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by dan_s
Fri Feb 17, 2012 1:37 pm
Forum: Other topics of interest
Topic: Don Coxe has turned bullish on stocks
Replies: 3
Views: 3108

Don Coxe has turned bullish on stocks

This from Don's newsletter: At all our public meetings, we are asked whether the upcoming US elections could prove to be good news for the economy and for stocks. We say that we doubt it—partly because we doubt there will be substantial change. We continue to believe Mr. Obama will be the likely win...
by dan_s
Fri Feb 17, 2012 11:29 am
Forum: Sweet 16 Portfolio
Topic: petobakken
Replies: 5
Views: 2335

Re: petobakken

Study up on the Cardium Light Oil play in Alberta. It is turning into one of Canada's Red Hot oil plays.

It will keep a lot of PDS rigs busy this year.
by dan_s
Fri Feb 17, 2012 10:35 am
Forum: Picks and tips from the EP community
Topic: Utica Shale
Replies: 0
Views: 1049

Utica Shale

You are going to hear a lot of news coming from the Utica Shale play this year. GPOR is my top pick for the Utica. 8:08AM Magnum Hunter announces $25 mln acquisition of Utica Shale Properties (MHR) 6.94 : Co announced today that its wholly-owned subsidiary, Triad Hunter, has closed on the acquisitio...
by dan_s
Thu Feb 16, 2012 9:27 pm
Forum: Picks and tips from the EP community
Topic: Costal Energy (CEN.TO)
Replies: 6
Views: 2722

Re: Costal Energy (CEN.TO)

I have never looked at it but one of members called me today and said the company will have some BIG NEWS soon. It sure has in impressive chart.
by dan_s
Thu Feb 16, 2012 9:25 pm
Forum: Sweet 16 Portfolio
Topic: petobakken
Replies: 5
Views: 2335

Re: petobakken

Go to our home page and click on the Derrick Petroleum link (lower right hand corner). Run a search on the Cardium. You will find that this area is red hot in Alberta. Horizontal drilling has "cracked the code" for the Cardium.
by dan_s
Thu Feb 16, 2012 9:20 pm
Forum: Sweet 16 Portfolio
Topic: petobakken
Replies: 5
Views: 2335

Re: petobakken

PetroBakken has a large stake in the Cardium Light Oil Play. I have been doing a lot of work on Vero Energy, which is a pure play on the Cardium. The netbacks on Cardium wells are fantastic. A good Cardium well can payout in 12-18 months with oil at $90/bbl. Rumor that ExxonMobil is targeting Penn W...
by dan_s
Thu Feb 16, 2012 9:16 pm
Forum: Picks and tips from the EP community
Topic: XEC is Rock Solid
Replies: 2
Views: 1565

Re: XEC is Rock Solid

After going over the transcript of the XEC conference call, I made a few changes to the forecast model. Nothing major but I reposted it under the Watch List. XEC has a very clean Balance Sheet with low debt. They are focused on increasing their liquids production this year. A very good plan. We will...
by dan_s
Thu Feb 16, 2012 5:19 pm
Forum: Picks and tips from the EP community
Topic: Costal Energy (CEN.TO)
Replies: 6
Views: 2722

Costal Energy (CEN.TO)

If any of you are familiar with COASTAL ENERGY COMPANY (CEN.TO)-Toronto
please share the info here.

The six month chart is very impressive. Something is going on.
by dan_s
Thu Feb 16, 2012 1:58 pm
Forum: Picks and tips from the EP community
Topic: Vero Energy (VRO.TO)
Replies: 1
Views: 1329

Re: Vero Energy (VRO.TO)

RBC Capital Markets report on Canadian Intermediate E&P Companies dated February 13, 2012 See comments about Vero Energy below. Investment Themes • Facing a challenging environment. The economic uncertainty prevalent through much of 2011, combined with continued pressure on natural gas prices, h...
by dan_s
Thu Feb 16, 2012 1:48 pm
Forum: Picks and tips from the EP community
Topic: Vero Energy (VRO.TO)
Replies: 1
Views: 1329

Vero Energy (VRO.TO)

My updated company profile for Vero Energy is now available under the Watch List Tab. It includes my Fair Value estimate of the company's common stock. Vero Energy's CEO, Doug Bartole, will be the speaker at our luncheon in Houston on Friday, February 24. We will record his presentation and have it...