Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
December 14, 2018
He has been a buyer of this in recent weeks -- along with senior management. The tax loss selling going on right now is the greatest in years. He thinks this will end soon and there should be a bounce back up in the stock price. If you are bullish on oil prices, this has at least a 50% upside potential.
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Kelt Exploration (KEL-T)
December 14, 2018
He has been a buyer of this in recent weeks -- along with senior management. The tax loss selling going on right now is the greatest in years. He thinks this will end soon and there should be a bounce back up in the stock price. If you are bullish on oil prices, this has at least a 50% upside potential.
BUY
BUY
December 14, 2018
Management just released their guidance and indicated they are generating positive cash flows and indicating over 85% of their production is not impacted by wide differentials. Management has always delivered. The stock trades at 4.5 times cash flow, where it historically traded at 8 times. He thinks you could make 40-50% on this. Yield 6%.
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Torc Oil & Gas Ltd (TOG-T)
December 14, 2018
Management just released their guidance and indicated they are generating positive cash flows and indicating over 85% of their production is not impacted by wide differentials. Management has always delivered. The stock trades at 4.5 times cash flow, where it historically traded at 8 times. He thinks you could make 40-50% on this. Yield 6%.
HOLD
HOLD
December 14, 2018
There is no distinguishing the have and have-not companies. You can now buy the best quality companies at the same discounts to their peers. Their next big production project comes on later in 2019. Management is great. We have probably reached the maximum level of capitulation.
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Arc Resources Ltd (ARX-T)
December 14, 2018
There is no distinguishing the have and have-not companies. You can now buy the best quality companies at the same discounts to their peers. Their next big production project comes on later in 2019. Management is great. We have probably reached the maximum level of capitulation.
DON'T BUY
DON'T BUY
December 14, 2018
It is a dry natural gas producer. He thinks oil stocks have more upside. AECO is trading at $1.10 per GJ in the middle of winter. The management team is good. He would likely purchase ARX-T instead.
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It is a dry natural gas producer. He thinks oil stocks have more upside. AECO is trading at $1.10 per GJ in the middle of winter. The management team is good. He would likely purchase ARX-T instead.
SELL
SELL
December 14, 2018
They right-sized the dividend, maybe a little too early as the heavy differentials have tightened recently. It is trading at a slight discount to a Torc (TOG-T). He would sell it to take a tax loss and take on TOG-T to get a good yield and higher quality management team.
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Cardinal Energy Ltd (CJ-T)
December 14, 2018
They right-sized the dividend, maybe a little too early as the heavy differentials have tightened recently. It is trading at a slight discount to a Torc (TOG-T). He would sell it to take a tax loss and take on TOG-T to get a good yield and higher quality management team.
DON'T BUY
DON'T BUY
December 14, 2018
He expects energy service stocks to do better going forward. However, for the first incremental dollar of capex, you will likely get better returns on holding producers instead.
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He expects energy service stocks to do better going forward. However, for the first incremental dollar of capex, you will likely get better returns on holding producers instead.
WATCH
WATCH
December 14, 2018
Is the dividend safe? He has not owned this for years, due to the high premium it trades at because of the dividend. It still trades at a premium. He struggles to understand how they can pay the dividend without taking on debt. Another 6 months of low oil prices could jeopardize the dividend. Yield 9%
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Is the dividend safe? He has not owned this for years, due to the high premium it trades at because of the dividend. It still trades at a premium. He struggles to understand how they can pay the dividend without taking on debt. Another 6 months of low oil prices could jeopardize the dividend. Yield 9%