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BXE-T |
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2013-11-11 |
BUY on WEAKNESS |
Larry Berman CFA, CMT, CTA |
Oil and gas play. For a number of years it has had markup phases and then consolidation. Trends are not breaking here so you want to look to add to this in the zone of support.
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Price:
$7.520
Subject:
TECHNICAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown |
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BXE-T |
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2013-11-11 |
BUY |
Benj Gallander |
(Market Call Minute)
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Price:
$7.520
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
Yes |
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BXE-T |
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2013-11-07 |
BUY |
John Stephenson |
Thinks the stock is good and their earnings are good too. Ultimately this is a good name to Buy. The problem is that junior oils in Canada have been under pressure for some time because a) has lagged the US peers and b) people are seeing global growth stumble a bit. Now energy is starting to look attractive. The global picture is looking better.
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Price:
$7.320
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH on BANKS
Owned:
Unknown |
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BXE-T |
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2013-11-04 |
TOP PICK |
Eric Nuttall |
Have been extremely successful in leveraging joint venture capital. Rates of return on their projects are astounding, leading to top decile production growth. The stock has been drifting because a lot of analysts were on blackout during their deal.
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Price:
$7.850
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes |
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BXE-T |
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2013-11-01 |
PAST TOP PICK |
Brian Huen |
(A Top Pick March 20/13. Up 24%.) (BNN said March 20 but we show it as April 29.-Bill.) Continues to like this one. They keep doing all the right things. Very excellent operating management team. Have large land positions in the right areas. Their 2 joint ventures will allow them to continue to aggressively pursue their lands. This will allow them to grow their bottom line as well as their production by 40%-50% in the next 2-3 years. Still trading at a reasonable multiple. In the process of acquiring Angle Energy (NGL-T). Still a Buy.
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Price:
$7.780
Subject:
MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias:
BULLISH
Owned:
Yes |
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BXE-T |
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2013-10-25 |
BUY |
Peter Hodson |
(Market Call Minute.) One of the fastest-growing growth companies in the oil/gas space. Their last deal looked pretty good.
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Price:
$8.080
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
No |
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BXE-T |
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2013-10-23 |
HOLD |
Bill Bonner |
One of the companies that has been successful in attracting joint venture capital. Feels that a $10 price target is real and that production growth is going to continue at a rapid pace. You’ll probably see a little more in terms of natural gas production growth side, but liquid natural gas is a good thing to have.
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Price:
$8.010
Subject:
CANADIAN OIL & GAS
Bias:
BULLISH on OIL & GAS
Owned:
No |
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BXE-T |
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2013-09-16 |
PAST TOP PICK |
Brian Huen |
(Top Pick Apr 29/13, Up 22.22%) He is still fully invested in it, took nothing off the table. There is another Korean partner interested in a different part of the property. Will reassess at $10.
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Price:
$7.620
Subject:
MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias:
BULLISH
Owned:
Yes |
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BXE-T |
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2013-09-13 |
TOP PICK |
Alice Tsang |
Very impressive management team. Have been building a resource as well as production, pretty much organically. Through the years they have done very well. Lately, to add more confidence to the team, they’ve announced 2 JV deals that will help them fast track and develop some of the land. Roughly about 12 years drilling inventory and have about $300 million in JV now. Sees a lot more growth to come. Valuation is extremely attractive at about 3-4 times cash flow. Very conservative on the debt front. Can see the stock doubling from here.(Host comment: Street sentiment is that the stock will grow 40% in the next year.)
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Price:
$7.630
Subject:
CANADIAN RESOURCE
Bias:
CAUTIOUS on METALS
Owned:
Yes |
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BXE-T |
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2013-09-11 |
BUY |
Bruce Campbell |
(Market Call Minute.) Just announced a joint venture. Looks interesting. Just bought some at $7.06. He has a $10 one-year target.
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Price:
$7.570
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes |
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BXE-T |
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2013-09-09 |
PAST TOP PICK |
Brandon Osten |
(Top Pick Jan 24/13, Up 1.75%) He is happy with the 30% he has received and questions above return calculation. Thinks it will continue to move up as they prove out their asset.
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Price:
$6.980
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes |
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BXE-T |
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2013-08-13 |
Peter Hodson |
Mostly natural gas. Really starting to put things together. Stock has done really, really well because investors on Bay Street tend to gravitate towards companies that can outperform. Last couple of quarters have been phenomenal. Solid management team.
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Price:
$6.860
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No |
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BXE-T |
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2013-07-23 |
TOP PICK |
Mason Granger |
(A Top Pick June 25/12. Up 155.22%.)Took some profits but still has large exposure. Great balance sheet. Have 2 plays that make great industry-leading economics, 1 gas and 1 oil. Have had “best in class” in terms of drilling up those plays. Importantly have been able to structure some pretty interesting joint venture arrangements with foreign parties and Grafton Asset Management of Calgary. Trading at only about 4.5X on an enterprise value, a debt adjusted cash flow basis.
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Price:
$6.830
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes |
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BXE-T |
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2013-07-20 |
Jaime Carrasco |
Used to own but switched over to others. He has it as an Outperform with a $9 target. He is looking at acquiring smaller companies. The problem is that once production gets to a certain level, the economies of scale do not have the leverage to the balance sheet. Not a bad pick.
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Price:
$7.050
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
No |
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BXE-T |
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2013-05-21 |
PAST TOP PICK |
Mason Granger |
(Top Pick Jun 25/12, Up 128.33%) Struck a deal with Koreans. A core holding for him.
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