Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
December 4, 2013

An industry leader and have tentacles in all the plays that he sees growth in such as the Duvernay, Montney, and even some of the Horizon areas in northern BC. Stock has had a great run but he still sees a 20% return in the next 2 years.

An industry leader and have tentacles in all the plays that he sees growth in such as the Duvernay, Montney, and even some of the Horizon areas in northern BC. Stock has had a great run but he still sees a 20% return in the next 2 years.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$31.530
Owned
Yes
COMMENT
COMMENT
December 4, 2013

You’ll be fine with this stock. He has become a buyer again over the last 6 weeks. Likes what he sees. Doesn’t see a dividend cut coming. 6.2% dividend yield.

You’ll be fine with this stock. He has become a buyer again over the last 6 weeks. Likes what he sees. Doesn’t see a dividend cut coming. 6.2% dividend yield.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$13.740
Owned
Yes
HOLD
HOLD
December 4, 2013

Has been trading this name around. Likes the overall story. Operating a crane is a very specialized business and this is one of the leaders in Alberta and British Columbia. Represents very good value here. Very cheap.

ENTREC Corporation (ENT-T)
December 4, 2013

Has been trading this name around. Likes the overall story. Operating a crane is a very specialized business and this is one of the leaders in Alberta and British Columbia. Represents very good value here. Very cheap.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$1.640
Owned
Unknown
COMMENT
COMMENT
December 4, 2013

Tax loss selling or average down? Thinks management has a shot at turning this company around from the three-way merger that they did. Likes tax loss selling as you can always buy back in. You could Sell today and then just mark it on your calendar for January 6, 7 or 8 and then buy it back.

Tax loss selling or average down? Thinks management has a shot at turning this company around from the three-way merger that they did. Likes tax loss selling as you can always buy back in. You could Sell today and then just mark it on your calendar for January 6, 7 or 8 and then buy it back.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$1.830
Owned
Yes
COMMENT
COMMENT
December 4, 2013

Transitions very nicely this year from a growth company to a dividend growth company and have garnered a lot more institutional ownership because of that. Institutions do not buy stocks that are paying dividends in the $1-$2 range, so the company did a reverse split. This is one of his top holdings.

Torc Oil & Gas Ltd (TOG-T)
December 4, 2013

Transitions very nicely this year from a growth company to a dividend growth company and have garnered a lot more institutional ownership because of that. Institutions do not buy stocks that are paying dividends in the $1-$2 range, so the company did a reverse split. This is one of his top holdings.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$10.410
Owned
Yes
BUY
BUY
December 4, 2013

Has been a buyer in the $12.00-$16 range. Feels the stock could be worth $22-$24 plus paying a sustainable dividend. This is one you should own in a yield portfolio.

Enerplus Corp (ERF-T)
December 4, 2013

Has been a buyer in the $12.00-$16 range. Feels the stock could be worth $22-$24 plus paying a sustainable dividend. This is one you should own in a yield portfolio.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$19.800
Owned
Yes
COMMENT
COMMENT
December 4, 2013

Announced plans to improve their balance sheet via some asset sales and a dividend cut. If successful, what do you think of their potential as a takeout target, and where do you see the price in a year? Doesn’t think a takeout would work as they are saddled with too much debt. At this price, he is kicking the tires on it. This will be a tax loss selling candidate putting the share price under pressure, but it could pop in January-February when the tax loss sellers are done. Not unreasonable to see the stock back at $7.50.

Announced plans to improve their balance sheet via some asset sales and a dividend cut. If successful, what do you think of their potential as a takeout target, and where do you see the price in a year? Doesn’t think a takeout would work as they are saddled with too much debt. At this price, he is kicking the tires on it. This will be a tax loss selling candidate putting the share price under pressure, but it could pop in January-February when the tax loss sellers are done. Not unreasonable to see the stock back at $7.50.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$5.610
Owned
No