last night from Bruce Campbell. GLTA

Crescent Point Energy (CPG TSX) Bought CPG yesterday at $38.97.
A top-up purchase to add to our previous holdings. Production and cash flow growth will be surprisingly good this year and combined with a 7 percent yield makes the stock quite attractive.

 

2013-01-30 TOP PICK Bruce Campbell

Over 7% yield.  Did a bunch of acquisitions.  Trucking a bunch of their Bakken to the coast.  Thinks they will surprise to the upside.  Hinted you could see a dividend increase over the next couple of years.


Price:
$38.680
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes