Stock Opinions by Swanzy Quarshie - Stockchase Experts
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Swanzy Quarshie

On Stockchase since : Feb 2015

Portfolio Manager at Sentry Investments

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Stock Opinions by Swanzy Quarshie - Stockchase Experts

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General Market Comment 

March 28, 2017

Markets. There is a lot of negative sentiment in oil. The lack of visibility of what OPEC has done and how it has fed into inventories is what is causing nervousness out there. She is confident that OPEC’s actions will work. With production increasing in the US, it is being balanced by cuts that OPEC has made. We won’t get a lot of growth in oil in the US next year if the price does not increase. She looks for companies that have the best growth and the best plays. There is a valuation gap between the US and Canada that makes Canada much more attractive. A border tax into the US will increase the price of oil in the US and thereby encourage production growth there.

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Markets. There is a lot of negative sentiment in oil. The lack of visibility of what OPEC has done and how it has fed into inventories is what is causing nervousness out there. She is confident that OPEC’s actions will work. With production increasing in the US, it is being balanced by cuts that OPEC has made. We won’t get a lot of growth in oil in the US next year if the price does not increase. She looks for companies that have the best growth and the best plays. There is a valuation gap between the US and Canada that makes Canada much more attractive. A border tax into the US will increase the price of oil in the US and thereby encourage production growth there.

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Swanzy Quarshie

Portfolio , Sentry Investments...

Price Price
$0.020
Owned Owned
_N/A

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BUY
Cenovus Energy(CVE-T) 

March 28, 2017

A good company to be invested in at this time. She likes the prospects in the $60 plus range. They have a lot of torque to the upside. They may do something with their cash on hand and that could be a catalyst. They have a pretty solid balance sheet.

oil/gas
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A good company to be invested in at this time. She likes the prospects in the $60 plus range. They have a lot of torque to the upside. They may do something with their cash on hand and that could be a catalyst. They have a pretty solid balance sheet.

oil/gas
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Swanzy Quarshie

Portfolio , Sentry Investments...

Price Price
$17.360
Owned Owned
Unknown

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BUY

A core name in her fund. The management team is exceptionally strong. They did a great job building a portfolio of quality assets in South Saskatchewan. Current weakness is an opportunity.

oil/gas
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A core name in her fund. The management team is exceptionally strong. They did a great job building a portfolio of quality assets in South Saskatchewan. Current weakness is an opportunity.

oil/gas
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Swanzy Quarshie

Portfolio , Sentry Investments...

Price Price
$2.590
Owned Owned
Yes

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BUY
Suncor Energy Inc(SU-T) 

March 28, 2017

She likes it. Pay attention to free cash flow yield in integrated companies. Current projects will bring in some lumpy growth. She is looking for them to increase dividends and buy back shares. It ranks really well globally.

integrated oils
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She likes it. Pay attention to free cash flow yield in integrated companies. Current projects will bring in some lumpy growth. She is looking for them to increase dividends and buy back shares. It ranks really well globally.

integrated oils
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Swanzy Quarshie

Portfolio , Sentry Investments...

Price Price
$41.420
Owned Owned
No

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BUY
Cardinal Energy Ltd(CJ-T) 

March 28, 2017

At current oil levels the dividend is safe. Their operating costs are about $20/barrel. With operating costs this high the impact is higher than with other players. She believes we are seeing a bottoming in oil prices and that there is a good fundamental picture, so thinks this company makes sense right now.

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At current oil levels the dividend is safe. Their operating costs are about $20/barrel. With operating costs this high the impact is higher than with other players. She believes we are seeing a bottoming in oil prices and that there is a good fundamental picture, so thinks this company makes sense right now.

oil/gas
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Swanzy Quarshie

Portfolio , Sentry Investments...

Price Price
$7.300
Owned Owned
Unknown

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SELL

In the past it had some good attributes. Then their decline rates got way too high. They spent a lot of money on infrastructure and now are forced to sell some of it because debt has gotten too high. There are so many other names you can buy.

oil/gas
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In the past it had some good attributes. Then their decline rates got way too high. They spent a lot of money on infrastructure and now are forced to sell some of it because debt has gotten too high. There are so many other names you can buy.

oil/gas
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Swanzy Quarshie

Portfolio , Sentry Investments...

Price Price
$1.030
Owned Owned
No

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BUY
Freehold Royalties(FRU-T) 

March 28, 2017

A royalty trust with excellent downside protection. Their production fell, but their balance sheet was very sound. She sees a lot of opportunity here. They recently had a dividend increase. It has lots of potential for upside.

oil/gas
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A royalty trust with excellent downside protection. Their production fell, but their balance sheet was very sound. She sees a lot of opportunity here. They recently had a dividend increase. It has lots of potential for upside.

oil/gas
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Swanzy Quarshie

Portfolio , Sentry Investments...

Price Price
$13.350
Owned Owned
Unknown

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BUY
Whitecap Resources(WCP-T) 

March 28, 2017

An excellent quality company. They can keep increasing dividends as oil prices stabilize. They have a lot of free cash flow. We have seen some pretty significant increases in production, all internally funded. It has done nothing so it has lots of upside.

Oil and Gas (Integrated Oils)
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An excellent quality company. They can keep increasing dividends as oil prices stabilize. They have a lot of free cash flow. We have seen some pretty significant increases in production, all internally funded. It has done nothing so it has lots of upside.

Oil and Gas (Integrated Oils)
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Swanzy Quarshie

Portfolio , Sentry Investments...

Price Price
$10.300
Owned Owned
Unknown

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PAST TOP PICK

(Top Pick Feb 10/16, Up 11%) It had a great start. Unfortunately they chose to raise some equity and the stock went down. She still likes it a lot. It is a core name. She sees very good wealth creation ability. They have good netbacks. They have a good balance sheet. They are now seeing results from water flood in 6 months, down from a year. This is a game changer. She still sees a lot of upside in it.

oil/gas
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(Top Pick Feb 10/16, Up 11%) It had a great start. Unfortunately they chose to raise some equity and the stock went down. She still likes it a lot. It is a core name. She sees very good wealth creation ability. They have good netbacks. They have a good balance sheet. They are now seeing results from water flood in 6 months, down from a year. This is a game changer. She still sees a lot of upside in it.

oil/gas
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Swanzy Quarshie

Portfolio , Sentry Investments...

Price Price
$14.820
Owned Owned
Yes

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PAST TOP PICK
Gibson Energy(GEI-T) 

March 28, 2017

(Top Pick Feb 10/16, Up 41%) She likes it because of the way it is changing and evolving. It is leaning more toward the infrastructure business. This is a very stable type business. She sees upside when oil prices come back.

pipelines
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(Top Pick Feb 10/16, Up 41%) She likes it because of the way it is changing and evolving. It is leaning more toward the infrastructure business. This is a very stable type business. She sees upside when oil prices come back.

pipelines
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Swanzy Quarshie

Portfolio , Sentry Investments...

Price Price
$19.450
Owned Owned
Yes

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PAST TOP PICK

(Top Pick Feb 10/16, Up 62%) A well run, great company that did not have to cut its dividend. You may see a dividend increase in the next year or so. They have free cash flow from almost all their business segments. It should be looked at as a dividend growth company and can be bought at these levels.

oil/gas
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(Top Pick Feb 10/16, Up 62%) A well run, great company that did not have to cut its dividend. You may see a dividend increase in the next year or so. They have free cash flow from almost all their business segments. It should be looked at as a dividend growth company and can be bought at these levels.

oil/gas
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Swanzy Quarshie

Portfolio , Sentry Investments...

Price Price
$49.180
Owned Owned
Yes

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DON'T BUY
Encana Corp(ECA-T) 

March 28, 2017

It is one that will probably continue to go up in a rising oil price environment. It still has to grow into itself. It is still outspending cash flow. She likes other opportunities right now. The Americans think this one is cheap, but compared to other Canadian companies it is not.

oil/gas
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It is one that will probably continue to go up in a rising oil price environment. It still has to grow into itself. It is still outspending cash flow. She likes other opportunities right now. The Americans think this one is cheap, but compared to other Canadian companies it is not.

oil/gas
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Swanzy Quarshie

Portfolio , Sentry Investments...

Price Price
$14.900
Owned Owned
Unknown

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HOLD
Obsidian Energy(OBE-T) 

March 28, 2017

She does not see a takeover happening. It is an interesting company, having gone through quite a transformation, selling a lot of assets, and changing management team. Analysts are impressed with this new team. She believes they will cut costs and focus them in their core area. She sees funded growth for this company.

oil/gas
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She does not see a takeover happening. It is an interesting company, having gone through quite a transformation, selling a lot of assets, and changing management team. Analysts are impressed with this new team. She believes they will cut costs and focus them in their core area. She sees funded growth for this company.

oil/gas
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Swanzy Quarshie

Portfolio , Sentry Investments...

Price Price
$2.190
Owned Owned
Unknown

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HOLD
Baytex Energy Corp(BTE-T) 

March 28, 2017

It has a bit too much debt. This has been one of the victims of the oil price turn as they had too much debt at the top. She likes management. They have a lot of torque to higher oil prices. Heavy oil is a better asset in Canada.

oil/gas
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It has a bit too much debt. This has been one of the victims of the oil price turn as they had too much debt at the top. She likes management. They have a lot of torque to higher oil prices. Heavy oil is a better asset in Canada.

oil/gas
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Swanzy Quarshie

Portfolio , Sentry Investments...

Price Price
$4.470
Owned Owned
Yes

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BUY

She does not tend to look at PE ratios in oil services companies. They have assets in New Guinea and Canada. They are looking at an LNG project. There may be some downside risk on contract negotiations. It is generally a well run business.

oil/gas
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She does not tend to look at PE ratios in oil services companies. They have assets in New Guinea and Canada. They are looking at an LNG project. There may be some downside risk on contract negotiations. It is generally a well run business.

oil/gas
0 0 0 0 0
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Swanzy Quarshie

Portfolio , Sentry Investments...

Price Price
$5.090
Owned Owned
Unknown

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