HOLD
Dividend is save and it is fully valued. Relatively little downside in this name.
DON'T BUY
Has had for some time. 35% stake in long lake. There have been problem with long lake since the get go. They had problems with water in the reservoir. This is a name that will probably get taken out.
DON'T BUY
Would not put in his must-have category. Does not see an obvious catalyst to the shares going higher. No clear focus on one play. They are middle of the road.
BUY
(Market Call Minute) Good management team. Good balance sheet and lots of growth.
SELL
(Market Call Minute) It refines and he is negative on refineries.
DON'T BUY
(Market Call Minute) Still has to skinny down its production. It has to be more focused in order to be a buy
HOLD
(Market Call Minute) Valuation is a little rich.
SELL
(Market Call Minute) If you can get out, then get out.