Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
July 16, 2014

Has done exceptionally well, and the management team is well regarded. They sold a platform where they are going to give you a yield plus some growth. However, when giving out yield, they will not be able to grow as quickly as some of the non-yielding plays. They have the assets to be able to grow.

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Has done exceptionally well, and the management team is well regarded. They sold a platform where they are going to give you a yield plus some growth. However, when giving out yield, they will not be able to grow as quickly as some of the non-yielding plays. They have the assets to be able to grow.

BUY
BUY
July 16, 2014

This is a stock that she has to own in her yield fund if she believes that oil prices are going to be stable or go higher. She does believe this so she does own the stock. Has not operated well for a long time, and has had quarter after quarter of disappointments with their Syncrude asset.

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This is a stock that she has to own in her yield fund if she believes that oil prices are going to be stable or go higher. She does believe this so she does own the stock. Has not operated well for a long time, and has had quarter after quarter of disappointments with their Syncrude asset.

STRONG BUY
STRONG BUY
July 16, 2014

A lot of non-yielding names such as this have gone up a lot. This one has gone up some, but compared to what she thinks the valuation should be, it has a lot more to go. Had considered having this as a Top Pick. Likes the acquisitions they have made. Decreased their debt. Great opportunity to increase oil production. Stock trades quite cheaply.

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A lot of non-yielding names such as this have gone up a lot. This one has gone up some, but compared to what she thinks the valuation should be, it has a lot more to go. Had considered having this as a Top Pick. Likes the acquisitions they have made. Decreased their debt. Great opportunity to increase oil production. Stock trades quite cheaply.

COMMENT
COMMENT
July 16, 2014

Made an acquisition in the Eagleford, so she sold her holdings. Felt it was going outside their core competency, so she is going to wait on the sidelines. Wants to see a few quarters of operational success in the new play, just to make sure that everything is working properly.

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Made an acquisition in the Eagleford, so she sold her holdings. Felt it was going outside their core competency, so she is going to wait on the sidelines. Wants to see a few quarters of operational success in the new play, just to make sure that everything is working properly.

COMMENT
COMMENT
July 16, 2014

If the price drops further it will intrigue her, but she is looking closer to a $2 entry price. There probably won’t be a lot of results for a couple of months. Likes the team, the assets and everything about it, but it is not fitting her criteria right now.

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If the price drops further it will intrigue her, but she is looking closer to a $2 entry price. There probably won’t be a lot of results for a couple of months. Likes the team, the assets and everything about it, but it is not fitting her criteria right now.

COMMENT
COMMENT
July 16, 2014

Experienced some operational issues 6-9 months ago, so she sold her holdings. Many management changes happened, and there may be many more coming. Trying to transition from vertical wells to horizontal wells. Any time a company has some transitional changes, it doesn’t fit into her rulebook. Not looking to own this.

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Experienced some operational issues 6-9 months ago, so she sold her holdings. Many management changes happened, and there may be many more coming. Trying to transition from vertical wells to horizontal wells. Any time a company has some transitional changes, it doesn’t fit into her rulebook. Not looking to own this.

COMMENT
COMMENT
July 16, 2014

This is a gas weighted name. There are a lot of people that feel gas is going higher, but there are others who feel the deficit in gas may not be as great as people thought it would be. She is not ultra bullish on gas. They have a concentrated asset that will most likely get bought eventually. Prefers others.

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This is a gas weighted name. There are a lot of people that feel gas is going higher, but there are others who feel the deficit in gas may not be as great as people thought it would be. She is not ultra bullish on gas. They have a concentrated asset that will most likely get bought eventually. Prefers others.