Whitecap Resources

WCP-T

Analysis and Opinions about WCP-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
September 25, 2013

(A Top Pick September 19/12. Up 66.28%.) Did a perfect job of commissioning the market for its conversion into a dividend company, put together a stable of assets that fit that and using the currency that the market gave them to make accretive acquisitions from Barrick. Could see this getting to $14.

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Whitecap Resources (WCP-T)
September 25, 2013

(A Top Pick September 19/12. Up 66.28%.) Did a perfect job of commissioning the market for its conversion into a dividend company, put together a stable of assets that fit that and using the currency that the market gave them to make accretive acquisitions from Barrick. Could see this getting to $14.

HOLD
HOLD
September 11, 2013

(Market Call Minute.) One of the juniors that has turned itself into a part yield/part growth play. Has already done well.

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Whitecap Resources (WCP-T)
September 11, 2013

(Market Call Minute.) One of the juniors that has turned itself into a part yield/part growth play. Has already done well.

BUY
BUY
August 26, 2013

Energy exposure with good yield. 5.6% yield. 65% oil and one of his favourites.

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Energy exposure with good yield. 5.6% yield. 65% oil and one of his favourites.

BUY
BUY
August 23, 2013

He has a short list of Junior companies that have gone into paying dividends. If they stumble, the stock market really penalizes them. It seems this one has the assets to successfully pay the dividends. Lower decline rate and better efficiency in the wells. The only risk is that they are relatively new and have to execute on the drilling side. Over 5% dividend yield.

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He has a short list of Junior companies that have gone into paying dividends. If they stumble, the stock market really penalizes them. It seems this one has the assets to successfully pay the dividends. Lower decline rate and better efficiency in the wells. The only risk is that they are relatively new and have to execute on the drilling side. Over 5% dividend yield.

SELL
SELL

(Market Call Minute)

PAST TOP PICK
PAST TOP PICK
August 19, 2013

(A Top Pick Sept 19/12. Up 53.75%.) Good management. Bought a suite of assets that support the model very well. Declines are low and capital efficiencies are very strong.

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(A Top Pick Sept 19/12. Up 53.75%.) Good management. Bought a suite of assets that support the model very well. Declines are low and capital efficiencies are very strong.

TOP PICK
TOP PICK
August 9, 2013

Have been getting their debt down to a very low level so they have access to capital. Bought out interest in a key property and now have 100%. Very low decline rates. Valuation is high but he has no problem with this because he knows that when they have capital efficiencies with lots of opportunities, they can grow giving more chances to pay a higher dividend. 5.5% dividend yield.

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Have been getting their debt down to a very low level so they have access to capital. Bought out interest in a key property and now have 100%. Very low decline rates. Valuation is high but he has no problem with this because he knows that when they have capital efficiencies with lots of opportunities, they can grow giving more chances to pay a higher dividend. 5.5% dividend yield.

BUY
BUY
August 1, 2013

Was a growth dividend that converted to a dividend model. They can sustain it for a long time. The asset they just purchased is exceptional. Really underpins the sustainability of the dividend and provides some growth. Dividend could be increased.

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Was a growth dividend that converted to a dividend model. They can sustain it for a long time. The asset they just purchased is exceptional. Really underpins the sustainability of the dividend and provides some growth. Dividend could be increased.

PAST TOP PICK
PAST TOP PICK
July 30, 2013

(A Top Pick September 19/12. Up 53.27%.) Trading at 6 times and could approach $13. 5.7% dividend yield.

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(A Top Pick September 19/12. Up 53.27%.) Trading at 6 times and could approach $13. 5.7% dividend yield.

COMMENT
COMMENT
July 29, 2013

Not a name you have to worry about if interest rates go up. Not yield sensitive. Just boosted their dividend by 5% in October and the 5% dividend is very safe. Estimates effective payout ratio for 2014 at 106%, one of the lowest in the group. Just did a deal that looks accretive to their earnings by about 7%. Growing production well. One of the best names to be looking at in the oil patch for a higher risk investor.

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Not a name you have to worry about if interest rates go up. Not yield sensitive. Just boosted their dividend by 5% in October and the 5% dividend is very safe. Estimates effective payout ratio for 2014 at 106%, one of the lowest in the group. Just did a deal that looks accretive to their earnings by about 7%. Growing production well. One of the best names to be looking at in the oil patch for a higher risk investor.

HOLD
HOLD
July 23, 2013

(Market Call Minute.) This is a hold for the yield. Feels there is better growth elsewhere. Stock has done so well already changing to the dividend model. 5.7% yield.

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(Market Call Minute.) This is a hold for the yield. Feels there is better growth elsewhere. Stock has done so well already changing to the dividend model. 5.7% yield.

TOP PICK
TOP PICK
July 20, 2013

Have changed their spectrum into becoming more of a dividend payer. Production spectrum looks pretty good.

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Have changed their spectrum into becoming more of a dividend payer. Production spectrum looks pretty good.

PAST TOP PICK
PAST TOP PICK
June 20, 2013

(A Top Pick July 16/12. Up 68.08%.) This recommendation was based that they would be converting to a dividend paying company which they did. If you are looking for dividend yield this is one of the most sustainable models.

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(A Top Pick July 16/12. Up 68.08%.) This recommendation was based that they would be converting to a dividend paying company which they did. If you are looking for dividend yield this is one of the most sustainable models.

BUY
BUY
June 13, 2013

Chart shows an upward trend from mid-2012 and the price has come back to the trend line. Nothing wrong with this chart. 5.9% dividend.

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Chart shows an upward trend from mid-2012 and the price has come back to the trend line. Nothing wrong with this chart. 5.9% dividend.

BUY
BUY
May 21, 2013

(Market Call Minute) Big weighting for him. It ticks all the boxes for an up and coming dividend payer. A favourite.

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(Market Call Minute) Big weighting for him. It ticks all the boxes for an up and coming dividend payer. A favourite.

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