Latest Stock Buy or Sell?
Today, Eric Nuttall commented about whether HWX-T, ATH-T, CJ-T, GXE-T, PIPE-X, IMO-T, SU-T, CNQ-T, SGY-T, LOU-T, SES-T, ARX-T, CPG-T, VET-T, CVE-T, BTE-T, WCP-T, TVE-T, ERF-T, MEG-T are stocks to buy or sell.
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COMMENT
OPEC exhaustion, increased consumer demand, falling inventories and under-investment from energy companies leading to robust energy fundamentals.
Seeing high energy prices, lean cost structures and commitment from companies to return capital back to shareholders.
Expecting company share prices to appreciate back to historical levels.
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COMMENT
Sector trading at extremely low free cash flow multiples.
Believes party is just getting started for energy investors.
Expecting a lot more share appreciation going forward.
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TOP PICK
Direct play on all time high heavy oil prices.
Company committed to returning capital back to shareholders (recently bought 3.5 million shares back).
Have pledged to return 100% free cash flow yield back to shareholders once debt paid back.
Long reserve life with high cash flow yields, will lead to massive share price appreciation (85% upside).
oil / gas
TOP PICK
Management team committed to returning capital back to shareholders.
Package of conventional assets on the market which should fetch high price.
35% free cash flow yield, trading a 1.8x cash flow with long reserve life in the USA.
Company should be debt free this time next year.
Expecting company shares to appreciate significantly very soon.
oil / gas
TOP PICK
Company has high exposure to Clearwater oil play, with very fast well payouts (return on investment).
Trading at 2.4x cash flow with a 27% free cash flow yield.
Committed to returning 50% of cash flow back to shareholders (expecting 75% soon).
Thinks that a 5x multiple appreciation on share price is reasonable (100% upside).
oil / gas
PAST TOP PICK
(A Top Pick May 28/21, Up 108%) Still owns shares in the company.
Net zero producer that is producing ethical oil and gas.
Longer than average reserve life.
11% free cash flow yield equates to 5x multiple and $21 share price target.
Management returning capital to shareholders.
Expecting company to be debt free this time next year.
Oil and Gas (Integrated Oils)
PAST TOP PICK
(A Top Pick May 28/21, Up 287%) Drilling oil wells that payback in weeks (1.5 years is average).
Largest shareholder of the company.
Would have made to top pick, but already have picked company last time.
Company aggressively paying down debt.
Trading at 2x cash flow and 35% free cash flow yield.
Expecting company to start returning capital very soon.
Expecting a $14 share price (96% upside).
oil / gas
