Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
January 9, 2017

They had to find a way to survive after the government changed the rules for royalty trusts. They did a good job of focusing on getting long term assets. They aim to sell their non-core assets. When you get to the fourth quarter their balance sheet will be repaired and they could be a $3 stock in 2018. It will be a table pounding buy very shortly. (Analysts’ Target Price: $2.01).

Pengrowth Energy (PGF-T)
January 9, 2017

They had to find a way to survive after the government changed the rules for royalty trusts. They did a good job of focusing on getting long term assets. They aim to sell their non-core assets. When you get to the fourth quarter their balance sheet will be repaired and they could be a $3 stock in 2018. It will be a table pounding buy very shortly. (Analysts’ Target Price: $2.01).

Josef Schachter
President, Schachter Asset Management
Price
$1.860
Owned
No
TOP PICK
TOP PICK
January 9, 2017

He has a $6 target. They have lots of exploration and development opportunities. A good balance sheet. Buy it under $3.50.

He has a $6 target. They have lots of exploration and development opportunities. A good balance sheet. Buy it under $3.50.

Josef Schachter
President, Schachter Asset Management
Price
$3.780
Owned
No
TOP PICK
TOP PICK
January 9, 2017

He likes Egypt and he likes the management team. They have very good assets which will double production this year. (Analysts’ Target: $1.01).

SDX Energy Inc (SDX-X)
January 9, 2017

He likes Egypt and he likes the management team. They have very good assets which will double production this year. (Analysts’ Target: $1.01).

Josef Schachter
President, Schachter Asset Management
Price
$0.700
Owned
Yes
BUY
BUY
January 9, 2017

He sold in December due to rising interest rates. It is a best in class management team. There is really nothing NOT to like about it. You will do very well with a long term outlook.

He sold in December due to rising interest rates. It is a best in class management team. There is really nothing NOT to like about it. You will do very well with a long term outlook.

Daniel Lloyd
Portfolio Manager, Forge First Asset Management
Price
$43.560
Owned
No
DON'T BUY
DON'T BUY
January 9, 2017

He was short and is now out. He is waiting for the time to re-enter it. He is waiting for an announcement on government aid. It has done well but is a very difficult, low margin, capital intensive business. He would not suggest this stock as a US$ play, either.

He was short and is now out. He is waiting for the time to re-enter it. He is waiting for an announcement on government aid. It has done well but is a very difficult, low margin, capital intensive business. He would not suggest this stock as a US$ play, either.

Daniel Lloyd
Portfolio Manager, Forge First Asset Management
Price
$2.370
Owned
No
SELL
SELL
January 9, 2017

He is short. Fuel retailing without refining margin is not a great business. He believes fuel volumes will decline. With their last few acquisitions they moved into more urbanized regions and they took on a lot of debt.

He is short. Fuel retailing without refining margin is not a great business. He believes fuel volumes will decline. With their last few acquisitions they moved into more urbanized regions and they took on a lot of debt.

Daniel Lloyd
Portfolio Manager, Forge First Asset Management
Price
$28.100
Owned
Yes
BUY
BUY
January 9, 2017

It is a pretty interesting stub to own. He thinks TA-T would be an interesting takeover target and they own much of this stock.

It is a pretty interesting stub to own. He thinks TA-T would be an interesting takeover target and they own much of this stock.

Daniel Lloyd
Portfolio Manager, Forge First Asset Management
Price
$14.280
Owned
Yes