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Jack Banser  

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  • Parex Resources - Yet Another Way To Play Low Oil Prices
    Tue, Feb. 24 PARXF 5 Comments

    Summary

    • Parex is a low cost operator in a solid position to keep strong in low price environment.
    • At the end of the third quarter the company had a decent cash position and negative net debt.
    • Operations continue to be strong and average production is still set to grow 18% in 2015.
  • Flowers Foods: A Feel-Good 2.5% Yield
    Thu, Feb. 19 FLO 2 Comments

    Summary

    • The company just reported great year-end results.
    • The dividend has been increased for the past 9 years, and I expect this to continue.
    • The future looks good for the company and it is also a good defensive play.
  • Bellatrix Exploration - Attempting To Do More With Less
    Wed, Feb. 18 BXE 11 Comments

    Summary

    • Bellatrix cut its capital plan for 2015 drastically.
    • Production and operations are still headed in the right direction.
    • A decent risk management position allows for less worry about the year.
  • Gran Tierra Energy Remains My Favorite Pick To Ride Out Lower Oil Prices
    Tue, Feb. 17 GTE 21 Comments

    Summary

    • Shares have been punished hard recently because the company announced poor results from Peru.
    • Operations in Colombia are still very strong and the market is overlooking this.
    • The company cut capex by a staggering amount, which it will fund entirely with cash flow and cash on hand.
    • At 2014 year end the company still had $332 million in cash and no debt.
  • Consider Packing Crown Holdings Into Your Portfolio
    Wed, Feb. 11 CCK 4 Comments

    Summary

    • Crown Holdings looks undervalued versus its peers especially factoring in estimates.
    • The company continues to grow and return value to shareholders.
    • 2015 should be a promising year as its latest acquisitions start making impacts.
  • Keep An Eye On China Cord Blood
    Tue, Feb. 10 CO Comment!

    Summary

    • The company is the first and largest of its kind in China.
    • At the end of fiscal Q2, the company had $351M in cash.
    • Revenue continues to grow nicely and EPS should follow.
    • Insiders have been adding the past few months.
  • ALLETE, Inc: Consistent Dividends Since 1950
    Wed, Feb. 4 ALE 9 Comments

    Summary

    • The company has paid dividends consecutively since 1950.
    • The shares currently sport a yield of about 3.57%.
    • Growth of the company points directly to further growth of the dividend.
  • SCANA Is An Excellent Defensive Play Yielding 3.3%
    Mon, Feb. 2 SCG 5 Comments

    Summary

    • The company has raised its dividend for 15 years straight and currently yields 3.3%.
    • Consistent growth looks to continue and the company is very healthy.
    • Although the shares are trading near 52-week highs they could still be considered undervalued in relation to peers.
  • Insiders Seem Somewhat Confident In These Oil And Gas Names
    Wed, Jan. 28 BXE, JONE, REN 2 Comments

    Summary

    • There have been some noteworthy buys recently in some oil and gas names.
    • This clearly shows confidence in the companies and in oil & gas prices.
    • Clearly these insiders and institutional players believe these names will make it through the downturn.
  • AES Corporation Looks Undervalued And Sports A 3% Yield
    Mon, Jan. 26 AES 4 Comments

    Summary

    • The company recently raised its dividend 100%.
    • The company offers exposure to a lot of different markets.
    • Growth is looking to get back on track and shares look undervalued.
    • It expects to increase the dividend by 10% annually for the next few years.
  • Update: Poor Results For Gran Tierra In Peru
    Tue, Jan. 20 GTE 26 Comments

    Summary

    • The company released an operations update in which it said the possible reserves of the Bretaña field will be less than expected.
    • The market has overreacted to this without seeing the numbers.
    • The company's operations in Colombia remain strong and it still has further potential in Peru.
  • The York Water Company: 199 Years Of Consecutive Dividends
    Mon, Jan. 19 YORW 9 Comments

    Summary

    • Shares currently yield about 2.5%.
    • The company has consistently increased the dividend for the last 18 years, having paid one to investors since 1816.
    • The company continues to grow, and the next year shows continued promise.
  • Middlesex Water: 42 Years Of Dividend Growth
    Fri, Jan. 16 MSEX 5 Comments

    Summary

    • The shares currently sport a yield of about 3.5%.
    • Utilities are notorious for being a great defensive play.
    • Estimates for 2015 point to continued strong growth.
  • Why I Just Loaded Up On Ford
    Tue, Jan. 13 F 34 Comments

    Summary

    • The company just raised its dividend by 20% and now yields nearly 4%.
    • Estimates have the company performing well in 2015, especially compared with 2014.
    • The new F-150 has been referred to as a big gamble, but it's really not.
  • PharmaCyte Biotech: A Balanced Look
    Mon, Jan. 12 PMCB 76 Comments

    Summary

    • The company has what appears to be a very promising drug platform.
    • The history of the company is quite curious.
    • I take a relatively balanced look at the company.
  • Crown Crafts: Micro-Cap Yielding 4.1%
    Tue, Jan. 6 CRWS 7 Comments

    Summary

    • Currently sports a handsome 4.1% yield.
    • Became debt-free four years ago and is creating a good cash position.
    • An analyst recently rated it as a buy with a price target pointing to a 42% upside.
  • Ecopetrol Looks Very Oversold Vs. Integrated Peers
    Dec. 31, 2014 EC 10 Comments

    Summary

    • Ecopetrol shares are down 50% since September.
    • Compared with other integrated oil names, it has been beaten badly.
    • Although operations remain on a slight downtrend, the company is still in a sound position.
  • My New Years Resolution: Balance My Risky Portfolio
    Dec. 29, 2014 BAC, DTV, EOX 16 Comments

    Summary

    • As a young investor my portfolio is filled with risk.
    • In 2015 I will be looking to limit my exposure to big risks.
    • My portfolio was weighted heavily in oil and gas, which did not make for a pretty 2014.
  • Spyglass Ditches The Dividend
    Dec. 19, 2014 SGLRF 11 Comments

    Summary

    • Spyglass suspends its dividend.
    • Sold a 50% stake in its Dixonville Assets for $100M.
    • Filed for the option to buyback 12.4 million shares.
  • WPX Reshapes Itself Heading Into 2015
    Dec. 18, 2014 WPX 4 Comments

    Summary

    • The company is receiving about $300 million for its stake in Apco.
    • It has just announced the sale of its Marcellus operations for $300 million.
    • The company will now focus on 3 core plays all located in western US.
    • An insider recently bought 10,000 shares.
  • Talisman Deal: Quick To Abandon Ship?
    Dec. 15, 2014 TLM 29 Comments

    Summary

    • Repsol and Talisman are in talks over a possible deal.
    • Talisman has great assets that can provide great long-term value.
    • A possible deal could leave longs cheated and shorts changed.
  • Emerald Oil: Adjusting To The Current Oil Environment
    Dec. 12, 2014 EOX 27 Comments

    Summary

    • Emerald cut its capex and production guidance for 2015 dramatically.
    • With a 1 rig program the company expects to be free cash flow positive by Q2 15.
    • Accelerated cost cutting measures, which led to a big hit in Q4 average production but did not change the exit rate.
  • Birchcliff Energy Continues To Be A Promising Natural Gas Play
    Nov. 24, 2014 BIREF Comment!

    Summary

    • Natural gas accounts for about 85% of production so the company has limited exposure to the current oil prices.
    • Production was up 39% Y/Y and the company is set to finish 2014 strong.
    • New five year plan has production increasing nearly 200% from the average during Q3.
  • Consider These 2 Canadian E&P Companies While They're Down
    Nov. 11, 2014 LSTMF, WFREF 10 Comments

    Summary

    • Both companies shares have slid more than 50% in the last 3 months.
    • Both companies currently have yields over 15%.
    • Q3 earnings for both companies were fairly good.
  • Bellatrix Exploration Continues To Deliver
    Nov. 11, 2014 BXE 28 Comments

    Summary

    • Once again Bellatrix reported very solid earnings.
    • About 70% of production remains natural gas.
    • The shares continue to look over beat down.
    • New JV with Grafton is a great sign for the future.
  • Update: Emerald Oil Earnings
    Nov. 5, 2014 EOX 1 Comment

    Summary

    • Emerald beat both earnings and revenue estimates.
    • EOX announced a new strategy heading into 2015 that will cut costs and help with flexibility in the current oil environment.
    • The company is fully financed to fund its capex program for 2015.
  • Callaway Earnings Are Evidence The Turnaround Is Working
    Oct. 31, 2014 ELY 1 Comment

    Summary

    • The company beat both EPS and revenue estimates nicely.
    • Revenue was still well below previous years, but gross margins increasing made up for it.
    • Raised EPS guidance for the year and new product releases should drive growth.
  • Why I'm Not Worried About Emerald Oil, And Adding Shares
    Oct. 20, 2014 EOX 63 Comments

    Summary

    • The company has majority of production hedged through the end of 2014 and some into 2015.
    • Third quarter results are still estimated to be good.
    • Operations should still be headed in the right direction and improving.
  • Update: Marquee Energy Strengthens Its Balance Sheet
    Oct. 10, 2014 MQLXF 4 Comments

    Summary

    • Marquee recently sold some non-core assets for $14 million.
    • This money will be put toward debt reduction and future financial flexibility.
    • The company maintains production guidance which is solid.
  • 4 Reasons To Consider Murphy Oil
    Oct. 7, 2014 MUR Comment!

    Summary

    • Recently announced the sale of a portion of its Malaysian assets for $2B.
    • Production and reserve growth continue at a good pace.
    • Share buyback program has repurchased about 10% of the shares to date and the company's dividend continues to increase.
  • Shares Of Lightstream Resources Might Be Too Cheap To Ignore
    Sep. 25, 2014 LSTMF 28 Comments

    Summary

    • Shares were recently downgraded by RBC capital and the shares have pulled back significantly recently.
    • Current levels may present a good risk-reward scenario.
    • Have successfully disposed of $729 million worth of assets in 2014, crushing the company's target of $600 million.
    • At current levels the shares have a yield of about 10%.
  • Now Is The Time To Buy Twin Butte Energy
    Sep. 22, 2014 TBTEF 17 Comments

    Summary

    • Q2 results were very strong both operationally and financially.
    • Recent sell-off has created an opportunity.
    • Currently yields about 12%.
    • The transition from heavy oil to medium and light is going smoothly thus far.