Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
May 6, 2015

He finds oil/gas stocks overvalued. This one offers decent growth and is living within its means. There’s no issue with the dividend.

He finds oil/gas stocks overvalued. This one offers decent growth and is living within its means. There’s no issue with the dividend.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$14.270
Owned
No
BUY
BUY
May 6, 2015

In a rising rate environment, a yield vehicle tends to underperform, because you can get risk free money cheaper than you could before. Overall he feels the Brookfield family of funds and investments is fantastic.

In a rising rate environment, a yield vehicle tends to underperform, because you can get risk free money cheaper than you could before. Overall he feels the Brookfield family of funds and investments is fantastic.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$53.350
Owned
No
COMMENT
COMMENT
May 6, 2015

Feels this is up for sale at the right price. The 2015 drill program looks good and the stock should trade flat to slightly up. He thinks oil slowly rises from here, although overvalued at present.

Feels this is up for sale at the right price. The 2015 drill program looks good and the stock should trade flat to slightly up. He thinks oil slowly rises from here, although overvalued at present.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$0.335
Owned
No
BUY
BUY
May 6, 2015

(How will the new Alberta government affect this stock?) The reality is that we just don’t know enough. It depends on what type of government we get. Overall this is a fantastic company. Capital discipline is phenomenal. Arguably one of the best integrated oil/gas names globally.

(How will the new Alberta government affect this stock?) The reality is that we just don’t know enough. It depends on what type of government we get. Overall this is a fantastic company. Capital discipline is phenomenal. Arguably one of the best integrated oil/gas names globally.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$37.030
Owned
Unknown
BUY
BUY
May 6, 2015

This is a company that is doing everything right. Increasing their national footprint. Expect synergies and cost savings with its integration with Shoppers. Valuation is high, but it reflects the fact that we are still 40%-45% off in terms of the price of energy, which has implications for the consumer which he thinks are going to be long-lasting. Also, this is a more defensive area to hang out in.

This is a company that is doing everything right. Increasing their national footprint. Expect synergies and cost savings with its integration with Shoppers. Valuation is high, but it reflects the fact that we are still 40%-45% off in terms of the price of energy, which has implications for the consumer which he thinks are going to be long-lasting. Also, this is a more defensive area to hang out in.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$63.710
Owned
No
BUY
BUY
May 6, 2015

A great company. When you look at the oil/gas space, this is a company that has rarely if ever missed their earnings or their production. They also have some of the best assets around. This is a good time to be adding to this name.

A great company. When you look at the oil/gas space, this is a company that has rarely if ever missed their earnings or their production. They also have some of the best assets around. This is a good time to be adding to this name.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$30.740
Owned
Unknown
COMMENT
COMMENT
May 6, 2015

There is very limited growth associated with this company, so it is essentially an oil bond. If your view is that oil is going higher, then it is okay to play it. However, he thinks you are better off with something that offers a little more growth.

There is very limited growth associated with this company, so it is essentially an oil bond. If your view is that oil is going higher, then it is okay to play it. However, he thinks you are better off with something that offers a little more growth.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$12.620
Owned
Unknown