Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
September 28, 2009
Drillers have done reasonably well lately, which is surprising because all the fundamentals of natural gas are pretty poor for drillers. This one has a complex suite in that it can go deeper as well as to directional drilling. Has a reasonably high level of debt.
Trinidad Drilling Ltd (TDG-T)
September 28, 2009
Drillers have done reasonably well lately, which is surprising because all the fundamentals of natural gas are pretty poor for drillers. This one has a complex suite in that it can go deeper as well as to directional drilling. Has a reasonably high level of debt.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$6.750
Owned
Unknown
HOLD
HOLD
September 28, 2009
(Market Call Minute.) Has done a few things well with the Profound acquisition but is gas weighted with a short reserve life.
Perpetual Energy (PMT-T)
September 28, 2009
(Market Call Minute.) Has done a few things well with the Profound acquisition but is gas weighted with a short reserve life.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$5.220
Owned
Unknown
HOLD
HOLD
September 28, 2009
(Market Call Minute.) Solid, solid company.
Imperial Oil (IMO-T)
September 28, 2009
(Market Call Minute.) Solid, solid company.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$41.210
Owned
Unknown
BUY
BUY
September 28, 2009
(Market Call Minute.) Great infrastructure name.
TC Energy (TRP-T)
September 28, 2009
(Market Call Minute.) Great infrastructure name.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$33.200
Owned
Yes
BUY
BUY
September 28, 2009
(Market Call Minute.) Longer-term Buy. One of the most conservative names. Well managed but a little gassy weighted and increasingly so.
Arc Resources Ltd (ARX-T)
September 28, 2009
(Market Call Minute.) Longer-term Buy. One of the most conservative names. Well managed but a little gassy weighted and increasingly so.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$19.430
Owned
Unknown
SELL
SELL
September 28, 2009
(Market Call Minute.) Thinks the management team is weak and he doesn't like the collection of assets.
(Market Call Minute.) Thinks the management team is weak and he doesn't like the collection of assets.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$3.600
Owned
Unknown