Latest Expert Opinions

Signal
Opinion
Expert
WATCH
WATCH
December 6, 2013

Hasn’t owned for a long time because of debt levels. Recently made some management changes and it seems as though things are turning around but you are not seeing evidence of it in the stock price yet. Not looking to get into this immediately but is watching it. Could be a great turnaround story.

Hasn’t owned for a long time because of debt levels. Recently made some management changes and it seems as though things are turning around but you are not seeing evidence of it in the stock price yet. Not looking to get into this immediately but is watching it. Could be a great turnaround story.

Joanne A. Hruska, CFA
Market Strategist, Integral Wealth Securities
Price
$0.920
Owned
No
HOLD
HOLD
December 6, 2013

Had a lot of changes in the last year. Changed CEOs and made a lot of acquisitions. Basically a transformed company. Management team is well respected. Long life light oil properties including some water flood capabilities. Getting close to the point where she just wants to be able to understand all the acquisitions that they’ve made in the last year. Can see it at $7.50-$8. 7.8% dividend yield.

Surge Energy Inc (SGY-T)
December 6, 2013

Had a lot of changes in the last year. Changed CEOs and made a lot of acquisitions. Basically a transformed company. Management team is well respected. Long life light oil properties including some water flood capabilities. Getting close to the point where she just wants to be able to understand all the acquisitions that they’ve made in the last year. Can see it at $7.50-$8. 7.8% dividend yield.

Joanne A. Hruska, CFA
Market Strategist, Integral Wealth Securities
Price
$6.640
Owned
Yes
COMMENT
COMMENT
December 6, 2013

Has been purchasing this over the last couple of months. Likes the story. Made a transformative acquisition in Southeast Saskatchewan in recent months, which really bulked up the company. Also, have some Alberta assets that have some good potential upside. Good management team.

Torc Oil & Gas Ltd (TOG-T)
December 6, 2013

Has been purchasing this over the last couple of months. Likes the story. Made a transformative acquisition in Southeast Saskatchewan in recent months, which really bulked up the company. Also, have some Alberta assets that have some good potential upside. Good management team.

Joanne A. Hruska, CFA
Market Strategist, Integral Wealth Securities
Price
$10.270
Owned
Yes
BUY
BUY
December 6, 2013

Massive resource base, natural gas liquids, focused in the deep basin of Alberta. Stock has pulled back recently and she is thinking about getting into it. Still an expensive stock but the potential is quite huge. Doesn’t think they have any plans to pay dividends.

Massive resource base, natural gas liquids, focused in the deep basin of Alberta. Stock has pulled back recently and she is thinking about getting into it. Still an expensive stock but the potential is quite huge. Doesn’t think they have any plans to pay dividends.

Joanne A. Hruska, CFA
Market Strategist, Integral Wealth Securities
Price
$27.220
Owned
No
COMMENT
COMMENT
December 6, 2013

Run by Neil Roszell and his team who has done this 2 other times. Very positive group. Oil focused in the Viking formation. Has traded this and is currently out of it. Not super expensive, compared to the peer group. Well-run company.

Run by Neil Roszell and his team who has done this 2 other times. Very positive group. Oil focused in the Viking formation. Has traded this and is currently out of it. Not super expensive, compared to the peer group. Well-run company.

Joanne A. Hruska, CFA
Market Strategist, Integral Wealth Securities
Price
$6.390
Owned
No
COMMENT
COMMENT
December 6, 2013

Has been out of this name for at least a couple of years. New management team in 2009 and she liked what they did but sold it when the market didn’t like what they were doing. It seems they are really turning the company around. Debt level is coming down. All of their eggs are going into the Lindberg (?) pilot project. Once they get the very high upfront capital costs off, it will be a long life oil asset that will spinoff a lot of cash flow for many, many years to come. Perfect for a dividend yielding company like this. She’ll probably give them another quarter or 3 to see how they do.

Pengrowth Energy (PGF-T)
December 6, 2013

Has been out of this name for at least a couple of years. New management team in 2009 and she liked what they did but sold it when the market didn’t like what they were doing. It seems they are really turning the company around. Debt level is coming down. All of their eggs are going into the Lindberg (?) pilot project. Once they get the very high upfront capital costs off, it will be a long life oil asset that will spinoff a lot of cash flow for many, many years to come. Perfect for a dividend yielding company like this. She’ll probably give them another quarter or 3 to see how they do.

Joanne A. Hruska, CFA
Market Strategist, Integral Wealth Securities
Price
$6.660
Owned
No
COMMENT
COMMENT
December 6, 2013

Just starting to make a turnaround. Even though it has moved up in the last month, you will see it trade higher in the next year or 2. $16-$18 in a 2 year time frame.

Just starting to make a turnaround. Even though it has moved up in the last month, you will see it trade higher in the next year or 2. $16-$18 in a 2 year time frame.

Joanne A. Hruska, CFA
Market Strategist, Integral Wealth Securities
Price
$13.600
Owned
Yes