Latest Stock Buy or Sell?

Today, Eric Nuttall commented about whether FRU-T, WCP-T, TOG-T, KEL-T, CVE-T, BIR-T, TOG-T, ARX-T, ERF-T, SU-T, CPG-T, TVE-T, VII-T, BTE-T, MEG-T are stocks to buy or sell.

DON'T BUY

It's in the doghouse and it has been an under-performer. The funds have been flowing towards CNQ. We're at the bottom of the cycle, so there are better companies to buy.

integrated oils
PAST TOP PICK
(A Top Pick Oct 01/19, Down 69%) It was a sneaky way to get US exposure. However, Canada is the place to be for energy investors now. Takeaway capacity has been improving and outlook for differentials are positive. This may be a value trap.
oil / gas
PAST TOP PICK
(A Top Pick Oct 01/19, Up 18%) He still likes it. You get premium asset quality, lower operating cost and low financial leverage. There was a CEO change. You get good exposure to natural gas. It is still inexpensive.
oil / gas
PAST TOP PICK
(A Top Pick Oct 01/19, Down 56%) He thinks the stock could double from the current price.
oil / gas
COMMENT
A good way to get exposure to natural gas. They may not benefit as much from the price of natural gas rising as others, but they have good free cashflow. He would allocate 4-5% of his portfolio to it.
oil / gas
COMMENT

It's fine but they have a lot of refining exposure where there is overcapacity. It's not terribly overbought like CNQ. There may be better areas to be invested. You probably want Canadian small-cap with some natural gas.

oil / gas
WATCH
Insiders are buying more of the stock. They sold their primary asset. It's up to the team to show that the rest of the assets are as good quality. The streets are sceptic. If the well economics are the same, we will see a rerating.
oil / gas