Latest Expert Opinions

Signal
Opinion
Expert
STRONG BUY
STRONG BUY
July 16, 2014

Sell Crew Energy (CR-T) to Buy Spartan (SPE-T)? Crew is a great company. One of the issues is what they are going to do with their oil property in southeast Alberta, so he wouldn’t be too hasty on selling it. However, if you have any other capital available, he would recommend buying this. A very dynamic, fast-growing company with a competent management team. In some of the best economic plays in the Cardium in Saskatchewan and Alberta. Their growth curve is going to be very, very sharp. Have great capital in the market so the stock is very well valued. Looking for them to do more acquisitions and change their production profile. They are going to be over 10,000 barrels a day before too long.

Sell Crew Energy (CR-T) to Buy Spartan (SPE-T)? Crew is a great company. One of the issues is what they are going to do with their oil property in southeast Alberta, so he wouldn’t be too hasty on selling it. However, if you have any other capital available, he would recommend buying this. A very dynamic, fast-growing company with a competent management team. In some of the best economic plays in the Cardium in Saskatchewan and Alberta. Their growth curve is going to be very, very sharp. Have great capital in the market so the stock is very well valued. Looking for them to do more acquisitions and change their production profile. They are going to be over 10,000 barrels a day before too long.

Bill Bonner
President & Portfolio Manager, Brickburn Asset Management Inc
Price
$3.880
Owned
Yes
HOLD
HOLD
July 16, 2014

Sell Crew Energy (CR-T) to Buy Spartan (SPE-T)? Crew is a great company. One of the issues is what they are going to do with their oil property in southeast Alberta, so he wouldn’t be too hasty on selling.

Sell Crew Energy (CR-T) to Buy Spartan (SPE-T)? Crew is a great company. One of the issues is what they are going to do with their oil property in southeast Alberta, so he wouldn’t be too hasty on selling.

Bill Bonner
President & Portfolio Manager, Brickburn Asset Management Inc
Price
$10.780
Owned
No
COMMENT
COMMENT
July 16, 2014

This is in the Viking play, and he thinks the economics have always been better in the Cardium. An exceptional company.

This is in the Viking play, and he thinks the economics have always been better in the Cardium. An exceptional company.

Bill Bonner
President & Portfolio Manager, Brickburn Asset Management Inc
Price
$9.770
Owned
No
COMMENT
COMMENT
July 16, 2014

Delphi (DEE-T) or Tourmaline (TOU-T)? Have done a very good job on their Big Stone assets. They are into some bigger, more prolific wells. He can’t compare the 2 because Tourmaline is the benchmark in the industry. He would prefer Tourmaline because it has more exposure to the play that he really likes, the Montney in Northeast BC and North-Western Alberta.

Delphi (DEE-T) or Tourmaline (TOU-T)? Have done a very good job on their Big Stone assets. They are into some bigger, more prolific wells. He can’t compare the 2 because Tourmaline is the benchmark in the industry. He would prefer Tourmaline because it has more exposure to the play that he really likes, the Montney in Northeast BC and North-Western Alberta.

Bill Bonner
President & Portfolio Manager, Brickburn Asset Management Inc
Price
$3.910
Owned
No
COMMENT
COMMENT
July 16, 2014

Delphi (DEE-T) or Tourmaline (TOU-T)? This is the benchmark in the industry. Management team has a well-known track record of building companies to a big level, and then selling them. He would prefer this one because it has more exposure to the play that he really likes, the Montney in Northeast BC and North-Western Alberta.

Delphi (DEE-T) or Tourmaline (TOU-T)? This is the benchmark in the industry. Management team has a well-known track record of building companies to a big level, and then selling them. He would prefer this one because it has more exposure to the play that he really likes, the Montney in Northeast BC and North-Western Alberta.

Bill Bonner
President & Portfolio Manager, Brickburn Asset Management Inc
Price
$53.380
Owned
Yes
HOLD
HOLD
July 16, 2014

This is a name you have to own if you like heavy oil or steam flood projects. They have a great project in their steam flood project in Onion Lake, and the market doesn’t give them a lot of credit for it. Because it is such a large project, they’re going to have to find a joint venture partner to pull it off.

This is a name you have to own if you like heavy oil or steam flood projects. They have a great project in their steam flood project in Onion Lake, and the market doesn’t give them a lot of credit for it. Because it is such a large project, they’re going to have to find a joint venture partner to pull it off.

Bill Bonner
President & Portfolio Manager, Brickburn Asset Management Inc
Price
$2.180
Owned
No
BUY
BUY
July 16, 2014

Raised their dividend 3 times in the past year. Have been growing by acquisition. Now is harvest time because in their acquisitions, they will get at, and extract more value out of those assets. The one thing it doesn’t have right now is yield respect i.e. it trades at a pretty healthy yield in a market where the best trade at 4%-5%. Thinks this company will become one of the best. Don’t discount further dividend increases.

Raised their dividend 3 times in the past year. Have been growing by acquisition. Now is harvest time because in their acquisitions, they will get at, and extract more value out of those assets. The one thing it doesn’t have right now is yield respect i.e. it trades at a pretty healthy yield in a market where the best trade at 4%-5%. Thinks this company will become one of the best. Don’t discount further dividend increases.

Bill Bonner
President & Portfolio Manager, Brickburn Asset Management Inc
Price
$7.390
Owned
Yes