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
SELL
SELL
January 25, 2007
Oil/gas trust with about a 15% yield. Market is betting that the distributions are not going to be sustainable.
Show full opinionHide full opinion
Oil/gas trust with about a 15% yield. Market is betting that the distributions are not going to be sustainable.
SELL
SELL
January 22, 2007
With the new government rules, its model no longer works. It grew by acquisition. Too much debt for him. Has been selling off his holdings for the last six months.
Show full opinionHide full opinion
With the new government rules, its model no longer works. It grew by acquisition. Too much debt for him. Has been selling off his holdings for the last six months.
HOLD
HOLD
January 18, 2007
Recently had a 17% distribution cut. Well run by solid oil/gas people. Have always been prudent. Never paid out more than 100%.
Show full opinionHide full opinion
Recently had a 17% distribution cut. Well run by solid oil/gas people. Have always been prudent. Never paid out more than 100%.
SELL
SELL
January 18, 2007
This one is right in the middle of its peer group in terms of payout ratio and its yield of about 14/15 percent. There is risk of continued further cuts.
Show full opinionHide full opinion
This one is right in the middle of its peer group in terms of payout ratio and its yield of about 14/15 percent. There is risk of continued further cuts.
SELL
SELL
January 16, 2007
Payout ratios are quite high and he expects a potential decline in distributions over the next six months.
Show full opinionHide full opinion
Payout ratios are quite high and he expects a potential decline in distributions over the next six months.
SELL
SELL
January 5, 2007
Relatively decent trust but I lower reserve life index. 17% yield. Would consider switching out of this one.
Show full opinionHide full opinion
Relatively decent trust but I lower reserve life index. 17% yield. Would consider switching out of this one.
WAIT
WAIT
December 29, 2006
Bought about $3 billion in assets over the last year and there’s a little bit of stress in execution and they haven’t been hitting their production numbers. Sometime in the next 6 months, this will be back on his Buy list.
Show full opinionHide full opinion
Bought about $3 billion in assets over the last year and there’s a little bit of stress in execution and they haven’t been hitting their production numbers. Sometime in the next 6 months, this will be back on his Buy list.
WAIT
WAIT
December 29, 2006
Price to cash flow is quite reasonable. Sells fairly close to its book value. Before buying more, would like to see how the income trust picture plays out.
Show full opinionHide full opinion
Price to cash flow is quite reasonable. Sells fairly close to its book value. Before buying more, would like to see how the income trust picture plays out.
DON'T BUY
DON'T BUY
December 15, 2006
Sold out of her portfolio as it is less certain where it is going to fall. Had been very aggressive on acquisitions in the last couple of years without significant tax benefits. Development is less limited.
Show full opinionHide full opinion
Sold out of her portfolio as it is less certain where it is going to fall. Had been very aggressive on acquisitions in the last couple of years without significant tax benefits. Development is less limited.
SELL
SELL
November 24, 2006
A lot of US investors are buying this name. Not his favourite royalty trust. With consider selling on this current strength. Constructive on oil/gas. Consider moving to Arc Energy (AET.UN-T) or Canadian Oil Sands (COS.UN-T).
Show full opinionHide full opinion
A lot of US investors are buying this name. Not his favourite royalty trust. With consider selling on this current strength. Constructive on oil/gas. Consider moving to Arc Energy (AET.UN-T) or Canadian Oil Sands (COS.UN-T).
DON'T BUY
DON'T BUY
November 16, 2006
Reserve life is a little on the low side and you might want to lighten up in a rally. Production misses have plagued them. Decent size.
Show full opinionHide full opinion
Reserve life is a little on the low side and you might want to lighten up in a rally. Production misses have plagued them. Decent size.
DON'T BUY
DON'T BUY
November 15, 2006
This is the major trust that he sold. The bigger trusts, that are set up to just pay distributions and have low growth assets, are probably not the ones you want.
Show full opinionHide full opinion
This is the major trust that he sold. The bigger trusts, that are set up to just pay distributions and have low growth assets, are probably not the ones you want.
HOLD
HOLD
November 10, 2006
Had a couple of issues, 1) the tax situation and 2) 3rd Q results were disappointing. Well managed.
Show full opinionHide full opinion
Had a couple of issues, 1) the tax situation and 2) 3rd Q results were disappointing. Well managed.
DON'T BUY
DON'T BUY
November 3, 2006
Have grown through acquisitions. Saw some key people leave on the operations side which is key to running any successful oil/gas business. Looks cheap on paper, but would like to see them integrate their acquisitions.
Show full opinionHide full opinion
Have grown through acquisitions. Saw some key people leave on the operations side which is key to running any successful oil/gas business. Looks cheap on paper, but would like to see them integrate their acquisitions.
SELL
SELL
November 1, 2006
Not a core holding that you need in this type of market. Would suggest you reduce your holdings. There are better ones out there.
Show full opinionHide full opinion
Not a core holding that you need in this type of market. Would suggest you reduce your holdings. There are better ones out there.
Showing 31 to 45 of 78 entries