Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
June 19, 2014

Wonders why someone has not replicated it. That would be the only risk in owning it.

Wonders why someone has not replicated it. That would be the only risk in owning it.

Rob Stabile
Portfolio Manager, LDIC Inc
Price
$86.870
Owned
No
BUY
BUY
June 19, 2014

Largely a gas producer. Brought in partners from Asia to accelerate programs. People aren’t convinced they can have the same success they had on earlier wells, thinking costs could go up. If they show significant production growth quarter over quarter then they should do well.

Largely a gas producer. Brought in partners from Asia to accelerate programs. People aren’t convinced they can have the same success they had on earlier wells, thinking costs could go up. If they show significant production growth quarter over quarter then they should do well.

Rob Stabile
Portfolio Manager, LDIC Inc
Price
$48.940
Owned
Unknown
BUY
BUY
June 19, 2014

Well positioned to take advantage of all the spending on the infrastructure side of the business, plus taking advantage of the LNG build out. Horizons North (HNL-T) might be a little safer but have less upside potential.

Well positioned to take advantage of all the spending on the infrastructure side of the business, plus taking advantage of the LNG build out. Horizons North (HNL-T) might be a little safer but have less upside potential.

Rob Stabile
Portfolio Manager, LDIC Inc
Price
$8.280
Owned
Yes
BUY
BUY
June 19, 2014

Likes it. They really transformed themselves by making sizeable acquisitions to be a leading leasing company in North America.

Likes it. They really transformed themselves by making sizeable acquisitions to be a leading leasing company in North America.

Rob Stabile
Portfolio Manager, LDIC Inc
Price
$13.250
Owned
Yes
WAIT
WAIT
June 19, 2014

He owns it for the yield. Generating significant cash flow. A risk is how they are trying to diversify. You might buy it right after the ex-dividend date because it drops more than the dividend. They are paying out less than their earnings.

He owns it for the yield. Generating significant cash flow. A risk is how they are trying to diversify. You might buy it right after the ex-dividend date because it drops more than the dividend. They are paying out less than their earnings.

Rob Stabile
Portfolio Manager, LDIC Inc
Price
$4.220
Owned
Yes
BUY
BUY
June 19, 2014

Sizable land package in western Canada surrounded by successful companies in LNG. They own 15% in an LNG project targeted for the east coast.

Sizable land package in western Canada surrounded by successful companies in LNG. They own 15% in an LNG project targeted for the east coast.

Rob Stabile
Portfolio Manager, LDIC Inc
Price
$0.465
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 19, 2014

(Top Pick Jan 17/14, Up 27.88%) Will benefit from Northern Gateway. Just entering into a rapid growth phase. There will be some significant jumps going forward in the near term, at least.

(Top Pick Jan 17/14, Up 27.88%) Will benefit from Northern Gateway. Just entering into a rapid growth phase. There will be some significant jumps going forward in the near term, at least.

Rob Stabile
Portfolio Manager, LDIC Inc
Price
$38.700
Owned
Yes