Latest Stock Buy or Sell? Make More Informed Decisions!

Markets. We saw an inflexion point recently where fund managers are beginning to come back into this space. There is a lot of US money coming in here. He had been waiting a long time for this in this space. He thinks there are upside scenarios for oil prices. The inventory picture changed through the year as it was the coldest year in a longtime. In Canada it has almost reached crisis proportions. The producers have a big job to do to refill those inventory levels by the beginning of the next heating season. This is a better natural gas picture than we have seen for a long time. He decided not to go headlong into the gas trade, but to increase exposure to balance producers that have exposure to gas as well.

This is the third iteration for the team. They now have the confidence of the market and will be a consolidator in the industry in this area. This is a two year investment for him. Thinks they can do 30% per share growth. He thinks they will beat this number.

This is one of the best ways to invest in a pure play in Gas. It is one of his larger holdings in the portfolio. Thinks this is a counter cyclical company. They are a very shrewd acquirer of businesses. Would buy more on a pullback.

Started out as an acquirer of oil sands leases. They have migrated into light oil, but this has not wowed anyone. They are looking for conclusion to these oil sands plays. Doesn’t plan to buy.

You can expect upward revisions to guidance. The story is simple. South West Saskatchewan, Viking oil. Thinks they will give serious consideration to a dividend model, or to sell the company after a year or two.

[Caller Asked About a Spin Off not yet trading] Prefers to buy the IPO. Encana is being brought into a focus on 5 plays. Part of this is spinning out of this entity that they call Prairie Sky. They want to build a company where they bring in companies that get royalty. It all comes down to the pricing of this IPO.

Holding depends on your outlook for natural gas. If the rally on Nat Gas is durable and if we have a hot summer and may not be able to build inventory levels. They are heavily leveraged to Nat Gas prices.

Have done a great job. Proven management. Is a top, core holding. Done a great job of assembling the assets you want in a dividend payer. Market does not fully grasp the upside potential of a recent acquisition. He has no reservations recommending this.

We’ve seen a continual turnover of management. It is continually restructuring. He has stayed away from it.

(Top Pick May 21/13, Up 54.61%) Growing a playbook of success and increasing the dividend over time. Manageable debt on the balance sheet. Marking a clear course to be the preeminent medium light oil dividend payer in Canada.

(Top Pick May 21/13, Up 24.22% total return) Dividend is sustainable at 7%. A rock solid balance sheet. Have a program of acquiring light oil assets and building inventory.

(Top Pick May 21/13, Up 41.79%) Fourth largest pressure pumping fleet. There will be a large increase in demand because gas has recovered somewhat.

It looks like you will get a break-out. Likes the oil focus and their practice of returning capital to shareholders. They are making a lot of the right names. Prefers TOU-T

Struggled over the last couple of years with low gas prices. They own a lot of their infrastructure and have a commanding presence in plays that have great economics. Thinks they are through the worst of it.

One of the few large cap stocks he owns. Likes the free cash flow generating ability of their natural gas assets. They recently did an acquisition that has fee simple lands, as opposed to crown lands. The own the mineral rights under the ground. They could let another company operate on it and get the royalty income from their operations right off the top. You could see a couple of bucks from this.