Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
August 31, 2010
(Top Pick Sep 28/09, Down 8.3% total return) They did a great job of hedging and posted some great numbers. Had best potential going forward, but issue is that it is becoming increasingly difficult to hedge. They want to grow production but everyone is scratching their heads.
Encana Corp (ECA-T)
August 31, 2010
(Top Pick Sep 28/09, Down 8.3% total return) They did a great job of hedging and posted some great numbers. Had best potential going forward, but issue is that it is becoming increasingly difficult to hedge. They want to grow production but everyone is scratching their heads.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$29.250
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 31, 2010
(Top Pick Sept 28/09, Down 7.6%) A good name and one you would consider. The growth story was front a center in last part of ’09 with ‘V’ shape recovery and since then we are talking about ‘U’ shaped or double dip.
Hess Corp. (HES-N)
August 31, 2010
(Top Pick Sept 28/09, Down 7.6%) A good name and one you would consider. The growth story was front a center in last part of ’09 with ‘V’ shape recovery and since then we are talking about ‘U’ shaped or double dip.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$50.250
Owned
No
PAST TOP PICK
PAST TOP PICK
August 31, 2010
(Top Pick Sept 28/09, Down 6% total return) He boosted his weighting in the fund. This and SU are two of the best names in the large cap space. This is a name that is very attractive.
(Top Pick Sept 28/09, Down 6% total return) He boosted his weighting in the fund. This and SU are two of the best names in the large cap space. This is a name that is very attractive.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$34.300
Owned
Yes
SELL
SELL
August 31, 2010
Completed strategic review and no buyer could be found. Struggling to meet production. A name to sell or at least not buy.
Guide Exploration (GO-T)
August 31, 2010
Completed strategic review and no buyer could be found. Struggling to meet production. A name to sell or at least not buy.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$3.520
Owned
Unknown
BUY
BUY
August 31, 2010
Would recommend if you are looking 3-5 years out. They have some great properties. Just starting to apply horizontal drilling. Thinks we will have a bull market in commodities next year in the second quarter. Buy a trust for the yield while you wait. Would recommend AET over this one.
Pengrowth Energy (PGF-T)
August 31, 2010
Would recommend if you are looking 3-5 years out. They have some great properties. Just starting to apply horizontal drilling. Thinks we will have a bull market in commodities next year in the second quarter. Buy a trust for the yield while you wait. Would recommend AET over this one.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$10.330
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
August 31, 2010
You have to wait on the commodity boom story. Conversion issue is behind you because their income is international.
You have to wait on the commodity boom story. Conversion issue is behind you because their income is international.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$35.670
Owned
Unknown
HOLD
HOLD
August 31, 2010
It is cheap. Everyone will look at it and say it is attractive that way. They haven’t put up the quality of numbers over time. Don’t buy any more. If they can show some reasonable production, then it will be different.
It is cheap. Everyone will look at it and say it is attractive that way. They haven’t put up the quality of numbers over time. Don’t buy any more. If they can show some reasonable production, then it will be different.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$20.130
Owned
Unknown