Torc Oil & Gas Ltd

TOG-T

Analysis and Opinions about TOG-T

Signal
Opinion
Expert
COMMENT
COMMENT
November 15, 2017

This company runs a very good shop when it comes to keeping the cost structure low and declines in check. The team is at the top of his list. He is looking for a little more torque to the coming inflection and sentiment towards oil, so would rather find names that are a little more beaten down. Dividend yield of 3.7%, which is sustainable at today’s oil prices.

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Torc Oil & Gas Ltd (TOG-T)
November 15, 2017

This company runs a very good shop when it comes to keeping the cost structure low and declines in check. The team is at the top of his list. He is looking for a little more torque to the coming inflection and sentiment towards oil, so would rather find names that are a little more beaten down. Dividend yield of 3.7%, which is sustainable at today’s oil prices.

HOLD
HOLD
October 30, 2017

The fact that it is above $6.18, just a little above the 200-day moving average, it is going to go higher. The whole sector is looking really good. The chart shows the downtrend has broken.

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Torc Oil & Gas Ltd (TOG-T)
October 30, 2017

The fact that it is above $6.18, just a little above the 200-day moving average, it is going to go higher. The whole sector is looking really good. The chart shows the downtrend has broken.

TOP PICK
TOP PICK
October 5, 2017

He likes oil. At some point money is going to leave technology and come into unloved sectors. This one is relatively safe. The management and board are focusing on free cash flow and increasing the dividend, which is decent now but could get bigger. Dividend yield of 3.9%. (Analysts’ price target is $8.50.)

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He likes oil. At some point money is going to leave technology and come into unloved sectors. This one is relatively safe. The management and board are focusing on free cash flow and increasing the dividend, which is decent now but could get bigger. Dividend yield of 3.9%. (Analysts’ price target is $8.50.)

COMMENT
COMMENT
July 6, 2017

Pretty much 100% leveraged to oil, so where oil goes, so goes this company. They’ve done a very good job of working on the land acreage in Saskatchewan, and exporting and using new technology to get the oil out. So far, they’ve hit every milestone they’ve targeted and keeps the balance sheet reasonably clean. He believes in management and this is worth holding. Believes oil will get back to $55-$60 by the end of this year. There should be good upside in this company.

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Pretty much 100% leveraged to oil, so where oil goes, so goes this company. They’ve done a very good job of working on the land acreage in Saskatchewan, and exporting and using new technology to get the oil out. So far, they’ve hit every milestone they’ve targeted and keeps the balance sheet reasonably clean. He believes in management and this is worth holding. Believes oil will get back to $55-$60 by the end of this year. There should be good upside in this company.

COMMENT
COMMENT
May 23, 2017

A great management team. They are able to grow production down to about $45 oil, and continue to pay their dividend. High quality assets and pretty good inventory life, but their growth rate isn’t sexy enough to get investors to stampede back in. He expects to make his money from services in his US R&P, and plow profits back into Canada maybe later this year or early 2018.

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A great management team. They are able to grow production down to about $45 oil, and continue to pay their dividend. High quality assets and pretty good inventory life, but their growth rate isn’t sexy enough to get investors to stampede back in. He expects to make his money from services in his US R&P, and plow profits back into Canada maybe later this year or early 2018.

PAST TOP PICK
PAST TOP PICK
April 5, 2017

(A Top Pick May 31/16. Down 14%.) Although price of oil has gone from $38 to north of $50, this makes no sense.

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(A Top Pick May 31/16. Down 14%.) Although price of oil has gone from $38 to north of $50, this makes no sense.

TOP PICK
TOP PICK
April 5, 2017

A big underperformer when compared to its peers, like a Whitecap (WCP-T), Bonterra (BTR-X) or a Surge (SGY-T). It has probably underperformed the group by at least 15%-20% in the last year, which makes no sense. A well-regarded management team. High margin, low cost oil producer. A very consistent performer. Dividend yield of 3.49%. (Analysts’ price target is $10.)

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A big underperformer when compared to its peers, like a Whitecap (WCP-T), Bonterra (BTR-X) or a Surge (SGY-T). It has probably underperformed the group by at least 15%-20% in the last year, which makes no sense. A well-regarded management team. High margin, low cost oil producer. A very consistent performer. Dividend yield of 3.49%. (Analysts’ price target is $10.)

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.

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