Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
January 2, 2009
Thinks this will see $50 or more in 1 or 2 years. Very solid. You are essentially biting into annuity stream of barrels. While they have lots of planned increased production coming, they are curtailing it during low commodity prices.
Suncor Energy Inc (SU-T)
January 2, 2009
Thinks this will see $50 or more in 1 or 2 years. Very solid. You are essentially biting into annuity stream of barrels. While they have lots of planned increased production coming, they are curtailing it during low commodity prices.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$25.830
Owned
Unknown
DON'T BUY
DON'T BUY
January 2, 2009
Fairly gas weighted. He tends to be more bullish on the oil side of things. Feels there are better names such as Encana (ECA-T).
Fairly gas weighted. He tends to be more bullish on the oil side of things. Feels there are better names such as Encana (ECA-T).
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$8.400
Owned
Unknown
SELL
SELL
January 2, 2009
Cutting back at the Great Divide project from 9000 barrels to 5000. Low commodity prices make it difficult for some of these oil sands projects to work. Better names available.
Cutting back at the Great Divide project from 9000 barrels to 5000. Low commodity prices make it difficult for some of these oil sands projects to work. Better names available.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$0.850
Owned
Unknown
PARTIAL BUY
PARTIAL BUY
January 2, 2009
One of the more interesting names in oil. Has Petrominerales (PMG-T), Bakken light oil in Saskatchewan and the Thai process. Thai has been a bit of a disappointment with sand issues, controlling velocity and technical issues. If it works, it's a homerun. 1% or 2% weighting in your portfolio would be preferable.
One of the more interesting names in oil. Has Petrominerales (PMG-T), Bakken light oil in Saskatchewan and the Thai process. Thai has been a bit of a disappointment with sand issues, controlling velocity and technical issues. If it works, it's a homerun. 1% or 2% weighting in your portfolio would be preferable.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$22.750
Owned
Unknown
COMMENT
COMMENT
January 2, 2009
Regarded as a pretty good name. A lot of geographic production diversity. Very inexpensive. A little bit expensive in its production costs and have been a little bit behind the curve in their strategy. Could see $20 in 12 months with reasonable commodity prices. Prefers Canadian Natural Rsrcs (CNQ-T) or Encana (ECA-T).
Talisman Energy (TLM-T)
January 2, 2009
Regarded as a pretty good name. A lot of geographic production diversity. Very inexpensive. A little bit expensive in its production costs and have been a little bit behind the curve in their strategy. Could see $20 in 12 months with reasonable commodity prices. Prefers Canadian Natural Rsrcs (CNQ-T) or Encana (ECA-T).
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$12.900
Owned
Unknown
COMMENT
COMMENT
January 2, 2009
A solid name but doesn't see a lot of catalysts given the commodity prices and the preferences given to senior producers. With $70 oil, which he expects in the latter half of 2009, this is a very strong holding.
A solid name but doesn't see a lot of catalysts given the commodity prices and the preferences given to senior producers. With $70 oil, which he expects in the latter half of 2009, this is a very strong holding.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$2.530
Owned
Unknown
BUY
BUY
January 2, 2009
Although a smaller trust, it is attractive. He would prefer a couple of others of the more senior producers such as Arc (AET.UN-T) or Crescent Point (CPG.UN-T).
Although a smaller trust, it is attractive. He would prefer a couple of others of the more senior producers such as Arc (AET.UN-T) or Crescent Point (CPG.UN-T).
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$10.850
Owned
Unknown