Stock Opinions by Don Short - Stockchase Experts
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Don Short

On Stockchase since : Sep 2010

Senior V.P. & Portfolio Manager at Qwest Investment Fund

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Stock Opinions by Don Short - Stockchase Experts

Signal Opinion Expert Chart
SELL
Connacher Oil and Gas(CLC-T) 

September 22, 2010

Not fond of this one. Focuses on companies operating in the top quartile of operating metrics and performance in oil sands. A fair amount of debt. Doesn't see the refinery in Montana as being strategic. He would prefer BlackPearl (PXX-T) or Magma (MXY-T).
oil/gas
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Not fond of this one. Focuses on companies operating in the top quartile of operating metrics and performance in oil sands. A fair amount of debt. Doesn't see the refinery in Montana as being strategic. He would prefer BlackPearl (PXX-T) or Magma (MXY-T).
oil/gas
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0 comments
Don Short

Senior V.P, Qwest Investment Fun...

Price Price
$1.190
Owned Owned
No

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SELL
Compton Petroleum(CMT-T) 

September 22, 2010

Prefers oil to gas as gas is in for a difficult period. You have to be very selective on the type of companies for gas exposure. Look for ones that are operating in the top quartile. This one doesn't fit those criteria. Carry a lot of debt so he questions the real equity value.
oil/gas
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Prefers oil to gas as gas is in for a difficult period. You have to be very selective on the type of companies for gas exposure. Look for ones that are operating in the top quartile. This one doesn't fit those criteria. Carry a lot of debt so he questions the real equity value.
oil/gas
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0 comments
Don Short

Senior V.P, Qwest Investment Fun...

Price Price
$0.520
Owned Owned
No

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COMMENT
Legacy Oil and Gas Inc.(LEG-T) 

September 22, 2010

Very good company. Well managed. Assembled a number of different assets that all have oil exposure. Well recognized as a good company so trades at a high price.
oil/gas
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Very good company. Well managed. Assembled a number of different assets that all have oil exposure. Well recognized as a good company so trades at a high price.
oil/gas
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0 comments
Don Short

Senior V.P, Qwest Investment Fun...

Price Price
$10.830
Owned Owned
Yes

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BUY
Emerge Oil & Gas Inc.(EME-T) 

September 22, 2010

Heavy oil producer in Saskatchewan. Doing a good job of assembling an inventory. Heavy oil in juniors doesn't tend to get the valuation or appreciation in the share price but this one should do well.
Oil and Gas (Integrated Oils)
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Heavy oil producer in Saskatchewan. Doing a good job of assembling an inventory. Heavy oil in juniors doesn't tend to get the valuation or appreciation in the share price but this one should do well.
Oil and Gas (Integrated Oils)
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Don Short

Senior V.P, Qwest Investment Fun...

Price Price
$3.430
Owned Owned
Yes

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COMMENT
Novus Energy(NVS-X) 

September 22, 2010

Large land position in southern Alberta/Saskatchewan. Management has been aggressive in assembling positions. Had a pullback in the 2nd quarter, which was probably due to wet weather. Sold his holdings but starting to look at it again.
oil/gas
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Large land position in southern Alberta/Saskatchewan. Management has been aggressive in assembling positions. Had a pullback in the 2nd quarter, which was probably due to wet weather. Sold his holdings but starting to look at it again.
oil/gas
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0 comments
Don Short

Senior V.P, Qwest Investment Fun...

Price Price
$0.790
Owned Owned
No

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COMMENT
Lightstream Resources(LTS-T) 

September 22, 2010

Great job of assembling oil assets. Main focus was Bakken. Did a terrific job of growing organically with an aggressive drilling program but aggressive drilling programs give you a very high decline rate. Some renewed interest in the company now. Moved into the Cardium via a number of relatively expensive acquisitions that are starting to show some good success.
oil/gas
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Great job of assembling oil assets. Main focus was Bakken. Did a terrific job of growing organically with an aggressive drilling program but aggressive drilling programs give you a very high decline rate. Some renewed interest in the company now. Moved into the Cardium via a number of relatively expensive acquisitions that are starting to show some good success.
oil/gas
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Don Short

Senior V.P, Qwest Investment Fun...

Price Price
$23.050
Owned Owned
No

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DON'T BUY
Cequence Energy Ltd.(CQE-T) 

September 22, 2010

Good company with decent management. Assembled a bunch of gas assets. He is more skewed to oil. Will need a change in natural gas prices.
oil/gas
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Good company with decent management. Assembled a bunch of gas assets. He is more skewed to oil. Will need a change in natural gas prices.
oil/gas
0 0 0 0 0
0 comments
Don Short

Senior V.P, Qwest Investment Fun...

Price Price
$1.860
Owned Owned
No

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BUY
GasFrac Energy Services(GFS-T) 

September 22, 2010

New approach to fracing by using gelled propane as a fluid. Several advantages including being a native fluid, which is non-damaging and cleans up in hours with a 95% recovery rate. Looking for a great 3rd quarter.
oil/gas
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New approach to fracing by using gelled propane as a fluid. Several advantages including being a native fluid, which is non-damaging and cleans up in hours with a 95% recovery rate. Looking for a great 3rd quarter.
oil/gas
0 0 0 0 0
0 comments
Don Short

Senior V.P, Qwest Investment Fun...

Price Price
$5.900
Owned Owned
Yes

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TOP PICK
Formerly True Energy Income Trust. Had a management change, paid down debt and refocused the assets. Main reason to own this one is their enviable land position in the Pembina/Cardium. Production has grown from 5600 barrels a day (2009) to 10,000 currently in still showing great momentum on the operational side.
oil/gas
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Formerly True Energy Income Trust. Had a management change, paid down debt and refocused the assets. Main reason to own this one is their enviable land position in the Pembina/Cardium. Production has grown from 5600 barrels a day (2009) to 10,000 currently in still showing great momentum on the operational side.
oil/gas
0 0 0 0 0
0 comments
Don Short

Senior V.P, Qwest Investment Fun...

Price Price
$3.920
Owned Owned
Yes

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TOP PICK
TriOil Resources(TOL-X) 

September 22, 2010

Assembled 3 interesting oil plays in the Bakken and Cardium. Haven't done much drilling but this is about to pick up. Sitting at 1600 barrels a day but valued at 70,000 BOE's. A lot of growth potential.
oil/gas
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Assembled 3 interesting oil plays in the Bakken and Cardium. Haven't done much drilling but this is about to pick up. Sitting at 1600 barrels a day but valued at 70,000 BOE's. A lot of growth potential.
oil/gas
0 0 0 0 0
0 comments
Don Short

Senior V.P, Qwest Investment Fun...

Price Price
$5.230
Owned Owned
Yes

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TOP PICK
Surge Energy Inc(SGY-T) 

September 22, 2010

Asset base from previous company was spread out and current management is trying to focus on some particular areas. History of making acquisitions that can be expanded and grown. Have a core area in Manitoba that is showing good results.
oil/gas
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Asset base from previous company was spread out and current management is trying to focus on some particular areas. History of making acquisitions that can be expanded and grown. Have a core area in Manitoba that is showing good results.
oil/gas
0 0 0 0 0
0 comments
Don Short

Senior V.P, Qwest Investment Fun...

Price Price
$5.460
Owned Owned
Yes

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