PAST TOP PICK
(A Top Pick Jan 18/06. Up 46%.) Had a huge discovery. There are several more wells they are drilling. Still likes.
PAST TOP PICK
(A Top Pick Jan 18/06. Up 5%.) Well run. Hasn't performed as well as he had hoped. Still likes.
PAST TOP PICK
(A Top Pick Jan 18/06. Up 9.) They watch their costs very closely. Have an interesting oil sands project Horizon.
BUY ON WEAKNESS
Always expensive, but one you should always own. Buy on weakness. They are well on track to increasing their production.
BUY
A well run oil drilling company. 4th quarter numbers where off because of the warm winter resulting in a slowdown. 1st quarter numbers this year should be good.
BUY
Has done much better than expected. Made some good discoveries and increased their production. High risk/high reward.
DON'T BUY
Fairly fully valued at this stage. Likes their project in the oil sands area.
DON'T BUY
On the shorter term, it is fully priced. Have a number of interesting things in front of them. Heavy oil is less economically desirable. Longer term, if they can increase their production in Alberta they should do very well.
DON'T BUY
There are others out there that are better. Has a relatively poor slate of assets.
BUY ON WEAKNESS
Has wide exposure to oil/gas. This is a good trust. Has been quite expensive but is coming down because of gas exposure. There will be opportunities in the next few months to buy.
BUY
Did a farm-in in the northeast corner of B. C. from Encana on a huge slate of properties. Because of the warm winter, not able to drill as much as they wanted. Good buying opportunity. Exploration risk.
WAIT
Has assets in Alberta and Colombia. Have new technology to take heavy oil out of the ground. Looks very interesting> If it is half as good as they say, it will be a real revolution. A “wait and see”stock.
DON'T BUY
Has done a great job, but there are better places to invest in. Had a great growth spurt but has now plateaued.
DON'T BUY
Missed its last production numbers. There are better candidates to invest in.
BUY
Has some very interesting land in Trinidad Tobago. Not drilling yet. Views this as a trading company because of its historical volatility pattern.