Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 28, 2009
Acquiring Highpine (HPX-T), which is generally perceived as a good move as it gives them light oil. Solid management, which has hedged when it should and is defensive. 11.3% distribution.
Daylight Energy Ltd (DAY-T)
September 28, 2009
Acquiring Highpine (HPX-T), which is generally perceived as a good move as it gives them light oil. Solid management, which has hedged when it should and is defensive. 11.3% distribution.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$8.450
Owned
Unknown
HOLD
HOLD
September 28, 2009
Good name. Gets 50%-60% of Brent (?) so it gets world prices for its heavy oil in Albania. Has had a good run so over the next 6 months his outlook would be sideways. Some upside but not tremendous. Good long-term hold.
Bankers Petroleum (BNK-T)
September 28, 2009
Good name. Gets 50%-60% of Brent (?) so it gets world prices for its heavy oil in Albania. Has had a good run so over the next 6 months his outlook would be sideways. Some upside but not tremendous. Good long-term hold.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$4.310
Owned
Unknown
COMMENT
COMMENT
September 28, 2009
One of his least favourite names. Will probably be okay because they recently went to the market and raised some money. Would be cautious on this name. If there is a little bit of lift, he would be inclined to sell.
Compton Petroleum (CMT-T)
September 28, 2009
One of his least favourite names. Will probably be okay because they recently went to the market and raised some money. Would be cautious on this name. If there is a little bit of lift, he would be inclined to sell.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$1.380
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
September 28, 2009
This is the leader in terms of the complex semi-submersibles for deep shore applications. If you're comfortable with the currency risk, it looks like a good name to hold. Pretty much of a monopoly on the rigs and are booked years in advance. If it drops after the earnings, pick up more.
Transocean Inc. (RIG-N)
September 28, 2009
This is the leader in terms of the complex semi-submersibles for deep shore applications. If you're comfortable with the currency risk, it looks like a good name to hold. Pretty much of a monopoly on the rigs and are booked years in advance. If it drops after the earnings, pick up more.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$84.350
Owned
Unknown
BUY
BUY
September 28, 2009
Good balance sheet and management team. It will be a consolidator.
Crew Energy Inc. (CR-T)
September 28, 2009
Good balance sheet and management team. It will be a consolidator.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$8.420
Owned
Unknown
BUY
BUY
September 28, 2009
Have some opportunities with their Southeast Asian fields to further delineate them and show some good production in the future. East Coast also seems to be a positive. Refining is a slight negative but not a huge one. Low downside risk and reasonable upside.
Husky Energy (HSE-T)
September 28, 2009
Have some opportunities with their Southeast Asian fields to further delineate them and show some good production in the future. East Coast also seems to be a positive. Refining is a slight negative but not a huge one. Low downside risk and reasonable upside.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$30.370
Owned
Unknown
BUY
BUY
September 28, 2009
In terms of income oriented oil/gas companies, this is probably one of the best if not the best. Consolidated at play in Saskatchewan in the Bakken light oil area. Recently added another play nearby as well. Considers it a core holding. 7.5% yield.
In terms of income oriented oil/gas companies, this is probably one of the best if not the best. Consolidated at play in Saskatchewan in the Bakken light oil area. Recently added another play nearby as well. Considers it a core holding. 7.5% yield.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$36.850
Owned
Yes