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Showing 241 to 300 of 326 entries
BUY

Have a very low finding cost, and are very good at growing their production reserves. He has just the oil/gas producers, specifically because of volume growth, not because of the high price of oil. However, in the last couple of days oil has cleared a pretty significant hurdle of $104 and $105, and points to higher numbers. Thinks this is attractive, and it has dividend growth.

Oil and Gas (Integrated Oils)
COMMENT

There are probably some legs left in the stock, but not to the same extent that it has had. You get a nice dividend, and there is still some growth. It has to flatten out here bit. Thinks it could be $16.50-$17 in a year’s time. That plus the dividend, and you would be fine. Trading at 9.4X price to cash flow, which is higher than the average. If it retreats to “no growth”, and just has yield, you’ll see 7X cash flow and a $13 stock.

Oil and Gas (Integrated Oils)
TOP PICK

Owned for a while. A sleep at night story. Could increase dividend by 50% next year if they want to. Have such great assets they can grow production by 14%.

Oil and Gas (Integrated Oils)
BUY

Getting paid in US$ and their expenses are in Cdn$. This has been one of the best performers in the Junior/intermediate area. Good production facilities. Lots of wells to drill. Very solid management. Good fields. 5% yield.

Oil and Gas (Integrated Oils)
COMMENT

Light oil has been a place to be for a lot of producers and this company has been rewarded in the market for being in light oil. All the growth in the US is light oil as well. You have to wonder if the US light oil, at some point, will squeeze out the Canadian oil. What they don’t really have in the US is heavy oil and they have retooled the refinery process in North America, more to a heavy oil complex. (See Top Picks.)

Oil and Gas (Integrated Oils)
BUY

Really liked the recent transformational acquisition they did of Imperial Oil (IMO-T) assets. Financing was done at around $12 and the stock is now through $14. He sees this as being a potential $16-$17 stock in a couple of years, plus you’re getting about a 5% dividend yield. Nice balance between growth and income.

Oil and Gas (Integrated Oils)
COMMENT

Has the most successful combination of dividend and growth on the street. This is not so big that they can continue to do what they do for a while. A little more risk than some of the larger companies. He prefers Crescent Point (CPG-T) which he feels is more undervalued. Expects both of them will do 10%+ over the next year.

Oil and Gas (Integrated Oils)
BUY

Energy is the biggest weighting in his portfolios. Producers with significant dividend payouts are his second highest industry. They are good at adding resources in an efficient way. Have a great dividend policy. He expects continued great production growth.

Oil and Gas (Integrated Oils)
HOLD

Had a great move and they raised equity when they did an acquisition. They are doing what CPG seems not to be able to do with issuing stock and making acquisitions. He would not add here, but hold if you own it. Will be one of the better growth stocks in the sector over the next couple of years.

Oil and Gas (Integrated Oils)
STRONG BUY

Have done a great job. Proven management. Is a top, core holding. Done a great job of assembling the assets you want in a dividend payer. Market does not fully grasp the upside potential of a recent acquisition. He has no reservations recommending this.

Oil and Gas (Integrated Oils)
TOP PICK

One of the most conservative dividend plays in the oil patch. Just closed an acquisition of assets from Imperial oil. He really liked it before and now he really, really likes this one. In 2015 they will spend 85% of their cash flow and grow the dividend. Yield is 4.93%.

Oil and Gas (Integrated Oils)
BUY

Management did a phenomenal job. He is going to be able to surprise the street. This is the one to buy. They made some great acquisitions.

Oil and Gas (Integrated Oils)
TOP PICK

A yield company. Very, very sharp at clever acquisitions. They just purchased an imperial oil asset and now can grow at a very good rate. 5.1% yield.

Oil and Gas (Integrated Oils)
COMMENT

Has done very well. Management has really capitalized on the properties they have. Drilling success is pretty astounding. Also, pay a 5.6% dividend. Just completed a new financing deal. 96% payout.

Oil and Gas (Integrated Oils)
BUY

(Market Call Minute) One of his favourite names.

Oil and Gas (Integrated Oils)
BUY

A younger version of CPG-T. It is stalled out in the area for a while. With the deal they did today they double their oil production. He likes it in here and bought today. Likes the story. Don’t read much into the seasonality. 5.6% yield. Recently increased dividend to attract more investors. It is part of the attraction of the group.

Oil and Gas (Integrated Oils)
COMMENT

Their payout ratio to earnings is around 100%, which means that to sustain the dividend, they need to grow. Their track record on that is really good so far, so he would be watching it but not nervous about a cut coming. As they continue to grow, they will probably keep raising.

Oil and Gas (Integrated Oils)
BUY

(Market Call Minute) Great yield, slow decline assets.

Oil and Gas (Integrated Oils)
PAST TOP PICK

(Top Pick Feb 27/13, Up 40.86%) Continues to hold. Premier dividend paying stock in Canada. Has a real focus on driving costs down and building value on assets. Will continue to pay a great dividend. Expect production per share growth. 15% total return is reasonable.

Oil and Gas (Integrated Oils)
BUY

This company has done very well and a little bit of profit taking is natural. They have proven up the intermediate size, high dividend paying oil/gas A&M model. They have clearly proven themselves to be capable operators. If you own, continue to hold but you could also uses pullback to get into this name.

Oil and Gas (Integrated Oils)
HOLD

Has been a phenomenal play for the last few years, but in the last 6 months or so, they have been very transactional. Transactions have been good, but they have been issuing a lot of equity. Ultimately they have failed in the last little while to grow production per share and cash flow per share meaningfully. He has lightened up on his position because he felt it has had its run.

Oil and Gas (Integrated Oils)
BUY

Great story. One of the best of the dividend paying entities. They are not afraid to do acquisitions to fortify their drilling inventory and underpin their cash flow. What really stands out in his mind is the “all in payout ratio”. The combination of their dividend plus their capital spending, is conservatively a low 100%, which not a lot of dividend payers can claim.

Oil and Gas (Integrated Oils)
TOP PICK

This has just switched over to a dividend model so he expects there will be a lot more money coming in.

Oil and Gas (Integrated Oils)
DON'T BUY

Did a great job of managing the business. Delivered everything they said they would. Kept expectations moderate. This is an energy producer that is not really targeting any significant growth. If you are not going to get any cash flow or production growth, and you are only getting a 5% dividend, is that enough of a return at this current price to take on the operating risks of an oil/gas company? He would probably be backing away.

Oil and Gas (Integrated Oils)
PAST TOP PICK

(A Top Pick Jan 9/13. Up 45.07%.) Feels the stock could approach $13-$14 this year plus the 5.3% dividend. Have just begun “extended reach horizontal drilling”, which is drilling just a little further than what they used to. Increases productivity and a huge, huge return on investment.

Oil and Gas (Integrated Oils)
PAST TOP PICK

(A Top Pick Aug 9/13. Up 11.98%.) Made very good acquisitions that they are now exploiting. Very impressed on how they have executed on their dividend model. 5% dividend, which he expects will be growing at about 10%.

Oil and Gas (Integrated Oils)
PAST TOP PICK

(A Top Pick Nov 29/12. Up 52.83%.) Sold his holdings as he was a little concerned that the execution going forward was a little too priced into the name. Good company and have done a fabulous job of acquiring other companies and building out a good concentrated asset base. Light oil producer and he is now looking towards heavy oil and natural gas producers.

Oil and Gas (Integrated Oils)
PARTIAL SELL

It has stalled out. Issue is the going to market to finance acquisitions. Well managed and he likes their commodity focus, but sentiment has changed because of equity issues.

Oil and Gas (Integrated Oils)
PAST TOP PICK

(A Top Pick Sept 11/12. Up 83.21%.) Took a little bit off the table, but continues to trade around it. A core position. Strong management.

Oil and Gas (Integrated Oils)
HOLD

(Market Call Minute.) Have done a good job and paying a good dividend. Getting big and will start becoming more of a problem.

Oil and Gas (Integrated Oils)
BUY

Good management. Strong production growth. Made a lot of acquisitions recently. Financed these through raising equities, which sometimes slows down the growth of the equity but in this case it hasn’t. Payout ratio is strong. Yield is strong. The risk with this is the energy sector. Oil has rolled over a little bit recently. With the Iran nuclear agreement in place, maybe people expect OPEC production to come on. Feels this one is a winner in the sector. 4.9% dividend yield.

Oil and Gas (Integrated Oils)
PAST TOP PICK

(Top Pick Oct 9/12, Up 59.74%) Continues to be a core holding, healthy dividend. Buying companies on the cheap. Continue to get oil out of the ground from these companies. Down right now because of oil but thinks it will come back.

Oil and Gas (Integrated Oils)
BUY

This has been moving in a nice uptrend and there is no sign of it breaking down through. It is now touching the trend line, which is an ideal place to Buy a stock. 5.2% dividend yield.

Oil and Gas (Integrated Oils)
BUY

Thinks it will continue to do well. They will get multiple expansion as people get comfortable with their execution. They should be generating free cash flow shortly. Conservative balance sheet. Every employee in the company has to own stock. Differentials are not good for Canadian companies. Keystone is becoming less and less of an issue as we do more and more oil by rail.

Oil and Gas (Integrated Oils)
HOLD

In terms of the slow growth dividend model, he really likes what this company is doing right now. Have just increased their forecast over the next year or so. Well managed. Good mix of assets. Dividend is fairly secure.

Oil and Gas (Integrated Oils)
PAST TOP PICK

(A Top Pick Oct 9/12. Up 58.99%.)

Oil and Gas (Integrated Oils)
COMMENT

Has done so well that it has almost drifted back up again to its usual long-term high in price to book terms. There has been virtually no growth in the balance sheet for some period of time. He would guess the dividend is what is driving the company. It could go a little bit further than here, maybe a couple of dollars.

Oil and Gas (Integrated Oils)
PAST TOP PICK

(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.

Oil and Gas (Integrated Oils)
HOLD

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

Oil and Gas (Integrated Oils)
BUY

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

Oil and Gas (Integrated Oils)
BUY

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.

Oil and Gas (Integrated Oils)
SELL

(Market Call Minute)

Oil and Gas (Integrated Oils)
PAST TOP PICK

(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.

Oil and Gas (Integrated Oils)
TOP PICK

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.

Oil and Gas (Integrated Oils)
BUY

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.

Oil and Gas (Integrated Oils)
PAST TOP PICK

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

Oil and Gas (Integrated Oils)
COMMENT

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.

Oil and Gas (Integrated Oils)
HOLD

(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.

Oil and Gas (Integrated Oils)
TOP PICK

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

Oil and Gas (Integrated Oils)
PAST TOP PICK

(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.

Oil and Gas (Integrated Oils)
BUY

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.

Oil and Gas (Integrated Oils)
BUY

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

Oil and Gas (Integrated Oils)
PAST TOP PICK

(Since Sept. 2012, up 45.16 %) Well known management team that has been successful over time and they know how to find gas and manage the wealth. Issued a dividend six months ago.

Oil and Gas (Integrated Oils)
BUY

A resource that was a pretty decent story. Never argue with the trend. This chart looks good. The only point of danger is that it is reaching the previous high. Something has to push it through that. If it fails, it could be the sign of a top. 5.7% yield.

Oil and Gas (Integrated Oils)
BUY

Good growth. Has a good balance sheet and is not over distributing. Yield of 6.3%. This would be a reasonable entry point.

Oil and Gas (Integrated Oils)
BUY on WEAKNESS

Sold his holdings about a month ago at $9.50. Wait for a bit more of a pullback before buying. Very sustainable business model.

Oil and Gas (Integrated Oils)
BUY

Great example of brilliant execution but it has the support of a very healthy dividend yield and he thinks there is a strong argument to see the dividend growth coming out. Of all the dividend players, he would rank this as #2. Has one of the lowest, if not the lowest payout ratios in the sector. Tremendous assets in the Cardium as well as exposure to the fabulous Montney play in Northeast BC and western Alberta. Below $10 it is a pretty good buy. (See Top Picks.)

Oil and Gas (Integrated Oils)
TOP PICK

Oil/gas exploration in Western Canada. Strong player in west central Saskatchewan especially in the Dogsland Viking area. Also, in the west central Alberta area with Pembina (PPL-T) which is Cardium gas. Also, an active hedger and lock in their net backs. Dividend yield of 6.11%. Cheap at 4.7X 2013 cash flow. Payout ratio is under 100%.

Oil and Gas (Integrated Oils)
PARTIAL BUY

Very good story. Management is very focused on costs and returning capital. Quarter after quarter they have been beating and exceeding expectations. If there were a yield play she would want in the smaller cap space, it would be this one. The only knock against it is that it is currently yielding about 6.5%, which is lower than Crescent Point (CPG-T). With oil coming down, it might be a buy at a slightly lower level but you could pick some up at this point and by more as time goes on..

Oil and Gas (Integrated Oils)
BUY

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%..

Oil and Gas (Integrated Oils)
Showing 241 to 300 of 326 entries