Torc Oil & Gas Ltd

TOG-T

Analysis and Opinions about TOG-T

Signal
Opinion
Expert
COMMENT
COMMENT
April 26, 2019
Peyto vs Torc. He is not fond of Peyto -- production is flat and the balance sheet is not great. They also focus on natural gas -- an area he sees little opportunity in that commodity. Torc is a well-run oil producer, with a solid management team. He clearly would prefer Torc.
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Peyto vs Torc. He is not fond of Peyto -- production is flat and the balance sheet is not great. They also focus on natural gas -- an area he sees little opportunity in that commodity. Torc is a well-run oil producer, with a solid management team. He clearly would prefer Torc.
WEAK BUY
WEAK BUY
January 30, 2019
Is the dividend safe? He just dipped their toe in. He is not 100% confident about the dividend being safe. Most analysts, however, are saying it is. He thinks it is well managed, but is waiting to see the industry stabilize as a whole. (Analysts’ price target is $7.40)
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Torc Oil & Gas Ltd (TOG-T)
January 30, 2019
Is the dividend safe? He just dipped their toe in. He is not 100% confident about the dividend being safe. Most analysts, however, are saying it is. He thinks it is well managed, but is waiting to see the industry stabilize as a whole. (Analysts’ price target is $7.40)
COMMENT
COMMENT
January 25, 2019
He would not own SGY-T. There are other companies that hold better assets and purchase them at better levels. He would choose TOG-T if you are looking for a sustainable yield instead.
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Torc Oil & Gas Ltd (TOG-T)
January 25, 2019
He would not own SGY-T. There are other companies that hold better assets and purchase them at better levels. He would choose TOG-T if you are looking for a sustainable yield instead.
DON'T BUY
DON'T BUY
January 25, 2019
They have SE Sask production. He likes the management team and there are good assets. The dividend is sustainable. He does not own it because he prefers US light oil producers. The growth rates are double in the Permian and inventory depth is twice that of Canada. He is only paying a one point premium to buy in the US. He likes Canadian heavy oil instead.
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Torc Oil & Gas Ltd (TOG-T)
January 25, 2019
They have SE Sask production. He likes the management team and there are good assets. The dividend is sustainable. He does not own it because he prefers US light oil producers. The growth rates are double in the Permian and inventory depth is twice that of Canada. He is only paying a one point premium to buy in the US. He likes Canadian heavy oil instead.
HOLD
HOLD
January 9, 2019
The shares paid to CPP as a dividend is dilutive in a traditional sense, but it does preserve cash for other shareholders. It has light oil and is working on asset preservation. He has no issue with the share being paid. He will continue to hold.
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The shares paid to CPP as a dividend is dilutive in a traditional sense, but it does preserve cash for other shareholders. It has light oil and is working on asset preservation. He has no issue with the share being paid. He will continue to hold.
BUY
BUY
December 14, 2018
Management just released their guidance and indicated they are generating positive cash flows and indicating over 85% of their production is not impacted by wide differentials. Management has always delivered. The stock trades at 4.5 times cash flow, where it historically traded at 8 times. He thinks you could make 40-50% on this. Yield 6%.
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Torc Oil & Gas Ltd (TOG-T)
December 14, 2018
Management just released their guidance and indicated they are generating positive cash flows and indicating over 85% of their production is not impacted by wide differentials. Management has always delivered. The stock trades at 4.5 times cash flow, where it historically traded at 8 times. He thinks you could make 40-50% on this. Yield 6%.
COMMENT
COMMENT
November 16, 2018
He holds management in high esteem. They are selling their oil at a hub that is not experiencing the same degree of differentials as other hubs because it is more direct to the US market. They are yielding about 4%. So total dividend and growth, probably looking at about 10% return. He is bullish on heavy oil Canadian names. He sees better opportunities in condensate or heavy oil names.
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Torc Oil & Gas Ltd (TOG-T)
November 16, 2018
He holds management in high esteem. They are selling their oil at a hub that is not experiencing the same degree of differentials as other hubs because it is more direct to the US market. They are yielding about 4%. So total dividend and growth, probably looking at about 10% return. He is bullish on heavy oil Canadian names. He sees better opportunities in condensate or heavy oil names.
HOLD
HOLD
October 19, 2018

He thinks there is an opportunity with this one as the light oil differentials will compress again soon. The company sells into the Cromer market, where differentials are much tighter. This translates to high-quality valuations at a good discount. He expects steady eddy growth.

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Torc Oil & Gas Ltd (TOG-T)
October 19, 2018

He thinks there is an opportunity with this one as the light oil differentials will compress again soon. The company sells into the Cromer market, where differentials are much tighter. This translates to high-quality valuations at a good discount. He expects steady eddy growth.

COMMENT
COMMENT
August 20, 2018

ALA-T vs. TOG-T He hopes oil prices move up, but the problem with many energy stocks is that they are already properly priced, including ALA-T and TOG-T, so there's little upside. He's neutral about both stocks and this sector.

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ALA-T vs. TOG-T He hopes oil prices move up, but the problem with many energy stocks is that they are already properly priced, including ALA-T and TOG-T, so there's little upside. He's neutral about both stocks and this sector.

WEAK BUY
WEAK BUY
May 31, 2018

He has a fundamental screener and he thinks it screens well. This is following a similar trend that he sees in many energy sector stocks at the moment. He thinks there are better oil sands based companies to choose from. He likes the new recent high. He likes the oil and gas sector. He expects WTI to be over $70 by year end. He would set a $7 exit price with an upper objective near $9. (Analysts’ price target is $10)

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He has a fundamental screener and he thinks it screens well. This is following a similar trend that he sees in many energy sector stocks at the moment. He thinks there are better oil sands based companies to choose from. He likes the new recent high. He likes the oil and gas sector. He expects WTI to be over $70 by year end. He would set a $7 exit price with an upper objective near $9. (Analysts’ price target is $10)

PAST TOP PICK
PAST TOP PICK
March 8, 2018

(A Top Pick Apr 5/17, Down 6.73%) It would have been terrible to be here in June of last year. They under promise and over deliver. This is a core way to dabble in energy.

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(A Top Pick Apr 5/17, Down 6.73%) It would have been terrible to be here in June of last year. They under promise and over deliver. This is a core way to dabble in energy.

COMMENT
COMMENT
February 9, 2018

Cardinal Energy (CJ-T) vs Torc Oil & Gas (TOG-T). Very different companies. Cardinal is a medium gravity producer. They are 60% exposed. They are going to lower their debt. They can pay the 10% yield and that is sustainable. He would buy Cardinal Energy (CJ-T) vs Torc Oil & Gas (TOG-T).

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Torc Oil & Gas Ltd (TOG-T)
February 9, 2018

Cardinal Energy (CJ-T) vs Torc Oil & Gas (TOG-T). Very different companies. Cardinal is a medium gravity producer. They are 60% exposed. They are going to lower their debt. They can pay the 10% yield and that is sustainable. He would buy Cardinal Energy (CJ-T) vs Torc Oil & Gas (TOG-T).

BUY
BUY
February 5, 2018

She really likes the management team. The dividend is safe. She would recommend something like this to dip your toe back in the energy sector.

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Torc Oil & Gas Ltd (TOG-T)
February 5, 2018

She really likes the management team. The dividend is safe. She would recommend something like this to dip your toe back in the energy sector.

COMMENT
COMMENT
January 5, 2018

(Market Call Minute.) Great company with a good management team. Has a sustainable dividend, but the growth rate plus the dividend is too boring to attract the next incremental dollar.

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(Market Call Minute.) Great company with a good management team. Has a sustainable dividend, but the growth rate plus the dividend is too boring to attract the next incremental dollar.

COMMENT
COMMENT
December 22, 2017

The 1st place this is going to run into resistance is at around $7.80, so there is a lot of upside left. It should start pushing onto $9.15. It's a good stock to own right now.

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Torc Oil & Gas Ltd (TOG-T)
December 22, 2017

The 1st place this is going to run into resistance is at around $7.80, so there is a lot of upside left. It should start pushing onto $9.15. It's a good stock to own right now.

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