Encana Corp

Their decision to move to the US to attract more investors is not likely to work. They are competing with massive Permian producers. He discredits the CEO who joined, earned $70 million in compensation, but has only invested in $1 million in company shares. He can't back someone like that.

Will hiding their Canadian identity help this stock? It's a difficult issue in the oil sector. Mind you, the CEO has been living in the States. Changing their name won't make a difference. Margins and production growth will matter, instead. ECA's move to the US speak to something more ominous in Canadian oil: it's difficult to raise capital here. Fossil fuels are going through an existential crisis with parts of the world not wanting oil anymore. Oil is like tobacco, going down a difficult path that people don't want to own, but at least a person can choose to smoke.

You're brave to be in energy now. He is. Valued stocks are selling at a major discount here. Look for free cash flow that can grow production and dividends. Encana is one of the best in this sector. It's a bargain now, but not for the weak of heart and you'd need to hold this a long time. They have good positions with many operations in the U.S. They're profitable.

The stock's been under pressure since the acquisition that investors didn't like. Core growth areas of the Permian basin and having four core production bases has helped them generate a lot of cash flow. They're starting to pay down debt and buying back stocks.

Energy is oversold in general. ECA-T is more based in the US now. The company just doesn't seem to make as much money as others in the space. Not to say it can't go up if natural prices improve, he would just look for someone else. (Analysts’ price target is $10.00)

They just bought 4% of shares. They must prove their acquisition of Newfield of lowerng well costs (they have, by 1.4 millions wells). But US investors and hedge funds don't like this deal, so it will take time to convince them. He's owned this before as a short-term trade. There are better names, particularly in mid-caps.

It moved a fair bit of its operations to the states where they get better pricing. This stock is very cheap right now. It is probably a pretty good entry point if you believe the price of oil is going to move up. (Analysts’ price target is $10.60)

Cheap. A good buy. Lots of upside. But needs the price of oil to move.

He likes it. Sold it a while ago. The yield is insignificant, but capital appreciation will be limited. You will be waiting.

The Canadian oil and gas index is still not indicating a bottom is here yet. At this price level, the market is questioning the balance sheet of this company. He is not a buyer under this scenario. We might see this trade down to $4. He would stay away.

He once owned it. Energy had a run earlier this year, but is now back at all-time lows. Encana is now super-cheap at 5x EBITDA and 0.6x price-to-book and 6x earnings. A good balance sheet. They pay a small dividend, but are buying back some shares--he wants to see more than that. He urges energy companies to buyback shares, thus returning wealth to investors. It's too cheap to sell now.

Will it rebound 40% this year? Canadian institutional buyers have shunned this; US hedge funds prefer it. They recently bought Newfield--ECA is know for its technical expertise and will find cost efficiencies in a poorly run company. They are confident they have squeezed out $1 million savings per well, and should have 30-40 wells in production to show the market that they have seriously improved production. They report July 31.

He would not pick this one. Their dividend is not favorable. They have consistently bought high and sold low -- moving in and out of natural gas at the wrong time. There are better choices out there.

This is so cheap and beat up, and it pays a dividend. The risk is up, not down.