MEG Energy Corp

MEG-T

Analysis and Opinions about MEG-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
June 19, 2014

(Top Pick Jan 17/14, Up 27.88%) Will benefit from Northern Gateway. Just entering into a rapid growth phase. There will be some significant jumps going forward in the near term, at least.

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(Top Pick Jan 17/14, Up 27.88%) Will benefit from Northern Gateway. Just entering into a rapid growth phase. There will be some significant jumps going forward in the near term, at least.

COMMENT
COMMENT
February 7, 2014

Doesn’t pay a dividend so she doesn’t own it in her portfolios but her company does. Good quality assets in the oil sands region. Operating results have been very good to date. Have done a good job in terms of market access and putting together solutions of pipe, rail and barge to get their product to market. Outlook is quite good. Weakening Cdn$ will bode well for their results for the next couple of quarters.

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MEG Energy Corp (MEG-T)
February 7, 2014

Doesn’t pay a dividend so she doesn’t own it in her portfolios but her company does. Good quality assets in the oil sands region. Operating results have been very good to date. Have done a good job in terms of market access and putting together solutions of pipe, rail and barge to get their product to market. Outlook is quite good. Weakening Cdn$ will bode well for their results for the next couple of quarters.

TOP PICK
TOP PICK
January 17, 2014

Looking at the global political landscape and the risks in the Middle East, etc., he thinks oil sands are undervalued by Cdn and the global investors, considering we are a safe jurisdiction and these are long life assets. Oil production is on track to double in 2014 to approximately 60,000 barrels a day.

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MEG Energy Corp (MEG-T)
January 17, 2014

Looking at the global political landscape and the risks in the Middle East, etc., he thinks oil sands are undervalued by Cdn and the global investors, considering we are a safe jurisdiction and these are long life assets. Oil production is on track to double in 2014 to approximately 60,000 barrels a day.

PAST TOP PICK
PAST TOP PICK
January 6, 2014

6.5% bond maturing March 15/21. (Top Pick August 13/13, Up 6.00%) Good management team and energy reserves. Have been penalized around expansion. Sometimes they have to come to market when it is not that open. It fluctuates. Buy it when it cheapens up.

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MEG Energy Corp (MEG-T)
January 6, 2014

6.5% bond maturing March 15/21. (Top Pick August 13/13, Up 6.00%) Good management team and energy reserves. Have been penalized around expansion. Sometimes they have to come to market when it is not that open. It fluctuates. Buy it when it cheapens up.

PAST TOP PICK
PAST TOP PICK
August 19, 2013

(Top Pick Aug 30/12, Down 14.01%) A high quality name. Fundamentally it is a very good company.

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MEG Energy Corp (MEG-T)
August 19, 2013

(Top Pick Aug 30/12, Down 14.01%) A high quality name. Fundamentally it is a very good company.

TOP PICK
TOP PICK
August 13, 2013

6.5% bond maturing March 15/21. This is located in the oil sands in Alberta. Has a significant positive growth profile over the next 2-3 years and, potential beyond that, to become a major player. Has also been embarking on a rail and barge transportation system to get some of the trapped oil out of Alberta. Just reported good numbers with strong production. The one downside is that they will have continual debt issuance because they had a big program to finance.

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MEG Energy Corp (MEG-T)
August 13, 2013

6.5% bond maturing March 15/21. This is located in the oil sands in Alberta. Has a significant positive growth profile over the next 2-3 years and, potential beyond that, to become a major player. Has also been embarking on a rail and barge transportation system to get some of the trapped oil out of Alberta. Just reported good numbers with strong production. The one downside is that they will have continual debt issuance because they had a big program to finance.

TOP PICK
TOP PICK
October 9, 2012

Superior properties, superior balance sheet, superior management, good growth trajectory. Ultimately you want to be in something that is oil levered and SAGD. Not the cheapest name on the block, but it offers you growth and exposure to oil. Oil Sands are going to grow.

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MEG Energy Corp (MEG-T)
October 9, 2012

Superior properties, superior balance sheet, superior management, good growth trajectory. Ultimately you want to be in something that is oil levered and SAGD. Not the cheapest name on the block, but it offers you growth and exposure to oil. Oil Sands are going to grow.

TOP PICK
TOP PICK
August 30, 2012

Has the best growth profile, bar none. Have some of the highest quality assets. Growing at 200,000+ barrels a day of production. Potentially a takeover candidate. You want to be in oil sands.

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MEG Energy Corp (MEG-T)
August 30, 2012

Has the best growth profile, bar none. Have some of the highest quality assets. Growing at 200,000+ barrels a day of production. Potentially a takeover candidate. You want to be in oil sands.

BUY
BUY
April 9, 2012
A developing oil sands player. Great operating team. An up-and-coming stock. Has the potential to go to 300,000-400,000 barrels a day. This is one you can buy and just sit on as it will be a multibillion-dollar company. On his list.
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A developing oil sands player. Great operating team. An up-and-coming stock. Has the potential to go to 300,000-400,000 barrels a day. This is one you can buy and just sit on as it will be a multibillion-dollar company. On his list.
PAST TOP PICK
PAST TOP PICK
February 22, 2012
(A Top Pick Feb 10/11. Down 4.62%.) Very good long-term grower. Will grow their production tenfold between now and 2020. Very layered manufacturing process. Good economics on the SAGD. Targeted $54.
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MEG Energy Corp (MEG-T)
February 22, 2012
(A Top Pick Feb 10/11. Down 4.62%.) Very good long-term grower. Will grow their production tenfold between now and 2020. Very layered manufacturing process. Good economics on the SAGD. Targeted $54.
DON'T BUY
DON'T BUY
July 5, 2011
Great company. Probably had the best ramp up of any Alberta oil sands producer. Well run. You are paying a lot for the future. Fully priced.
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Great company. Probably had the best ramp up of any Alberta oil sands producer. Well run. You are paying a lot for the future. Fully priced.
BUY
BUY
June 6, 2011
Long-term hold. Is a buy here. Potentially maybe even a takeover candidate.
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Long-term hold. Is a buy here. Potentially maybe even a takeover candidate.
TOP PICK
TOP PICK
February 10, 2011
Oil sands SAGD technology. Low cost producer. Currently producing 25,000-27,000 barrels a day. Growing their Christina Lake project (2nd phase) that will more than double production by 2013. Putting application in for phase 3, which will more than triple production by 2016.
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MEG Energy Corp (MEG-T)
February 10, 2011
Oil sands SAGD technology. Low cost producer. Currently producing 25,000-27,000 barrels a day. Growing their Christina Lake project (2nd phase) that will more than double production by 2013. Putting application in for phase 3, which will more than triple production by 2016.
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