Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
August 31, 2010
Great success drilling Montney. Very low finding/development costs. One that he could sleep at night with.
Great success drilling Montney. Very low finding/development costs. One that he could sleep at night with.
Mason Granger
Portfolio Manager, Sentry Investments
Price
$11.050
Owned
Yes
TOP PICK
TOP PICK
August 31, 2010
Very oil weighted. Resisted the urge to grow by acquisition so tend to be less liquid but have a great asset. A lot of Cardium locations with a significant inventory ahead of them. Finding/development costs are about $7 only.
Very oil weighted. Resisted the urge to grow by acquisition so tend to be less liquid but have a great asset. A lot of Cardium locations with a significant inventory ahead of them. Finding/development costs are about $7 only.
Mason Granger
Portfolio Manager, Sentry Investments
Price
$39.700
Owned
Yes
TOP PICK
TOP PICK
August 31, 2010
Junior Colombian oil player. Excellent management. Impressive land spread with exposure to about 5 to 7 billion barrels of heavy oil in place. Also some exciting exploration prospects in Brazil and Guyana.
Junior Colombian oil player. Excellent management. Impressive land spread with exposure to about 5 to 7 billion barrels of heavy oil in place. Also some exciting exploration prospects in Brazil and Guyana.
Mason Granger
Portfolio Manager, Sentry Investments
Price
$1.390
Owned
Yes
DON'T BUY
DON'T BUY
August 31, 2010
Looks like they are turning the corner. Had a rough start to 2010 with operational upsets as well as the pain of the merger process with Petrocan. Have a firebag expansion coming on next year so there will be some incremental production growth. There are better places to be.
Suncor Energy Inc (SU-T)
August 31, 2010
Looks like they are turning the corner. Had a rough start to 2010 with operational upsets as well as the pain of the merger process with Petrocan. Have a firebag expansion coming on next year so there will be some incremental production growth. There are better places to be.
Mason Granger
Portfolio Manager, Sentry Investments
Price
$32.310
Owned
No
COMMENT
COMMENT
August 31, 2010
Shares have been particularly weak over the last couple of months because they did a fairly large debt deal. Company has piled on a massive amount of debt onto their capital structure. Have 35% interest in the Long Lake project, which has struggled.
Opti Canada Inc. (OPC-T)
August 31, 2010
Shares have been particularly weak over the last couple of months because they did a fairly large debt deal. Company has piled on a massive amount of debt onto their capital structure. Have 35% interest in the Long Lake project, which has struggled.
Mason Granger
Portfolio Manager, Sentry Investments
Price
$1.030
Owned
Unknown
BUY
BUY
August 31, 2010
Small natural gas company that you probably can't go wrong on. Good catalyst ahead of it,
Small natural gas company that you probably can't go wrong on. Good catalyst ahead of it,
Mason Granger
Portfolio Manager, Sentry Investments
Price
$2.600
Owned
Yes
COMMENT
COMMENT
August 31, 2010
Prefers Crescent Point Energy (CPG-T), which has better land position, better depth of inventory and better economics. Has some pretty significant drilling catalysts in the Cardium to come this fall, so wouldn't count them out yet.
Prefers Crescent Point Energy (CPG-T), which has better land position, better depth of inventory and better economics. Has some pretty significant drilling catalysts in the Cardium to come this fall, so wouldn't count them out yet.
Mason Granger
Portfolio Manager, Sentry Investments
Price
$20.130
Owned
No