Latest Stock Buy or Sell? Make More Informed Decisions!
Today, John Stephenson commented about whether PCA.TO, PEY.TO, COP, FTS.TO, ANDV, CLC.TO, ERF.TO, PMT.TO, POU.TO, FCP.TO, TDG.UN.TO, TLM.TO, S.TO, TRP.TO, UTS.TO, CKE.TO, ECA.TO, HXU.TO, CPG.TO, OIL.V, HSE.TO, BVX.TO, D, HES, EMA.TO, MRO are stocks to buy or sell.
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TOP PICK
This one has come off very hard. The refining and downstream pieces were disappointing in the 4th quarter. EBITDA was 40%-50% weighted to the downstream but they are coming into a period where refining should do extremely well.
John StephensonOwned
integrated oils
TOP PICK
Great dividend yield of 4.4% and defensive. Cheap on a price to book and earnings per share. Great relationship with the regulator and they are a utility.
John StephensonOwned
Utilities
TOP PICK
Reasonably valued oil/gas company that has opportunity for upside surprises but doesn't have the implications of the Cdn$ and the cost side going up with the commodity going up. Have prospective developments and opportunities in 4 areas of the world, Brazil, Gulf of Mexico, Ghana and Libya. You have fair value at this price.
John StephensonOwned
integrated oils
PAST TOP PICK
(A Top Pick Feb 21/07. Up 2% including dividends.)Thought there would be more of a catalyst by selling their oil/gas properties, which they did, but management paid themselves $16 million in bonuses. Now might be an interesting time to look at this.
John StephensonOwned
electrical utilities
PAST TOP PICK
(A Top Pick Feb 21/07. Down 11.8%.) Has been a bit disappointing, but is a North Sea junior oil producer that has gone from prospect of producer to producer. It will eventually take off but for now, a wait and see. Hold.
John StephensonOwned
oilgas
PAST TOP PICK
(A Top Pick Feb 21/07. Up 10%.) Considers this as a Hold now. Costs are starting to escalate.
John StephensonOwned
oilgas
COMMENT
Markets: Should be waiting. Cash is your #1 asset class to hold. The housing crisis in the US has led to a banking crisis and is now leading to a credit crisis. Banks are nervous about one another and don't want to lend to each other or take on any risks. Thinks it will be 6 months to a year before you see it turning around. Wait for analysts’ revisions on the financials to turn. Financials have always led the markets down and always led it up.
BUY
One of the few royalty trusts that has a very unique strategy. Primarily oil focused and is in the Bakken play in Saskatchewan. Has very little of the risks that you would see with some of the others.
John StephensonOwned
oilgas
BUY
They replicate the index by buying the constituent elements of the index. The beauty of them is their relatively low costs. A very easy way for both amateurs and professionals to get exposure to the market or use it as a hedge against existing positions.
John StephensonOwned
E.T.F.'s
COMMENT
Not that positive on natural gas. Coming into a shoulder season where gas prices typically fall off. Likes this one, not for the traditional gas play, but because they have non-traditional reserves, have booked tight gas reservoirs, etc., amassed huge land positions, divested of marginal properties, buying back stock, getting into the oil sands and a very forward-looking deal with ConocoPhillips (COP-N).
oilgas
BUY
A great name. Has a lot of exposure to Cuba so it is hard to see it been taken over. Very inexpensive on a cash flow multiple basis. You can buy this one, hold it, add to your holdings but just be patient.
John StephensonOwned
integrated mines
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