Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
July 24, 2009
Has probably about the best leverage to crude. Has great torque to oil prices going higher. International player. Lots of prospectivity. Quarterly results come out on July 29 and you could wait until then before buying. Great balance sheet.
Hess Corp.(HES-N)
July 24, 2009
Has probably about the best leverage to crude. Has great torque to oil prices going higher. International player. Lots of prospectivity. Quarterly results come out on July 29 and you could wait until then before buying. Great balance sheet.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$53.630
Owned
Yes
TOP PICK
TOP PICK
July 24, 2009
Only pipeline that is an oil pure play in North America. Offers visible 10% growth in earnings for foreseeable future. Signalled they won't come to the market and dilute share price when they need money.
Enbridge(ENB-T)
July 24, 2009
Only pipeline that is an oil pure play in North America. Offers visible 10% growth in earnings for foreseeable future. Signalled they won't come to the market and dilute share price when they need money.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$39.500
Owned
Yes
TOP PICK
TOP PICK
July 24, 2009
Used to hate this one but they have started to do everything right. Have a strategy that they can articulate and are living by. Focusing on their core areas of Southeast Asia, North Sea and North America. Cheap.
Talisman Energy(TLM-T)
July 24, 2009
Used to hate this one but they have started to do everything right. Have a strategy that they can articulate and are living by. Focusing on their core areas of Southeast Asia, North Sea and North America. Cheap.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$17.380
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 24, 2009
(A Top Pick Sept 22/08. Down 15.07%.) Heavy oil producer and recently had their reserves re-rated. Has lots of prospectivity on their oil sands project Seal. Differential between lights and heavies is collapsing. Continue to Hold.
(A Top Pick Sept 22/08. Down 15.07%.) Heavy oil producer and recently had their reserves re-rated. Has lots of prospectivity on their oil sands project Seal. Differential between lights and heavies is collapsing. Continue to Hold.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$21.800
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 24, 2009
(A Top Pick Sept 22/08. Down 24.73%.) One of the top names in the patch. Horizon project is now up and producing. International investors go to this name. Buy.
(A Top Pick Sept 22/08. Down 24.73%.) One of the top names in the patch. Horizon project is now up and producing. International investors go to this name. Buy.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$63.930
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 24, 2009
(A Top Pick Sept 22/08. N/A.) Has gone from 50% to 20% and is looking to move down to 5%.
CASH(CASH)
July 24, 2009
(A Top Pick Sept 22/08. N/A.) Has gone from 50% to 20% and is looking to move down to 5%.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$0.010
Owned
Yes
BUY
BUY
July 24, 2009
A good little company. Nice mix in oil and gas. Have done some accretive acquisitions. Basically been hitting its numbers. Can't see any risk of the dividend being cut.
A good little company. Nice mix in oil and gas. Have done some accretive acquisitions. Basically been hitting its numbers. Can't see any risk of the dividend being cut.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$22.860
Owned
Unknown