Pason Systems Inc.

PSI-T

Analysis and Opinions about PSI-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
November 15, 2005
(A Top Pick Aug 17/05. Up 8.5%.) Supplies equipment on a daily rental bass to the drillers. The benefit to the drillers is that the use of Pason's equipment makes drilling more efficient in cost and time. Still buying for his new accounts.
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Pason Systems Inc. (PSI-T)
November 15, 2005
(A Top Pick Aug 17/05. Up 8.5%.) Supplies equipment on a daily rental bass to the drillers. The benefit to the drillers is that the use of Pason's equipment makes drilling more efficient in cost and time. Still buying for his new accounts.
PAST TOP PICK
PAST TOP PICK
October 4, 2005
(A Top Pick June 29/05. Up 26%.) Likes the service company space energy approach. Taking some profits to get his weighting in line, but still buying for new accounts.
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(A Top Pick June 29/05. Up 26%.) Likes the service company space energy approach. Taking some profits to get his weighting in line, but still buying for new accounts.
TOP PICK
TOP PICK
August 17, 2005
(A Top Pick May 18/05. Up 32%.) Short term it's fully priced at 22 X expected earnings this year and 14 X next year. Ownership of an oil service company has to be in the context of oil hanging in at between $55 and $65. If there is a downturn, it could be vicious.
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(A Top Pick May 18/05. Up 32%.) Short term it's fully priced at 22 X expected earnings this year and 14 X next year. Ownership of an oil service company has to be in the context of oil hanging in at between $55 and $65. If there is a downturn, it could be vicious.
TOP PICK
TOP PICK
July 21, 2005
The only company in the world that on a daily rental basis provides equipment to oil/gas well drillers. Have most of the market in Canada. Have gone from nowhere in the US 3 years ago to 40% of the market and is increasing very sharply. Looking for $1.15 this year and $1.55 next. Very cheap compared to other companies.
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The only company in the world that on a daily rental basis provides equipment to oil/gas well drillers. Have most of the market in Canada. Have gone from nowhere in the US 3 years ago to 40% of the market and is increasing very sharply. Looking for $1.15 this year and $1.55 next. Very cheap compared to other companies.
TOP PICK
TOP PICK
June 29, 2005
(Was a Top Pick Apr 5/05. Up 17%.) Would buy on weakness. There will be some weakness in the 2nd quarter because of weather related factors in Alberta. Would Buy more at $19.
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(Was a Top Pick Apr 5/05. Up 17%.) Would buy on weakness. There will be some weakness in the 2nd quarter because of weather related factors in Alberta. Would Buy more at $19.
DON'T BUY
DON'T BUY
June 9, 2005
Model price is 20.79, so fairly valued.
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Model price is 20.79, so fairly valued.
TOP PICK
TOP PICK
May 30, 2005
Energy is the place to be and prefers being in the service sector. Has been gaining market share in the US. Daily revenue rates has risen from $35 a day per drill to more than $100. Adding new products both in Canada and the US. Early spring breakup caused havoc in the 1st quarter.
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Energy is the place to be and prefers being in the service sector. Has been gaining market share in the US. Daily revenue rates has risen from $35 a day per drill to more than $100. Adding new products both in Canada and the US. Early spring breakup caused havoc in the 1st quarter.
TOP PICK
TOP PICK
May 18, 2005
The world leader in supplying equipment on a daily rental basis for the drilling of oil/gas. Have a strangle hold on the market. Starting to show great penetration in the US. No debt.
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The world leader in supplying equipment on a daily rental basis for the drilling of oil/gas. Have a strangle hold on the market. Starting to show great penetration in the US. No debt.
TOP PICK
TOP PICK
April 26, 2005
World's largest supplier of equipment to enhance the drilling of oil and natural gas. Major market share in Canada and going gang busters in the US with market share at 40%. Have 2 to 3 new products which are going very well. The short term problem is that due to bad weather they had a lower 1st quarter than what they would have liked. This will be picked up later in the year.
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World's largest supplier of equipment to enhance the drilling of oil and natural gas. Major market share in Canada and going gang busters in the US with market share at 40%. Have 2 to 3 new products which are going very well. The short term problem is that due to bad weather they had a lower 1st quarter than what they would have liked. This will be picked up later in the year.
TOP PICK
TOP PICK
April 5, 2005
Earnings are picking up. The world's leader in the rental of equipment which enhances the information flows on production on oil/natural gas wells. No debt. 30% ROE.
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Earnings are picking up. The world's leader in the rental of equipment which enhances the information flows on production on oil/natural gas wells. No debt. 30% ROE.
BUY
BUY
March 14, 2005
The world's largest supplier of rental equipment. One of his favourites.
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The world's largest supplier of rental equipment. One of his favourites.
BUY
BUY
January 13, 2005
Still one of his favourite stocks. Looking for $1.66 in earnings last year, $2.40 this year and could be as high as $3.
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Pason Systems Inc. (PSI-T)
January 13, 2005
Still one of his favourite stocks. Looking for $1.66 in earnings last year, $2.40 this year and could be as high as $3.
BUY WEAKNESS
BUY WEAKNESS
December 31, 2004
Would buy in the $36/37 range. There is a longer term aspect in the development of the Russian oil fields.
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Pason Systems Inc. (PSI-T)
December 31, 2004
Would buy in the $36/37 range. There is a longer term aspect in the development of the Russian oil fields.
BUY
BUY
November 16, 2004
"Oil service" is the route to go if you are playing the long term energy growth. Lower risk than buying the producers.
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Pason Systems Inc. (PSI-T)
November 16, 2004
"Oil service" is the route to go if you are playing the long term energy growth. Lower risk than buying the producers.
STRONG BUY
STRONG BUY
October 28, 2004
One of his favourite stocks. Has not done much of anything lately and has dropped a bit which creates a buying opportunity. Adding 2 new products which could add considerably to daily rental volumes and improving their market share in the US dramatically
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Pason Systems Inc. (PSI-T)
October 28, 2004
One of his favourite stocks. Has not done much of anything lately and has dropped a bit which creates a buying opportunity. Adding 2 new products which could add considerably to daily rental volumes and improving their market share in the US dramatically
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