Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
June 25, 2004
A favorite. Have a consistent track record of growing their production. Good assets. Excellent management.
A favorite. Have a consistent track record of growing their production. Good assets. Excellent management.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$18.150
Owned
Yes
DON'T BUY
DON'T BUY
June 25, 2004
Have had some very interesting gas discoveries in Algeria and Tunisia. Pretty fully priced at this time.
Have had some very interesting gas discoveries in Algeria and Tunisia. Pretty fully priced at this time.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$11.100
Owned
No
DON'T BUY
DON'T BUY
June 25, 2004
Pretty fully priced. Has some very interesting assets. Good management team.
Pretty fully priced. Has some very interesting assets. Good management team.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$20.740
Owned
No
BUY
BUY
June 25, 2004
The purchase of Tom Brown gave them a large amount of assets. Involved in some massive plays which will have a big effect.
Encana Corp (ECA-T)
June 25, 2004
The purchase of Tom Brown gave them a large amount of assets. Involved in some massive plays which will have a big effect.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$56.100
Owned
Yes
BUY
BUY
June 25, 2004
Made an interesting acquisition from the Chevron/Texaco assets which have a lot of potential.
Made an interesting acquisition from the Chevron/Texaco assets which have a lot of potential.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$13.150
Owned
Yes
BUY
BUY
June 25, 2004
Maintained about 30% of their cash flow for reinvestments. Well-managed.
Maintained about 30% of their cash flow for reinvestments. Well-managed.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$15.200
Owned
Yes
DON'T BUY
DON'T BUY
June 25, 2004
Pretty fully priced. The merger with Ultima was good, especially for the reserves over the longer term. Expensive because of the large US following.
Pretty fully priced. The merger with Ultima was good, especially for the reserves over the longer term. Expensive because of the large US following.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$15.230
Owned
Yes