Latest Expert Opinions

Signal
Opinion
Expert
STRONG BUY
STRONG BUY
July 17, 2014

Still likes it tremendously. You won’t see 100% return like in the past, but you have room for it to go higher over the next 12 months. The big spike was an increase in market multiple and the multiple expansion in all Natural Gas Stocks. They may sell a non-core asset and raise cash to buy a new higher speed drill rig.

Still likes it tremendously. You won’t see 100% return like in the past, but you have room for it to go higher over the next 12 months. The big spike was an increase in market multiple and the multiple expansion in all Natural Gas Stocks. They may sell a non-core asset and raise cash to buy a new higher speed drill rig.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$3.680
Owned
Yes
DON'T BUY
DON'T BUY
July 17, 2014

Continues to look at it as a value play but finds others are preferable. It is cheap on a multiple level, but has too much debt to grow earnings in a meaningful way. Prefers WCP-T.

Continues to look at it as a value play but finds others are preferable. It is cheap on a multiple level, but has too much debt to grow earnings in a meaningful way. Prefers WCP-T.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$7.360
Owned
No
STRONG BUY
STRONG BUY
July 17, 2014

Number 4 or 5 in his fund. Pulled back after selling assets, but in his opinion is now a better company. It is down really hard today. You have to have a 6 to 12 months horizon.

Number 4 or 5 in his fund. Pulled back after selling assets, but in his opinion is now a better company. It is down really hard today. You have to have a 6 to 12 months horizon.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$2.340
Owned
Unknown
SELL
SELL
July 17, 2014

They have too much debt. They are diverting assets to pay down debt. Sell it, take the tax loss and switch into another name that is firing on all cylinders.

They have too much debt. They are diverting assets to pay down debt. Sell it, take the tax loss and switch into another name that is firing on all cylinders.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$9.500
Owned
Unknown
BUY
BUY
July 17, 2014

Just did a financing. Likes the visibility for this company. Propriety fluids and liquids for drillers.

Just did a financing. Likes the visibility for this company. Propriety fluids and liquids for drillers.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$30.900
Owned
Yes
BUY
BUY
July 17, 2014

Second favourite driller. Thinks they will have a strong quarter. They are now more efficient after lowering costs. Will benefit from increased cap-x spending.

Second favourite driller. Thinks they will have a strong quarter. They are now more efficient after lowering costs. Will benefit from increased cap-x spending.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$10.840
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 17, 2014

(Top Pick Aug 15/13, Up 78.79%) Repositioned from a pure growth to a growth and yield story. Brought in a new asset. You won`t see it this much higher in a year but it will certainly appreciate.

(Top Pick Aug 15/13, Up 78.79%) Repositioned from a pure growth to a growth and yield story. Brought in a new asset. You won`t see it this much higher in a year but it will certainly appreciate.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$13.240
Owned
Yes