Talisman Energy

TLM-T

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

Analysis and Opinions about TLM-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
May 29, 2012
(Top Pick Jun 20/11, Down 38.67%) Is very compelling at today’s price. He has averaged down a little in some cases. Markets were confused over the last few years with changes in strategic direction and management changes. But they are an international company with very good properties and potential to earn significant cash flow.
(Top Pick Jun 20/11, Down 38.67%) Is very compelling at today’s price. He has averaged down a little in some cases. Markets were confused over the last few years with changes in strategic direction and management changes. But they are an international company with very good properties and potential to earn significant cash flow.
Michael Sprung
President, Sprung Investment Management
Price
$11.090
Owned
Yes
TOP PICK
TOP PICK
May 24, 2012
Management has used the revenue they get from the North Sea to move into natural gas exploration in the shale areas in the US. Looking to hold this for 3 to 5 years.
Management has used the revenue they get from the North Sea to move into natural gas exploration in the shale areas in the US. Looking to hold this for 3 to 5 years.
Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$10.360
Owned
Yes
DON'T BUY
DON'T BUY
May 23, 2012
Has been a painful stock to own because it has been a poor performer. History of management overpromising and under delivering. Management changed but still haven't been beating expectations. If you own, it is too late to Sell. If there is some recovery in energy stocks, you might want to switch into something a little better.
Has been a painful stock to own because it has been a poor performer. History of management overpromising and under delivering. Management changed but still haven't been beating expectations. If you own, it is too late to Sell. If there is some recovery in energy stocks, you might want to switch into something a little better.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$10.170
Owned
Yes
DON'T BUY
DON'T BUY
May 16, 2012
Went from $24 down to $10. CEO has not been able to meet expectations. Had problems with their North Sea production. There are many other names that he thinks are better run, that are cleaner story and are not relying on the natural gas recovery. Could be a value trap.
Went from $24 down to $10. CEO has not been able to meet expectations. Had problems with their North Sea production. There are many other names that he thinks are better run, that are cleaner story and are not relying on the natural gas recovery. Could be a value trap.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$9.970
Owned
Unknown
COMMENT
COMMENT
May 14, 2012
Should he go Short and covert at $8.40? He probably wouldn't Short this one. It should have been done at the breakout level of about $12. Some of the indicators are sort of bottoming and it could have a spike upside.
Should he go Short and covert at $8.40? He probably wouldn't Short this one. It should have been done at the breakout level of about $12. Some of the indicators are sort of bottoming and it could have a spike upside.
Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$10.310
Owned
Unknown
DON'T BUY
DON'T BUY
May 3, 2012
Chart is showing a descending triangle, which is bearish. Has the potential to even drop further.
Chart is showing a descending triangle, which is bearish. Has the potential to even drop further.
Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
Price
$11.750
Owned
Unknown
TOP PICK
TOP PICK
April 30, 2012
Preferred A Series, 4.2%. This is a rate reset with a reset date of Dec 31/16. Recently sold some non-core assets. Raised $1.9 billion to refocus on natural gas plays. Yield to reset of 4.77%.
Talisman Energy (TLM-T)
April 30, 2012
Preferred A Series, 4.2%. This is a rate reset with a reset date of Dec 31/16. Recently sold some non-core assets. Raised $1.9 billion to refocus on natural gas plays. Yield to reset of 4.77%.
Randy LeClair
Chief Investment Officer & Portfolio Manager, Portland Investment Counsel
Price
$12.920
Owned
Yes
TOP PICK
TOP PICK
April 27, 2012
Into a lot of gas plays, but more emphasis recently on liquids. Management has addressed many of their problems and are well diversified internationally. Have some excellent properties and holdings in Asia where there is a strong demand.
Talisman Energy (TLM-T)
April 27, 2012
Into a lot of gas plays, but more emphasis recently on liquids. Management has addressed many of their problems and are well diversified internationally. Have some excellent properties and holdings in Asia where there is a strong demand.
Michael Sprung
President, Sprung Investment Management
Price
$13.080
Owned
Yes
DON'T BUY
DON'T BUY
March 30, 2012
Not his favourite. A bit too gassy. They are trying hard to get a little more geographic focused. Looks statistically cheap but thinks there are better names in the oil patch.
Talisman Energy (TLM-T)
March 30, 2012
Not his favourite. A bit too gassy. They are trying hard to get a little more geographic focused. Looks statistically cheap but thinks there are better names in the oil patch.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$12.540
Owned
No
DON'T BUY
DON'T BUY
March 29, 2012
Not one of the best stewards of capital. Have had a steady decline of return on capital versus their peers. Looks at this as a “show me” story in 2012.
Talisman Energy (TLM-T)
March 29, 2012
Not one of the best stewards of capital. Have had a steady decline of return on capital versus their peers. Looks at this as a “show me” story in 2012.
Mason Granger
Portfolio Manager, Sentry Investments
Price
$12.390
Owned
No
BUY
BUY
March 23, 2012
Was a really poor performer. Thinks it is washed out and you wont get hurt buying it here. Hold for one to three years.
Talisman Energy (TLM-T)
March 23, 2012
Was a really poor performer. Thinks it is washed out and you wont get hurt buying it here. Hold for one to three years.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$13.100
Owned
Unknown
BUY
BUY
March 8, 2012
Sold a parcel of coal to day. Probably the most international company today. A headache for pension managers but he have not got liftoff on this name. They are shedding a lot of their non-core assets. It’s probably a good time to be in there.
Sold a parcel of coal to day. Probably the most international company today. A headache for pension managers but he have not got liftoff on this name. They are shedding a lot of their non-core assets. It’s probably a good time to be in there.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$13.290
Owned
No
HOLD
HOLD
February 22, 2012
This is a company that has always struggled. Have spent a lot of money buying a lot of oil/gas assets. You could see this bounce back up to the $18 range but wouldn't be in a hurry to buy this one.
Talisman Energy (TLM-T)
February 22, 2012
This is a company that has always struggled. Have spent a lot of money buying a lot of oil/gas assets. You could see this bounce back up to the $18 range but wouldn't be in a hurry to buy this one.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$14.260
Owned
Unknown
TOP PICK
TOP PICK
February 21, 2012
Recommended based on cheap valuation. Suffered the last year or so. Most recent quarter the gas side of production was a little higher and people were hoping, thought more would go to liquids. Company has adjusted the strategic plan over the last years but when you look at the properties, it is quite compelling at these levels.
Talisman Energy (TLM-T)
February 21, 2012
Recommended based on cheap valuation. Suffered the last year or so. Most recent quarter the gas side of production was a little higher and people were hoping, thought more would go to liquids. Company has adjusted the strategic plan over the last years but when you look at the properties, it is quite compelling at these levels.
Michael Sprung
President, Sprung Investment Management
Price
$13.850
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
February 21, 2012
An underperformer last year but is starting to work out. Reported earnings last week. Guidance was nothing special but is undervalued. Was trading at 3.5 X cash flow but should trade at 5X cash flow per share. Nice dividend and have lots of nice properties. He values it between $15 and $18.
Talisman Energy (TLM-T)
February 21, 2012
An underperformer last year but is starting to work out. Reported earnings last week. Guidance was nothing special but is undervalued. Was trading at 3.5 X cash flow but should trade at 5X cash flow per share. Nice dividend and have lots of nice properties. He values it between $15 and $18.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$13.850
Owned
Yes
Showing 106 to 120 of 1,053 entries