While a new year, a lot of our Top Ideas are old and familiar. We continue to believe the market will coalesce around low cost entities able to grow or at least maintain earnings power within a framework of capital conservation. While we continue to be optimistic surrounding elevated M&A activity, management teams and boards will be reluctant to sell at cyclical troughs, and as such do not believe the market will speculate on transactions despite some compelling asset prices reflected in equitie ....
06 Jan 2016
Moderate Risk, High Reward Within Top Ideas Portended for 2016
Canadian Natural Resources Limited (CNQ:TSE), 0 | Advantage Energy Ltd (0UG9:LON), 0 | ARC Resources Ltd. (ARX:TSE), 0 | Peyto Exploration & Development Corp. (0VCO:LON), 0 | Tourmaline Oil Corp. (TOU:TSE), 0 | Crescent Point Energy Corp. (0UR7:LON), 0 | Whitecap Resources Inc. (WCP:TSE), 0 | Cardinal Energy Ltd. (CJ:TSE), 0 | Kelt Exploration Ltd. (KEL:TSE), 0 | PAINTED PONY PETROLEUM (PPY:TSE), 0 | Raging River Exploration (RRX:TSE), 0 | Ithaca Energy (IAE:TSE), 0 | Parex Resources Inc. (PXT:TSE), 0 | Tullow Oil plc (TLW:LON), 31.0 | Secure Energy Services Inc. (SES:TSE), 0 | Enbridge Inc. (0KTI:LON), 0 | Enbridgeome Fund (ENF:TSE), 0
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Moderate Risk, High Reward Within Top Ideas Portended for 2016
Canadian Natural Resources Limited (CNQ:TSE), 0 | Advantage Energy Ltd (0UG9:LON), 0 | ARC Resources Ltd. (ARX:TSE), 0 | Peyto Exploration & Development Corp. (0VCO:LON), 0 | Tourmaline Oil Corp. (TOU:TSE), 0 | Crescent Point Energy Corp. (0UR7:LON), 0 | Whitecap Resources Inc. (WCP:TSE), 0 | Cardinal Energy Ltd. (CJ:TSE), 0 | Kelt Exploration Ltd. (KEL:TSE), 0 | PAINTED PONY PETROLEUM (PPY:TSE), 0 | Raging River Exploration (RRX:TSE), 0 | Ithaca Energy (IAE:TSE), 0 | Parex Resources Inc. (PXT:TSE), 0 | Tullow Oil plc (TLW:LON), 31.0 | Secure Energy Services Inc. (SES:TSE), 0 | Enbridge Inc. (0KTI:LON), 0 | Enbridgeome Fund (ENF:TSE), 0
- Published:
06 Jan 2016 -
Author:
FirstEnergy Research Team -
Pages:
16
While a new year, a lot of our Top Ideas are old and familiar. We continue to believe the market will coalesce around low cost entities able to grow or at least maintain earnings power within a framework of capital conservation. While we continue to be optimistic surrounding elevated M&A activity, management teams and boards will be reluctant to sell at cyclical troughs, and as such do not believe the market will speculate on transactions despite some compelling asset prices reflected in equitie ....