Tourmaline Oil Corp (TOU-T) Stock Predictions - Stockchase
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Tourmaline Oil Corp (TOU-T)

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Tourmaline Oil Corp

TOU-T

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Tourmaline Oil Corp (TOU-T) SAVE Feb, 23, 2019, 9:07 am

20.24 0.24 (1.2%)

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COMMENT
Tourmaline Oil Corp(TOU-T) 

February 1, 2019

Too big to be taken over, except by a major, and it's quite independent, so that's a very low chance. Pure gas play, well run, profitable, has growth. Chart is pretty good for an energy stock. But valuations are still extremely low. It's in upper 5% of names, but whole group is out of favour. It will be a long process to make money.
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Too big to be taken over, except by a major, and it's quite independent, so that's a very low chance. Pure gas play, well run, profitable, has growth. Chart is pretty good for an energy stock. But valuations are still extremely low. It's in upper 5% of names, but whole group is out of favour. It will be a long process to make money.
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$17.760
Owned Owned
Unknown

BUY
Tourmaline Oil Corp(TOU-T) 

January 24, 2019

Natural gas producer. It is a top pick on his action alert buy list. You get a dividend yield. They are moving to add more liquids. They are talking about having more cash flow. They may add to their dividend or to stock buy backs.
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Natural gas producer. It is a top pick on his action alert buy list. You get a dividend yield. They are moving to add more liquids. They are talking about having more cash flow. They may add to their dividend or to stock buy backs.
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Josef Schachter

President, Schachter Asset Mana...

Price Price
$18.300
Owned Owned
Unknown

PAST TOP PICK
Tourmaline Oil Corp(TOU-T) 

January 9, 2019

(A Top Pick Mar 08/18, Down 8%) One of the biggest gas producers in Canada. He is surprised it has been as stable as it has. It has done a good job with hedging and market diversification. Still a core holding.
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(A Top Pick Mar 08/18, Down 8%) One of the biggest gas producers in Canada. He is surprised it has been as stable as it has. It has done a good job with hedging and market diversification. Still a core holding.
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$17.870
Owned Owned
Yes

STRONG BUY
Tourmaline Oil Corp(TOU-T) 

December 17, 2018

It is the classic premier story. They are doing over $4 a share in cash flow. Liquids volumes are increasing. It is on his action alert buy list. (Analysts’ price target is $34.00)
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It is the classic premier story. They are doing over $4 a share in cash flow. Liquids volumes are increasing. It is on his action alert buy list. (Analysts’ price target is $34.00)
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Josef Schachter

President, Schachter Asset Mana...

Price Price
$16.220
Owned Owned
Yes

COMMENT
Tourmaline Oil Corp(TOU-T) 

December 14, 2018

He is not enamored with natural gas right now. He feels management is able to beat expectations, which should allow them to get re-rated going forward by the analysts.
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He is not enamored with natural gas right now. He feels management is able to beat expectations, which should allow them to get re-rated going forward by the analysts.
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Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$16.810
Owned Owned
Unknown

COMMENT
Tourmaline Oil Corp(TOU-T) 

November 28, 2018

All energy stocks have been hammered. TOU has good managers. It's cheap at 17x PE, but low ROE and missed a recent quarter. Their saving grace is their balance sheet. TOU is on the list of strategic acquisition for the big players.
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All energy stocks have been hammered. TOU has good managers. It's cheap at 17x PE, but low ROE and missed a recent quarter. Their saving grace is their balance sheet. TOU is on the list of strategic acquisition for the big players.
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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$18.130
Owned Owned
Unknown

BUY
Tourmaline Oil Corp(TOU-T) 

November 26, 2018

Tourmaline vs. Vermillion TOU is well-managed. Natural gas has enjoyed nice pop lately. He likes VET for their acquisitions, because they can access an international price on oil (not the much-lower WCS), and have seen strong growth in recent years as the valuation has decreased. Balance sheet is solid. He predicts WTI will settle at $60 and the WCS differential will narrow.
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Tourmaline vs. Vermillion TOU is well-managed. Natural gas has enjoyed nice pop lately. He likes VET for their acquisitions, because they can access an international price on oil (not the much-lower WCS), and have seen strong growth in recent years as the valuation has decreased. Balance sheet is solid. He predicts WTI will settle at $60 and the WCS differential will narrow.
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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$19.250
Owned Owned
Yes

BUY
Tourmaline Oil Corp(TOU-T) 

November 19, 2018

Management are significant shareholders of the company. Debt is only 18%. This summer was the one time you could buy this one under book value. You buy the assets at a 25% discount to what it cost them to build it. They are moving more towards liquids and building facilities for them. (Guest's target: $34.00)
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Management are significant shareholders of the company. Debt is only 18%. This summer was the one time you could buy this one under book value. You buy the assets at a 25% discount to what it cost them to build it. They are moving more towards liquids and building facilities for them. (Guest's target: $34.00)
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Josef Schachter

President, Schachter Asset Mana...

Price Price
$20.010
Owned Owned
Unknown

BUY
Tourmaline Oil Corp(TOU-T) 

November 16, 2018

Need to be careful on the gas recovery. It is primarily a weather trade. If you are bullish on gas, this is a solid name.
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Need to be careful on the gas recovery. It is primarily a weather trade. If you are bullish on gas, this is a solid name.
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Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$19.440
Owned Owned
No

COMMENT
Tourmaline Oil Corp(TOU-T) 

October 29, 2018

Nat gas prices have barely risen in Canada. This is one of his few Canadian energy stocks. They signed long-term contracts priced when natural gas was higher, and sell in various markets so benfit from those currencies. Their cash flow growth has slowed, but it's 3.7x this year and 3.2x in 2019. Well-managed company. Bide your time here. One of the best stocks in this sector.

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Nat gas prices have barely risen in Canada. This is one of his few Canadian energy stocks. They signed long-term contracts priced when natural gas was higher, and sell in various markets so benfit from those currencies. Their cash flow growth has slowed, but it's 3.7x this year and 3.2x in 2019. Well-managed company. Bide your time here. One of the best stocks in this sector.

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Don Lato

President, Padlock Investment M...

Price Price
$19.140
Owned Owned
Yes

BUY on WEAKNESS
Tourmaline Oil Corp(TOU-T) 

October 9, 2018

This is a trophy stock. It is one of the best run companies. It was $60 in 2014. Their production is 18% liquids and they are bringing on more liquids. They will be a significant beneficiary of LNG Canada for 2023, along with Painted Pony, Birchcliff and Bonavista. They have increased their dividend from 0 to a 2% yield. He expects cash flow above $4 per year. Book value is $27. He expects it to drop below $20 in tax loss selling season and sees that level as a table-pounding buy.

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This is a trophy stock. It is one of the best run companies. It was $60 in 2014. Their production is 18% liquids and they are bringing on more liquids. They will be a significant beneficiary of LNG Canada for 2023, along with Painted Pony, Birchcliff and Bonavista. They have increased their dividend from 0 to a 2% yield. He expects cash flow above $4 per year. Book value is $27. He expects it to drop below $20 in tax loss selling season and sees that level as a table-pounding buy.

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Josef Schachter

President, Schachter Asset Mana...

Price Price
$23.410
Owned Owned
Unknown

TOP PICK
Tourmaline Oil Corp(TOU-T) 

September 28, 2018

The second largest natural gas producer in Canada.  Half of its value is in the infrastructure it owns.  It has been a laggard in the market, but its stock is highly correlated to natural gas prices, which is not representative of the fact only 24% of their production is sold into the depressed AECO market.  Their liquids cut is up to 20%.  A good candidate to benefit from a LNG project announcement.  Yield 1.7%.  (Analysts’ price target is $29.44)

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The second largest natural gas producer in Canada.  Half of its value is in the infrastructure it owns.  It has been a laggard in the market, but its stock is highly correlated to natural gas prices, which is not representative of the fact only 24% of their production is sold into the depressed AECO market.  Their liquids cut is up to 20%.  A good candidate to benefit from a LNG project announcement.  Yield 1.7%.  (Analysts’ price target is $29.44)

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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$22.740
Owned Owned
Yes

DON'T BUY
Tourmaline Oil Corp(TOU-T) 

September 21, 2018

He thinks high quality producers are going to do well, but he is more bullish on oil than natural gas – TOU-T is 70% natural gas.  He would look to others like Surge, Baytex or Vermilion.  You want a company that can increase monthly production and monthly profits and this one has failed to demonstrate that.

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He thinks high quality producers are going to do well, but he is more bullish on oil than natural gas – TOU-T is 70% natural gas.  He would look to others like Surge, Baytex or Vermilion.  You want a company that can increase monthly production and monthly profits and this one has failed to demonstrate that.

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Rob Tetrault

Portfolio , Tetrault Wealth Advi...

Price Price
$20.990
Owned Owned
No

COMMENT
Tourmaline Oil Corp(TOU-T) 

September 7, 2018

Tourmaline versus Painted Pony. TOU-T is a $5.8 billion company with 22% liquids, moving towards 40% liquids production soon.  PONY-T market cap is $438 million.  These are apples to oranges.  He lies both companies, however, and both are on his recommended list.  If we see a further market erosion with tax loss season approaching in November or December, both will likely become a strong buy.    

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Tourmaline versus Painted Pony. TOU-T is a $5.8 billion company with 22% liquids, moving towards 40% liquids production soon.  PONY-T market cap is $438 million.  These are apples to oranges.  He lies both companies, however, and both are on his recommended list.  If we see a further market erosion with tax loss season approaching in November or December, both will likely become a strong buy.    

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Josef Schachter

President, Schachter Asset Mana...

Price Price
$20.180
Owned Owned
Unknown

DON'T BUY
Tourmaline Oil Corp(TOU-T) 

August 17, 2018

He sees a better opportunity in heavy oil producers at this point – although he is bullish oil in general.  He would not own this stock today.

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He sees a better opportunity in heavy oil producers at this point – although he is bullish oil in general.  He would not own this stock today.

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Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$21.410
Owned Owned
No

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