265

Tourmaline Oil Corp (TOU-T)

ON STOCKCHASE SINCE Dec 2010

oil/gas

Tourmaline Oil Corp
TOU-T

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Signal	Opinion	Expert
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. oil/gas 0 0 0 0 0 0 comments	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. oil/gas 0 0 0 0 0 0 comments Bruce Campbell President, Campbell and Lee Inv... Price $17.760 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. oil/gas 0 0 0 0 0 0 comments	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. oil/gas 0 0 0 0 0 0 comments Josef Schachter President, Schachter Asset Mana... Price $18.300 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. oil/gas 0 0 0 0 0 0 comments	(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. oil/gas 0 0 0 0 0 0 comments Dennis da Silva Managing D, Middlefield Capital ... Price $17.870 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) oil/gas 0 0 0 0 0 0 comments	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) oil/gas 0 0 0 0 0 0 comments Josef Schachter President, Schachter Asset Mana... Price $16.220 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. oil/gas 0 0 0 0 0 0 comments	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. oil/gas 0 0 0 0 0 0 comments Eric Nuttall Partner & , Ninepoint Partners... Price $16.810 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. oil/gas 0 0 0 0 0 0 comments	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. oil/gas 0 0 0 0 0 0 comments Jason Mann CIO & Co-F, Edgehill Patners... Price $18.130 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. oil/gas 0 0 0 0 0 0 comments	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. oil/gas 0 0 0 0 0 0 comments John Zechner Chairman, J. Zechner & Assoc... Price $19.250 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) oil/gas 0 0 0 0 0 0 comments	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) oil/gas 0 0 0 0 0 0 comments Josef Schachter President, Schachter Asset Mana... Price $20.010 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. oil/gas 1 0 0 0 0 0 comments	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. oil/gas 1 0 0 0 0 0 comments Eric Nuttall Partner & , Ninepoint Partners... Price $19.440 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. oil/gas 0 0 0 0 0 0 comments	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. oil/gas 0 0 0 0 0 0 comments Don Lato President, Padlock Investment M... Price $19.140 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. oil/gas 0 0 0 0 0 0 comments	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. oil/gas 0 0 0 0 0 0 comments Josef Schachter President, Schachter Asset Mana... Price $23.410 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) oil/gas 0 0 0 0 0 0 comments	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) oil/gas 0 0 0 0 0 0 comments Dennis da Silva Managing D, Middlefield Capital ... Price $22.740 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. oil/gas 0 0 0 0 0 0 comments	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. oil/gas 0 0 0 0 0 0 comments Rob Tetrault Portfolio , Tetrault Wealth Advi... Price $20.990 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. oil/gas 0 0 0 0 0 0 comments	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. oil/gas 0 0 0 0 0 0 comments Josef Schachter President, Schachter Asset Mana... Price $20.180 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. oil/gas 0 0 0 0 0 0 comments	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. oil/gas 0 0 0 0 0 0 comments Eric Nuttall Partner & , Ninepoint Partners... Price $21.410 Owned No

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