Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 24, 2009
Very oil weighted. Likes the balance sheet and has a diversified portfolio of international assets. About 70% of the cash flow is generated from outside of Canada. Low payout and expects the distribution to be very solid and will continue after 2011. With the sale of Verenex (VNX-T) there are some good opportunities looking forward.
Vermilion Energy Inc (VET-T)
September 24, 2009
Very oil weighted. Likes the balance sheet and has a diversified portfolio of international assets. About 70% of the cash flow is generated from outside of Canada. Low payout and expects the distribution to be very solid and will continue after 2011. With the sale of Verenex (VNX-T) there are some good opportunities looking forward.
Mason Granger
Portfolio Manager, Sentry Investments
Price
$30.460
Owned
Yes
TOP PICK
TOP PICK
September 24, 2009
Becoming increasingly positive on gas. Struggled a little with leverage over the last couple of years but have assembled an excellent land base in western Alberta and are chasing some pretty large gas targets that will give them a substantial drilling inventory. Some pretty good hedging. Acquiring Highpine (HPX-T) giving them a cash flow generating, oil weighted asset.
Daylight Energy Ltd (DAY-T)
September 24, 2009
Becoming increasingly positive on gas. Struggled a little with leverage over the last couple of years but have assembled an excellent land base in western Alberta and are chasing some pretty large gas targets that will give them a substantial drilling inventory. Some pretty good hedging. Acquiring Highpine (HPX-T) giving them a cash flow generating, oil weighted asset.
Mason Granger
Portfolio Manager, Sentry Investments
Price
$8.550
Owned
Yes
TOP PICK
TOP PICK
September 24, 2009
Over the last couple of years have brought a little bit of sizzle into the mix with the acquisition of some Talisman’s (TLM-T) wells giving some high exploration potentially high impact drilling. Excited about the acquisition and continued growth of a land position in Alberta. Horizontal drilling is opening this play up.
NAL Energy Corp (NAE-T)
September 24, 2009
Over the last couple of years have brought a little bit of sizzle into the mix with the acquisition of some Talisman’s (TLM-T) wells giving some high exploration potentially high impact drilling. Excited about the acquisition and continued growth of a land position in Alberta. Horizontal drilling is opening this play up.
Mason Granger
Portfolio Manager, Sentry Investments
Price
$12.080
Owned
Yes
STRONG BUY
STRONG BUY
September 24, 2009
A commanding presence in the Bakken play. Acquired a number of companies over the years. Recently converted to a Corp. and maintained the same cash flow, which is a net positive. Have about 1600-1800 drilling locations ahead of them and a considerable inventory of un-fractured stimulated wells. 7.6% dividend is sustainable for the medium term.
A commanding presence in the Bakken play. Acquired a number of companies over the years. Recently converted to a Corp. and maintained the same cash flow, which is a net positive. Have about 1600-1800 drilling locations ahead of them and a considerable inventory of un-fractured stimulated wells. 7.6% dividend is sustainable for the medium term.
Mason Granger
Portfolio Manager, Sentry Investments
Price
$36.300
Owned
Yes
DON'T BUY
DON'T BUY
September 24, 2009
Excellent resource base with some very promising properties including Seal. Running against a pretty steep decline curve, so every year have to replace about 40,000 barrels a day of production. Trying to do it with the balance sheet, which is fairly stretched.
Obsidian Energy (OBE-T)
September 24, 2009
Excellent resource base with some very promising properties including Seal. Running against a pretty steep decline curve, so every year have to replace about 40,000 barrels a day of production. Trying to do it with the balance sheet, which is fairly stretched.
Mason Granger
Portfolio Manager, Sentry Investments
Price
$16.160
Owned
No
BUY WEAKNESS
BUY WEAKNESS
September 24, 2009
For a company of its size, it is fairly unique in that it has very visible production growth of probably 180,000 barrels going forward. Besides being the largest oil producer they are the second largest producer of natural gas. Would buy below $70.
For a company of its size, it is fairly unique in that it has very visible production growth of probably 180,000 barrels going forward. Besides being the largest oil producer they are the second largest producer of natural gas. Would buy below $70.
Mason Granger
Portfolio Manager, Sentry Investments
Price
$71.840
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
September 24, 2009
Very technically oriented team with a great track record. Have an operated access to 2 key heavy oil fields in Albania, one of which has total oil in place of about 4.7 billion barrels and a very low recovery factor to date. A lot of visible growth to come.
Bankers Petroleum (BNK-T)
September 24, 2009
Very technically oriented team with a great track record. Have an operated access to 2 key heavy oil fields in Albania, one of which has total oil in place of about 4.7 billion barrels and a very low recovery factor to date. A lot of visible growth to come.
Mason Granger
Portfolio Manager, Sentry Investments
Price
$4.200
Owned
Yes