Stock Opinions by Bill Bonner - Stockchase Experts
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Bill Bonner @

On Stockchase since : Jan 2013

President & Portfolio Manager at Brickburn Asset Management Inc

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Stock Opinions by Bill Bonner - Stockchase Experts

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General Market Comment 

October 7, 2015

Markets.  The Saudis are accomplishing what they set out to do which was to protect their market share.  They were targeting the rapid growth in the shale oil industry.  He thinks they will keep going for a while and then eventually the oil price has to go up just for them to balance their own fiscal budget.  We know the pain is there for them as well.  The expectation is that the demand will get stronger.  He doubts the Saudis see Canada’s light oil production as significant.  The drilling activity in Canada is one third what it once was.

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Markets.  The Saudis are accomplishing what they set out to do which was to protect their market share.  They were targeting the rapid growth in the shale oil industry.  He thinks they will keep going for a while and then eventually the oil price has to go up just for them to balance their own fiscal budget.  We know the pain is there for them as well.  The expectation is that the demand will get stronger.  He doubts the Saudis see Canada’s light oil production as significant.  The drilling activity in Canada is one third what it once was.

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Bill Bonner

President , Brickburn Asset Mana...

Price Price
$0.020
Owned Owned
_N/A

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DON'T BUY
Baytex Energy Corp(BTE-T) 

October 7, 2015

Their leverage has to come down and that probably means asset sales.  He is not comfortable holding it, although it will respond if oil prices to up.

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Their leverage has to come down and that probably means asset sales.  He is not comfortable holding it, although it will respond if oil prices to up.

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Bill Bonner

President , Brickburn Asset Mana...

Price Price
$5.910
Owned Owned
Unknown

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BUY
Whitecap Resources(WCP-T) 

October 7, 2015

Always a "go-to" name.  The dividend is absolutely secure.  The projects they have are light oil projects and are stellar.  They will continue to hold it.  There is also a growth aspect when oil prices start to go up.  Also they are known acquirers.  He would not be surprised to see more acquisitions.

Oil and Gas (Integrated Oils)
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Always a "go-to" name.  The dividend is absolutely secure.  The projects they have are light oil projects and are stellar.  They will continue to hold it.  There is also a growth aspect when oil prices start to go up.  Also they are known acquirers.  He would not be surprised to see more acquisitions.

Oil and Gas (Integrated Oils)
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Bill Bonner

President , Brickburn Asset Mana...

Price Price
$13.160
Owned Owned
Yes

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STRONG BUY
Painted Pony Energy(PONY-T) 

October 7, 2015

He partially sold when it rallied some months ago.  They are delivering on their promise.  The question is what is going to happen with the LNG in BC.  One of those projects is bound to go and they are positioned to deliver Nat gas to those projects.  He very much likes the stock at today’s prices.

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He partially sold when it rallied some months ago.  They are delivering on their promise.  The question is what is going to happen with the LNG in BC.  One of those projects is bound to go and they are positioned to deliver Nat gas to those projects.  He very much likes the stock at today’s prices.

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Bill Bonner

President , Brickburn Asset Mana...

Price Price
$6.830
Owned Owned
Yes

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BUY
Madalena Ventures(MVN-X) 

October 7, 2015

He likes what is happening in Argentina.  It is a net importer of oil.  They are getting an absolute premium price inside the country.  He would not be surprised to see it become a takeout target.  They have no debt.  They have some shut in Canadian assets which could start producing if oil prices improve.

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He likes what is happening in Argentina.  It is a net importer of oil.  They are getting an absolute premium price inside the country.  He would not be surprised to see it become a takeout target.  They have no debt.  They have some shut in Canadian assets which could start producing if oil prices improve.

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Bill Bonner

President , Brickburn Asset Mana...

Price Price
$0.335
Owned Owned
Yes

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DON'T BUY
Obsidian Energy(OBE-T) 

October 7, 2015

There is no question the assets are fabulous.  The problem is the balance sheet that is causing them to sell off assets.  It will probably react if oil prices go up.  It may be good for a trade sometimes but he would not invest in it.

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There is no question the assets are fabulous.  The problem is the balance sheet that is causing them to sell off assets.  It will probably react if oil prices go up.  It may be good for a trade sometimes but he would not invest in it.

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Bill Bonner

President , Brickburn Asset Mana...

Price Price
$1.300
Owned Owned
No

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BUY
Kelt Exploration(KEL-T) 

October 7, 2015

They have the respect that many companies can’t get in the market.  They refocused into some big play areas.  Their reputation is stellar.  They were not beaten up like everyone else was.  The balance sheet is relatively strong.

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They have the respect that many companies can’t get in the market.  They refocused into some big play areas.  Their reputation is stellar.  They were not beaten up like everyone else was.  The balance sheet is relatively strong.

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Bill Bonner

President , Brickburn Asset Mana...

Price Price
$7.100
Owned Owned
Unknown

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PAST TOP PICK

(Top Pick Oct 3/14, Down 50.46%) He was driven out of it by some external circumstances.  He thinks it will have a pretty good run-up as things improve.  It is probably a late cycle stock.

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(Top Pick Oct 3/14, Down 50.46%) He was driven out of it by some external circumstances.  He thinks it will have a pretty good run-up as things improve.  It is probably a late cycle stock.

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Bill Bonner

President , Brickburn Asset Mana...

Price Price
$1.070
Owned Owned
No

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PAST TOP PICK
Storm Resources Ltd.(SRX-T) 

October 7, 2015

(Top Pick Oct 3/14, Down 22.35%) It has performed fairly well in the context of this market.  It is not overly levered.  It gets great traction amongst some of the firms that follow it.  He sold some, but will stick with them from here.

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(Top Pick Oct 3/14, Down 22.35%) It has performed fairly well in the context of this market.  It is not overly levered.  It gets great traction amongst some of the firms that follow it.  He sold some, but will stick with them from here.

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Bill Bonner

President , Brickburn Asset Mana...

Price Price
$4.540
Owned Owned
Yes

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PAST TOP PICK
Pine Cliff Energy(PNE-T) 

October 7, 2015

(Top Pick Oct 3/14, Down 31.74%) They have done a great job.  Their business plan is to take advantage of low gas prices, which they still are. 

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(Top Pick Oct 3/14, Down 31.74%) They have done a great job.  Their business plan is to take advantage of low gas prices, which they still are. 

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Bill Bonner

President , Brickburn Asset Mana...

Price Price
$1.150
Owned Owned
Yes

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HOLD
Canadian Oil Sands(COS-T) 

October 7, 2015

Don’t sell now.  Stick around and see what happens with the acquisition of them.  SU-T is being opportunistic.  He thinks a merger of the two companies makes the most sense.  He would not buy now, but hold what you have.

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Don’t sell now.  Stick around and see what happens with the acquisition of them.  SU-T is being opportunistic.  He thinks a merger of the two companies makes the most sense.  He would not buy now, but hold what you have.

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Bill Bonner

President , Brickburn Asset Mana...

Price Price
$9.550
Owned Owned
Unknown

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HOLD

They had some success on one of their plays involving fracking with ‘slick’ water.  They resolved some issues from last year with bottlenecking.  The recent news about their success is probably a turning point for them.  They may be a takeout candidate at some point.

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They had some success on one of their plays involving fracking with ‘slick’ water.  They resolved some issues from last year with bottlenecking.  The recent news about their success is probably a turning point for them.  They may be a takeout candidate at some point.

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Bill Bonner

President , Brickburn Asset Mana...

Price Price
$1.650
Owned Owned
Unknown

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BUY

He still likes it and it is a core position.  They have incredible operating efficiency and can make money at $40 a barrel.  They keep delivering quarter after quarter.  He thinks it will be a go-to name for the market.

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He still likes it and it is a core position.  They have incredible operating efficiency and can make money at $40 a barrel.  They keep delivering quarter after quarter.  He thinks it will be a go-to name for the market.

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Bill Bonner

President , Brickburn Asset Mana...

Price Price
$3.110
Owned Owned
Yes

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BUY
Nuvista Energy Ltd(NVA-T) 

October 7, 2015

They have been having some great success in the field.  They are a growing concern.  They hit a sweet spot.  Their net backs are approaching $15.  Debt is no longer a concern.  They also had some great hedges in place. 

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They have been having some great success in the field.  They are a growing concern.  They hit a sweet spot.  Their net backs are approaching $15.  Debt is no longer a concern.  They also had some great hedges in place. 

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Bill Bonner

President , Brickburn Asset Mana...

Price Price
$6.000
Owned Owned
No

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BUY
Spartan Energy Corp(SPE-T) 

October 7, 2015

The caller was correct to average down.  This company has great respect in the market place.  You immunize yourself from any NDP fallout from Alberta.  It is unparalleled.  It could be one of the early movers in a recovery.

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The caller was correct to average down.  This company has great respect in the market place.  You immunize yourself from any NDP fallout from Alberta.  It is unparalleled.  It could be one of the early movers in a recovery.

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Bill Bonner

President , Brickburn Asset Mana...

Price Price
$2.770
Owned Owned
No

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