Latest Expert Opinions

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Opinion
Expert
TOP PICK
TOP PICK
December 18, 2008
(A Top Pick Oct 30/07. Down 40%.) Horizon project should hit 75% of production capacity of 77,000 barrels next year. Execution risks are very low. Looking for 25% growth per share next year. Strong balance sheet.
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(A Top Pick Oct 30/07. Down 40%.) Horizon project should hit 75% of production capacity of 77,000 barrels next year. Execution risks are very low. Looking for 25% growth per share next year. Strong balance sheet.
TOP PICK
TOP PICK
December 18, 2008
One of the premier senior producers in Canada. Natural gas weighted right now but a great long-term inventory in the oil sands. Likes the deal with ConocoPhillips (COP-N) allowing them to refine bitumen without having to build their own upgrader. Good dividend.
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Encana Corp (ECA-T)
December 18, 2008
One of the premier senior producers in Canada. Natural gas weighted right now but a great long-term inventory in the oil sands. Likes the deal with ConocoPhillips (COP-N) allowing them to refine bitumen without having to build their own upgrader. Good dividend.
TOP PICK
TOP PICK
December 18, 2008
One of the senior premier gold producers in Canada. Lowest cost structure. Looking for a 50% growth over the next few years. Likes the leverage to gold.
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Goldcorp Inc (G-T)
December 18, 2008
One of the senior premier gold producers in Canada. Lowest cost structure. Looking for a 50% growth over the next few years. Likes the leverage to gold.
PAST TOP PICK
PAST TOP PICK
December 18, 2008
(A Top Pick Oct 30/07. Down 75%.) Copper producer from Zambia. Copper prices are down 60% so far. Fire created some operational problems for about 6 months. Just going into production now. Being squeezed. Once Copper prices go above $2, it's a great stock to own. Considers it a takeover target.
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(A Top Pick Oct 30/07. Down 75%.) Copper producer from Zambia. Copper prices are down 60% so far. Fire created some operational problems for about 6 months. Just going into production now. Being squeezed. Once Copper prices go above $2, it's a great stock to own. Considers it a takeover target.
PAST TOP PICK
PAST TOP PICK
December 18, 2008
(A Top Pick Oct 30/07. Down 94%.) Uranium. Still one of the top tier juniors. Partnered with Denison (DML-T). If you own, consider taking some tax loss.
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JNR Resources Inc (JNN-X)
December 18, 2008
(A Top Pick Oct 30/07. Down 94%.) Uranium. Still one of the top tier juniors. Partnered with Denison (DML-T). If you own, consider taking some tax loss.
BUY
BUY
December 18, 2008
Based on $50US oil, they projected cash flow per unit of $1.80. Currently distributing $3, which would indicate there could be a 40% cut if oil stays at $50. Thinks oil will be $75 and $3 distribution would be sustainable. 15.2% yield.
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Canadian Oil Sands (COS-T)
December 18, 2008
Based on $50US oil, they projected cash flow per unit of $1.80. Currently distributing $3, which would indicate there could be a 40% cut if oil stays at $50. Thinks oil will be $75 and $3 distribution would be sustainable. 15.2% yield.
BUY WEAKNESS
BUY WEAKNESS
December 18, 2008
Great asset package in the Montney play. Had a hard time generating per-share growth. 08 was a bit of a turnaround. Looking for some modest growth going into 09. If you own, hang on to it and play the dips.
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Crew Energy Inc. (CR-T)
December 18, 2008
Great asset package in the Montney play. Had a hard time generating per-share growth. 08 was a bit of a turnaround. Looking for some modest growth going into 09. If you own, hang on to it and play the dips.