Latest Expert Opinions

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Opinion
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COMMENT
COMMENT
July 16, 2014

(Market Call Minute.) Loves this, and just bought more last week. Light oil.

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(Market Call Minute.) Loves this, and just bought more last week. Light oil.

BUY
BUY
July 16, 2014

(Market Call Minute.) Their yield is too high for the assets that they have, therefore she thinks the price should go higher, which will lower the yield.

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(Market Call Minute.) Their yield is too high for the assets that they have, therefore she thinks the price should go higher, which will lower the yield.

WATCH
WATCH
July 16, 2014

(Market Call Minute.) Not looking to get into this one right now. A little weakness in their 1st quarter. She is just going to wait and see how the next few quarters shape up.

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(Market Call Minute.) Not looking to get into this one right now. A little weakness in their 1st quarter. She is just going to wait and see how the next few quarters shape up.

COMMENT
COMMENT
July 16, 2014

(Market Call Minute.) Debt has come down, but is still a bit higher than what she likes. Loves what they are doing at Edson, and loves the joint venture that they did. Have worked hard the last few years to get the debt down. Feels that she will be back in the next quarter or 2.

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(Market Call Minute.) Debt has come down, but is still a bit higher than what she likes. Loves what they are doing at Edson, and loves the joint venture that they did. Have worked hard the last few years to get the debt down. Feels that she will be back in the next quarter or 2.

TOP PICK
TOP PICK
July 16, 2014

More gas weighted than oil weighted. The knock on the stock was that their debt was getting up. Had some management changes at the top, and people were not showing it any love. Have a fair amount of gas production hedged, so if gas doesn’t work out, they are going to be well protected. Have made their operations much more efficient. Feels the valuation is definitely among the lower end of similar sized yielding trusts.

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More gas weighted than oil weighted. The knock on the stock was that their debt was getting up. Had some management changes at the top, and people were not showing it any love. Have a fair amount of gas production hedged, so if gas doesn’t work out, they are going to be well protected. Have made their operations much more efficient. Feels the valuation is definitely among the lower end of similar sized yielding trusts.

TOP PICK
TOP PICK
July 16, 2014

Natural gas. Mostly focused in Northeast BC. Even though the stock has gone up quite a bit, the valuation is still isn’t bad. Also, have some oil in Northeast BC. Thinks they are going to have a good few years.

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Natural gas. Mostly focused in Northeast BC. Even though the stock has gone up quite a bit, the valuation is still isn’t bad. Also, have some oil in Northeast BC. Thinks they are going to have a good few years.

TOP PICK
TOP PICK
July 16, 2014

Probably the cheapest yield name in the space for similar sized companies. Has been unloved. It’s probably about 2.5X cash flow where the average is 5 to 7 over the longer term. Just made a couple of acquisitions, this expands their plays. Increased their land inventory, and have a new core area. Looking for some good things to come out of this. Very cheap.

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Probably the cheapest yield name in the space for similar sized companies. Has been unloved. It’s probably about 2.5X cash flow where the average is 5 to 7 over the longer term. Just made a couple of acquisitions, this expands their plays. Increased their land inventory, and have a new core area. Looking for some good things to come out of this. Very cheap.