Alan Blake
Member since: Jul '04
Portfolio Manager at
Smith Barney

Latest Top Picks

Significant upside from here. They've identified 800 to 1000 drill locations which they will use over then next two years. Risks are, commodity price risk, and seasonality in oil prices. Buy it for the long term.
Trading at a slight premium to it's peers, but has significant oil sands exposure, that isn't being valued in the price.
A very strong management team. They've grown their business offshore, they've gone into France and Australia, and are adding barrels at half the cost of adding barrels in Canada.
Under a cloud. Driven down because of generic drugs and imports from Canada. Medicare will be onerous. Powerful balance sheet.
Powerful balance sheet.