Torc Oil & Gas Ltd

TOG-T

Analysis and Opinions about TOG-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
March 28, 2017

It has been really punished. This is such a conservative and high quality management team. They have a quality balance sheet and good sustainability. (Analysts’ target: $10.00).

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It has been really punished. This is such a conservative and high quality management team. They have a quality balance sheet and good sustainability. (Analysts’ target: $10.00).

PAST TOP PICK
PAST TOP PICK
February 10, 2017

(A Top Pick Sept 12/16. Down 6.55%.) A light oil producer. Good stock, good growth and low cost, but there have been several names that have been heavily owned by US investors, who just decided to get out.

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Torc Oil & Gas Ltd (TOG-T)
February 10, 2017

(A Top Pick Sept 12/16. Down 6.55%.) A light oil producer. Good stock, good growth and low cost, but there have been several names that have been heavily owned by US investors, who just decided to get out.

COMMENT
COMMENT
January 31, 2017

He likes this. There has been a mass exodus by US investors, selling Canadian oil stocks, just in case a border adjustment tax goes through. This is the poster child of what is happening in Canada. Stocks are being indiscriminately sold creating massive opportunities. Thinks the upside will be 60% from here. Dividend yield of 3.3%.

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Torc Oil & Gas Ltd (TOG-T)
January 31, 2017

He likes this. There has been a mass exodus by US investors, selling Canadian oil stocks, just in case a border adjustment tax goes through. This is the poster child of what is happening in Canada. Stocks are being indiscriminately sold creating massive opportunities. Thinks the upside will be 60% from here. Dividend yield of 3.3%.

COMMENT
COMMENT
January 6, 2017

ROC is very low, but he thinks it is going to improve because oil/gas prices have been stable. This has had a decent track record of good ROC, so he would expect it to return to normal. If he puts a normal rate of return on it, it shows pretty good upside. He could see the stock going past $10, maybe $11, and even $12.

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ROC is very low, but he thinks it is going to improve because oil/gas prices have been stable. This has had a decent track record of good ROC, so he would expect it to return to normal. If he puts a normal rate of return on it, it shows pretty good upside. He could see the stock going past $10, maybe $11, and even $12.

TOP PICK
TOP PICK
January 4, 2017

Light oil in Saskatchewan and Alberta. Good management team, which tends to under promise but over delivers. The largest shareholder is the Canada Pension Board, so in the past when they have gone to make acquisitions, the Board has usually stood behind them. Dividend yield of 2.88%. (Analysts’ price target is $10.41.)

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Light oil in Saskatchewan and Alberta. Good management team, which tends to under promise but over delivers. The largest shareholder is the Canada Pension Board, so in the past when they have gone to make acquisitions, the Board has usually stood behind them. Dividend yield of 2.88%. (Analysts’ price target is $10.41.)

PAST TOP PICK
PAST TOP PICK
November 21, 2016

(A Top Pick Sept 12/16. Up 2.67%.) A big holding in his funds. It will continue to grow. Management has been very smart in acquiring assets. They never over promise and under deliver. This is typically Saskatchewan long life assets.

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Torc Oil & Gas Ltd (TOG-T)
November 21, 2016

(A Top Pick Sept 12/16. Up 2.67%.) A big holding in his funds. It will continue to grow. Management has been very smart in acquiring assets. They never over promise and under deliver. This is typically Saskatchewan long life assets.

PAST TOP PICK
PAST TOP PICK
November 1, 2016

(A Top Pick July 30/15. Up 16.6%.) Low cost, light oil production. CPP is their main backer whenever they need financing. Dividend yield of about 3.5%-4%. He would want to see oil back in the low $40 before buying oil stocks again.

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Torc Oil & Gas Ltd (TOG-T)
November 1, 2016

(A Top Pick July 30/15. Up 16.6%.) Low cost, light oil production. CPP is their main backer whenever they need financing. Dividend yield of about 3.5%-4%. He would want to see oil back in the low $40 before buying oil stocks again.

COMMENT
COMMENT
October 26, 2016

Has had a nice appreciation over the course of the last year, and now we are in a sideways pattern, one step forward and one step back. Unless there is some type of catalyst that is going to cause oil to break through, these types of companies are probably going to stay range bound with possibly a little bit of downside. This is going to be a bumpy ride.

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Torc Oil & Gas Ltd (TOG-T)
October 26, 2016

Has had a nice appreciation over the course of the last year, and now we are in a sideways pattern, one step forward and one step back. Unless there is some type of catalyst that is going to cause oil to break through, these types of companies are probably going to stay range bound with possibly a little bit of downside. This is going to be a bumpy ride.

TOP PICK
TOP PICK
September 12, 2016

They are very conservative in what they do. They have a conservative balance sheet. A safe and secure investment with a 3% yield. They could be a takeout candidate in the future.

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Torc Oil & Gas Ltd (TOG-T)
September 12, 2016

They are very conservative in what they do. They have a conservative balance sheet. A safe and secure investment with a 3% yield. They could be a takeout candidate in the future.

PAST TOP PICK
PAST TOP PICK
August 30, 2016

(A Top Pick Aug 25/15. Up 81.77%.) Has a lot of respect for management. This had been a poorer performer last year than others, and had went from trading at a discount to trading at a pretty good premium. Using $60 oil, he would have it trading at around 8X EBITDA to cash flow, which implies zero upside from today’s oil price. He would say this has 35% upside using $65 oil.

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(A Top Pick Aug 25/15. Up 81.77%.) Has a lot of respect for management. This had been a poorer performer last year than others, and had went from trading at a discount to trading at a pretty good premium. Using $60 oil, he would have it trading at around 8X EBITDA to cash flow, which implies zero upside from today’s oil price. He would say this has 35% upside using $65 oil.

PAST TOP PICK
PAST TOP PICK
August 2, 2016

(A Top Pick Sept 25/16. Up 23.6%.) He continues to like this. Considers it a pretty conservatively run company. Management credibility is quite strong.

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(A Top Pick Sept 25/16. Up 23.6%.) He continues to like this. Considers it a pretty conservatively run company. Management credibility is quite strong.

PAST TOP PICK
PAST TOP PICK
July 29, 2016

He bought more this morning. They did a transaction earlier this week. Companies with cash can get assets off the dying.

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He bought more this morning. They did a transaction earlier this week. Companies with cash can get assets off the dying.

COMMENT
COMMENT
July 21, 2016

A light oil producer. Management is in the top quartile in Calgary. This has a big investment from the Canada Pension Plan, which would basically backstop all their deals in terms of acquiring assets in Saskatchewan. Have always had a strategy of carrying very low debt on the balance sheet, and executing well. 3.1% dividend yield.

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A light oil producer. Management is in the top quartile in Calgary. This has a big investment from the Canada Pension Plan, which would basically backstop all their deals in terms of acquiring assets in Saskatchewan. Have always had a strategy of carrying very low debt on the balance sheet, and executing well. 3.1% dividend yield.

HOLD
HOLD
July 20, 2016

Although he doesn’t own this, he likes the company. It is a steady producer. They underpromise and overdeliver.

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Although he doesn’t own this, he likes the company. It is a steady producer. They underpromise and overdeliver.

BUY
BUY
June 3, 2016

A Buy, solely based on its very strong price momentum. Valuation really isn’t there yet, but that would be true for most of these oil/gas producers. Scores in the top 5% for price momentum. He has a small holding and would add to it if they actually start to cash flow again. Trading really cheap on a Price to Book value at close to 1X.

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A Buy, solely based on its very strong price momentum. Valuation really isn’t there yet, but that would be true for most of these oil/gas producers. Scores in the top 5% for price momentum. He has a small holding and would add to it if they actually start to cash flow again. Trading really cheap on a Price to Book value at close to 1X.

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