Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
February 24, 2012
He feels that if the stock gets over $60, it will be fully valued. You are paying for the producing assets as well as a lot for the un-drilled, un-booked inventory that they have. However, over an extended period of time, this company stands out as one of the best allocators of capital.
He feels that if the stock gets over $60, it will be fully valued. You are paying for the producing assets as well as a lot for the un-drilled, un-booked inventory that they have. However, over an extended period of time, this company stands out as one of the best allocators of capital.
Mason Granger
Portfolio Manager, Sentry Investments
Price
$54.900
Owned
No
BUY
BUY
February 24, 2012
This one has been a top pick out his for a long time and remains one of his favourite names because of the oil focus, the asset base and what the company is doing.
Surge Energy Inc (SGY-T)
February 24, 2012
This one has been a top pick out his for a long time and remains one of his favourite names because of the oil focus, the asset base and what the company is doing.
Mason Granger
Portfolio Manager, Sentry Investments
Price
$10.300
Owned
Yes
BUY
BUY
February 24, 2012
Canadian Natural Resources (CNQ-T) or Suncor (SU-T)? He is traditionally underweight large index names. His sweet spot is intermediates and small-caps. However this one would be the exception.
Canadian Natural Resources (CNQ-T) or Suncor (SU-T)? He is traditionally underweight large index names. His sweet spot is intermediates and small-caps. However this one would be the exception.
Mason Granger
Portfolio Manager, Sentry Investments
Price
$38.000
Owned
Yes
COMMENT
COMMENT
February 24, 2012
Canadian Natural Resources (CNQ-T) or Suncor (SU-T)? He is traditionally underweight large index names. His sweet spot is intermediates and small-caps however this would be a candidate for addition.
Suncor Energy Inc (SU-T)
February 24, 2012
Canadian Natural Resources (CNQ-T) or Suncor (SU-T)? He is traditionally underweight large index names. His sweet spot is intermediates and small-caps however this would be a candidate for addition.
Mason Granger
Portfolio Manager, Sentry Investments
Price
$36.970
Owned
No
TOP PICK
TOP PICK
February 24, 2012
Have about 10,500 barrels a day of production. Very low decline rate. Real anchor of production is the Valhalla/Montney oil pool where they have recovered about 12% of the oil to date which has a very low decline profile. Ultimately should be able to recover up to 40% of the oil. Also acquired Compass, a Kindersley area company of Saskatchewan. Good success in drilling up Pembina/Cardium.
Whitecap Resources (WCP-T)
February 24, 2012
Have about 10,500 barrels a day of production. Very low decline rate. Real anchor of production is the Valhalla/Montney oil pool where they have recovered about 12% of the oil to date which has a very low decline profile. Ultimately should be able to recover up to 40% of the oil. Also acquired Compass, a Kindersley area company of Saskatchewan. Good success in drilling up Pembina/Cardium.
Mason Granger
Portfolio Manager, Sentry Investments
Price
$10.430
Owned
Yes
TOP PICK
TOP PICK
February 24, 2012
Significant and mostly contiguous land position in the Swan Hills play in Alberta. Very heated, light oil play that is getting a lot of attention in the market. Of the 130 sectors they have, probably 100 are light oil.
Significant and mostly contiguous land position in the Swan Hills play in Alberta. Very heated, light oil play that is getting a lot of attention in the market. Of the 130 sectors they have, probably 100 are light oil.
Mason Granger
Portfolio Manager, Sentry Investments
Price
$5.900
Owned
Yes
TOP PICK
TOP PICK
February 24, 2012
Oil weighted towards the Brent crude pricing, which is in the $125 plus range. About 60% of their production gets that higher price. Has an excellent suite of opportunities in Canada. Their drilling in the Pembina/Cardium is amongst the best. Their initial production rate is about 300 barrels a day and is very economic.
Oil weighted towards the Brent crude pricing, which is in the $125 plus range. About 60% of their production gets that higher price. Has an excellent suite of opportunities in Canada. Their drilling in the Pembina/Cardium is amongst the best. Their initial production rate is about 300 barrels a day and is very economic.
Mason Granger
Portfolio Manager, Sentry Investments
Price
$48.610
Owned
Yes