Canetic Resources Trust

CNE.UN-T

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

Analysis and Opinions about CNE.UN-T

Signal
Opinion
Expert
COMMENT
COMMENT
May 29, 2007
Has been dropping since last year. Now represents decent value. Staffing problems have been alleviated. Has a good portfolio of oil/gas properties. Will probably be a consolidator, which could involve issuing more stock.
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Has been dropping since last year. Now represents decent value. Staffing problems have been alleviated. Has a good portfolio of oil/gas properties. Will probably be a consolidator, which could involve issuing more stock.
Ben Cheng

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Price
$16.600
Owned
Unknown
COMMENT
COMMENT
May 15, 2007
Most stocks in this sector have done the same thing. They have formed a bottom and have a higher low. This tells him that the downtrend is over.
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Most stocks in this sector have done the same thing. They have formed a bottom and have a higher low. This tells him that the downtrend is over.
HOLD
HOLD
May 2, 2007
One of the big ones, mainly oil, once rules are finally put into print, they will benefit by acquiring companies. They won't be buying more until rules are firmed up.
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One of the big ones, mainly oil, once rules are finally put into print, they will benefit by acquiring companies. They won't be buying more until rules are firmed up.
HOLD
HOLD
April 30, 2007
A decent stock. Has grown very rapidly through acquisitions, which creates integration issues. Feels that management is still focused on acquisitions rather than developing and holding on to what they have.
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A decent stock. Has grown very rapidly through acquisitions, which creates integration issues. Feels that management is still focused on acquisitions rather than developing and holding on to what they have.
COMMENT
COMMENT
April 18, 2007
Very interesting story. One of the big five. With the tax pools they have, there will be little if any taxes to be paid. He is not doing anything on oil/gas trusts until the rules on taxation are clearer.
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Very interesting story. One of the big five. With the tax pools they have, there will be little if any taxes to be paid. He is not doing anything on oil/gas trusts until the rules on taxation are clearer.
HOLD
HOLD
April 13, 2007
Would like to see them get another couple of quarters of stabilized production to show that they are effectively consolidating.
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Would like to see them get another couple of quarters of stabilized production to show that they are effectively consolidating.
WATCH
WATCH
April 4, 2007
In the midst of a turnaround. Had some management changes. Reducing their debt. Have interesting properties that they can develop. A “show me” story.
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In the midst of a turnaround. Had some management changes. Reducing their debt. Have interesting properties that they can develop. A “show me” story.
COMMENT
COMMENT
April 4, 2007
Looking for a fairly heavy cut in distributions. Well-run company. This is one of the companies he would look at once he decided to buy.
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Looking for a fairly heavy cut in distributions. Well-run company. This is one of the companies he would look at once he decided to buy.
DON'T BUY
DON'T BUY
March 23, 2007
Have grown very quickly and, as a result, there are some integration issues. Unclear if they can put themselves into the sustainability model.
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Have grown very quickly and, as a result, there are some integration issues. Unclear if they can put themselves into the sustainability model.
WATCH
WATCH
March 20, 2007
About evenly split between oil and gas. Payout ratio of about 75%. Have concerns about their ability to continue to meet production forecasts. Price looks enticing.
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About evenly split between oil and gas. Payout ratio of about 75%. Have concerns about their ability to continue to meet production forecasts. Price looks enticing.
DON'T BUY
DON'T BUY
March 2, 2007
Not sure things are going to work out well going forward. A lot of mergers and transactions within the company, so management has to deal with problems of the day rather than the future. COO has left the company, leading a very stretched management team.
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Not sure things are going to work out well going forward. A lot of mergers and transactions within the company, so management has to deal with problems of the day rather than the future. COO has left the company, leading a very stretched management team.
WATCH
WATCH
February 23, 2007
Looks cheap on a price/cash flow multiple and other measures. Missed their production the last couple of quarters. Have also lost a few key technical people. He'll monitor this one very closely over the next several quarters.
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Looks cheap on a price/cash flow multiple and other measures. Missed their production the last couple of quarters. Have also lost a few key technical people. He'll monitor this one very closely over the next several quarters.
DON'T BUY
DON'T BUY
February 22, 2007
Royalty trust space has had a very rough 4 months. Has a fairly diverse portfolio. A fair bit of debt. Reserve life is a little shorter than average.
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Royalty trust space has had a very rough 4 months. Has a fairly diverse portfolio. A fair bit of debt. Reserve life is a little shorter than average.
BUY
BUY
February 6, 2007
Has been beaten up quite badly. At this point, it's probably not a bad buy.
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Has been beaten up quite badly. At this point, it's probably not a bad buy.
BUY
BUY
January 26, 2007
Looks fairly attractive on a valuation basis. Leveraged to natural gas.
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Looks fairly attractive on a valuation basis. Leveraged to natural gas.
Showing 16 to 30 of 78 entries