Whitecap Resources

WCP-T

Analysis and Opinions about WCP-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
July 21, 2016

(A Top Pick March 17/16. Up 16.2%.) This is a company that he continues to have a very large weighting in. He would recommend this to people who are looking for a long-term investment in oil/gas, and want to derive income from their investment.

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(A Top Pick March 17/16. Up 16.2%.) This is a company that he continues to have a very large weighting in. He would recommend this to people who are looking for a long-term investment in oil/gas, and want to derive income from their investment.

TOP PICK

Still likes it.

COMMENT
COMMENT
July 5, 2016

Had been Long on this. If you have a constructive view on oil prices, and wanted some reasonably safe exposure with some yield, this is probably the “go to” name. Very solid management team. The dividend should be safe and the assets are reasonably good.

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Had been Long on this. If you have a constructive view on oil prices, and wanted some reasonably safe exposure with some yield, this is probably the “go to” name. Very solid management team. The dividend should be safe and the assets are reasonably good.

COMMENT
COMMENT
June 28, 2016

Right now he is very lightly positioned in energy. It has had a big move and he has seen a lot of energy stocks back up. A good company and management is fine. Doesn’t think you are going to get hurt on this except just through the general commodity malaise.

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Right now he is very lightly positioned in energy. It has had a big move and he has seen a lot of energy stocks back up. A good company and management is fine. Doesn’t think you are going to get hurt on this except just through the general commodity malaise.

COMMENT
COMMENT
June 27, 2016

(Market Call Minute.) Likes the name. It is a play on oil. Very strong management team. One of the go to names for energy investors.

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(Market Call Minute.) Likes the name. It is a play on oil. Very strong management team. One of the go to names for energy investors.

HOLD
HOLD
June 15, 2016

(Market Call Minute.) One of the better yield plays in energy. It has had a nice recovery.

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(Market Call Minute.) One of the better yield plays in energy. It has had a nice recovery.

BUY
BUY
June 9, 2016

One of the more excellent of the mid-tier Canadian stocks. 2.7% yield.

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One of the more excellent of the mid-tier Canadian stocks. 2.7% yield.

COMMENT
COMMENT
June 9, 2016

Acquired some Husky (HSE-T) assets and did an issue to do it. They are making sure their balance sheet doesn’t get stretched. Paid a reasonable price for the assets and believes that they will do well for them.

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Acquired some Husky (HSE-T) assets and did an issue to do it. They are making sure their balance sheet doesn’t get stretched. Paid a reasonable price for the assets and believes that they will do well for them.

COMMENT
COMMENT
May 31, 2016

Or an ETF? His view on ETF’s is that you are just being thrown into a lump of names without the discretion of singling out the companies that he would feel were the best value creators over time. This company is very well-run. Just did an acquisition. Has a long-term track record of creating value for shareholders. Thinks it will significantly outperform any ETF you look at. Sees an increase in dividends as oil price continues to recover.

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Or an ETF? His view on ETF’s is that you are just being thrown into a lump of names without the discretion of singling out the companies that he would feel were the best value creators over time. This company is very well-run. Just did an acquisition. Has a long-term track record of creating value for shareholders. Thinks it will significantly outperform any ETF you look at. Sees an increase in dividends as oil price continues to recover.

COMMENT
COMMENT
May 27, 2016

(Market Call Minute.) Torc Oil & Gas (TOG-T) or Whitecap Resources (WCP-T)? He likes both companies and maybe this one today due to valuation.

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(Market Call Minute.) Torc Oil & Gas (TOG-T) or Whitecap Resources (WCP-T)? He likes both companies and maybe this one today due to valuation.

BUY
BUY
May 16, 2016

They are more at the top of the list. The balance sheet is in good shape. They raised a lot of capital and employed it efficiently. They have demonstrated growth to justify their valuation.

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They are more at the top of the list. The balance sheet is in good shape. They raised a lot of capital and employed it efficiently. They have demonstrated growth to justify their valuation.

BUY WEAKNESS
BUY WEAKNESS
May 16, 2016

A core name in her portfolio, and should be a core name for anyone looking for exposure to an upside in oil. Recently did an acquisition of Husky’s (HSE-T) Southwest Saskatchewan assets. This gives a pretty nice accretion to the cash flow. They are going to have a lot of opportunity to enhance the productivity of those assets. She is adding to her holdings on pullbacks.

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A core name in her portfolio, and should be a core name for anyone looking for exposure to an upside in oil. Recently did an acquisition of Husky’s (HSE-T) Southwest Saskatchewan assets. This gives a pretty nice accretion to the cash flow. They are going to have a lot of opportunity to enhance the productivity of those assets. She is adding to her holdings on pullbacks.

COMMENT
COMMENT
May 3, 2016

(Market Call Minute.) Good management team, good assets, good execution and pays a dividend, but he would own Spartan (SPE-T) instead.

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(Market Call Minute.) Good management team, good assets, good execution and pays a dividend, but he would own Spartan (SPE-T) instead.

COMMENT
COMMENT
April 21, 2016

(Market Call Minute.) Make sure you know where oil is going. This would be a Hold to a weak Sell. He might look at this in 6 months’ time.

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(Market Call Minute.) Make sure you know where oil is going. This would be a Hold to a weak Sell. He might look at this in 6 months’ time.

TOP PICK
TOP PICK
April 15, 2016

He chose to re-enter the sector when the US$ rolled over. This has a lot of light oil and liquids, and is a low cost producer. This is a good combination of being in the right place, with the right cost structure, and a clean balance sheet. Look at this as an opportunity to capture part of that move on the energy side. Has a very long reserve life as well. Dividend yield of 3.11%.

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He chose to re-enter the sector when the US$ rolled over. This has a lot of light oil and liquids, and is a low cost producer. This is a good combination of being in the right place, with the right cost structure, and a clean balance sheet. Look at this as an opportunity to capture part of that move on the energy side. Has a very long reserve life as well. Dividend yield of 3.11%.

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