Advertising
WAIT

She sees a rapid turn to the positive for Cdn oil and gas stocks and this could be a potential. Because of the higher debt level, it may move higher than others because of the torque.

oil / gas
COMMENT

Sold her holdings in order to take a profit. They will likely be coming out with some pretty great reserve news in the next few weeks, which may help the stock further. Good management. Assets are definitely improving from where they were a few years ago. Mostly focused in Colombia.

oil / gas
N/A

Colombia. Not extremely worried but a little worried about the general climate. New president and a little less tough on crime. She got out of all 3 of her Colombian holdings in the last year.

Unknown
WATCH

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.

Oil and Gas (Integrated Oils)
HOLD

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.

oil / gas
COMMENT

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.

oil / gas
BUY

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.

oil / gas