Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
September 14, 2018

If you are bullish oil, you may want to look for others companies rather than waiting for the conversion to Vermilion. He would favour other names, like Baytex.

Spartan Energy Corp (SPE-T)
September 14, 2018

If you are bullish oil, you may want to look for others companies rather than waiting for the conversion to Vermilion. He would favour other names, like Baytex.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$6.680
Owned
No
HOLD
HOLD
September 14, 2018

The dividend is safe in his mind. The dividend costs the company about $50 million per year and the company has $160 million in cash. Not an exciting company, but a safe income, he thinks. Yield 8%.

Cardinal Energy Ltd (CJ-T)
September 14, 2018

The dividend is safe in his mind. The dividend costs the company about $50 million per year and the company has $160 million in cash. Not an exciting company, but a safe income, he thinks. Yield 8%.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$5.000
Owned
No
COMMENT
COMMENT
September 14, 2018

He sees tangible book value around $2.50 per share. Given the balance sheet of other potential suitors, he may not see many others beyond Ensign willing to bid for the company.

Trinidad Drilling Ltd (TDG-T)
September 14, 2018

He sees tangible book value around $2.50 per share. Given the balance sheet of other potential suitors, he may not see many others beyond Ensign willing to bid for the company.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$1.790
Owned
No
DON'T BUY
DON'T BUY
September 14, 2018

He does not believe the company will increase the dividend and does not see any huge upside, after meeting the new CEO. Some much of the strategy revolves around asset divestiture, which could take two years.

He does not believe the company will increase the dividend and does not see any huge upside, after meeting the new CEO. Some much of the strategy revolves around asset divestiture, which could take two years.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$7.630
Owned
No
SELL
SELL
September 14, 2018

The debt is simply too high for him. There are no buyers for this small cap stock. If you hold this, think about taking a tax loss.

Bonavista Energy Corp (BNP-T)
September 14, 2018

The debt is simply too high for him. There are no buyers for this small cap stock. If you hold this, think about taking a tax loss.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$1.340
Owned
No
HOLD
HOLD
September 14, 2018

A good mid-cap name. He likes the upside on their Viking assets. They are generating good cash flow, buying back shares, paying down debt. He is looking for even more torque – heavy oil centric companies in particular.

A good mid-cap name. He likes the upside on their Viking assets. They are generating good cash flow, buying back shares, paying down debt. He is looking for even more torque – heavy oil centric companies in particular.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$4.770
Owned
No
DON'T BUY
DON'T BUY
September 14, 2018

A mico-cap that had some major issues. He would not look at this at all.

Granite Oil Corp (GXO-T)
September 14, 2018

A mico-cap that had some major issues. He would not look at this at all.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$1.790
Owned
No