Whitecap Resources

WCP-T

Analysis and Opinions about WCP-T

Signal
Opinion
Expert
BUY
BUY
March 27, 2013

Great cash flow generator. One of the few high income oil/gas companies that actually has a payout ratio, including CapX, of less than 100%. Price target of $11 is very much achievable. Very nice yield of about 6%..

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Great cash flow generator. One of the few high income oil/gas companies that actually has a payout ratio, including CapX, of less than 100%. Price target of $11 is very much achievable. Very nice yield of about 6%..

BUY
BUY
March 22, 2013

Likes what management is doing. They are growing internally only. Has a $12 target. 6% dividend.

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Likes what management is doing. They are growing internally only. Has a $12 target. 6% dividend.

BUY WEAKNESS
BUY WEAKNESS
March 12, 2013

One of the new dividend payers. Looks pretty good on its payout ratios and operationally. Prefers buying this below $9. Good for dividend portfolios. 6.4% dividend.

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One of the new dividend payers. Looks pretty good on its payout ratios and operationally. Prefers buying this below $9. Good for dividend portfolios. 6.4% dividend.

PAST TOP PICK
PAST TOP PICK
March 6, 2013

(Top Pick Oct 9/12, Up 16.02%)

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(Top Pick Oct 9/12, Up 16.02%)

BUY
BUY
March 4, 2013

A reasonably good stock. Feels the dividend is safe. Has a pretty clean balance sheet. Growth rate in production has been good.

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A reasonably good stock. Feels the dividend is safe. Has a pretty clean balance sheet. Growth rate in production has been good.

TOP PICK
TOP PICK
February 27, 2013

(A Top Pick March 29/12. Up 2.29%.) Should be able to achieve some high single digit growth on the asset side in addition to receiving the 6.70% dividend. Good blend of growth and income. Assets in the Viking and Cardium pay back in 1-1.5 years. Modest debt. Adopted a three-year hedging program. 20%-29% upside is fairly achievable. An overhang in the near-term is an asset sale out of Barrick, which has one asset that would be a perfect fit for them, but would require financing.

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Whitecap Resources (WCP-T)
February 27, 2013

(A Top Pick March 29/12. Up 2.29%.) Should be able to achieve some high single digit growth on the asset side in addition to receiving the 6.70% dividend. Good blend of growth and income. Assets in the Viking and Cardium pay back in 1-1.5 years. Modest debt. Adopted a three-year hedging program. 20%-29% upside is fairly achievable. An overhang in the near-term is an asset sale out of Barrick, which has one asset that would be a perfect fit for them, but would require financing.

BUY
BUY
February 19, 2013

One of the better dividend stocks in the sector. 1.8% dividend. 4th quarter production was at a record. As long as production continues to increase and with the dividend and growth it is one of the better plays in the sector.

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Whitecap Resources (WCP-T)
February 19, 2013

One of the better dividend stocks in the sector. 1.8% dividend. 4th quarter production was at a record. As long as production continues to increase and with the dividend and growth it is one of the better plays in the sector.

TOP PICK
TOP PICK
February 11, 2013

Has the most sustainable dividend model in Canada. Yield is 6. 47 %. From strictly cash flow, not using any debt, they can pay the yield and grow production by about 5%. Have a reserve life of over 14 years. Clean balance sheet at 1X debt to cash flow. Trading around 5.5X this year’s cash flow and could easily move up to 6X.

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Whitecap Resources (WCP-T)
February 11, 2013

Has the most sustainable dividend model in Canada. Yield is 6. 47 %. From strictly cash flow, not using any debt, they can pay the yield and grow production by about 5%. Have a reserve life of over 14 years. Clean balance sheet at 1X debt to cash flow. Trading around 5.5X this year’s cash flow and could easily move up to 6X.

PAST TOP PICK
PAST TOP PICK
February 8, 2013

(Top Pick Oct 9/12, Up 19.18%)

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Whitecap Resources (WCP-T)
February 8, 2013

(Top Pick Oct 9/12, Up 19.18%)

HOLD
HOLD
January 25, 2013

(Market Call Minute.) Using a 7% valuation, it is pretty much like Crescent Point (CPG-T).

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Whitecap Resources (WCP-T)
January 25, 2013

(Market Call Minute.) Using a 7% valuation, it is pretty much like Crescent Point (CPG-T).

BUY
BUY
January 24, 2013

Nice run since mid 2012. There is another 10% before resistance. 6.24% yield.

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Whitecap Resources (WCP-T)
January 24, 2013

Nice run since mid 2012. There is another 10% before resistance. 6.24% yield.

TOP PICK
TOP PICK
January 9, 2013

Recent conversion to a dividend company and there could be room to increase the dividend later this year. Their model firmly sustains a 5% growth rate in the yield is now about 6.8%. This is the most sustainable dividend model in Canada by his math. Trades at a 5.5 multiple.

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Recent conversion to a dividend company and there could be room to increase the dividend later this year. Their model firmly sustains a 5% growth rate in the yield is now about 6.8%. This is the most sustainable dividend model in Canada by his math. Trades at a 5.5 multiple.

BUY
BUY
December 28, 2012

Scheduled to pay a dividend of $.60 per year (about an 8% yield). In the Pembina/Cardium oil area as well as the Peace River Arch of Valhalla with Montney oil. Producing about 16,000 barrels per day. Have been growing by acquisition and the drill bit. Excellent management. Sees the dividend being sustained both in the mid-and long-term.

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Whitecap Resources (WCP-T)
December 28, 2012

Scheduled to pay a dividend of $.60 per year (about an 8% yield). In the Pembina/Cardium oil area as well as the Peace River Arch of Valhalla with Montney oil. Producing about 16,000 barrels per day. Have been growing by acquisition and the drill bit. Excellent management. Sees the dividend being sustained both in the mid-and long-term.

BUY
BUY
November 30, 2012

(Market Call Minute.) He has a target of $12 on this one. Transitioning into a much bigger company.

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Whitecap Resources (WCP-T)
November 30, 2012

(Market Call Minute.) He has a target of $12 on this one. Transitioning into a much bigger company.

TOP PICK
TOP PICK
November 29, 2012

Newly dividend paying light oil producer in Western Canada. They have a sub-100% payout ratio. Very good hedging program.

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Whitecap Resources (WCP-T)
November 29, 2012

Newly dividend paying light oil producer in Western Canada. They have a sub-100% payout ratio. Very good hedging program.

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