Daily Stock Opinions

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Signal	Opinion	Expert
WAIT	Seven Generations Energy Ltd(VII-T) November 16, 2018 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 0 0 0 0 0 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 0 0 0 0 0 0 comments Eric Nuttall Partner & , Ninepoint Partners... Price $12.040 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 0 0 0 0 0 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 $3.155 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 0 0 0 0 0 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 $5.150 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 0 0 0 0 0 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 0 0 0 0 0 0 comments Eric Nuttall Partner & , Ninepoint Partners... Price $9.100 Owned No
DON'T BUY	Crescent Point Energy Corp(CPG-T) November 16, 2018 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	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 $4.940 Owned No
PAST TOP PICK	Trican Well Service Ltd.(TCW-T) November 16, 2018 (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 $1.280 Owned No
PAST TOP PICK	Source Energy Services Ltd(SHLE-T) November 16, 2018 (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 $1.460 Owned No

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