Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
August 21, 2009
Has done very well because of its leverage to oil prices. If there is a correction in oil prices, he could see this dropping to below $30.
Suncor Energy Inc (SU-T)
August 21, 2009
Has done very well because of its leverage to oil prices. If there is a correction in oil prices, he could see this dropping to below $30.
Josef Schachter
President, Schachter Asset Management
Price
$35.530
Owned
Unknown
COMMENT
COMMENT
August 21, 2009
Good management. Trying to sell their Libyan assets.
Good management. Trying to sell their Libyan assets.
Josef Schachter
President, Schachter Asset Management
Price
$30.040
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
August 21, 2009
Fabulous company. Horizon is now on and is ramping up. Using the cash flow to pay down debt. Would be a fabulous by $55-$60.
Fabulous company. Horizon is now on and is ramping up. Using the cash flow to pay down debt. Would be a fabulous by $55-$60.
Josef Schachter
President, Schachter Asset Management
Price
$65.000
Owned
Unknown
COMMENT
COMMENT
August 21, 2009
Heavy oil play in Albania. Caller has warrants due to expire and is thinking of selling those, waiting for a downturn in shoulder season and then picking up longer-term warrants 2 years out. Answer: A reasonable strategy as the stock price is fairly valued at this level. Currently producing about 6400 BOEs a day and ramping up to 8200 by year-end. Wouldn't rush out and buy the stock today.
Heavy oil play in Albania. Caller has warrants due to expire and is thinking of selling those, waiting for a downturn in shoulder season and then picking up longer-term warrants 2 years out. Answer: A reasonable strategy as the stock price is fairly valued at this level. Currently producing about 6400 BOEs a day and ramping up to 8200 by year-end. Wouldn't rush out and buy the stock today.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$3.740
Owned
Unknown
DON'T BUY
DON'T BUY
August 21, 2009
NYMEX Oil Bull+ ETF. Had owned this but sold it in frustration because it re-balanced daily. If you went from $50 oil to $75 oil, that would be terrific if you got direct exposure, but what happens is that your price goes up and down on the way.
NYMEX Oil Bull+ ETF. Had owned this but sold it in frustration because it re-balanced daily. If you went from $50 oil to $75 oil, that would be terrific if you got direct exposure, but what happens is that your price goes up and down on the way.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$9.570
Owned
No
HOLD
HOLD
August 21, 2009
Dividend isn't great but they did raise it recently. This is a direct leverage to oil prices and says he is positive on oil, you should continue to hold. You could also consider Baytex Energy (BTE.UN-T) or Arc Energy (AET.UN-T), which is a little more gas weighted but a well managed trust.
Dividend isn't great but they did raise it recently. This is a direct leverage to oil prices and says he is positive on oil, you should continue to hold. You could also consider Baytex Energy (BTE.UN-T) or Arc Energy (AET.UN-T), which is a little more gas weighted but a well managed trust.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$28.750
Owned
Yes
HOLD
HOLD
August 21, 2009
This company is pretty much in shallow gas and gas prices have just gone from bad to worse. If things were to deteriorate further, a distribution cut could happen.
Perpetual Energy (PMT-T)
August 21, 2009
This company is pretty much in shallow gas and gas prices have just gone from bad to worse. If things were to deteriorate further, a distribution cut could happen.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$4.780
Owned
Unknown