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Seven Generations Energy Ltd
WAIT
Cardinal Energy Ltd
COMMENT
Torc Oil & Gas Ltd
COMMENT
MEG Energy Corp
COMMENT
Crescent Point Energy Corp
DON'T BUY
Trican Well Service Ltd.
PAST TOP PICK
Source Energy Services Ltd
PAST TOP PICK

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Signal Opinion Expert
WAIT
They are a condensate producer. Condensate differentials have ballooned out as well, but should shortly go back to historic levels in the next 2 months. They have beaten 2 quarters in a row. However, he sees better opportunities in other names.
Energy
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0 comments
They are a condensate producer. Condensate differentials have ballooned out as well, but should shortly go back to historic levels in the next 2 months. They have beaten 2 quarters in a row. However, he sees better opportunities in other names.
Energy
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0 comments
Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$12.040
Owned Owned
No

COMMENT
Cardinal Energy Ltd(CJ-T) 

November 16, 2018

Their dividend payout is not sustainable at current levels. But correction in differential and $60 crude will keep the payout sustainable which he thinks will happen.
oil/gas
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0 comments
Their dividend payout is not sustainable at current levels. But correction in differential and $60 crude will keep the payout sustainable which he thinks will happen.
oil/gas
0 0 0 0 0
0 comments
Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$3.155
Owned Owned
No

COMMENT
Torc Oil & Gas Ltd(TOG-T) 

November 16, 2018

He holds management in high esteem. They are selling their oil at a hub that is not experiencing the same degree of differentials as other hubs because it is more direct to the US market. They are yielding about 4%. So total dividend and growth, probably looking at about 10% return. He is bullish on heavy oil Canadian names. He sees better opportunities in condensate or heavy oil names.
oil/gas
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0 comments
He holds management in high esteem. They are selling their oil at a hub that is not experiencing the same degree of differentials as other hubs because it is more direct to the US market. They are yielding about 4%. So total dividend and growth, probably looking at about 10% return. He is bullish on heavy oil Canadian names. He sees better opportunities in condensate or heavy oil names.
oil/gas
0 0 0 0 0
0 comments
Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$5.150
Owned Owned
No

COMMENT
MEG Energy Corp(MEG-T) 

November 16, 2018

He sees the deal going through in January. He thinks Husky still needs to increase their bid slightly. Currently MEG is trading at a 4% discount to the bid. It is better risk reward to buy their corporate bonds vs stock, and therefore some have been shorting the stock.
oil/gas
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0 comments
He sees the deal going through in January. He thinks Husky still needs to increase their bid slightly. Currently MEG is trading at a 4% discount to the bid. It is better risk reward to buy their corporate bonds vs stock, and therefore some have been shorting the stock.
oil/gas
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0 comments
Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$9.100
Owned Owned
No

DON'T BUY
Baytex is his largest holding. He does not own CPG and would not own this. CPG is undervalued and cheap but so is the entire sector. CPG has several challenges and he would stay away from it. Their asset base is older and more tired. So more cash flow has to go to sustain production and not allow them to grow production.
oil/gas
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Baytex is his largest holding. He does not own CPG and would not own this. CPG is undervalued and cheap but so is the entire sector. CPG has several challenges and he would stay away from it. Their asset base is older and more tired. So more cash flow has to go to sustain production and not allow them to grow production.
oil/gas
0 0 0 0 0
0 comments
Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$4.940
Owned Owned
No

PAST TOP PICK
(A Top Pick Nov 15/17, Down 71%) He has been in and out of this stock because of the volatility. It is dirt cheap but does not own it now. Every producer will likely come out next year with a very conservative spending budget. What is the next catalyst to get people interested in this name? He likes the assets and management and the long term outlook, but it is probably stuck in the short term.
oil/gas field services
0 0 0 0 0
0 comments
(A Top Pick Nov 15/17, Down 71%) He has been in and out of this stock because of the volatility. It is dirt cheap but does not own it now. Every producer will likely come out next year with a very conservative spending budget. What is the next catalyst to get people interested in this name? He likes the assets and management and the long term outlook, but it is probably stuck in the short term.
oil/gas field services
0 0 0 0 0
0 comments
Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$1.280
Owned Owned
No

PAST TOP PICK
(A Top Pick Nov 15/17, Down 85%) He sold it at about $6.50. The call was on frac sand at the time. As pricing for sand has deteriorated, it has an effect on their margins. The outlook is not awesome on this name.
Energy
0 0 0 0 0
0 comments
(A Top Pick Nov 15/17, Down 85%) He sold it at about $6.50. The call was on frac sand at the time. As pricing for sand has deteriorated, it has an effect on their margins. The outlook is not awesome on this name.
Energy
0 0 0 0 0
0 comments
Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$1.460
Owned Owned
No

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