Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
July 23, 2010
Possibility of a takeover in 12 months. Has a real opportunity to double its production in the next couple of years. Probably a little overvalued right now. You can either Hold if you own or start picking away at it.
Possibility of a takeover in 12 months. Has a real opportunity to double its production in the next couple of years. Probably a little overvalued right now. You can either Hold if you own or start picking away at it.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$7.990
Owned
No
BUY
BUY
July 23, 2010
A favourite but have reasons for continued optimism. Have contiguous land of about 25,000 acres where there is a lot of prospectivity that could be a huge upside for the company.
A favourite but have reasons for continued optimism. Have contiguous land of about 25,000 acres where there is a lot of prospectivity that could be a huge upside for the company.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$24.620
Owned
Unknown
BUY
BUY
July 23, 2010
$1.8 billion investment by the China Investment Corp. Deal is structured to develop the oil sands play, Seal and they pay almost all the costs up front and Penn West gets 55% of the cash flow and/or oil from future development.
$1.8 billion investment by the China Investment Corp. Deal is structured to develop the oil sands play, Seal and they pay almost all the costs up front and Penn West gets 55% of the cash flow and/or oil from future development.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$20.500
Owned
Unknown
COMMENT
COMMENT
July 23, 2010
Has been a little flat-footed over the last several years. Invested a lot in refining at the worst time of the cycle. Spin-off of the East Asian assets will be a catalyst but has been out there for at least 2 years. New CEO doesn't come from oil/gas background. 4.5% yield.
Husky Energy (HSE-T)
July 23, 2010
Has been a little flat-footed over the last several years. Invested a lot in refining at the worst time of the cycle. Spin-off of the East Asian assets will be a catalyst but has been out there for at least 2 years. New CEO doesn't come from oil/gas background. 4.5% yield.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$26.510
Owned
Unknown
COMMENT
COMMENT
July 23, 2010
NYMEX Oil Bull+ ETF. The way this works is that it depends on the price path. Recalibrated virtually every day and if oil goes down, you have a lower base that you have to build from so oil could end up higher but you could be down further than what you paid.
NYMEX Oil Bull+ ETF. The way this works is that it depends on the price path. Recalibrated virtually every day and if oil goes down, you have a lower base that you have to build from so oil could end up higher but you could be down further than what you paid.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$6.780
Owned
Unknown
HOLD
HOLD
July 23, 2010
(Market Call Minute.) Generally he loves the stock but doubling production over the next 5 years makes no sense with gas price where it is.
Encana Corp (ECA-T)
July 23, 2010
(Market Call Minute.) Generally he loves the stock but doubling production over the next 5 years makes no sense with gas price where it is.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$32.220
Owned
Unknown
HOLD
HOLD
July 23, 2010
(Market Call Minute.) Attractive from a yield perspective but doesn't see a catalyst going forward.
Altagas Ltd (ALA-T)
July 23, 2010
(Market Call Minute.) Attractive from a yield perspective but doesn't see a catalyst going forward.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$19.850
Owned
Unknown