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Renegade Petroleum Ltd. (RPL.V)
Financials 
Technical Analysis 0
BUY
Phenomenally profitable business. It has struggled. Trading at 2.4 times 2012 cash flow. They did an acquisition, which took their eye off the ball. They need to concentrate on execution. They are back in the field after the wet spring. Stock could go up to $4 level.
Eric NuttallOwned
Oil and Gas (Integrated Oils)
PAST TOP PICK
(Top Pick Jun 10/10, Down 1.88%) Some slippage in terms of their guidance and their hitting it. They have learned their lesson. He will give them two more quarters.
Eric NuttallOwned
Oil and Gas (Integrated Oils)
TOP PICK
Bought a small Alberta company and the stock declined ever since. They had a bunch of meetings with portfolio managers and stock went up 7% today. Everyone likes what they are planning. Costs are fairly low compared to piers <$20/barrel.
Bruce Campbell (1)Owned
Oil and Gas (Integrated Oils)
TOP PICK
Smaller (junior) oily name that has fantastic growth. Mostly oil. Different plays. A whole bunch of production coming on stream. They will have doubled production over the year. They had done an issue and the stock was lagging because of the issue. It’s obvious that the management can double production quickly.
Bruce Campbell (1)Owned
Oil and Gas (Integrated Oils)
PAST TOP PICK
(A Top Pick Oct 27/10. Up 15.19%.) About 97% light oil weighting. Have really great netbacks of about $55 at $90 oil. Cheap multiple.
Eric NuttallOwned
Oil and Gas (Integrated Oils)
TOP PICK
(A Top Pick June 10/10. Up 10.6%.) Highest net back of any company in Western Canada. Extremely cheap at a multiple of roughly 4X next year's cash flow. Light oil and a good set of assets. Looking for 40% upside.
Eric NuttallOwned
Oil and Gas (Integrated Oils)
TOP PICK
He has been buying over the last 3 weeks. 96% levered to oil. Flying under the radar of bay street. They can go after smaller deals but in aggregate can add up to a lot. Predicts they will be at a 4x multiple after increasing 50%.
Eric NuttallOwned
Oil and Gas (Integrated Oils)
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