Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Laura Lau commented about whether HSE-T, PXX-T, CYR-X, PGF-T, ARN-X(dead), BNE-T, BNK-T, SU-T, CNQ-T, COS-T, CNE-T, STP-T, ATH-T, GFS-T, IMO-T, DAY-T are stocks to buy or sell.

BUY
One of the cheaper yield vehicles and balanced between oil and gas. Hitting some good oil in the Cardium. Spending more than cash flow because they are growing the company. Good balance between growth and yield.
DON'T BUY
Under performer over the past year. One of the lowest beta stocks in the energy universe. Well run and low debt. Expensive and doesn’t see any catalyst for the next year. Expecting Kearl to be higher but doesn’t know by how much.
COMMENT
New fracing system using propane, which can go in as liquid and come out as gas without damaging reservoirs. Very good with some of the older or more difficult reservoirs.
COMMENT
Very special case as there won’t be production until 2014. Management is working on some options such as another joint venture partner or selling the company. It’s either dead money or management will make something happen.
DON'T BUY
Oil sands Senlac project looks good but the McKay project is really their big one but the problem is how to fund it, which they are trying to do with a debt issue. Will be about 2 years before production.
BUY
Mainly Colombia but with some in Brazil. Own 10% of the Capella field in Colombia, which is one of the biggest oil field discoveries in the last 25 years. Good future.
BUY
Mining project. Market seems to prefer smaller SAGD projects because of mining environmental liabilities and heavier costs. Lot of torque with royalties and operating costs creating $60 a barrel. Dropped too much on announcement of distribution cuts.
BUY
Canadian Natural Resources (CNQ-t) or Suncor (SU-T)? Both are good but prefers CNQ because they have already come out with their capital budget, which is on the upside but Suncor has not. This is a fantastic company that is very concerned on return of capital.
COMMENT
Canadian Natural Resources (CNQ-t) or Suncor (SU-T)? Both are good but prefers CNQ. Suncor has not come out with their capital budget but it could be negative.
TOP PICK
Likes big oil fields which this is and in a fairly stable part of the world, Albania. 6 Billion barrel field. Have only extracted about 3% of the oil in play.
TOP PICK
Mostly oil and a good yield of about 50%. If oil yield becomes 60% they‘ll likely increase distributions. Growth is at 10%-15%.
TOP PICK
Very large position surrounding the Swan Hills oil field. So far results have been very good so thinks this will be a great take-out candidate.
PAST TOP PICK
(A Top Pick Nov 18/09. Up 39.26%.)
PAST TOP PICK
(A Top Pick Nov 18/09. Down 75.94%.)
PAST TOP PICK
(A Top Pick Nov 18/09. Up 160.55%.)