Peyto Exploration & Develop. (PEY.TO) Buy,…

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Peyto Exploration & Develop. (PEY.TO)

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24.44

-0.00 (0.00%)

as of Jun 19, 2026, 8:00:00 pm Market Open.

120 watching

DON'T BUY

Had one of the best runs of any of the energy income trusts this past year. Got too highly priced.

HOLD

As we enter the 4th quarter, he sees a lot of the oil/gas trusts for a shorter term trade giving out special distributions.

TRADE

More of a growth oil/gas company. Holding back a large proportion of cash for reinvestment in organic growth rather than acquisitions. Keeps their costs low. Has always traded at a significant premium to its peers.

BUY

For pure gas income trust plays, prefers TKE Energy Trust (TKE.UN-T), Progress Energy (PGX.UN-T), Thunder Energy (THY.UN-T) and Peyto (PEY.UN-T). In the producer area Storm Exploration (SEO-T) because it was incredibly cheap at $4.60. Would sell when it gets near $7.

BUY ON WEAKNESS

He's schizophrenic on this one. He's a value investor and is concerned when he has to spend too much on production and reserves, but they continually deliver. They have identified tight gas as a theme.

DON'T BUY

An extraordinary company. Market is pricing in future growth expectations and so doesn't know where to put a price on it any more. If natural gas goes up, this will trade with that. Seems to be a lot of natural gas available for this winter short term and this is priced into it.

BUY

A very low cost producer. It does spend a lot. It does grow its production every year though. Because of growth its been able to grow its trading price and net asset value on a pretty consistant basis.

TOP PICK

Low payout ratio at 46%. Added about 25% reserves last year. Very disciplined in terms of finances. Manageemnt owns 21%.

TOP PICK

The best royalty trust performer in the last 3 years. Will continue to grow at 25% for the forseeable future. Has the longest reserve life. Low operating costs. Not expensive compared to other royalty trusts. About 7.5 X next year's cash flow.

TRADE

An unusual trust. Low yield of about 4/4.5%. Recently increased its distribution. A growth trust. Redeploys 60% of its cash flow into capital expenditures. His concern is that it doesn't have a large land position.

BUY

A very unique formula. Some of its numbers are pretty spectacular in its growth. Management has a significant interest in the company. Spends a large amount of capital on their property in the Sundance area.

BUY

Prefers companies that are growing by internal growth, such as this one and Arc Energy (AET.UN-T), Ketch (KER.UN-T), Bonavista (BNP.UN-T), Focus (FET.UN-T). They pay out less of their cash flow in order to keep and grow their reserve life.

BUY

Cream of the crop of the royalty trust area. The only one that's actually growing its production per unit, probably about 30% over the next year. Lowest finding and development costs. Low payout ratio. Has management ownership.

BUY

Long term believer in Don Gray. Gets most of its reserves through the drill bit. Has an 18 year reserve life. Most of their production has been coming from one area. As they branch out, their profitability will not be as good, so there will be a decline.

BUY

Cream of the crop in royalty trusts. Lowest finding and development costs. Highest reserve life. High management ownership. Growing production per unit which is pretty rare.

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Peyto Exploration & Develop. (PEY.TO)