Longview Oil

LNV-T

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about LNV-T

Signal
Opinion
Expert
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
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