Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
November 12, 2010
Flattened out recently because they made a couple of acquisitions and issued equity to pay for them, which tends to dampen performance. Have 5 years of possible drilling locations. Looks like the pilot water flood program on their Bakken is going to work.
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Flattened out recently because they made a couple of acquisitions and issued equity to pay for them, which tends to dampen performance. Have 5 years of possible drilling locations. Looks like the pilot water flood program on their Bakken is going to work.
HOLD
HOLD
November 12, 2010
Now fairly valued. Good long term Hold, but don’t expect anything more than a normal stock now. Probably $160 a year from now.
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Now fairly valued. Good long term Hold, but don’t expect anything more than a normal stock now. Probably $160 a year from now.
STRONG BUY
STRONG BUY
November 12, 2010
Just reported and numbers were weak but a lot of their drilling locations are in southeast Saskatchewan. Record rainfall and all kinds of difficulty getting to the drilling. Cardium play looks quite intriguing and next couple of quarters should be quite good..
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Just reported and numbers were weak but a lot of their drilling locations are in southeast Saskatchewan. Record rainfall and all kinds of difficulty getting to the drilling. Cardium play looks quite intriguing and next couple of quarters should be quite good..
PARTIAL BUY
PARTIAL BUY
November 12, 2010
Copper, which is dependent on China. If the market holds together, which he expects, this will be fine, but if there is a pullback of 2%-3%, this will be down twice what the market is. Buy half now so you are covered.
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Copper, which is dependent on China. If the market holds together, which he expects, this will be fine, but if there is a pullback of 2%-3%, this will be down twice what the market is. Buy half now so you are covered.
COMMENT
COMMENT
November 12, 2010
Pulled back a little today because it was a negative commodity day. Relatively good entry point. Could go sideways. Likes the fundamentals.
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Agrium (AGU-T)
November 12, 2010
Pulled back a little today because it was a negative commodity day. Relatively good entry point. Could go sideways. Likes the fundamentals.
COMMENT
COMMENT
November 12, 2010
Prefers Rogers (RCI.B-T). Both have pulled back quite a bit. Rogers has a bit better growth from the wireless side and are pretty established.
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Prefers Rogers (RCI.B-T). Both have pulled back quite a bit. Rogers has a bit better growth from the wireless side and are pretty established.
COMMENT
COMMENT
November 12, 2010
Assessing risk management relative to other banks? Great question, particularly for this bank. Had a relatively poor showing last 10-15 years. Trades at a discount multiple because of this. Now an opportunity since they have now exited all those other riskier businesses.
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Assessing risk management relative to other banks? Great question, particularly for this bank. Had a relatively poor showing last 10-15 years. Trades at a discount multiple because of this. Now an opportunity since they have now exited all those other riskier businesses.