WEAK BUY
An Egyptian play, so a little harder to get a handle on the situation. Have had some good success, but thinks it got a little ahead of itself. The area is vulnerable to terrorists. Caution.
BUY
Likes this one. An alternative to the banks. Will continue to increase their dividends. A good core stock to hold.
BUY ON WEAKNESS
Went through a bit of a down period. Had trouble tying in their wells. Seem to be better at finding them. Had some concern, but seems to have sorted it out. Have excellent land that they're drilling. Had quite a run and could possibly check back for a bit.
BUY
Has diversified out of its almost pure Cuban background. Have some oil prospects in Cuba.
BUY
The combination of this company and Vaquero in the Pembina area are very positive. Thinks it will do well.
BUY
All oil service companies such as Ensign (ESI-T), Precision (PD-T), Trinidad (TDG.UN-T) and Wellco (WLL.UN-T) are doing extremely well. Had a very wet spring which tied up some of the rigs and could affect the earnings. Yield is relatively low on this one, but it is a good service company.
TOP PICK
A great company and it's really starting to click. The multiple on it dropped dramatically and the stock reacted. They raised the dividend and are going to split the stock. Production is up. All that's needed now is to get the McKenzie pipeline going and they'll do very well.
TOP PICK
A little disappointed in the gas production numbers. Under 6 X cash flow which is cheap for a major.
BUY
Financials have rallied because interest rates have stayed stable. The question is will bank stocks get cheaper when interst rates rise. Doesn't thinks so because they are still trading at reasonable valuations of 12/13 X earnings. You are still earning 3/4%.
BUY
Financials have rallied because interest rates have stayed stable. The question is will bank stocks get cheaper when interst rates rise. Doesn't thinks so because they are still trading at reasonable valuations of 12/13 X earnings. You are still earning 3/4%.
BUY
Financials have rallied because interest rates have stayed stable. The question is will bank stocks get cheaper when interst rates rise. Doesn't thinks so because they are still trading at reasonable valuations of 12/13 X earnings. You are still earning 3/4%.
BUY
Financials have rallied because interest rates have stayed stable. The question is will bank stocks get cheaper when interst rates rise. Doesn't thinks so because they are still trading at reasonable valuations of 12/13 X earnings. You are still earning 3/4%.
BUY
Financials have rallied because interest rates have stayed stable. The question is will bank stocks get cheaper when interst rates rise. Doesn't thinks so because they are still trading at reasonable valuations of 12/13 X earnings. You are still earning 3/4%.
TOP PICK
A leading producer of horticultural growing medium. Own a quasi monopoly on peat moss. Was hurt a couple of years ago by the strong Cdn$. They actually cut their distributions. They are one of the few companies that can raise prices. About a 11% yield.