Latest Expert Opinions

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

They have done some good acquisitions and they have heavy oil exposure, but the liquidity is just too slight.

Show full opinionHide full opinion
Gear Energy (GXE-T)
September 14, 2018

They have done some good acquisitions and they have heavy oil exposure, but the liquidity is just too slight.

DON'T BUY
DON'T BUY
September 14, 2018

The debt is simply too high for him to invest in. They also have some issues with First Nations peoples. This has too much hair on it for him.

Show full opinionHide full opinion
Crew Energy Inc. (CR-T)
September 14, 2018

The debt is simply too high for him to invest in. They also have some issues with First Nations peoples. This has too much hair on it for him.

HOLD
HOLD
September 14, 2018

Raging River had good light oil assets but issues with decline rates. Baytex shareholders were comfortable with the debt, given the torque to heavy oil differentials. Mashed together, it has allowed the concerns over BTE-T debt levels to be abated and is opening doors for new opportunities.

Show full opinionHide full opinion

Raging River had good light oil assets but issues with decline rates. Baytex shareholders were comfortable with the debt, given the torque to heavy oil differentials. Mashed together, it has allowed the concerns over BTE-T debt levels to be abated and is opening doors for new opportunities.

HOLD
HOLD
September 14, 2018

Raging River had good light oil assets but issues with decline rates. Baytex shareholders were comfortable with the debt, given the torque to heavy oil differentials. Mashed together, it has allowed the concerns over BTE-T debt levels to be abated and is opening doors for new opportunities.

Show full opinionHide full opinion
Baytex Energy Corp (BTE-T)
September 14, 2018

Raging River had good light oil assets but issues with decline rates. Baytex shareholders were comfortable with the debt, given the torque to heavy oil differentials. Mashed together, it has allowed the concerns over BTE-T debt levels to be abated and is opening doors for new opportunities.

TOP PICK
TOP PICK
September 14, 2018

At an $11 billion market cap, it is consider a mid-cap in the US. A Permian play producer, who can likely increase production by 20% per year for the next 7-10 years. It is inexpensive, when considering Midland Texas differentials are expected to narrow back in beginning next year. This could be an acquisition target in the future. Yield 0%. (Analysts’ price target is $41.44)

Show full opinionHide full opinion
Parsley Energy (PE-N)
September 14, 2018

At an $11 billion market cap, it is consider a mid-cap in the US. A Permian play producer, who can likely increase production by 20% per year for the next 7-10 years. It is inexpensive, when considering Midland Texas differentials are expected to narrow back in beginning next year. This could be an acquisition target in the future. Yield 0%. (Analysts’ price target is $41.44)

TOP PICK
TOP PICK
September 14, 2018

About 1/3 of their production is moving to US Gulf Coast markets, with the help of rail. He expects the heavy differential to narrow towards $20. Yield 0%. (Analysts’ price target is $11.33)

Show full opinionHide full opinion
MEG Energy Corp (MEG-T)
September 14, 2018

About 1/3 of their production is moving to US Gulf Coast markets, with the help of rail. He expects the heavy differential to narrow towards $20. Yield 0%. (Analysts’ price target is $11.33)

TOP PICK
TOP PICK
September 14, 2018

The merged Raging River/Baytex company, at $80 oil and a five times multiple over cash flow is a $10 stock. The Eagleford and Viking assets create cash flow as they delineate a prolific heavy oil play in Peace River and massive exposure into the East Duverney play. Yield 0%. (Analysts’ price target is $6.31)

Show full opinionHide full opinion
Baytex Energy Corp (BTE-T)
September 14, 2018

The merged Raging River/Baytex company, at $80 oil and a five times multiple over cash flow is a $10 stock. The Eagleford and Viking assets create cash flow as they delineate a prolific heavy oil play in Peace River and massive exposure into the East Duverney play. Yield 0%. (Analysts’ price target is $6.31)