Eric Nuttall.
Eric Nuttall is a portfolio manager at Sprott Asset Management. His focus is on oil and gas stocks.
Top picks:
TORC Oil & Gas Ltd.
This is an out-of-favour small cap oil stock with a highly regarded management team, pristine balance sheet, and free optionality on a multi-billion barrel light oil play
Renegade Petroleum Ltd.
Still off the radar of dividend funds, Renegade has a sustainable model that supports a current 10-per-cent-plus yield. Rerating over time should take the stock back to $3.
Whitecap Resources
With the most sustainable oil and gas dividend company in Canada, WCP pays a 6.6-per-cent yield and can grow production by 5 per cent for the next decade and beyond.
Past picks: Jan. 24, 2012
Painted Pony Petroleum Ltd.
Then: $8.68
Now: $10.32
Total return: +18.89 per cent
Trican Well Service Ltd.
(Currently shorting the stock)
Then: $16.45
Now: $14.00
Total return: –12.81 per cent
Legacy Oil + Gas Inc.
Then: $11.95
Now: $6.94
Total returnR: –41.92 per cent
Total return average: –11.95 per cent