Stock Opinions by Glenn MacNeill, P.Eng. - Stockchase Experts
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Glenn MacNeill, P.Eng.

On Stockchase since : Jan 2001

CIO & Sr. Portfolio Manager at Lawrence Asset Management

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Glenn MacNeill, P.Eng. Latest Top Picks...

Stock Opinions by Glenn MacNeill, P.Eng. - Stockchase Experts

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TOP PICK
Enbridge(ENB-T) 

January 19, 2010

Isn't up that much relative to its price and the other energy infrastructure stocks/trusts. Will spend almost $3 billion next year in order to grow infrastructure. Looking for a 10% earnings growth per share over the next several years. 3.6% yield.
oil/gas pipelines
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Isn't up that much relative to its price and the other energy infrastructure stocks/trusts. Will spend almost $3 billion next year in order to grow infrastructure. Looking for a 10% earnings growth per share over the next several years. 3.6% yield.
oil/gas pipelines
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0 comments
Glenn MacNeill,

CIO & Sr. , Lawrence Asset Manag...

Price Price
$47.590
Owned Owned
Yes

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TOP PICK
Sandstorm Gold Ltd.(SSL-T) 

January 19, 2010

Gold/Silver royalty company. Management owns about 20%. Made a number of deals. Expecting cash flow to start over the next couple of months. Undervalued. Speculative.
Mining
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Gold/Silver royalty company. Management owns about 20%. Made a number of deals. Expecting cash flow to start over the next couple of months. Undervalued. Speculative.
Mining
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0 comments
Glenn MacNeill,

CIO & Sr. , Lawrence Asset Manag...

Price Price
$0.580
Owned Owned
Yes

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TOP PICK
Red Back Mining Inc(RBI-T) 

January 19, 2010

Has been on a tear recently because it is working in a large gold discovery in West Africa. Good for gold exposure on a company that is growing dramatically. Should be trading in the $20 level. Speculative.
precious metals
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Has been on a tear recently because it is working in a large gold discovery in West Africa. Good for gold exposure on a company that is growing dramatically. Should be trading in the $20 level. Speculative.
precious metals
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0 comments
Glenn MacNeill,

CIO & Sr. , Lawrence Asset Manag...

Price Price
$17.690
Owned Owned
Yes

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PAST TOP PICK
Keyera Corp(KEY-T) 

January 19, 2010

(A Top Pick May 20/09. Up 48.87%.) Should continue to grow.
oil/gas
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0 comments
(A Top Pick May 20/09. Up 48.87%.) Should continue to grow.
oil/gas
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0 comments
Glenn MacNeill,

CIO & Sr. , Lawrence Asset Manag...

Price Price
$25.100
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick May 20/09. Up 39.96%.) Should continue to grow.
investment companies/funds
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0 comments
(A Top Pick May 20/09. Up 39.96%.) Should continue to grow.
investment companies/funds
0 0 0 0 0
0 comments
Glenn MacNeill,

CIO & Sr. , Lawrence Asset Manag...

Price Price
$19.920
Owned Owned
Yes

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PAST TOP PICK
Morneau Shepell Inc(MSI-T) 

January 19, 2010

(A Top Pick May 20/09. Up 29.28%.) Wouldn't Buy at this time, but still a Hold.
Business Services
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0 comments
(A Top Pick May 20/09. Up 29.28%.) Wouldn't Buy at this time, but still a Hold.
Business Services
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0 comments
Glenn MacNeill,

CIO & Sr. , Lawrence Asset Manag...

Price Price
$10.150
Owned Owned
Yes

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COMMENT
Cenovus Energy(CVE-T) 

January 19, 2010

Stock price should continue to go up. About 58% natural gas but in its asset mix it has Christina Lake, an excellent heavy oil production facility. Also a big play in Foster Creek. Also involved in refining.
oil/gas
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0 comments
Stock price should continue to go up. About 58% natural gas but in its asset mix it has Christina Lake, an excellent heavy oil production facility. Also a big play in Foster Creek. Also involved in refining.
oil/gas
0 0 0 0 0
0 comments
Glenn MacNeill,

CIO & Sr. , Lawrence Asset Manag...

Price Price
$25.520
Owned Owned
No

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DON'T BUY
Day4 Energy Inc.(DFE-T) 

January 19, 2010

Photovoltaic modular developer. Big advantage is its technology that allows it to get better electricity yields. However, Photovoltaic is not competitive with most other electrical generation systems. Any large project needs government assistance or major capital.
electrical/electronic
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Photovoltaic modular developer. Big advantage is its technology that allows it to get better electricity yields. However, Photovoltaic is not competitive with most other electrical generation systems. Any large project needs government assistance or major capital.
electrical/electronic
0 0 0 0 0
0 comments
Glenn MacNeill,

CIO & Sr. , Lawrence Asset Manag...

Price Price
$0.850
Owned Owned
No

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DON'T BUY
Excellent company and is in the most profitable play in Western Canada, PetroBakken. Produces light oil. Has gotten very expensive and there are other producers with better value. Recently reduced his position.
oil/gas
0 0 0 0 0
0 comments
Excellent company and is in the most profitable play in Western Canada, PetroBakken. Produces light oil. Has gotten very expensive and there are other producers with better value. Recently reduced his position.
oil/gas
0 0 0 0 0
0 comments
Glenn MacNeill,

CIO & Sr. , Lawrence Asset Manag...

Price Price
$39.450
Owned Owned
Yes

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BUY
Baytex Energy Corp(BTE-T) 

January 19, 2010

Doesn't expect any problems when they change to a corp. Expected to distributions, but if not, adjustment will be slight. On an after-tax basis, you should end up in the same place.
oil/gas
0 0 0 0 0
0 comments
Doesn't expect any problems when they change to a corp. Expected to distributions, but if not, adjustment will be slight. On an after-tax basis, you should end up in the same place.
oil/gas
0 0 0 0 0
0 comments
Glenn MacNeill,

CIO & Sr. , Lawrence Asset Manag...

Price Price
$31.840
Owned Owned
Yes

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HOLD
AvenEx Energy Corp(AVF-T) 

January 19, 2010

Eclectic mix of assets. Roughly 50% oil and gas, 50% financial and also 500,000 square feet leased real estate space, 2/3 industrial and 1/3 retail. Would like to see some strategies and growth mechanisms before buying.
management/diversified
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0 comments
Eclectic mix of assets. Roughly 50% oil and gas, 50% financial and also 500,000 square feet leased real estate space, 2/3 industrial and 1/3 retail. Would like to see some strategies and growth mechanisms before buying.
management/diversified
0 0 0 0 0
0 comments
Glenn MacNeill,

CIO & Sr. , Lawrence Asset Manag...

Price Price
$5.720
Owned Owned
No

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SELL
Enerplus Corp(ERF-T) 

January 19, 2010

50/50 gas and oil. So big it has multiple strategies, which is a problem. He is contemplating reducing his holdings and taking advantage of other opportunities.
oil/gas
0 0 0 0 0
0 comments
50/50 gas and oil. So big it has multiple strategies, which is a problem. He is contemplating reducing his holdings and taking advantage of other opportunities.
oil/gas
0 0 0 0 0
0 comments
Glenn MacNeill,

CIO & Sr. , Lawrence Asset Manag...

Price Price
$24.500
Owned Owned
Yes

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DON'T BUY
Compton Petroleum(CMT-T) 

January 19, 2010

Gas producers in a very expensive area. Have had a very rocky past. Put themselves up for sale but unable to complete it. Have a lot of debt.
oil/gas
0 0 0 0 0
0 comments
Gas producers in a very expensive area. Have had a very rocky past. Put themselves up for sale but unable to complete it. Have a lot of debt.
oil/gas
0 0 0 0 0
0 comments
Glenn MacNeill,

CIO & Sr. , Lawrence Asset Manag...

Price Price
$1.110
Owned Owned
No

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SELL
Nexen Inc(NXY-T) 

January 19, 2010

Assets across Western Canada, Gulf of Mexico and Yemen. Newest project is Long Lake, which has had a great deal of difficulty. Very difficult reservoir to develop needing Steam Assisted Gravity so have been unable to meet production projects. Refining looks very interesting. Better opportunities elsewhere.
oil/gas
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0 comments
Assets across Western Canada, Gulf of Mexico and Yemen. Newest project is Long Lake, which has had a great deal of difficulty. Very difficult reservoir to develop needing Steam Assisted Gravity so have been unable to meet production projects. Refining looks very interesting. Better opportunities elsewhere.
oil/gas
0 0 0 0 0
0 comments
Glenn MacNeill,

CIO & Sr. , Lawrence Asset Manag...

Price Price
$23.810
Owned Owned
No

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WATCH
Vero Energy Inc.(VRO-T) 

January 19, 2010

Gas weighted in the Montney northwest Alberta, the most prolific and economic play. If you like gas this would be the one. He is inclined to wait until spring to see how much gas is around.
oil/gas
0 0 0 0 0
0 comments
Gas weighted in the Montney northwest Alberta, the most prolific and economic play. If you like gas this would be the one. He is inclined to wait until spring to see how much gas is around.
oil/gas
0 0 0 0 0
0 comments
Glenn MacNeill,

CIO & Sr. , Lawrence Asset Manag...

Price Price
$6.650
Owned Owned
No

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