Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
January 22, 2010
Good management. Recent drill results were a bit of a disappointment. A “show me” story right now.
Good management. Recent drill results were a bit of a disappointment. A “show me” story right now.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$5.150
Owned
No
BUY WEAKNESS
BUY WEAKNESS
January 22, 2010
Very good management team. Smart and well connected. Pretty good land position. Fully valued so wait for a pullback of 15%.
Very good management team. Smart and well connected. Pretty good land position. Fully valued so wait for a pullback of 15%.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$2.530
Owned
No
WATCH
WATCH
January 22, 2010
Likes the name. You could buy but he would wait for further results in the Cardium play. Very good management.
Vero Energy Inc. (VRO-T)
January 22, 2010
Likes the name. You could buy but he would wait for further results in the Cardium play. Very good management.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$6.530
Owned
No
HOLD
HOLD
January 22, 2010
A “show me” story. Evenly weighted between gas and oil. Had some good oil results from the Doik (?) play, which is good.
Guide Exploration (GO-T)
January 22, 2010
A “show me” story. Evenly weighted between gas and oil. Had some good oil results from the Doik (?) play, which is good.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$5.870
Owned
Unknown
TOP PICK
TOP PICK
January 22, 2010
(A Top Pick Jan 2/09. Up 8.29%.) This is a time to being a little more defensive. Basically hasn't moved in over a year. Has Keystone pipeline coming on so it's getting into the oil transportation business, which will start impacting it meaningfully this quarter. Can finance all its growth through internal cash generation.
TC Energy (TRP-T)
January 22, 2010
(A Top Pick Jan 2/09. Up 8.29%.) This is a time to being a little more defensive. Basically hasn't moved in over a year. Has Keystone pipeline coming on so it's getting into the oil transportation business, which will start impacting it meaningfully this quarter. Can finance all its growth through internal cash generation.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$34.960
Owned
Yes
TOP PICK
TOP PICK
January 22, 2010
Expecting oil to move higher. Had some operational hiccups at Syncrude in the 3rd quarter but that is behind them now. 4.8% yield.
Canadian Oil Sands (COS-T)
January 22, 2010
Expecting oil to move higher. Had some operational hiccups at Syncrude in the 3rd quarter but that is behind them now. 4.8% yield.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$28.330
Owned
Yes
TOP PICK
TOP PICK
January 22, 2010
This is a benchmark name. The rest of the world is growing, even if the US isn't and that is ultimately good for oil and oil sands.
Suncor Energy Inc (SU-T)
January 22, 2010
This is a benchmark name. The rest of the world is growing, even if the US isn't and that is ultimately good for oil and oil sands.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$35.200
Owned
Yes