Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
January 22, 2010
A Buy but not a Screaming Buy. Treat as a value stock. Have lately been focusing on unconventional gas. Still need to put up some good numbers.
Talisman Energy (TLM-T)
January 22, 2010
A Buy but not a Screaming Buy. Treat as a value stock. Have lately been focusing on unconventional gas. Still need to put up some good numbers.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$17.990
Owned
Yes
SELL
SELL
January 22, 2010
Hard to see a strong catalyst going forward. Will probably move up higher with oil prices but you could get more bang for your buck. Have a lot of exposure to refining, which is where you don't want to be these days.
Husky Energy (HSE-T)
January 22, 2010
Hard to see a strong catalyst going forward. Will probably move up higher with oil prices but you could get more bang for your buck. Have a lot of exposure to refining, which is where you don't want to be these days.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$27.650
Owned
No
HOLD
HOLD
January 22, 2010
Gives indirect exposure to the Bakkens through PetroBakken (PBN-T). Relatively fairly valued.
Gives indirect exposure to the Bakkens through PetroBakken (PBN-T). Relatively fairly valued.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$53.030
Owned
Yes
COMMENT
COMMENT
January 22, 2010
Did reasonably well in the last 7-8 months. A little bit of upside left to go. Good news is integration of Grey Wolf acquisition, updating its fleet with deeper rigs and have a lot of assets in the West. Has a little bit of room to go but he is sceptical about natural gas prices holding beyond the next few months.
Precision Drilling (PD-T)
January 22, 2010
Did reasonably well in the last 7-8 months. A little bit of upside left to go. Good news is integration of Grey Wolf acquisition, updating its fleet with deeper rigs and have a lot of assets in the West. Has a little bit of room to go but he is sceptical about natural gas prices holding beyond the next few months.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$9.080
Owned
No
SELL
SELL
January 22, 2010
World-class field in Albania. Has had a heck of a run and is trading at about 160% of net asset value. If you own, consider taking your profits.
Bankers Petroleum (BNK-T)
January 22, 2010
World-class field in Albania. Has had a heck of a run and is trading at about 160% of net asset value. If you own, consider taking your profits.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$6.420
Owned
No
BUY
BUY
January 22, 2010
Reasonable growth ahead of it. Could be a takeout candidate.
Reasonable growth ahead of it. Could be a takeout candidate.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$19.960
Owned
Unknown
HOLD
HOLD
January 22, 2010
Internationally focused in offshore India. Also building a pretty big reserve base in Indonesia. A little stretched at this level.
Niko Resources (NKO-T)
January 22, 2010
Internationally focused in offshore India. Also building a pretty big reserve base in Indonesia. A little stretched at this level.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$107.500
Owned
No