Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 18, 2009
Mainly oil but some gas exposure in the Netherlands, which is priced as a function of oil so it gets full value. Hasn't gone up as much as some of its peers. Some difficulty with sale of a Libyan subsidiary, which appears to be stalled out for a while but will create some value down the road. Well run. 7.7% distribution is sustainable.
Vermilion Energy Inc (VET-T)
September 18, 2009
Mainly oil but some gas exposure in the Netherlands, which is priced as a function of oil so it gets full value. Hasn't gone up as much as some of its peers. Some difficulty with sale of a Libyan subsidiary, which appears to be stalled out for a while but will create some value down the road. Well run. 7.7% distribution is sustainable.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$29.070
Owned
Yes
BUY
BUY
September 18, 2009
Power generation. Relatively conservative. Undervalued. 10.5% yield. Market had concerns about valuation as it merged with its parent entity. Well run.
Northland Power Inc (NPI-T)
September 18, 2009
Power generation. Relatively conservative. Undervalued. 10.5% yield. Market had concerns about valuation as it merged with its parent entity. Well run.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$10.390
Owned
Yes
TOP PICK
TOP PICK
September 18, 2009
Natural gas distributor and service company. Cash flow is not weighted towards gas price although down the road it could be weighted towards gas production volume. Almost 13% distribution could be slightly vulnerable if gas volumes drop off a lot.
Altagas Ltd (ALA-T)
September 18, 2009
Natural gas distributor and service company. Cash flow is not weighted towards gas price although down the road it could be weighted towards gas production volume. Almost 13% distribution could be slightly vulnerable if gas volumes drop off a lot.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$17.100
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 18, 2009
(A Top Pick Sept 2/08. Down 14.94%.) Splitting between their oil and gas operations, which will give some clarity. Doesn't create a lot of value. Great hedging program.
Encana Corp (ECA-T)
September 18, 2009
(A Top Pick Sept 2/08. Down 14.94%.) Splitting between their oil and gas operations, which will give some clarity. Doesn't create a lot of value. Great hedging program.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$61.390
Owned
No
PAST TOP PICK
PAST TOP PICK
September 18, 2009
(A Top Pick Sept 2/08. Down 27.46%.) Going through a merger with Petrocan (PCA-T), which will have lots of ups and downs. Expect they will perform well but keep your eye on it.
Suncor Energy Inc (SU-T)
September 18, 2009
(A Top Pick Sept 2/08. Down 27.46%.) Going through a merger with Petrocan (PCA-T), which will have lots of ups and downs. Expect they will perform well but keep your eye on it.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$38.590
Owned
No
PAST TOP PICK
PAST TOP PICK
September 18, 2009
(A Top Pick Sept 2/08. Up 0.49%.) Made a couple of acquisitions recently that he likes.
Zargon Oil & Gas Ltd (ZAR-T)
September 18, 2009
(A Top Pick Sept 2/08. Up 0.49%.) Made a couple of acquisitions recently that he likes.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$19.010
Owned
Yes
BUY
BUY
September 18, 2009
About 60% waited to oil production and the rest in Alberta-based gas, which is suffering. Very interesting exploration program although stock price hasn't performed as well as they would like. Will go through some tougher times but has a history of managing through that. On his radar screen.
Guide Exploration (GO-T)
September 18, 2009
About 60% waited to oil production and the rest in Alberta-based gas, which is suffering. Very interesting exploration program although stock price hasn't performed as well as they would like. Will go through some tougher times but has a history of managing through that. On his radar screen.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$6.420
Owned
No