Jonathan Baird
Member since: May '08
Global Value Fund Manager at
Nexgen Financial

Latest Top Picks

Alberta/B.C. based company. Hurt last year when the Alberta government imposed royalty changes on the light oil producers. Well run. Trades at a discount to NAV and about 3.5X next year's cash flow.
Gas producer in central Alberta. Very inexpensive in terms of price to cash flow at just over 3X next year's. Trading at about 65% of the NAV.