Stock Opinions by Brian Prokop - Stockchase Experts
WATCH LIST
55
Brian Prokop @

On Stockchase since : Apr 2003

Oil/Gas Analyst at Peters & Co.

Reveal Expert Performance

Brian Prokop hasn’t left any messages.


Brian Prokop Latest Top Picks...

Stock Opinions by Brian Prokop - Stockchase Experts

Signal Opinion Expert Chart
BUY
ProspEx Resources(PSX-T) 

April 5, 2005

Great little company. Hard working company. Has a sector outperform on it. Well run. Not flashy, so you'll have to be patient with it.
oil/gas
0 0 0 0 0
0 comments
Great little company. Hard working company. Has a sector outperform on it. Well run. Not flashy, so you'll have to be patient with it.
oil/gas
0 0 0 0 0
0 comments
Brian Prokop

Oil/Gas An, Peters & Co....

Price Price
$3.300
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

TOP PICK
A very well run company with a lot of opportunity for further growth. Still the cheapest on the large caps. At current levels, you're getting their Canadian oil sands project for free. Horizon has a lot of investment that has to come forward with 1st production in 2008.
oil/gas
0 0 0 0 0
0 comments
A very well run company with a lot of opportunity for further growth. Still the cheapest on the large caps. At current levels, you're getting their Canadian oil sands project for free. Horizon has a lot of investment that has to come forward with 1st production in 2008.
oil/gas
0 0 0 0 0
0 comments
Brian Prokop

Oil/Gas An, Peters & Co....

Price Price
$68.680
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

HOLD
Compton Petroleum(CMT-T) 

April 5, 2005

Has an underperform on it. Have a lot of resource plays and a lot of good assets and look to be a takeover candidate. Their outlook is based on a 12 month outlook and from that perspective, they've had a very good run and feels comfortable where they are at. Very large land base and very focused on resource plays. May be a little ahead of themselves.
oil/gas
0 0 0 0 0
0 comments
Has an underperform on it. Have a lot of resource plays and a lot of good assets and look to be a takeover candidate. Their outlook is based on a 12 month outlook and from that perspective, they've had a very good run and feels comfortable where they are at. Very large land base and very focused on resource plays. May be a little ahead of themselves.
oil/gas
0 0 0 0 0
0 comments
Brian Prokop

Oil/Gas An, Peters & Co....

Price Price
$12.000
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

HOLD
Petro-Canada(PCA-T) 

April 5, 2005

Financing the development portion of the oil sands project for UTS Energy (UTS-T) which will earn them interest in the oil sands portion. Expects production from Petro Canad to be relatively flat.
integrated oils
0 0 0 0 0
0 comments
Financing the development portion of the oil sands project for UTS Energy (UTS-T) which will earn them interest in the oil sands portion. Expects production from Petro Canad to be relatively flat.
integrated oils
0 0 0 0 0
0 comments
Brian Prokop

Oil/Gas An, Peters & Co....

Price Price
$70.700
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

TOP PICK
Talisman Energy(TLM-T) 

April 5, 2005

(Was a Top Pick Apr 3/03 at under $20.) One of the cheapest in the world in terms of production along with Canadian Natural Resources (CNQ-T) and Encana (ECA-T). Good set of North American Assets. Pretty large position in North Sea assets. Also has assets in south east Asia with a very high margin product.
oil/gas
0 0 0 0 0
0 comments
(Was a Top Pick Apr 3/03 at under $20.) One of the cheapest in the world in terms of production along with Canadian Natural Resources (CNQ-T) and Encana (ECA-T). Good set of North American Assets. Pretty large position in North Sea assets. Also has assets in south east Asia with a very high margin product.
oil/gas
0 0 0 0 0
0 comments
Brian Prokop

Oil/Gas An, Peters & Co....

Price Price
$41.220
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

HOLD
Initially were a little shy of a production level, but brought out about 1,000 BOE's a dayof production that was behind pipe. That made them very solid for the rest of the year. Payout ratio is probably in the range of 60/65% which is excellent.
oil/gas
0 0 0 0 0
0 comments
Initially were a little shy of a production level, but brought out about 1,000 BOE's a dayof production that was behind pipe. That made them very solid for the rest of the year. Payout ratio is probably in the range of 60/65% which is excellent.
oil/gas
0 0 0 0 0
0 comments
Brian Prokop

Oil/Gas An, Peters & Co....

Price Price
$12.970
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

TOP PICK
Reserve life is about 9/10 years. Management has a lot of ownership. Do a really good job of focusing on costs. In the order of 50,000 BOE now.
oil/gas
0 0 0 0 0
0 comments
Reserve life is about 9/10 years. Management has a lot of ownership. Do a really good job of focusing on costs. In the order of 50,000 BOE now.
oil/gas
0 0 0 0 0
0 comments
Brian Prokop

Oil/Gas An, Peters & Co....

Price Price
$29.750
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

BUY
Not a very exciting company, but it just continues to grow and add value and stock continues to go up. Keep costs in control.
oil/gas
0 0 0 0 0
0 comments
Not a very exciting company, but it just continues to grow and add value and stock continues to go up. Keep costs in control.
oil/gas
0 0 0 0 0
0 comments
Brian Prokop

Oil/Gas An, Peters & Co....

Price Price
$12.000
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

BUY
There is political risk there, but you have to remember, Kazakstan is not Russia. Management has a very good relationship with the country. Cheap.
oil/gas
0 0 0 0 0
0 comments
There is political risk there, but you have to remember, Kazakstan is not Russia. Management has a very good relationship with the country. Cheap.
oil/gas
0 0 0 0 0
0 comments
Brian Prokop

Oil/Gas An, Peters & Co....

Price Price
$47.000
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

BUY
All the drillers are going flat out. Have had record number of rigs working in the last few weeks. When there is more demand than there is supply, rates go up.
oil/gas
0 0 0 0 0
0 comments
All the drillers are going flat out. Have had record number of rigs working in the last few weeks. When there is more demand than there is supply, rates go up.
oil/gas
0 0 0 0 0
0 comments
Brian Prokop

Oil/Gas An, Peters & Co....

Price Price
$28.320
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

BUY
Duvernay Oil Corp(DDV-T) 

February 2, 2005

Financed them and are big believers in this company. Consistantly able to find reserves with the drill bit. Consitant growth. Still have a good run to go.
oil/gas
0 0 0 0 0
0 comments
Financed them and are big believers in this company. Consistantly able to find reserves with the drill bit. Consitant growth. Still have a good run to go.
oil/gas
0 0 0 0 0
0 comments
Brian Prokop

Oil/Gas An, Peters & Co....

Price Price
$23.600
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

TOP PICK
Over the last 15 years has been a top decile performer, i.e. always in the top 10% of its peer group with respect to operating costs, growth, finding development costs. A very well run company. One of the cheapest ones out there trading at a multiple of about 4 X cash flow. Their oil sands project with Horizon isn't factored into the stock.
oil/gas
0 0 0 0 0
0 comments
Over the last 15 years has been a top decile performer, i.e. always in the top 10% of its peer group with respect to operating costs, growth, finding development costs. A very well run company. One of the cheapest ones out there trading at a multiple of about 4 X cash flow. Their oil sands project with Horizon isn't factored into the stock.
oil/gas
0 0 0 0 0
0 comments
Brian Prokop

Oil/Gas An, Peters & Co....

Price Price
$57.310
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

BUY
Encana Corp(ECA-T) 

February 2, 2005

Moved them to an outperform on Oct 22. A very good place to be in a long term wide holding. Execution of strategy is very key in the ability for investors to believe in management's credibility. Becoming a North American gas equity.
oil/gas
0 0 0 0 0
0 comments
Moved them to an outperform on Oct 22. A very good place to be in a long term wide holding. Execution of strategy is very key in the ability for investors to believe in management's credibility. Becoming a North American gas equity.
oil/gas
0 0 0 0 0
0 comments
Brian Prokop

Oil/Gas An, Peters & Co....

Price Price
$75.270
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

DON'T BUY
Husky Energy(HSE-T) 

February 2, 2005

White Rose is going to be a very good project. Once you have the sunk costs behind you, you get a very long and consitant source of production. As an integrated, it's very solid. Reasonably good set of assets. Have an underperform on this stock because it has done so well.
oil/gas
0 0 0 0 0
0 comments
White Rose is going to be a very good project. Once you have the sunk costs behind you, you get a very long and consitant source of production. As an integrated, it's very solid. Reasonably good set of assets. Have an underperform on this stock because it has done so well.
oil/gas
0 0 0 0 0
0 comments
Brian Prokop

Oil/Gas An, Peters & Co....

Price Price
$33.450
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

TOP PICK
Talisman Energy(TLM-T) 

February 2, 2005

Just made an acquisition in the Norwegian part of the North Sea. Getting back to the Talisman of old. Wouldn't be surprised to see a couple of more in that area. 2nd cheapest in their peer group.
oil/gas
0 0 0 0 0
0 comments
Just made an acquisition in the Norwegian part of the North Sea. Getting back to the Talisman of old. Wouldn't be surprised to see a couple of more in that area. 2nd cheapest in their peer group.
oil/gas
0 0 0 0 0
0 comments
Brian Prokop

Oil/Gas An, Peters & Co....

Price Price
$37.760
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

Showing 1 to 15 of 55 entries
Successfully Saved Company
Successfully Saved Company