Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
August 31, 2010
It’s a great strategy that they have with China and Mitsubishi. In both cases the partner is picking up more than half the cost. This name he rates a hold because it is quite large (5’th). Everything is looking good but they have not given any clarity as to what will happen post-conversion.
Obsidian Energy (OBE-T)
August 31, 2010
It’s a great strategy that they have with China and Mitsubishi. In both cases the partner is picking up more than half the cost. This name he rates a hold because it is quite large (5’th). Everything is looking good but they have not given any clarity as to what will happen post-conversion.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$20.030
Owned
Unknown
DON'T BUY
DON'T BUY
August 31, 2010
Would be one of his least favourite names in this space. High exposure to Natural Gas. Avoid.
Would be one of his least favourite names in this space. High exposure to Natural Gas. Avoid.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$0.410
Owned
Unknown
BUY
BUY
August 31, 2010
Has some perspective wells. A low cost operator and developer. Feels comfortable with this name.
Has some perspective wells. A low cost operator and developer. Feels comfortable with this name.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$39.700
Owned
Unknown
BUY
BUY
August 31, 2010
This is a name that is a street darling. Guys running it have done an incredible job of putting together a set of world-class assets. If you compare valuation to others, it is not a cheap stock, but is attractive to investors.
This is a name that is a street darling. Guys running it have done an incredible job of putting together a set of world-class assets. If you compare valuation to others, it is not a cheap stock, but is attractive to investors.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$37.550
Owned
Yes
BUY
BUY
August 31, 2010
An international, oil weighted story and the market is keying off on this.
An international, oil weighted story and the market is keying off on this.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$6.820
Owned
Unknown
HOLD
HOLD
August 31, 2010
This stock is a trader. Only 5 years of reserve life. They are successfully avoiding some of the shallow gas. They are gas weighted.
Perpetual Energy (PMT-T)
August 31, 2010
This stock is a trader. Only 5 years of reserve life. They are successfully avoiding some of the shallow gas. They are gas weighted.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$4.940
Owned
Unknown
HOLD
HOLD
August 31, 2010
It’s cheap. It definitely is undervalued. Hold on to it.
It’s cheap. It definitely is undervalued. Hold on to it.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$36.980
Owned
Yes