Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
July 16, 2014

(A Top Pick May 14/13. Up 45.65%.) Being acquired by Long Run (LRE-T). They are going to spin out an exploreco, so she will hold on to that.

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(A Top Pick May 14/13. Up 45.65%.) Being acquired by Long Run (LRE-T). They are going to spin out an exploreco, so she will hold on to that.

PAST TOP PICK
PAST TOP PICK
July 16, 2014

(A Top Pick May 14/13. Up 69.93%.) Just bought more of this last week. It is still not overvalued.

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Enerplus Corp (ERF-T)
July 16, 2014

(A Top Pick May 14/13. Up 69.93%.) Just bought more of this last week. It is still not overvalued.

PAST TOP PICK
PAST TOP PICK
July 16, 2014

(A Top Pick May 14/13. Up 23.73%.) Sold her holdings a few months ago. Still has room to the upside, but she was just trimming some of her internationals.

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(A Top Pick May 14/13. Up 23.73%.) Sold her holdings a few months ago. Still has room to the upside, but she was just trimming some of her internationals.

COMMENT
COMMENT
July 16, 2014

Sold this as part of her international trimming, but doesn’t see any reason for others to do the same. It’s in Columbia. Management is good. The land continues to prove fruitful for them. Not overly expensive.

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Sold this as part of her international trimming, but doesn’t see any reason for others to do the same. It’s in Columbia. Management is good. The land continues to prove fruitful for them. Not overly expensive.

HOLD
HOLD
July 16, 2014

Thinks that within the last hour they put up an operations update. Q2 production is higher, guidance is higher and cash flow is going to be higher. Stock should go up tomorrow. Production went up from 3,000 barrels to 12,000 barrels, an unbelievable growth. When you put on a bunch of new wells, you are going to have higher decline rates. This means the tread wheel moves faster, so you are going to have to replace it quicker.

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Thinks that within the last hour they put up an operations update. Q2 production is higher, guidance is higher and cash flow is going to be higher. Stock should go up tomorrow. Production went up from 3,000 barrels to 12,000 barrels, an unbelievable growth. When you put on a bunch of new wells, you are going to have higher decline rates. This means the tread wheel moves faster, so you are going to have to replace it quicker.

COMMENT
COMMENT
July 16, 2014

2nd quarter numbers were not quite as strong as they could be. She bought more of this last week. Feels that there is a big free cash flow wall coming. Likes it at this price.

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2nd quarter numbers were not quite as strong as they could be. She bought more of this last week. Feels that there is a big free cash flow wall coming. Likes it at this price.

BUY
BUY
July 16, 2014

Part of the high-yield group that has done so well for so many years. They deserve the premium multiple they have. Next year, when their current project comes on, you’re going to see a huge growth in cash flow production, and she thinks they will grow into that multiple. Just bought this stock last week.

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Part of the high-yield group that has done so well for so many years. They deserve the premium multiple they have. Next year, when their current project comes on, you’re going to see a huge growth in cash flow production, and she thinks they will grow into that multiple. Just bought this stock last week.