Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
August 21, 2009
Petrobank (PBG-T) has a buyout on it at $14.75 and it closed today at $15.34. It may be because people think a better offer may come but he doesn't think it is too likely. He recommends tendering to the offer, as it is very reasonable. New combined entity will be a good one to own.
Petrobank (PBG-T) has a buyout on it at $14.75 and it closed today at $15.34. It may be because people think a better offer may come but he doesn't think it is too likely. He recommends tendering to the offer, as it is very reasonable. New combined entity will be a good one to own.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$15.340
Owned
Yes
BUY
BUY
August 21, 2009
Colombia seems to be very solid from an oil/gas perspective. This company just keeps banging out the production and has been fairly steady and consistent. Thinks there is substantial growth coming in production.
Colombia seems to be very solid from an oil/gas perspective. This company just keeps banging out the production and has been fairly steady and consistent. Thinks there is substantial growth coming in production.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$4.000
Owned
No
WAIT
WAIT
August 21, 2009
Becoming a more interesting story. Bidding for Tristar (TOG-T) and hopefully will spin that and its Canadian unit into the separate company called Petrobakken Energy. Wait for all of this to happen before taking a position.
Becoming a more interesting story. Bidding for Tristar (TOG-T) and hopefully will spin that and its Canadian unit into the separate company called Petrobakken Energy. Wait for all of this to happen before taking a position.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$40.290
Owned
No
BUY
BUY
August 21, 2009
An integrated oil company not based in North America. This one looks interesting and seems to have reasonable growth.
Total SA (TOT-N)
August 21, 2009
An integrated oil company not based in North America. This one looks interesting and seems to have reasonable growth.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$57.080
Owned
No
TOP PICK
TOP PICK
August 21, 2009
Has been one of the best performing oil/gas stocks but he thinks it will go higher because it is increasingly focusing on heavy oil and oil sands. Had originally been slated to do 100,000 barrels a day but has been doing intermittently 120,000. One of the benchmark names that you want to own.
Has been one of the best performing oil/gas stocks but he thinks it will go higher because it is increasingly focusing on heavy oil and oil sands. Had originally been slated to do 100,000 barrels a day but has been doing intermittently 120,000. One of the benchmark names that you want to own.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$65.000
Owned
Yes
TOP PICK
TOP PICK
August 21, 2009
Attractive because of its multiple basins and great torque to oil. If oil goes up 1% this stock goes up 1%. Good geographical diversity. Solid balance sheet. Have a lot of upside in the projects that are coming on.
Hess Corp. (HES-N)
August 21, 2009
Attractive because of its multiple basins and great torque to oil. If oil goes up 1% this stock goes up 1%. Good geographical diversity. Solid balance sheet. Have a lot of upside in the projects that are coming on.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$52.930
Owned
Yes
TOP PICK
TOP PICK
August 21, 2009
New CEO has come in and has executed a very strong vision. Concentrating on core areas of North America, North Sea and Southeast Asia. Also getting into unconventional gas and oil sands.
Talisman Energy (TLM-T)
August 21, 2009
New CEO has come in and has executed a very strong vision. Concentrating on core areas of North America, North Sea and Southeast Asia. Also getting into unconventional gas and oil sands.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$17.900
Owned
Yes