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WCP-T   2013-01-09 TOP PICK Eric Nuttall

Recent conversion to a dividend company and there could be room to increase the dividend later this year. Their model firmly sustains a 5% growth rate in the yield is now about 6.8%. This is the most sustainable dividend model in Canada by his math. Trades at a 5.5 multiple.

Price:
$8.840
Subject:
OIL & GAS
Bias:
DEFENSIVE
Owned:
Yes
  WCP-T   2012-12-28 BUY Michael Giordano

Scheduled to pay a dividend of $.60 per year (about an 8% yield). In the Pembina/Cardium oil area as well as the Peace River Arch of Valhalla with Montne oil. Producing about 16,000 barrels per day. Have been growing by acquisition and the drill bit. Excellent management. Sees the dividend being sustained both in the mid-and long-term.


Price:
$8.540
Subject:
RESOURCE
Bias:
BULLISH on RESOURCES
Owned:
Unknown
  WCP-T   2012-11-30 BUY Jaime Carrasco

(Market Call Minute.) He has a target of $12 on this one. Transitioning into a much bigger company.


Price:
$8.590
Subject:
ENERGY, AGRICULTURE & PRECIOUS METALS
Bias:
BULLISH on GOLD
Owned:
Yes
  WCP-T   2012-11-29 TOP PICK Jeff Young

Newly dividend paying light oil producer in Western Canada. They have a sub-100% payout ratio. Very good hedging program.


Price:
$8.570
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
  WCP-T   2012-11-12 BUY Eric Nuttall

Much talked about in terms of dividend potential.  Efficiencies are being improved, wells coming on better than expected and decline weight is being brought down and net backs are very good because oil weighting is very high.  Have said they will be paying a dividend and he thinks it is imminent.  He thinks it will be very sustainable and yet the company can continue to grow at 7%. 


Price:
$8.740
Subject:
OIL & GAS
Bias:
SELECTIVE
Owned:
Yes
  WCP-T   2012-10-09 TOP PICK Michael Giordano

Oil weighted exploration and production company in Western Canada. Strong player in the Viking area in west central Saskatchewan. Producing about 17,000 barrels per day and 71% of it is oil. Forecasting about 30,000 barrels per day in the next 4 years. Growing by both drill bit and acquisitions. Once they have this steady stream production, they can be a dividend payer.

Price:
$7.880
Subject:
RESOURCE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
  WCP-T   2012-09-19 TOP PICK Eric Nuttall

70% light oil producer. A very sustainable business model for the ability to pay a dividend. Anticipated in the next 3 months. Because of capital efficiencies and decline rates in hedging, they are building the ability to pay a dividend very sustainable at $90 oil. Target multiple for him would be 6.5X for an $11 stock.

Price:
$7.560
Subject:
OIL & GAS
Bias:
BULLISH on ENERGY
Owned:
Yes
  WCP-T   2012-09-11 TOP PICK Joanne A. Hruska, CFA

Oil focused. Getting to be quite large. Made some acquisitions. Focused in a few core areas. Lots of oil. Adding some water flood again trying to take advantage of long life oil reserves. When they are comfortable with that they will probably give some of that money back to investors.

Price:
$7.270
Subject:
OIL & GAS
Bias:
OPTIMISTIC
Owned:
Yes
  WCP-T   2012-08-30 HOLD John Stephenson

Pretty good name. Good earnings growth. A lot of potential upside. Most analysts are bullish on this name.

Price:
$7.170
Subject:
RESOURCE
Bias:
CAUTIOUS
Owned:
No
  WCP-T   2012-07-16 TOP PICK Eric Nuttall Management has been building the company up for abut 2 years with dividends in mind. Thinks that in the next 3 or 4 months they will convert to a dividend paying company. Feels they can grow 5% a year and pay a 5% dividend. Price:
$6.240
Subject:
OIL & GAS
Bias:
CAUTIOUS
Owned:
Yes
  WCP-T   2012-06-14 HOLD Jim Huang Continues to like this name. Have a good management team and a good asset mix. Production is more oil oriented than natural gas. The whole Junior resource sector has been decimated. Recently made acquisition that strengthened their property portfolio. Balance sheet is under control. Price:
$7.210
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
  WCP-T   2012-03-29 TOP PICK Mason Granger Made 2 acquisitions in 2012 so are really rolling up a lot of really great light oil assets. Based around a 50% interest in a Valhalla/Montne oil pool that has a very low decline rate of about 20%. Substantial free cash flow so feels they will institute a dividend in a year or 2. Price:
$8.750
Subject:
OIL & GAS
Bias:
BEARISH on GAS
Owned:
Yes
  WCP-T   2012-03-19 BUY Eric Nuttall A name he sold couple of months ago, did well and is buying it again now. They had been an acquirer and that they will make one more and then will became a dividend issuer. Price:
$9.370
Subject:
OIL & GAS
Bias:
CAUTIOUS
Owned:
Yes
  WCP-T   2012-03-01 BUY Jim Huang (Market Call Minute.) Good management team. Levered to oil and will do very well in this environment. Just announced a merger and will continue with their growth profile. Price:
$9.900
Subject:
NORTH AMERICAN
Bias:
BULLISH on GOLD
Owned:
Unknown
  WCP-T   2012-02-24 TOP PICK Mason Granger Have about 10,500 barrels a day of production. Very low decline rate. Real anchor of production is the Valhalla/Montne oil pool where they have recovered about 12% of the oil to date which has a very low decline profile. Ultimately should be able to recover up to 40% of the oil. Also acquired Compass, a Kindersley area company of Saskatchewan. Good success in drilling up Pembina/Cardium. Price:
$10.430
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Yes