They just sold off part of their interest in the North Sea where they had operating issues, which cleans up the company a bit. If you are bullish on oil and natural gas, which he is, then this is definitely a good one to hold. NAV is somewhere in the $15-$20 range. Feels that natural gas prices are going to move up pretty significantly in the next 12-18 months.
They just sold off part of their interest in the North Sea where they had operating issues, which cleans up the company a bit. If you are bullish on oil and natural gas, which he is, then this is definitely a good one to hold. NAV is somewhere in the $15-$20 range. Feels that natural gas prices are going to move up pretty significantly in the next 12-18 months.
Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$11.800
Owned
Unknown
DON'T BUY
DON'T BUY
July 11, 2012
Has been a really tough investment for Canadian investors. Feels it’s a value trap right now. Sort of lost its way from a corporate direction.
Has been a really tough investment for Canadian investors. Feels it’s a value trap right now. Sort of lost its way from a corporate direction.
Steve Carlin
Senior Vice President & Head of Equities, Aegon Capital Management
Price
$11.070
Owned
No
BUY WEAKNESS
BUY WEAKNESS
July 4, 2012
Likes their portfolio. International and Canadian. Oil and Nat Gas. Vulnerable to oil prices going down. Book value is $9.98. Buy around $9
Likes their portfolio. International and Canadian. Oil and Nat Gas. Vulnerable to oil prices going down. Book value is $9.98. Buy around $9
Josef Schachter
President, Schachter Asset Management
Price
$12.210
Owned
Unknown
DON'T BUY
DON'T BUY
June 21, 2012
Cutting CapX by about 20% so they are responding to this environment. Shedding non-core assets. But too levered to natural gas, which is a tough place to be. Had a lot of operational issues out of the North Sea. Growing their natural gas liquids production but this is not a big enough component of their business.
Cutting CapX by about 20% so they are responding to this environment. Shedding non-core assets. But too levered to natural gas, which is a tough place to be. Had a lot of operational issues out of the North Sea. Growing their natural gas liquids production but this is not a big enough component of their business.
Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$10.880
Owned
Unknown
DON'T BUY
DON'T BUY
June 13, 2012
Has being an under performer in the energy group in the last decade. Drilling huge wells in northern Iraq but the key driver is the shale gas in North America so it is hard to get excited about.
Has being an under performer in the energy group in the last decade. Drilling huge wells in northern Iraq but the key driver is the shale gas in North America so it is hard to get excited about.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$11.570
Owned
No
DON'T BUY
DON'T BUY
June 8, 2012
Used to be right at the top of his list, but then they went out and discovered shale gas. People are starting to shut in gas wells.
Used to be right at the top of his list, but then they went out and discovered shale gas. People are starting to shut in gas wells.
David Cockfield
Managing Director, Northland Wealth Management
Price
$10.820
Owned
Unknown
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