Latest Expert Opinions

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COMMENT
COMMENT
March 15, 2018

Don't buy natural gas now, unless you're doing a short-term tactical trade. He's expecting Shell to come in within the next few months with an investment, Natural gas will be under pressure until 2023 and meanwhile not enough pipelines can carry it away. Long term, though, this and other nat. gas stocks could double after five years.

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Don't buy natural gas now, unless you're doing a short-term tactical trade. He's expecting Shell to come in within the next few months with an investment, Natural gas will be under pressure until 2023 and meanwhile not enough pipelines can carry it away. Long term, though, this and other nat. gas stocks could double after five years.

COMMENT
COMMENT
March 15, 2018

Pays a 10% yield, so, is there a flaw here? No. They generate enough cash to cover it, and they can still grow production 7-8% annually and can pay down debt which is manageable. He personally encourages them to do a 10% share buyback.

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Pays a 10% yield, so, is there a flaw here? No. They generate enough cash to cover it, and they can still grow production 7-8% annually and can pay down debt which is manageable. He personally encourages them to do a 10% share buyback.

PAST TOP PICK
PAST TOP PICK
March 15, 2018

(A Top Pick May 23/17, Down 27%) A pure play in Canadian pressure pumping. Still a big holding for him. Got penalized for concerns to their exposure to dry natural gas. But the market ignored their play in East Duvernay. This has been the poster child to Americans selling or shorting Canadian oil. A major plus: This company is buying back $54 million of stock with their net cash.

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(A Top Pick May 23/17, Down 27%) A pure play in Canadian pressure pumping. Still a big holding for him. Got penalized for concerns to their exposure to dry natural gas. But the market ignored their play in East Duvernay. This has been the poster child to Americans selling or shorting Canadian oil. A major plus: This company is buying back $54 million of stock with their net cash.

PAST TOP PICK
PAST TOP PICK
March 15, 2018

(A Top Pick May 23/17, Up 25%) Demand in pressure pumping is projected to rise 25% from 2017 to this year, but the amount of equipment that companies like this are bringing on exceed that. Also, wear and tear on equipment is very high, so you lose 20-25% annual capacity. Oil price will rise though we're a few years away from the peak multiple.

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(A Top Pick May 23/17, Up 25%) Demand in pressure pumping is projected to rise 25% from 2017 to this year, but the amount of equipment that companies like this are bringing on exceed that. Also, wear and tear on equipment is very high, so you lose 20-25% annual capacity. Oil price will rise though we're a few years away from the peak multiple.

PAST TOP PICK
PAST TOP PICK
March 15, 2018

(A Top Pick May 23/17, Down 33%) A disaster last year for all sand names, due to concerns of overcapacity in Texas. He sold his shares at end-2017, seeing better returns in the pumpers than the sand stocks.

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(A Top Pick May 23/17, Down 33%) A disaster last year for all sand names, due to concerns of overcapacity in Texas. He sold his shares at end-2017, seeing better returns in the pumpers than the sand stocks.

DON'T BUY
DON'T BUY
March 15, 2018

It's held up better than most. CEO is well-regarded. That said, he wouldn't buy this now. We're in an oil bull market and he'd rather own an oil name that has been absolutely cast aside before a Canadian oil market bounce-back occurs, but Vermillion is not one of these names.

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It's held up better than most. CEO is well-regarded. That said, he wouldn't buy this now. We're in an oil bull market and he'd rather own an oil name that has been absolutely cast aside before a Canadian oil market bounce-back occurs, but Vermillion is not one of these names.

HOLD
HOLD
March 15, 2018

He can't forecast this over five years. Hold onto it if you are long-term and happy with the dividend. The share price doesn't reflects its value, but he doesn't see a catalyst to spur an increase. Overall, natural gas is struggling.

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He can't forecast this over five years. Hold onto it if you are long-term and happy with the dividend. The share price doesn't reflects its value, but he doesn't see a catalyst to spur an increase. Overall, natural gas is struggling.