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Latest Stock Buy or Sell?

Today, Josef Schachter commented about whether SU-T, AEI-T, CNQ-T, NKO-T, OIL-X, RER-T, SLG-X, GZ-T, TYS-X, CUX-T, SOR-X, SAN-X, IFR-X, FCP-T, FO-X are stocks to buy or sell.

TOP PICK
Gassy weighted. Stock dropped with gas price. Have 2 core assets which are fabulous potentials for a trust. Could go that route when gas prices firm up this summer.
oil / gas
TOP PICK
Have assets on shore Romania which is very big upside. Have UK offshore oil. There are 9 plays in the next 12 months. If they have 1 out of 9 success rates it is a $3 stock. Have a 3/5 year time horizon.
oil / gas
TOP PICK
Did about 7,300 BOE’s a day in 2004 moving up to 10,394 in ‘05 and expects 14,000. Have to build a pipeline this summer which will increase BOE’s by 4000. Very large land spread.
oil / gas
BUY
Just had a D & A (dry and abandoned) announcement on a well and moving the rig to a new area which has high impact potential. Have 2 rigs booked for 3 years which is a big asset. Very cheap.
oil / gas
BUY on WEAKNESS
Likes the story a lot. In the 4th quarter, they are getting 2 deep rigs to chase down the opportunities in the deeper sections of those waters. Buy in the low $50’s.
oil / gas
BUY
A fabulous story. Great management.
oil / gas
BUY
Just took over Tiverton Petroleums. Has heavy/light oil and natural gas. In partnership on a block of land in Egypt. Likes that portfolio approach. On his radar.
oil / gas