Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
July 16, 2014

If you own, you have to stick around to see if the Put that is about to get exercised, actually happens. There has been some chatter in the street lately about things going on in China and if Petro China going to put cash back in this company’s hands. If that doesn’t happen, that is a bad thing, but he thinks it probably will happen.

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If you own, you have to stick around to see if the Put that is about to get exercised, actually happens. There has been some chatter in the street lately about things going on in China and if Petro China going to put cash back in this company’s hands. If that doesn’t happen, that is a bad thing, but he thinks it probably will happen.

BUY
BUY
July 16, 2014

Pressure on this came with the departure of one of the senior guys that was thought to be the sole driver behind their success in the Stolberg play. He feels they have proven to the market that the people still in this company are capable of delivering results. Also, did a big farm-in with Encana (ECA-T) on PrarieSky (PSK-T), and seems they have the competency to chase a reserve like this. Thinks the market has underestimated the potential of Entice. Feels this is a $5 stock.

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Pressure on this came with the departure of one of the senior guys that was thought to be the sole driver behind their success in the Stolberg play. He feels they have proven to the market that the people still in this company are capable of delivering results. Also, did a big farm-in with Encana (ECA-T) on PrarieSky (PSK-T), and seems they have the competency to chase a reserve like this. Thinks the market has underestimated the potential of Entice. Feels this is a $5 stock.

PAST TOP PICK
PAST TOP PICK
July 16, 2014

(A Top Pick Aug 1/13. Up 35.77%.) Had looked too steeply discounted. Started to deleverage the balance sheet through some asset sales and performance started to get better. Sold some of his holdings as it started to move up, and thinks there are probably more exciting places to go.

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(A Top Pick Aug 1/13. Up 35.77%.) Had looked too steeply discounted. Started to deleverage the balance sheet through some asset sales and performance started to get better. Sold some of his holdings as it started to move up, and thinks there are probably more exciting places to go.

PAST TOP PICK
PAST TOP PICK
July 16, 2014

(A Top Pick Aug 1/13. Up 27.94%.) The Lindbergh play is exceptional. There will be a yield compression, and the stock will go higher. Don’t rule out dividend increases when Lindbergh comes into full production.

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(A Top Pick Aug 1/13. Up 27.94%.) The Lindbergh play is exceptional. There will be a yield compression, and the stock will go higher. Don’t rule out dividend increases when Lindbergh comes into full production.

PAST TOP PICK
PAST TOP PICK
July 16, 2014

(A Top Pick Aug 1/13. Up 5.23%.) This enjoyed a great run as the year unfolded, until a point in time when they came to the market with some production complications on a few of their fields. Continues to like the story because of their light oil acquisition of Blackshire. Very healthy dividend yield of over 11%, which he feels is still secure. He is going to continue to hold this for a while, but wouldn’t be adding to it.

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(A Top Pick Aug 1/13. Up 5.23%.) This enjoyed a great run as the year unfolded, until a point in time when they came to the market with some production complications on a few of their fields. Continues to like the story because of their light oil acquisition of Blackshire. Very healthy dividend yield of over 11%, which he feels is still secure. He is going to continue to hold this for a while, but wouldn’t be adding to it.

COMMENT
COMMENT
July 16, 2014

This was a spin out from Encana (ECA-T) on the royalty lands they held. These were fee lands granted to CP Rail (CP-T) when it was built in the 1800s. This is an asset base that is very unique and could not be replicated. There is significant production of about 15,000 BOE’s a day, so there is a lot of cash flow. Dividend is quite secure. The curious thing about a royalty barrel is that there is no cost attached to it. A producer produces 100 barrels of oil, gives this company their 10 barrels, and pays everything out of his 90 barrels. The upside is that there are 5,000,000+ acres of land that is undeveloped, and producers are coming with proposals to drill. Upside could be quite material. At the upper end of valuation, but don’t rule out additional drilling on the lands. If you are a long-term player, it is probably something you want to own in your portfolio.

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This was a spin out from Encana (ECA-T) on the royalty lands they held. These were fee lands granted to CP Rail (CP-T) when it was built in the 1800s. This is an asset base that is very unique and could not be replicated. There is significant production of about 15,000 BOE’s a day, so there is a lot of cash flow. Dividend is quite secure. The curious thing about a royalty barrel is that there is no cost attached to it. A producer produces 100 barrels of oil, gives this company their 10 barrels, and pays everything out of his 90 barrels. The upside is that there are 5,000,000+ acres of land that is undeveloped, and producers are coming with proposals to drill. Upside could be quite material. At the upper end of valuation, but don’t rule out additional drilling on the lands. If you are a long-term player, it is probably something you want to own in your portfolio.

BUY
BUY
July 16, 2014

A very dynamic company and very well run. Believes the asset base will continue to grow. They seem to be involved in most midstream projects. Their asset base is going to continue to grow. You have to be patient with the stock, and it will be a nice, steady performer. 3% dividend yield.

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Keyera Corp (KEY-T)
July 16, 2014

A very dynamic company and very well run. Believes the asset base will continue to grow. They seem to be involved in most midstream projects. Their asset base is going to continue to grow. You have to be patient with the stock, and it will be a nice, steady performer. 3% dividend yield.