Latest Expert Opinions

Signal
Opinion
Expert
WEAK BUY
WEAK BUY
May 4, 2018

They stole the Spartan assets. They are already trading at a premium relative to their peers, so it is not going to give the greatest return in the upcoming oil rally.

They stole the Spartan assets. They are already trading at a premium relative to their peers, so it is not going to give the greatest return in the upcoming oil rally.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$43.410
Owned
No
SPECULATIVE BUY
SPECULATIVE BUY
May 4, 2018

They have a large exposure to AECO gas pricing, which today was trading at negative $0.15/GJ. Without the cold winter weather, AECO could be much worse. Longer term, the LNG decision by Shell to potentially go ahead could propel the stock up in the next 2-3 months.

They have a large exposure to AECO gas pricing, which today was trading at negative $0.15/GJ. Without the cold winter weather, AECO could be much worse. Longer term, the LNG decision by Shell to potentially go ahead could propel the stock up in the next 2-3 months.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$4.380
Owned
No
TOP PICK
TOP PICK
May 4, 2018

A previous Top Pick that he still likes. A good way to gain Permian exposure with a potential 50% upside as a possible take out candidate by Exxon.

A previous Top Pick that he still likes. A good way to gain Permian exposure with a potential 50% upside as a possible take out candidate by Exxon.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$31.920
Owned
Yes
TOP PICK
TOP PICK
May 4, 2018

His go to name for when WTI returns to $80 next year. Even at today’s high stock price, this could still go to $5 per share. They have reduced their leverage and could become debt-free in the near future. Yield 0%. (Analysts’ price target is $1.85 )

His go to name for when WTI returns to $80 next year. Even at today’s high stock price, this could still go to $5 per share. They have reduced their leverage and could become debt-free in the near future. Yield 0%. (Analysts’ price target is $1.85 )

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$1.670
Owned
Yes
TOP PICK
TOP PICK
May 4, 2018

They are in the Bakken and Permian areas. They were previously highly leveraged, but have brought that down with good cash flow. He sees a 50% upside if you believe today’s oil price. Yield 0%. (Analysts’ price target is $20.09 )

They are in the Bakken and Permian areas. They were previously highly leveraged, but have brought that down with good cash flow. He sees a 50% upside if you believe today’s oil price. Yield 0%. (Analysts’ price target is $20.09 )

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$17.780
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 4, 2018

(A Top Pick September 15/17 Up 52%) This company is a pressure pumping business in fracing in the Permian region. As the E&P companies started to spend again they were one of the first to benefit. However, there is a debate now that costs have increased and there could be too much equipment entering the market, so he has taken some length off the table.

(A Top Pick September 15/17 Up 52%) This company is a pressure pumping business in fracing in the Permian region. As the E&P companies started to spend again they were one of the first to benefit. However, there is a debate now that costs have increased and there could be too much equipment entering the market, so he has taken some length off the table.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$17.850
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 4, 2018

(A Top Pick September 15/17 Up 6%) He is not in the frac sand sector anymore. Tightness in the sector did materialize, but he fears too rapid a build out of new equipment.

(A Top Pick September 15/17 Up 6%) He is not in the frac sand sector anymore. Tightness in the sector did materialize, but he fears too rapid a build out of new equipment.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$30.480
Owned
No