Longview Oil

LNV-T

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This company is not ACTIVE.

Analysis and Opinions about LNV-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
September 8, 2014

(Top Pick Aug 15/13, Up 39.15%) It was taken out at a fair price. The markets liked it. He is still in SGY-T who acquired them.

Longview Oil (LNV-T)
September 8, 2014

(Top Pick Aug 15/13, Up 39.15%) It was taken out at a fair price. The markets liked it. He is still in SGY-T who acquired them.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$6.950
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 17, 2014

(Top Pick Aug 15/13, Up 39.15%) It was acquired and you now have SGY-T shares.

Longview Oil (LNV-T)
July 17, 2014

(Top Pick Aug 15/13, Up 39.15%) It was acquired and you now have SGY-T shares.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$6.950
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 5, 2014

(A Top Pick April 1/13. Up 57.27%.) A take over by Surge Energy (SGY-T). Surge has a really great growth profile with a yield of about 8%. Deal hasn’t closed just yet. For the next little bit, Surge is worth holding on to.

(A Top Pick April 1/13. Up 57.27%.) A take over by Surge Energy (SGY-T). Surge has a really great growth profile with a yield of about 8%. Deal hasn’t closed just yet. For the next little bit, Surge is worth holding on to.

Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management
Price
$6.900
Owned
Yes
WATCH
WATCH
April 17, 2014

Consider selling it and putting money into another name. He is concerned about the overall asset quality in general. If they showed him they could meet capital efficiency numbers, he would buy the stock. 4.9% distribution.

Longview Oil (LNV-T)
April 17, 2014

Consider selling it and putting money into another name. He is concerned about the overall asset quality in general. If they showed him they could meet capital efficiency numbers, he would buy the stock. 4.9% distribution.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$6.770
Owned
Unknown
BUY
BUY
February 20, 2014

Advantage owned about 40% and decided to divest. A buyer of these shares was going to buy LNV out but has cooled. Market perceives the takeout probability has declined. He sold some earlier and bought back cheaper.

Longview Oil (LNV-T)
February 20, 2014

Advantage owned about 40% and decided to divest. A buyer of these shares was going to buy LNV out but has cooled. Market perceives the takeout probability has declined. He sold some earlier and bought back cheaper.

Mason Granger
Portfolio Manager, Sentry Investments
Price
$5.000
Owned
Yes
COMMENT
COMMENT
February 12, 2014

Advantage Energy (AAV-T) is peeling out its control position, which has basically been done. The mystery buyer has taken a piece of this offering. This company is an interesting story in its own right. If boil out the numbers on the current $5.25, and take a guess as to what might happen, he thinks you could come up with a $6 price on the stock, giving a little bit of upside from here. It’s a company in transition and he would like to know who the buyer is first.

Longview Oil (LNV-T)
February 12, 2014

Advantage Energy (AAV-T) is peeling out its control position, which has basically been done. The mystery buyer has taken a piece of this offering. This company is an interesting story in its own right. If boil out the numbers on the current $5.25, and take a guess as to what might happen, he thinks you could come up with a $6 price on the stock, giving a little bit of upside from here. It’s a company in transition and he would like to know who the buyer is first.

Bill Bonner
President & Portfolio Manager, Brickburn Asset Management Inc
Price
$5.240
Owned
No
HOLD
HOLD
January 27, 2014

A tough one. Likes this one. It got spun out of a parent Nat. Gas. Company a couple of years ago. He hoped they could incrementally add volume to it over time but that has not happened. They cut the dividend. He treats it like a bond investment. If it sits long enough then someone else comes along and buys them for the potential cash flow.

Longview Oil (LNV-T)
January 27, 2014

A tough one. Likes this one. It got spun out of a parent Nat. Gas. Company a couple of years ago. He hoped they could incrementally add volume to it over time but that has not happened. They cut the dividend. He treats it like a bond investment. If it sits long enough then someone else comes along and buys them for the potential cash flow.

Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$4.690
Owned
Unknown
BUY
BUY
November 19, 2013

(Market Call Minute) More like a bond than a stock. Wants to see production absolutely stabilize.

Longview Oil (LNV-T)
November 19, 2013

(Market Call Minute) More like a bond than a stock. Wants to see production absolutely stabilize.

Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$5.200
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 23, 2013

(A Top Pick June 13/12. Down 11.92%.) This is the oil that really got hit and has sort of been orphaned. Nothing particularly wrong with the company. 10% dividend is safe for now.

Longview Oil (LNV-T)
August 23, 2013

(A Top Pick June 13/12. Down 11.92%.) This is the oil that really got hit and has sort of been orphaned. Nothing particularly wrong with the company. 10% dividend is safe for now.

Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$6.000
Owned
Yes
TOP PICK
TOP PICK
August 15, 2013

Not well followed. Not a lot of institutional ownership. A dull, boring story. Decline rate of 19-20%, which is what everyone wants right now. 11.5% sustainable yield even if at 100% payout ratio. A sleeper pick.

Longview Oil (LNV-T)
August 15, 2013

Not well followed. Not a lot of institutional ownership. A dull, boring story. Decline rate of 19-20%, which is what everyone wants right now. 11.5% sustainable yield even if at 100% payout ratio. A sleeper pick.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$5.400
Owned
Yes
BUY
BUY
April 22, 2013

(Market Call Minute.) Thinks this one is pretty good.

Longview Oil (LNV-T)
April 22, 2013

(Market Call Minute.) Thinks this one is pretty good.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$5.050
Owned
No
HOLD
HOLD
April 8, 2013

(Market Call Minute.) Properties have not been as prolific as some of the other plays in Alberta.

Longview Oil (LNV-T)
April 8, 2013

(Market Call Minute.) Properties have not been as prolific as some of the other plays in Alberta.

Michael Giordano
VP Investments & Portfolio Manager,
Price
$5.280
Owned
No
TOP PICK
TOP PICK
April 1, 2013

Heavy oil. Trading at .6 times NAV. 12.68% sustainable distribution. He thinks it is incredibly cheap. Thinks it will track back to previous levels.

Longview Oil (LNV-T)
April 1, 2013

Heavy oil. Trading at .6 times NAV. 12.68% sustainable distribution. He thinks it is incredibly cheap. Thinks it will track back to previous levels.

Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management
Price
$4.920
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 27, 2013

(A Top Pick March 29/12. Down 46.17%.) Their debt has crept up and he feels the market is questioning the sustainability of the dividend. Have light oil focus and he continues to think decline rates are fairly modest. They should think about selling some non-core assets and instituting a DRIP program.

Longview Oil (LNV-T)
February 27, 2013

(A Top Pick March 29/12. Down 46.17%.) Their debt has crept up and he feels the market is questioning the sustainability of the dividend. Have light oil focus and he continues to think decline rates are fairly modest. They should think about selling some non-core assets and instituting a DRIP program.

Mason Granger
Portfolio Manager, Sentry Investments
Price
$4.700
Owned
Yes
BUY
BUY
November 12, 2012

Spin out from Advantage, which has 34% ownership, which is an overhang. People expect them to sell these shares. Unexciting except for the 9%+ dividend yield. Would not look for much capital appreciation. Buy only for the dividend.

Longview Oil (LNV-T)
November 12, 2012

Spin out from Advantage, which has 34% ownership, which is an overhang. People expect them to sell these shares. Unexciting except for the 9%+ dividend yield. Would not look for much capital appreciation. Buy only for the dividend.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$6.300
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
November 5, 2012

(Top Pick Nov 22/11, Down 27.90%) Commodity was down 36%. Still likes it and added to it recently and will hold unless operating numbers deteriorate.

Longview Oil (LNV-T)
November 5, 2012

(Top Pick Nov 22/11, Down 27.90%) Commodity was down 36%. Still likes it and added to it recently and will hold unless operating numbers deteriorate.

Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$0.370
Owned
Yes
BUY
BUY
September 19, 2012

Cut their guidance in Q2 of this year when oil prices were very low but only cut production about 4%-5%. Advantage Oil (AAV-T) owns 45%-46% have indicated they want to become a purer play and are selling all of their non-core assets but indicated they won’t sell this company’s shares. Some in the market do not believe that, so the stock price has been suppressed. You have a low decline asset base, predominantly light oil, that is paying about 8.5%-8.6% and the dividend is very safe.

Longview Oil (LNV-T)
September 19, 2012

Cut their guidance in Q2 of this year when oil prices were very low but only cut production about 4%-5%. Advantage Oil (AAV-T) owns 45%-46% have indicated they want to become a purer play and are selling all of their non-core assets but indicated they won’t sell this company’s shares. Some in the market do not believe that, so the stock price has been suppressed. You have a low decline asset base, predominantly light oil, that is paying about 8.5%-8.6% and the dividend is very safe.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$6.810
Owned
No
PAST TOP PICK
PAST TOP PICK
September 18, 2012

(A Top Pick Oct 13/11. Down 21.38%.) Light oil weighted producer. Company has a pretty strong balance sheet. 8.77% yield. Still likes.

Longview Oil (LNV-T)
September 18, 2012

(A Top Pick Oct 13/11. Down 21.38%.) Light oil weighted producer. Company has a pretty strong balance sheet. 8.77% yield. Still likes.

Mason Granger
Portfolio Manager, Sentry Investments
Price
$6.830
Owned
Yes
DON'T BUY
DON'T BUY
September 10, 2012

Advantage Gas has sold some of their shares and he thinks they will continue to sell until they have nothing left. Feels this company can starve for capital because of Advantage’s situation. He prefers Baytex (BTE-T) which is a good quality, well run company.

Longview Oil (LNV-T)
September 10, 2012

Advantage Gas has sold some of their shares and he thinks they will continue to sell until they have nothing left. Feels this company can starve for capital because of Advantage’s situation. He prefers Baytex (BTE-T) which is a good quality, well run company.

John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$6.560
Owned
No
PAST TOP PICK
PAST TOP PICK
June 25, 2012
(Top Pick Oct 13/11, Down 18.09%) Oil weighted story with healthy dividend. Likes company a lot.
Longview Oil (LNV-T)
June 25, 2012
(Top Pick Oct 13/11, Down 18.09%) Oil weighted story with healthy dividend. Likes company a lot.
Mason Granger
Portfolio Manager, Sentry Investments
Price
$7.110
Owned
Yes
TOP PICK
TOP PICK
June 13, 2012
(A Top Pick June 9/11. Down 30.24%.) Valuation is incredible. You are getting an 8% yield on a very sustainable oil story. Would hope to own this one for the next decade.
Longview Oil (LNV-T)
June 13, 2012
(A Top Pick June 9/11. Down 30.24%.) Valuation is incredible. You are getting an 8% yield on a very sustainable oil story. Would hope to own this one for the next decade.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$7.700
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 10, 2012
(A Top Pick June 9/11. Down 20.38%.) He is hoping to own this for the next 10 years. Yields 7%. Growing organically 5% to 7% per year. Nothing wrong with it, it just that the oil price has weakened. Pretty good deal today. Great price.
Longview Oil (LNV-T)
May 10, 2012
(A Top Pick June 9/11. Down 20.38%.) He is hoping to own this for the next 10 years. Yields 7%. Growing organically 5% to 7% per year. Nothing wrong with it, it just that the oil price has weakened. Pretty good deal today. Great price.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$8.670
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 9, 2012
(A Top Pick April 18/11. Up 0.82%.)
Longview Oil (LNV-T)
April 9, 2012
(A Top Pick April 18/11. Up 0.82%.)
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$9.510
Owned
Yes
TOP PICK
TOP PICK
March 29, 2012
(A Top Pick Oct 13/11. Up 6.64%.) One of the highest quality names in his portfolio. Advantage (AAV-T) owns 63% and he expects they will sell down their interest, which will propel the stock price higher. Expect it will produce 6700 barrels in 2012. A lot of their wells do not have to be fracture stimulated. Looking for a dividend of about 6%-7%. Sees 10% as a very achievable growth target.
Longview Oil (LNV-T)
March 29, 2012
(A Top Pick Oct 13/11. Up 6.64%.) One of the highest quality names in his portfolio. Advantage (AAV-T) owns 63% and he expects they will sell down their interest, which will propel the stock price higher. Expect it will produce 6700 barrels in 2012. A lot of their wells do not have to be fracture stimulated. Looking for a dividend of about 6%-7%. Sees 10% as a very achievable growth target.
Mason Granger
Portfolio Manager, Sentry Investments
Price
$9.500
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 24, 2012
(A Top Pick Oct 13/11. Up 19.32%.)
Longview Oil (LNV-T)
February 24, 2012
(A Top Pick Oct 13/11. Up 19.32%.)
Mason Granger
Portfolio Manager, Sentry Investments
Price
$10.750
Owned
Yes
TOP PICK
TOP PICK
November 22, 2011
6% dividend yield. Have the oil assets that got spun out of Advantage (AAV-T). Great operating team. Dividend is 1/3 of cash flow and they'll use 2/3 to drill low risk development wells. They should be able to increase production gradually over time. Hoping for a 10%-15% return out of them.
Longview Oil (LNV-T)
November 22, 2011
6% dividend yield. Have the oil assets that got spun out of Advantage (AAV-T). Great operating team. Dividend is 1/3 of cash flow and they'll use 2/3 to drill low risk development wells. They should be able to increase production gradually over time. Hoping for a 10%-15% return out of them.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$9.850
Owned
Yes
TOP PICK
TOP PICK
October 13, 2011
Paying about 7% dividend yield. Balance sheet is in great shape. About 7000-8000 barrels a day of primarily oil at a very low decline rate. Expecting good growth next year.
Longview Oil (LNV-T)
October 13, 2011
Paying about 7% dividend yield. Balance sheet is in great shape. About 7000-8000 barrels a day of primarily oil at a very low decline rate. Expecting good growth next year.
Mason Granger
Portfolio Manager, Sentry Investments
Price
$9.150
Owned
Yes
TOP PICK
TOP PICK
September 19, 2011
Spun off out of Advantage (AAV-T). Oil assets that were stranded inside a gas company. Can drill them up very efficiently over the next 2 years. Very profitable company. Great place to hide and collect your 6% dividend.
Longview Oil (LNV-T)
September 19, 2011
Spun off out of Advantage (AAV-T). Oil assets that were stranded inside a gas company. Can drill them up very efficiently over the next 2 years. Very profitable company. Great place to hide and collect your 6% dividend.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$9.890
Owned
Yes
TOP PICK
TOP PICK
August 10, 2011
Sitting at about 6100 barrels a day. Dividend of about 6%. Because the assets were undercapitalized in the previous company, the decline rates are fairly modest. Have a good inventory of light oil.
Longview Oil (LNV-T)
August 10, 2011
Sitting at about 6100 barrels a day. Dividend of about 6%. Because the assets were undercapitalized in the previous company, the decline rates are fairly modest. Have a good inventory of light oil.
Mason Granger
Portfolio Manager, Sentry Investments
Price
$10.400
Owned
Yes
TOP PICK
TOP PICK
June 9, 2011
Oil properties inside Advantage. They spun out the oil assets. Fairly low risk oil assets. Now they can extract the value from the properties. Went public in April. Thinks they can double production over the next two years.
Longview Oil (LNV-T)
June 9, 2011
Oil properties inside Advantage. They spun out the oil assets. Fairly low risk oil assets. Now they can extract the value from the properties. Went public in April. Thinks they can double production over the next two years.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$11.500
Owned
Yes
TOP PICK
TOP PICK
May 4, 2011
New IPO that was spun out of Advantage (AAV-T). NAV is $12.60 so you are getting it at a discount. Relatively shallow decline rate of 18%. 6,200 barrels of oil a day. Good management. Good opportunity to get a current income in the form of a dividend. Good growth prospects.
New IPO that was spun out of Advantage (AAV-T). NAV is $12.60 so you are getting it at a discount. Relatively shallow decline rate of 18%. 6,200 barrels of oil a day. Good management. Good opportunity to get a current income in the form of a dividend. Good growth prospects.
Mason Granger
Portfolio Manager, Sentry Investments
Price
$10.800
Owned
Yes
TOP PICK
TOP PICK
April 18, 2011
Just got spun out of Advantage (AAV-T). Looks like they can grow production aggressively.
Longview Oil (LNV-T)
April 18, 2011
Just got spun out of Advantage (AAV-T). Looks like they can grow production aggressively.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$10.200
Owned
Yes
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