Latest Expert Opinions

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COMMENT
COMMENT
May 16, 2016

At the annual meeting in June, what should shareholders pay most attention to? Management is quite bullish on natural gas, so she would question them on that. Their cash flow projections are based on higher natural gas prices, so if they don’t get the higher prices, how do they close the funding gap between their funded CapX and the expected cash flow. She would also inquire about their Charlie Lake oil play, a very interesting play. They’ve just spent some capital there and can ramp up production quite quickly. She owns a little because of their gas liquid exposure.

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At the annual meeting in June, what should shareholders pay most attention to? Management is quite bullish on natural gas, so she would question them on that. Their cash flow projections are based on higher natural gas prices, so if they don’t get the higher prices, how do they close the funding gap between their funded CapX and the expected cash flow. She would also inquire about their Charlie Lake oil play, a very interesting play. They’ve just spent some capital there and can ramp up production quite quickly. She owns a little because of their gas liquid exposure.

COMMENT
COMMENT
May 16, 2016

If oil continues to go up like it has, she would expect this to do better than the energy index, because it is an excellent quality company. Has traded a little weaker than its peers, because she thinks people are looking at other names just to get exposure to oil, because this does have a lot of natural gas exposure in Europe, where gas prices have been quite soft because of the mild summer. Sees good visibility of growth in this name. This company has never cut its dividend.

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If oil continues to go up like it has, she would expect this to do better than the energy index, because it is an excellent quality company. Has traded a little weaker than its peers, because she thinks people are looking at other names just to get exposure to oil, because this does have a lot of natural gas exposure in Europe, where gas prices have been quite soft because of the mild summer. Sees good visibility of growth in this name. This company has never cut its dividend.

COMMENT
COMMENT
May 16, 2016

She sees oil going up, so this probably will go up as well. Their costs are high and they are doing well ratcheting their costs down. To close the funding gap between cash flow and CapX is in the $60s. This doesn’t fit into her investment criteria.

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Encana Corp (ECA-T)
May 16, 2016

She sees oil going up, so this probably will go up as well. Their costs are high and they are doing well ratcheting their costs down. To close the funding gap between cash flow and CapX is in the $60s. This doesn’t fit into her investment criteria.

BUY
BUY
May 16, 2016

If looking to increase your oil exposure, this is a name to go to. Feels they are doing all the right things. It had a bit of a challenge coming into this downturn, because their dividend was too high. They got rid of their DRIP plan which was a good thing, and are living within their means right now. The water flooding is doing very well, so they have to spend less capital to keep the production flat.

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If looking to increase your oil exposure, this is a name to go to. Feels they are doing all the right things. It had a bit of a challenge coming into this downturn, because their dividend was too high. They got rid of their DRIP plan which was a good thing, and are living within their means right now. The water flooding is doing very well, so they have to spend less capital to keep the production flat.

HOLD
HOLD
May 16, 2016

(Market Call Minute.) This has lots of upside to higher oil prices.

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(Market Call Minute.) This has lots of upside to higher oil prices.

SELL
SELL
May 16, 2016

(Market Call Minute.) She wouldn’t want to be a holder because of the contract issues with China’s CNOOC natural gas issues.

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Husky Energy (HSE-T)
May 16, 2016

(Market Call Minute.) She wouldn’t want to be a holder because of the contract issues with China’s CNOOC natural gas issues.

SELL
SELL
May 16, 2016

(Market Call Minute.) Thinks this company is going to have a few challenges in integrating their Syncrude assets. It is going to look like a really smart buy if oil prices go materially higher, but without that it is going to just be cash flow.

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(Market Call Minute.) Thinks this company is going to have a few challenges in integrating their Syncrude assets. It is going to look like a really smart buy if oil prices go materially higher, but without that it is going to just be cash flow.