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Stock Opinions by Glenn MacNeill, P.Eng.

COMMENT
Heavy oil. Have done a reasonably good job of getting production. Have lots of plays in front of them where reserves and production levels are known. There are others he likes better.
oil / gas
COMMENT
Provides a fairly high dividend. Big danger is in the rough gas markets where volumes will go down, which will spread the tariffs. 4.7% yield. Prefers Enbridge (ENB-T) a little better for the short-term but this one for the longer-term.
oil / gas pipelines
COMMENT
Has gone up substantially and has done very well and is very much driven by oil prices. Has gotten fairly expensive. Long life reserves so every portfolio should have some in it.
oil / gas
BUY on WEAKNESS
Colombian play in oil, which is very interesting. Great slate of drilling locations and great growth in production going from 2000 barrels a day to about 8000. Cash flow has gone from $18 million to about $57 million. You can probably get it slightly lower over the next couple of weeks.
oil / gas
BUY
Saskatchewan oil. Has a great set of plays in front of it.
oil / gas
WATCH
Continued to do acquisitions and expanding into the US with their gas and electrical distribution sides. 9.1% distribution is reasonably safe. A lot of renewals coming up on their subscription agreements in Canada so he would like to see what their renewal rate is.
Utilities
DON'T BUY
Energy infrastructure company. There are others he prefers better. 12% distribution is suspect.
oil / gas
BUY
8.3% distribution and a recent $0.22.5 special dividend. Well managed. Good growth.
oil / gas
COMMENT
Quarter results are due Nov 10th. Great company and well managed. Management owns a large chunk of the company. He is in others that pay higher distribution. If you own, consider taking some profits.
oil / gas
BUY
Very well managed. Will change into a corp in the latter part of next year probably. About 50/50 oil and gas. In some great areas. 5.8% yield.
oil / gas
SELL
Not the most dynamic management. Refining has not been very profitable. Production is relatively flat.
oil / gas
BUY
Gas transportation company. One of the undiscovered trusts that is throwing off good cash flow. Should continue to do very well.
pipelines
COMMENT
Driller. Recently announced positive results. There are others in the service sector that he likes better. Well managed. Drilling is pretty flat right now.
oil / gas field services
SELL
Exxon Mobil just finished drilling a well (in Hungary) and did some drill stem tests and came up with fresh water. Most water in an oil well is salty and briny.
oil / gas
HOLD
(Market Call Minute.) Gas production and he is biased against gas.
oil / gas
Showing 46 to 60 of 1,400 entries