HOLD
Likes what she is seeing. Not super cheap but also not super expensive. Will trade with oil prices.
HOLD
Among the cheaper valued senior stocks. In the midst of a turnaround with the new management and focusing more on conventional and international projects to bring their costs in line.
HOLD
Haven't purchased any recently but also have not sold. Growing into their price with more success in the Bakken. Have also brought in a whole new core area in northeast BC, which will be focused on gas.
HOLD
Gas focused. Not buying any right now but continuing to old. Have a fantastic Montney property at Glacier, which has good potential.
BUY
Focused on heavy oil, which she likes. Showing a lot of growth. Also have gas properties that are showing some initial success. Cheap. Good management and debt levels.
HOLD
Mid-cap gas weighted. Has come back but valuations are still inexpensive relative to its peers. No debt problems.
HOLD
Gas weighted. Had a little bit too much debt last year so the stock price came off quite a bit but is now starting to move up. Valuations are good but have to do something with their debt.
BUY ON WEAKNESS
Very oil weighted so will trade on oil prices. If oil pulls back it could give you an opportunity.
COMMENT
Valuation after the spin-off is a little bit higher than its peer group. Needs an update from the company and then consider whether to Sell or Hold.
HOLD
Have oil sands going for them. With the current higher oil prices they will be making a lot more money. On track with their expansion, which should be up and running on time. If you are bullish on crude this is a Hold. Debt is a little higher than what she likes.
TOP PICK
Likes new management. Will have to change the culture from what the company was too more of an exploration/production. Expect they will continue a dividend after conversion to a corp but there will still be growth. Debt levels are in control.
TOP PICK
Gas weighted. Thinks gas prices are going to be fine over the next year or two. Drilling some of the new horizontal multistage fraq wells in Harlech AB and are seeing some early success. The wells are a little more expensive so you need gas prices to stay up.
TOP PICK
Heavy oil focused and has some good production growth. Had a little higher than average debt but have just raised some money and sold some properties. Very cheap.
TOP PICK
Trading at about 13X earnings. Expects revenues to grow at 8%-10% and earnings to grow 12%-14%. 2.9% dividend. 7.5% free cash flow.
TOP PICK
Internet networking juggernaut. Has been languishing.