TOP PICK
Feels the market has mispriced some assets. Current stock price valuation basically comes from pipelines and high yields from Williams Partners (WPZ-N). Also have another division of US natural gas production assets and facilities of about $13 a share that are not included.
TOP PICK
Gas name but have introduced a new play in Alberta. Drilled 3 wells and 2 of the 3 had very high oil production.
TOP PICK
Believes there is a lot of opportunity in the mid-cap oil services side. A lot of them are increasing their revenue year-over-year. Q2 revenues were almost double Q2 2009 revenues. No debt. Stock is not started to move yet.
PAST TOP PICK
(A Top Pick Sept 14/09. Down 6.38%.)
PAST TOP PICK
(A Top Pick Sept 14/09. Up 115.52%.) Sold out of this one but may go back in sometime.
PAST TOP PICK
(A Top Pick Sept 14/09. Up 103.18%.) Sold out of this one but may go back in sometime.
BUY
New management team, which consolidated some companies. Some heavy oil exposure, which has not been as favourable recently because of pipeline leaks. Good management. Looking for over $2.
WAIT
Large footprint in the Saskatchewan one Bakken play. Large land position through consolidation. Valuation was a little rich and is now starting to be an averagely valued stock. Would like to see continued operation improvements and for the stock price to settle.
WATCH
Started looking at this one. New CEO has started to make some changes. Can't continue to over promise and under deliver. Also wants a little more clarity on the Asian assets. Recently made an acquisition indicating they want more growth in Western Canada. Have 3 hot plays including the Shaunevon, Viking and Cardium. 4.75% yield.
COMMENT
Gas weighted. Valuations are reasonable compared to its peers. Good team. You have to decide whether you like gas or not. She can see another 30%.
BUY
Recently purchased this one. Having some excellent success in the Cardium play. Will have to come up with more clarity in their conversion to a Corp. Good valuation.
HOLD
Good management and good balance sheet. New Cardium oil play seems to be quite promising. Bit early so not for everyone.
BUY
Recently bought this. Could well results in Colombia.
STRONG BUY
Gas weighted but has turned around and working on a neat play in the Cardium. Large land-base in Pembia-Cardium area. Expected to drill a lot of wells between now and the end of winter. Excellent valuation.
PAST TOP PICK
(A Top Pick Oct 5/09. Up 61%.) One of the first acquirers of Pembina Cardium. Have some of the best lands. Have always increased dividends. Still a buy.