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COMMENT
COMMENT
September 7, 2018

Tourmaline versus Painted Pony. TOU-T is a $5.8 billion company with 22% liquids, moving towards 40% liquids production soon. PONY-T market cap is $438 million. These are apples to oranges. He lies both companies, however, and both are on his recommended list. If we see a further market erosion with tax loss season approaching in November or December, both will likely become a strong buy.

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Tourmaline Oil Corp (TOU-T)
September 7, 2018

Tourmaline versus Painted Pony. TOU-T is a $5.8 billion company with 22% liquids, moving towards 40% liquids production soon. PONY-T market cap is $438 million. These are apples to oranges. He lies both companies, however, and both are on his recommended list. If we see a further market erosion with tax loss season approaching in November or December, both will likely become a strong buy.

COMMENT
COMMENT
September 7, 2018

Tourmaline versus Painted Pony. TOU-T is a $5.8 billion company with 22% liquids, moving towards 40% liquids production soon. PONY-T market cap is $438 million. These are apples to oranges. He lies both companies, however, and both are on his recommended list. If we see a further market erosion with tax loss season approaching in November or December, both will likely become a strong buy.

Show full opinionHide full opinion

Tourmaline versus Painted Pony. TOU-T is a $5.8 billion company with 22% liquids, moving towards 40% liquids production soon. PONY-T market cap is $438 million. These are apples to oranges. He lies both companies, however, and both are on his recommended list. If we see a further market erosion with tax loss season approaching in November or December, both will likely become a strong buy.

HOLD
HOLD
September 7, 2018

Their volumes continue to grow, especially into light oils in the Viking and Cardium areas. The company’s book value is $3.21 per share. The balance sheet is in good shape, with only 20% debt.

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Their volumes continue to grow, especially into light oils in the Viking and Cardium areas. The company’s book value is $3.21 per share. The balance sheet is in good shape, with only 20% debt.

BUY
BUY
September 7, 2018

It has only $19 million of debt and has a book value of $1.15. He thinks the stock is a buy here. It is one of the country’s largest coiled tubing company. He has a 12 month price target of $1.20. He will like be strongly recommending it during the tax season loss selling period November or December.

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It has only $19 million of debt and has a book value of $1.15. He thinks the stock is a buy here. It is one of the country’s largest coiled tubing company. He has a 12 month price target of $1.20. He will like be strongly recommending it during the tax season loss selling period November or December.

HOLD
HOLD
September 7, 2018

The company announced they want to pay off $1 billion in debt. They will likely sell 50,000 bpd of production – most in the Bakken. Book value is $16.32 per share. Management is talking about focusing on core assets and a 17% reduction in employees. Selling pressure is high as it is being removed from a couple of small cap indices. He thinks this is overdone – he would not be a seller here. The stock is pushing a 5% yield.

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The company announced they want to pay off $1 billion in debt. They will likely sell 50,000 bpd of production – most in the Bakken. Book value is $16.32 per share. Management is talking about focusing on core assets and a 17% reduction in employees. Selling pressure is high as it is being removed from a couple of small cap indices. He thinks this is overdone – he would not be a seller here. The stock is pushing a 5% yield.

BUY
BUY
September 7, 2018

They recently raised the dividend and the balance sheet is good. Sales of natural gas in China are strong. The balance sheet is good and book value is $18.72 per share. Over 30% of their revenue comes from international markets. He sees better opportunities out there, but views this as a good stock for conservative investors.

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Husky Energy (HSE-T)
September 7, 2018

They recently raised the dividend and the balance sheet is good. Sales of natural gas in China are strong. The balance sheet is good and book value is $18.72 per share. Over 30% of their revenue comes from international markets. He sees better opportunities out there, but views this as a good stock for conservative investors.

BUY WEAKNESS
BUY WEAKNESS
September 7, 2018

He likes this company and it is on his coverage list. He is holding off buying for now as he expects even better value during the seasonal tax loss selling season in November and December. They did 1270 boed with liquids rich Montney holdings. He sees them getting near 8-10,000 boed as new infrastructure is tied in. He has a $0.72 per share target in the next 12 months.

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He likes this company and it is on his coverage list. He is holding off buying for now as he expects even better value during the seasonal tax loss selling season in November and December. They did 1270 boed with liquids rich Montney holdings. He sees them getting near 8-10,000 boed as new infrastructure is tied in. He has a $0.72 per share target in the next 12 months.