Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 28, 2009
Balance sheet is strong and you are basically getting the exploration potential for free. Has exploration upside in Brazil, Ghana, Libya, Australia etc.
Hess Corp.(HES-N)
September 28, 2009
Balance sheet is strong and you are basically getting the exploration potential for free. Has exploration upside in Brazil, Ghana, Libya, Australia etc.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$54.690
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 28, 2009
(A Top Pick Sept 22/08. N/A.) Recovery is happening so you can now be fully invested so you should be rotating out of cash.
CASH(CASH)
September 28, 2009
(A Top Pick Sept 22/08. N/A.) Recovery is happening so you can now be fully invested so you should be rotating out of cash.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$0.010
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 28, 2009
(A Top Pick Sept 22/08. Down 4.75%.) One of the more solid names. Sold in March because of concerns about debt and refinancing. Held in fairly well because it is heavy oil and differentials have been narrowing considerably.
Baytex Energy Corp(BTE-T)
September 28, 2009
(A Top Pick Sept 22/08. Down 4.75%.) One of the more solid names. Sold in March because of concerns about debt and refinancing. Held in fairly well because it is heavy oil and differentials have been narrowing considerably.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$23.910
Owned
No
HOLD
HOLD
September 28, 2009
The issue on gas is how long can a company sustain operations at the low price. They need a price of around $6. With $57 million cash on the balance sheet it will be able to ride out the storm.
Questerre Energy(QEC-T)
September 28, 2009
The issue on gas is how long can a company sustain operations at the low price. They need a price of around $6. With $57 million cash on the balance sheet it will be able to ride out the storm.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$2.500
Owned
Unknown
HOLD
HOLD
September 28, 2009
In the international space. Looks attractive. Could see it as a takeover target at some point.
Petro Andina Resources(PAR-T)
September 28, 2009
In the international space. Looks attractive. Could see it as a takeover target at some point.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$10.280
Owned
Unknown
BUY
BUY
September 28, 2009
Managed fairly conservatively. 60% of the business is gathering and midstream and midstream has been very profitable. Relatively safe. Management has indicated they will be paying a dividend of about the same level after they convert to a corp.
Altagas Ltd(ALA-T)
September 28, 2009
Managed fairly conservatively. 60% of the business is gathering and midstream and midstream has been very profitable. Relatively safe. Management has indicated they will be paying a dividend of about the same level after they convert to a corp.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$17.360
Owned
Unknown
HOLD
HOLD
September 28, 2009
Historically has issued a lot of convertible debt but is paying it down and cleaning up its balance sheet. Direction is positive.
Advantage Oil & Gas Ltd(AAV-T)
September 28, 2009
Historically has issued a lot of convertible debt but is paying it down and cleaning up its balance sheet. Direction is positive.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$7.350
Owned
Unknown