Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
January 2, 2009
You want something that works and reasonable dividend. (4.2%) Power shortage in Northeast US and Ontario. Good stake with Bruce Power in Ontario and plants in New England and New York State. Excellent management and good valuation.
TC Energy (TRP-T)
January 2, 2009
You want something that works and reasonable dividend. (4.2%) Power shortage in Northeast US and Ontario. Good stake with Bruce Power in Ontario and plants in New England and New York State. Excellent management and good valuation.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$34.450
Owned
Yes
TOP PICK
TOP PICK
January 2, 2009
4.3% dividend yield. Valuation has been beaten up. Levered to Alberta with strong margins. Continued demand.
Transalta Corp (TA-T)
January 2, 2009
4.3% dividend yield. Valuation has been beaten up. Levered to Alberta with strong margins. Continued demand.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$25.250
Owned
Yes
TOP PICK
TOP PICK
January 2, 2009
Gives you the ability to walk in when other people are on a mat. You have a good 6 months window to pick up things at a huge discount to historic valuation.
CASH (CASH)
January 2, 2009
Gives you the ability to walk in when other people are on a mat. You have a good 6 months window to pick up things at a huge discount to historic valuation.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$0.010
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 2, 2009
(A Top Pick Jan 8/08. Down 48%.) Very inexpensive relative to other companies. Hard to see a catalyst. Will Fort Hills become the catalyst or continue to be a drag? Had a disappointing run in terms of production. Still likes.
Petro-Canada (PCA-T)
January 2, 2009
(A Top Pick Jan 8/08. Down 48%.) Very inexpensive relative to other companies. Hard to see a catalyst. Will Fort Hills become the catalyst or continue to be a drag? Had a disappointing run in terms of production. Still likes.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$29.100
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 2, 2009
(A Top Pick Jan 8/08. Down 38.6%.) Geographically diverse. Libya and Brazil were probably the big catalyst last year. Still sees this continuing.
Hess Corp. (HES-N)
January 2, 2009
(A Top Pick Jan 8/08. Down 38.6%.) Geographically diverse. Libya and Brazil were probably the big catalyst last year. Still sees this continuing.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$57.250
Owned
No
PAST TOP PICK
PAST TOP PICK
January 2, 2009
(A Top Pick Jan 8/08. Down 81%.) Large geographic position. A play on commodity and if oil goes higher this name will take off. Technological risks as well as a development play so there is no real cash flow. Staying with it another year.
(A Top Pick Jan 8/08. Down 81%.) Large geographic position. A play on commodity and if oil goes higher this name will take off. Technological risks as well as a development play so there is no real cash flow. Staying with it another year.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$0.760
Owned
Yes
DON'T BUY
DON'T BUY
January 2, 2009
Currently up against the ropes. Recently sold 15% of its interests in Nexen (NXY-T) in the Long Lake project. If it can continue to skate on side and not have the banks foreclose, it is potentially a 4 to 5 bagger from here. Also could be zero. Lottery ticket.
Opti Canada Inc. (OPC-T)
January 2, 2009
Currently up against the ropes. Recently sold 15% of its interests in Nexen (NXY-T) in the Long Lake project. If it can continue to skate on side and not have the banks foreclose, it is potentially a 4 to 5 bagger from here. Also could be zero. Lottery ticket.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$1.870
Owned
No