Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
March 8, 2019
Should I buy Suncor now until the market turns and then buy a smaller cap with more torque? Do you want to own large cap integrated or mid cap? If he can buy names now at 25-30% free cash flows, he is willing to take on a little more volatility. If you are not invested when that turn happens, you might miss the opportunity because they likely could gap up 10% in a few day. He would be more in the midcaps than where everyone else is hiding such as in Suncor.
Show full opinionHide full opinion
Should I buy Suncor now until the market turns and then buy a smaller cap with more torque? Do you want to own large cap integrated or mid cap? If he can buy names now at 25-30% free cash flows, he is willing to take on a little more volatility. If you are not invested when that turn happens, you might miss the opportunity because they likely could gap up 10% in a few day. He would be more in the midcaps than where everyone else is hiding such as in Suncor.
BUY
BUY
March 8, 2019
This is in the small mid cap space. They are geographically diverse and this is a concern. At $60 oil, the dividend is absolutely safe. They are trading at 87% of the wells that are on stream today. So everything else you are getting for free. Very undervalued.
Show full opinionHide full opinion
This is in the small mid cap space. They are geographically diverse and this is a concern. At $60 oil, the dividend is absolutely safe. They are trading at 87% of the wells that are on stream today. So everything else you are getting for free. Very undervalued.
BUY
BUY
March 8, 2019
Their asset write down was meaningless. Their reserves did not change which is what he cares about. They will generate $400M free cashflow. The stock is trading below their blowdown value. They are doing the right thing by slowing down the drilling and buying back stock. Management are doing the right thing.
Show full opinionHide full opinion
Their asset write down was meaningless. Their reserves did not change which is what he cares about. They will generate $400M free cashflow. The stock is trading below their blowdown value. They are doing the right thing by slowing down the drilling and buying back stock. Management are doing the right thing.
DON'T BUY
DON'T BUY
March 8, 2019
Their debt is too high and lack the financial flexibility that others have. He sees other opportunities that do not have this balance sheet issue.
Show full opinionHide full opinion
Their debt is too high and lack the financial flexibility that others have. He sees other opportunities that do not have this balance sheet issue.
DON'T BUY
DON'T BUY
March 8, 2019
He is extremely active in trading in his fund. He may recommend a stock today, but get out of it next month because of situations. They put out a horrible Q4. Their entry in the US was horrific timing. He is not comfortable with this name anymore.
Show full opinionHide full opinion
He is extremely active in trading in his fund. He may recommend a stock today, but get out of it next month because of situations. They put out a horrible Q4. Their entry in the US was horrific timing. He is not comfortable with this name anymore.
DON'T BUY
DON'T BUY
March 8, 2019
This is not a bad name. He sees risk on the asset disposition. The list of buyers for Canadian oil sand properties is not that extensive. If you want US exposure he would go elsewhere.
Show full opinionHide full opinion
This is not a bad name. He sees risk on the asset disposition. The list of buyers for Canadian oil sand properties is not that extensive. If you want US exposure he would go elsewhere.
TOP PICK
TOP PICK
March 8, 2019
Gives good exposure to the Permian with some Balkan. Growing by 22% this year. About a year out from buying back stock or dividends. There is 100% upside to this name with a recovering oil price. Has good exposure to light oil. Yield = 0.53% (Analysts’ price target is $149.00)
Show full opinionHide full opinion
Gives good exposure to the Permian with some Balkan. Growing by 22% this year. About a year out from buying back stock or dividends. There is 100% upside to this name with a recovering oil price. Has good exposure to light oil. Yield = 0.53% (Analysts’ price target is $149.00)