Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
February 8, 2008
A worthwhile hold and would add to it. If you pull up a chart to of the 321 crack spread on refining spread, it was $30 May of last year and today is around $10. Typically margins expand in the 2nd quarter and into the 3rd quarter. Expecting huge margin expansion.
Andeavor (ANDV-N)
February 8, 2008
A worthwhile hold and would add to it. If you pull up a chart to of the 321 crack spread on refining spread, it was $30 May of last year and today is around $10. Typically margins expand in the 2nd quarter and into the 3rd quarter. Expecting huge margin expansion.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$37.930
Owned
Yes
BUY
BUY
February 8, 2008
(Market Call Minute.) Utility regulated and defensive. Runs on a shoestring.
Fortis Inc. (FTS-T)
February 8, 2008
(Market Call Minute.) Utility regulated and defensive. Runs on a shoestring.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$29.040
Owned
Unknown
BUY
BUY
February 8, 2008
(Market Call Minute.) Very solid company. Downside stream of the business is as strong as the upside. Not a levered play on anything.
ConocoPhillips (COP-N)
February 8, 2008
(Market Call Minute.) Very solid company. Downside stream of the business is as strong as the upside. Not a levered play on anything.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$75.380
Owned
Unknown
HOLD
HOLD
February 8, 2008
(Market Call Minute.) One of the better names generally, but still not in a sweet spot in terms of a royalty trust.
(Market Call Minute.) One of the better names generally, but still not in a sweet spot in terms of a royalty trust.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$16.870
Owned
Unknown
HOLD
HOLD
February 8, 2008
(Market Call Minute.) They are betting solely on the downstream and have historically disappointed on the upstream, which seems to be the case going forward.
Petro-Canada (PCA-T)
February 8, 2008
(Market Call Minute.) They are betting solely on the downstream and have historically disappointed on the upstream, which seems to be the case going forward.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$44.260
Owned
Unknown
DON'T BUY
DON'T BUY
February 8, 2008
A lot of the oil stocks deserve higher multiples than the market is giving them. This one is not his favourite. He didn't like their most recent numbers.
Petro-Canada (PCA-T)
February 8, 2008
A lot of the oil stocks deserve higher multiples than the market is giving them. This one is not his favourite. He didn't like their most recent numbers.
David Cockfield
Managing Director, Northland Wealth Management
Price
$44.260
Owned
Unknown
HOLD
HOLD
February 8, 2008
Has liked it for a long time, but it has been a trial and tribulation. They have great diversification. Have a new CEO. Numbers are good. Thinks it will be a takeover.
Talisman Energy (TLM-T)
February 8, 2008
Has liked it for a long time, but it has been a trial and tribulation. They have great diversification. Have a new CEO. Numbers are good. Thinks it will be a takeover.
David Cockfield
Managing Director, Northland Wealth Management
Price
$15.540
Owned
Yes