Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
December 6, 2013

(Market Call Minute.) Good management. Oil assets. Really inexpensive multiple. Believes they are turning the corner.

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(Market Call Minute.) Good management. Oil assets. Really inexpensive multiple. Believes they are turning the corner.

BUY
BUY
December 6, 2013

(Market Call Minute.) Long life oil assets and a great management team. Not too expensive yet.

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(Market Call Minute.) Long life oil assets and a great management team. Not too expensive yet.

SELL
SELL
December 6, 2013

(Market Call Minute.) Valuation is always much higher than the peer group. There have been some problems with the Kerl project and not sure that it is perfectly fixed yet.

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Imperial Oil (IMO-T)
December 6, 2013

(Market Call Minute.) Valuation is always much higher than the peer group. There have been some problems with the Kerl project and not sure that it is perfectly fixed yet.

HOLD
HOLD
December 6, 2013

(Market Call Minute.) Traded out of this one in recent months, but may be looking to get back in.

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(Market Call Minute.) Traded out of this one in recent months, but may be looking to get back in.

COMMENT
COMMENT
December 6, 2013

(Market Call Minute.) You want to watch this. Syncrude project is not running at optimum capacity and utilization. Nice yield and a solid asset.

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Canadian Oil Sands (COS-T)
December 6, 2013

(Market Call Minute.) You want to watch this. Syncrude project is not running at optimum capacity and utilization. Nice yield and a solid asset.

BUY
BUY
December 6, 2013

A very exciting company. There are huge gaps in communication coverage for planes that are flying globally. This company has enhanced the current black boxes, making them much more robust and installed a continuous communication platform that goes through the satellite systems, giving continuous communication. Stock is starting to act very, very well. Have been working with the Chinese for quite some time. This is becoming a standard in the Chinese industry. In 2014, you will see a real acceleration in their revenues and profitability.

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A very exciting company. There are huge gaps in communication coverage for planes that are flying globally. This company has enhanced the current black boxes, making them much more robust and installed a continuous communication platform that goes through the satellite systems, giving continuous communication. Stock is starting to act very, very well. Have been working with the Chinese for quite some time. This is becoming a standard in the Chinese industry. In 2014, you will see a real acceleration in their revenues and profitability.

COMMENT
COMMENT
December 6, 2013

There are 2 Canadian companies that are focused around directional drilling, this one and Phoenix (PCO-X). Over the long-term, both companies have done very well but in the last 5 years, Phoenix has seemed to out execute Cathedral. Before you invest in any energy/resource type company, you have to be looking at what is going on in resource pricing or resource activity. This current pullback could be a buying opportunity.

Show full opinionHide full opinion

There are 2 Canadian companies that are focused around directional drilling, this one and Phoenix (PCO-X). Over the long-term, both companies have done very well but in the last 5 years, Phoenix has seemed to out execute Cathedral. Before you invest in any energy/resource type company, you have to be looking at what is going on in resource pricing or resource activity. This current pullback could be a buying opportunity.