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Eric Nuttall
Partner & Senior Portfolio Manager at Ninepoint Partners
Member since: Mar '10 · 2548 Opinions
Rating Card
| All | 
Rating
| 
Big Win
| 
Win
| 
Neutral
| 
Loss
| 
Big Loss
|  |
|---|---|---|---|---|---|---|---|
| 3.78 | 303 32.55% | 122 13.10% | 72 7.73% | 166 17.83% | 268 28.79% | ||
| 1 Month | 4.59 | 35 15.15% | 63 27.27% | 41 17.75% | 76 32.90% | 16 6.93% | |
| 6 Months | 4.7 | 72 33.49% | 25 11.63% | 22 10.23% | 44 20.47% | 52 24.19% | |
| 12 Months | 3.38 | 77 37.38% | 20 9.71% | 5 2.43% | 24 11.65% | 80 38.83% | |
| 2 Years | 4.56 | 79 43.65% | 12 6.63% | 2 1.10% | 13 7.18% | 75 41.44% | |
| 5 Years | 1.65 | 40 40.82% | 2 2.04% | 2 2.04% | 9 9.18% | 45 45.92% |
Stock Opinions by Eric Nuttall
Believes reason for oil price sell-off is difficult to explain. Large difference between financial & physical markets for oil. Overall, oil demand is growing (highest ever), but paper demand for oil has reached all time low. As a result, large discrepancies in the market for oil are developing. US shale not growing - which will also help further strength in oil markets. $65 oil remains lowest price for no growth in markets. Is optimistic on overall outlook of energy markets. Bearish outlook for oil markets not justified. Expecting a ~$80 WTI prices going forward.
N/A
Unknown
Believes company is reaching final debt target in ~October 2024. Will pivot to 100% return of capital. Trading at 11% free cash flow yield at $70. Expecting a $40 share price at $80 oil. Large amount of reserves that will allow company to continue excellent capital allocation strategy. Continued share buybacks are very good for investors. Market currently ignoring hidden value in company.
Company has hit guidance targets 3 quarters in a row - out of the penalty box as a result. Pure play on Clearwater/Charlie Lake oil plays. Wells are paying our multiple times in ~2 years. Very economic oil metrics. Trading at a steep discount to NAV and cash flow multiples. Would recommend buying at this price. Management buying stock aggressively.
Defensive name that has 10% interest in (income fund). Royalty paying 8% yield to investors. Doesn't trade at same multiple as PrairieSky Royalty. Excellent acreage in the USA and Canada. Great long term investment.
Will continue to own stock. Excellent company with quality upstream production. Downstream issues continue to be an issue. Overall, business moving in the correct direction. Other companies like Suncor have been attracting like minded capital from investors. Very good management that has experience to fix downstream issues. Company also will reach final debt target, and will return 100% of cash flow to investors.
Has sold some shares, but still owns. At current oil price, company able to buy back shares. Debt free company that is hitting all target metrics. Great management team will good long term outlook.
Company solving 3rd party challenges. Excellent recent well results. Very good Montney and Duvernay acreage. Recent sale of infrastructure good for balance sheet. Excellent cash flow, with strong inventory. Excellent CEO. Has been buying shares lately.
Owns shares in energy income fund. Strong dividend yield that is sustainable. Excellent inventory, with good shale exposure. Premium pricing in North Dakota. Better names for capital appreciation, but a quality name. Would recommend for income investors.
Too geographically exposed. Inventory light. Hedge on gas about to expire. Not a good option for investors.
Second largest shareholder. Owns shares in company. Condensate exposure very good. Natural gas pricing not a concern. New CEO looks great. Very strong company. Dividend looks safe. Business model is sustainable down to ~$60. Expecting $16/share @ $70 oil.
Owns shares in income fund. ~7% yield which is very sustainable. Strong management team. Dividend takes up portion of cash flow, but at $70 very strong. Not too affected by weak natural gas prices - majority is oil production.
Owns large percentage in fund. Very stable and conservative business model. Very strong cash flows with low breakeven prices. New projects going well. 20 years of stay flat inventory. Low natural gas prices don't affect company too much. Expecting major share price appreciation. Can sleep easy at night.
Despite market sentiment, strong company. Company will continue to buy back stock. Very high torque to rising oil price. Above $60 WTI - very strong company. Would recommend holding. Owns shares in the company.
Company share price is reflective of lack in interest in small energy names (market cap too small). Company needs to sell itself in order to generate value. Better options for investors out there.
Owns small amount of shares. CEO very good at finding oil. Company has large amount of insider ownership. Contrarian leadership. Currently trading at discount to NAV. Very strong dividend yield, building cash flow and buying back shares. Good value in other energy names, but is a quality company.
