Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
February 9, 2018

They are one of the names suffering the long-term structural issue. It is hard to have capital tied in Canada.

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They are one of the names suffering the long-term structural issue. It is hard to have capital tied in Canada.

DON'T BUY
DON'T BUY
February 9, 2018

Would you buy the stock? They are the gas producers that announced that they want to mine bitcoin. He applauds the CEO for his innovation but don’t see capital going there.

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Would you buy the stock? They are the gas producers that announced that they want to mine bitcoin. He applauds the CEO for his innovation but don’t see capital going there.

COMMENT
COMMENT
February 9, 2018

Effectively a liquid producer in drag. It is a name with a management team well regarded. It doesn’t have the beta that he wants. Very good well productivity. Very good quality in their acreage. Probably not one bad thing you can say about the company.

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Arc Resources Ltd (ARX-T)
February 9, 2018

Effectively a liquid producer in drag. It is a name with a management team well regarded. It doesn’t have the beta that he wants. Very good well productivity. Very good quality in their acreage. Probably not one bad thing you can say about the company.

COMMENT
COMMENT
February 9, 2018

You are going to make money buying any energy stock. A question of which one you buy. Historical issues with the Management Team. Trading at half its multiple a few months ago, so from a valuation point is good. Too much baggage in the name compared to others.

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You are going to make money buying any energy stock. A question of which one you buy. Historical issues with the Management Team. Trading at half its multiple a few months ago, so from a valuation point is good. Too much baggage in the name compared to others.

COMMENT
COMMENT
February 9, 2018

A Management team that he roots for. They are a condensate producer. Given the valuation is very difficult not like this stock at current levels. Forward thinkers in terms of diversifying. He would like to see some concrete evidence of execution before buying the name.

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A Management team that he roots for. They are a condensate producer. Given the valuation is very difficult not like this stock at current levels. Forward thinkers in terms of diversifying. He would like to see some concrete evidence of execution before buying the name.

BUY
BUY
February 9, 2018

A US pumper. Well regarded Management team. Good assets. Pure play on Permian. He sold at 17 and bought it cheaper. Strong balance sheet.

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A US pumper. Well regarded Management team. Good assets. Pure play on Permian. He sold at 17 and bought it cheaper. Strong balance sheet.

DON'T BUY
DON'T BUY
February 9, 2018

Their debt to cash flow it is well above anything he would consider reasonable. Balance sheet is number one. 75% gas.

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Their debt to cash flow it is well above anything he would consider reasonable. Balance sheet is number one. 75% gas.