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| DON'T BUY | 25.770 | Bruce Campbell | Isn't that much growth but pays a decent dividend. Would rather own Suncor (SU-T) where you don't get quite the dividend but you know you have a growing production base. (See Top Picks.) | 2010-09-02 | |
| TOP PICK | 25.520 | Rick Stuchberry | Likes the sector. Sees this as a core position and buys on pullbacks. Distribution of 8% could be cut as they haven't earned it in the last quarter but is still worth owning, as the business itself is very solid. | 2010-08-30 | |
| BUY on WEAKNESS | 25.290 | Sandy McIntyre | The .UN that people are fixated in is leaving at the end of 2010 but it doesn’t change the nature of the dividend. Comfortable with the cash flow stream. All large cap energy stocks are breaking down. | 2010-08-25 | |
| BUY | 25.290 | Michael Sprung | It is a long-term play. It’s going to take a long time to see real returns, especially where oil prices are. Over the next few years they will do well. Well managed. Significant tax pool so they should not have to reduce distribution as much as other companies would have to. | 2010-08-25 | |
| DON'T BUY | 24.910 | Eric Nuttall | Limited capital appreciation. Yield is in question. Likely they have to cut (25%) the distribution when they convert to a corp. CPG has a slightly higher yield. | 2010-08-24 | |
| Comment | 25.740 | Christine Poole | They are indicating .50 a quarter. They are going to convert at the end of the year. Their strategy will be to pay out according to what oil prices are doing. Distribution will be volatile. Thinks capital spending requirements will increase. Can maintain payout if crude prices go up, otherwise a risk in a cut. | 2010-08-23 | |
| Comment | 25.280 | Philip Doyle | Stock price dropped because of a couple of things. 1) Oil price is lower and 2) there is a perception, because of BP spill, there is political risk around anything that could possibly be environmentally unfriendly. 7.8% yield. His biggest concern is that it is a one trick pony. | 2010-08-20 | |
| DON'T BUY | 26.390 | Michael Decter | Was downgraded by BMO today and there is a lack of enthusiasm for this one. Solid enterprise but it doesn't seem to generate the excitement that others are doing. | 2010-08-16 | |
| WEAK BUY | 27.230 | David Burrows | He is underweight energy. Likes the way oil is behaving. This one has been under performing. If you believe oil will be strong and will move higher, it is one you can own. Prefers mid-size companies that are using newer technologies such as Crescent Point (CPG-T) but doesn't think you will get hurt too badly with this one. | 2010-08-09 | |
| SELL | 27.250 | Bruce Campbell | Likes oil sands but this is not one of his favourites. If you own, consider selling and buying something else on a market pullback. (See Top Picks.) | 2010-08-04 | |
| DON'T BUY | 27.250 | Ian Ainsworth | Pays about 7%+ yield but expects this will start coming down by 2011. Based on Price to Cash Flow it is not cheap. Prefers Suncor (SU-T), which trades at a discount to its NAV and is a growing company. | 2010-08-04 | |
| Comment | 27.560 | Michael Smedley | Has been some gentle fear in the air that while strongly held, is a bit vulnerable to endless cash flow. If it has losses, then it can continue not to pay tax. As a result of strategies to avoid tax, distributions may exceed cash flow. They are a major in the oil sands. | 2010-07-29 | |
| PAST TOP PICK | 27.740 | Dennis Da Silva | (A Top Pick July 16/09. Up 9.88%.) | 2010-07-13 | |
| BUY | 27.610 | Norman Levine | Largest owner of Syncrude. No exploration risks. Constantly making it bigger so there is good growth there. Decent payout, which he thinks, will increase over time. (See Top Picks.) | 2010-07-09 | |
| DON'T BUY | 28.030 | Bruce Campbell | You are buying the oil sands, which gives you growth, but this is not a growth company. You are really buying it for the dividend. Prefers Crescent Point (CPG-T) because he gets more of the dividend with a growth company. | 2010-06-28 | |
| PAST TOP PICK | 28.780 | Dean Orrico | (A Top Pick July 23/09. Up 10.44%.) Great company to own. | 2010-06-17 | |
| WEAK BUY | 27.930 | Michael Decter | Yield is safe. Oil prefers will trade within a range. Operations performing reasonable well. If some of negatives of oil sands have been offset by Gulf problems, then this will do well. | 2010-06-11 | |
| HOLD | 27.740 | David Cockfield | Trade out to get better capital gains elsewhere, but it yields well. They have been doing some financing through follow-throughs, which makes them think you are not going to see any increase in dividend. But you are probably safe. Hold it for income. Capital gain is 4-6 months. | 2010-06-04 | |
| WEAK BUY | 27.950 | Douglas Kee | (Market Call Minute) Just raised distribution. It’s a good business. Not a lot of upside and volatile. | 2010-06-02 | |
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| BUY | 28.150 | Michael Smedley | Oil sands are here to stay. | 2010-05-27 | |
| PAST TOP PICK | 26.900 | Dennis Da Silva | (A Top Pick March 26/09. Up 13.15%.) | 2010-05-18 | |
| HOLD | 26.900 | Ron Meisels | Stock did well, then broke below 200 day moving average and now [since a year ago] you could say the 200 day average is flat. Use a stop loss of about $26, but not a round number. Oils should come alive again in about 3 months. Give it a chance | 2010-05-18 | |
| BUY | 27.940 | Rick Stuchberry | An oil company you can sit with because it has yield support. Just increased the distribution. Good solid company. | 2010-05-14 | |
| BUY | 28.450 | David Cockfield | Has a lower yield than what you can get in other oil/gas stocks. Expect the price of oil will go back up. This is giving you long-term assets and expects they will increase their pay out again. | 2010-05-07 | |
| BUY | 28.920 | Norman Levine | A great company to own. Just announced an increase in dividends. Pure play on the price of oil. No exploration risks. Output is going to go up over 20% in the next 10 years. | 2010-05-05 | |
| Comment | 30.750 | Don Vialoux | Oily stocks like this tend to do best from the end of January right through until usually June. Stick with this until the first week in June. Start to consider some of the gassy stocks, which have the seasonality from the end of July until the end of October. | 2010-04-30 | |
| Comment | 30.490 | Michael Sprung | A lot of the energy related areas are being affected by the pullback in the commodity price. This one is a long-term play and you have to be extremely patient with it. There is also the adjustment coming when they convert to a corporation. | 2010-04-27 | |
| Comment | 30.760 | Paul Harris, CFA | The Chinese purchase of part of Syncrude probably makes this company more valuable but not sure the market is going to give them value for this. | 2010-04-22 | |
| BUY | 29.830 | Jim Huang | One of the older players in the oil sands. Recently lost out in buying the stake from Conoco Phillips but is probably a blessing in disguise. Possibility of an increase in distributions just went up. | 2010-04-19 | |
| PAST TOP PICK | 30.280 | Dean Orrico | (A Top Pick July 23/09. Up 10.9% excluding distributions.) | 2010-04-16 | |
| TOP PICK | 30.280 | John Stephenson | (A Top Pick Apr 12/09. Up 8.6% excluding distributions.) Sinopec out of China bought ConocoPhillips (COP-N) assets at a price that would be equivalent to $37 a share for this company. Also expects there could be a distribution increase. Also looking for oil to move slightly higher over time. | 2010-04-16 | |
| PAST TOP PICK | 31.180 | Jaime Carrasco | (A Top Pick March 13/09. Up 43.32%.) Rotated out of this into some others. | 2010-04-14 | |
| Comment | 28.740 | Paul Harris, CFA | Prefers Canadian Natural Resources (CNQ-T), Imperial Oil (IMO-T) or Encana (ECA-T). | 2010-03-25 | |
| WATCH | 28.890 | Hap (Robert) Sneddon FCSI | Chart shows a downtrend channel from last November. Expect there will be some support come in at around $28. Thinks the market will tend to have more of a focus on income so this would be something he would be interested in. 4.85% distribution. | 2010-03-22 | |
| Comment | 27.840 | Peter Brieger | Acquired reserves in the high Arctic, which will require the Mackenzie pipeline to be built. Good management. Likes others which have higher yields. | 2010-03-12 | |
| TOP PICK | 27.950 | John Stephenson | Levered to oil. Fairly low risk and simple business in many ways. There is a concern that they might go out and purchase Coneco Phillips. They could be acquired if we see renewed confidence in the oil sands. Demand is growing very rapidly in Asia. | 2010-03-05 | |
| TOP PICK | 27.950 | Linda Shick | She likes it for both growth and yield. One of the larger players in the Syncrude project. When they convert they should maintain their distribution. Offers good growth and you get paid to wait. They are a little bit new at dealing with the environmental aspects of oil sands. | 2010-03-02 | |
| SELL | 27.950 | John Zechner | Selling and putting money into Suncor would be a good trade. It is a good long-term decision. | 2010-03-01 | |
| BUY | 28.800 | Michael Simpson, CFA | A passive investment in Sycrude. One of the members wants to sell its stake and COS may want to buy it. If they don’t, the market will be relieved. If you have a long term view that oil will be strong, then this is a very good company. | 2010-02-23 | |
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| BUY | 29.400 | Barry Schwarrtz | Many years of oil reserves. Likes it. Holds others and can’t own them all. | 2010-02-22 | |
| HOLD | 29.500 | Paul Harris, CFA | You should hold oil. He chose to hold others because he felt they had better management. | 2010-02-18 | |
| BUY | 29.450 | Jennifer Stevenson | (Market Call Minute) Might get a little cheaper. | 2010-02-16 | |
| BUY | 29.250 | Derek Webb, CFA | Blue chip. Oil sands. Chart is flat showing less volatility than many stocks. You'll do fine with this but to really get the oomph with this one, we are going to need higher oil prices. You won't go wrong with this. | 2010-02-11 | |
| PAST TOP PICK | 28.620 | Dennis Da Silva | (A Top Pick March 26/09. Up 12.53%.) A core holding. Still a Buy. | 2010-02-10 | |
| Comment | 28.050 | David Baskin | Believes they have tax pools that will shelter it for 3-5 years when they convert to a corp. Before investing in these types of trusts, this is a very important element that you have to check on. | 2010-02-08 | |
| TOP PICK | 28.710 | Gavin Graham | Cut the distributions a couple of times during the fall of oil prices and that the current level is about 4.5%-5%. The big deal outstanding is ConocoPhillips (COP-N) selling a 9% stake in Syncrude and this company is felt to be the logical buyer. If they buy, they will be able to maintain their payout. | 2010-02-01 | |
| Comment | 27.740 | Bruce Campbell | Canadian Oil Sands (COS.UN-T) or Crescent Point (CPG-T)? Rumoured they will be buying more Syncrude. Will be changing to a corporation and paying a dividend. Prefers Crescent Point (CPG-T). 5% yield. (See Top Picks.) | 2010-01-29 | |
| TOP PICK | 27.990 | Norman Levine | Biggest holder of Syncrude, which is increasing production. Stock has been held back because Chevron has announced they are putting their piece of Syncrude up for sale and he expects them to buy into a share issue. Will probably increase their dividend again in the next month. | 2010-01-28 | |
| TOP PICK | 28.330 | John Stephenson | Expecting oil to move higher. Had some operational hiccups at Syncrude in the 3rd quarter but that is behind them now. 4.8% yield. | 2010-01-22 | |
| PAST TOP PICK | 29.480 | Dean Orrico | (A Top Pick Feb 6/09. Up 42.78%.) Still a buy. | 2010-01-20 | |
| TOP PICK | 30.270 | Mason Granger | Has been a laggard. They had operational hiccups with vacuum distillation unit this year. Always been concerns about reliability. His view is that over time he will see considerable enhancements in reliability and operation. | 2010-01-05 | |
| TOP PICK | 29.500 | Rick Stuchberry | Has a reasonable yield and has the ability to raise its distributions. | 2009-12-30 | |
| PARTIAL SELL | 29.770 | Michele Robitaille | (Market Call Minute.) Good long-term hold but she would be trimming. Excellent long life forty-year resource play. Good payout ratio. 4.7% yield. | 2009-11-25 | |
| PAST TOP PICK | 30.800 | Dennis Da Silva | (A Top Pick Oct 21/08. Up 8.3%.) | 2009-11-18 | |
| Comment | 30.800 | Laura Lau | Can be volatile as it is a call on the volatility of oil. She is bullish on oil long-term. Also, ConocoPhillips (COP-N) indicated they would sell their 9% holdings in Syncrude and this company is interested. This would be a large amount of equity and debt they would have to issue. | 2009-11-18 | |
| Comment | 30.300 | Glenn MacNeill, P.Eng. | Has gone up substantially and has done very well and is very much driven by oil prices. Has gotten fairly expensive. Long life reserves so every portfolio should have some in it. | 2009-11-06 | |
| DON'T BUY | 29.180 | David Cockfield | Not a super fan of this one. Vulnerable when the market starts to sell off. US legislation poses a potential problem for any oil sands producer. | 2009-10-30 | |
| Comment | 29.450 | Jaime Carrasco | Likes it fundamentally long-term but sold his holdings to add to his cash position. Would definitely buy when he gets out of his gas plays. | 2009-10-29 | |
| HOLD | 29.450 | Derek Webb, CFA | Their long-lived reserve assets have never been priced correctly. Most companies have reserved lives of 3 to 7 years. If you have any patience, you just sit and hold as it will go up over time. | 2009-10-29 | |
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| PARTIAL BUY | 30.170 | Andrew Cook | Start accumulating (33%) and when it goes down another 10%-15% accumulate more. Just raised their distribution. | 2009-10-28 | |
| SELL | 30.500 | Ross Healy | (Market Call Minute.) Pretty expensive and doesn't have much of a yield. | 2009-10-26 | |
| HOLD | 33.320 | Joseph Schachter | Getting back near its highs. If you have 2 to 3 years, definitely hold it and wait for weakness to buy more, otherwise there is not much more upside. | 2009-10-20 | |
| BUY | 34.150 | Christine Poole | 37% interest in Syncrude. Cut its distribution earlier in the year but raised it last quarter and there is speculation that they will do so again. If you are positive on crude, this is a reasonable investment. 2.9% yield. | 2009-10-15 | |
| TOP PICK | 33.700 | Laura Lau | Longer term, she is a bull on oil. Shorter term, she believes they are going to increase their distribution by 20%-30%. Have a debt goal of $1.6 billion and are at $1.2 billion. With current oil prices they will be paying down their debt pretty quickly. 3% distribution. | 2009-10-13 | |
| Comment | 32.600 | Paul Harris, CFA | Likes oil over the long-term and this is a great asset. Oil has run up and he is fairly neutral on it right now and prefers natural gas. If you own you could Sell some and look to Buy it back or Hold looking for oil to go higher down the road. | 2009-10-08 | |
| Comment | 31.050 | Jeff Parent | Formed a diamond pattern from April to August followed by some easing and then took off again. Could see $35 in the short term. If it can maintain that trend it could be back up to the $47 level by the end of next year. | 2009-10-07 | |
| DON'T BUY | 30.750 | Charles Lannon | Popular trust because of the long life of their assets but they don't have a low-cost structure. Prefers Vermilion (VET.UN-T), which has a much cleaner balance sheet as well as a good balance between natural gas and oil and the dividend is much safer. | 2009-09-30 | |
| BUY | 29.870 | Jennifer Stevenson | Likes it. You don’t have capital expenditures for next 2 years. Nice distribution stream. | 2009-09-22 | |
| BUY | 28.930 | Glenn MacNeill, P.Eng. | Pure oil sands exposure. Made a commitment that they are going to increase debt to build the next stages of their several Syncrude projects. Dividend is reasonably safe and you will have some growth down the road. | 2009-09-18 | |
| BUY | 29.080 | Michael Simpson, CFA | Pure oil play based on the Syncrude oil sands. | 2009-09-17 | |
| BUY | 27.750 | David Burrows | A lot of the oil sands assets are very attractive. The reason you want to own this is the yield. Will continue to ramp up their production. Their ultimate policy is to pay out 100% of the free cash. Have just bumped the distribution and can bump it again very shortly. | 2009-09-14 | |
| HOLD | 27.110 | Rick Rule | Treat this as catastrophe insurance. In the event of some catastrophic event in the Persian Gulf you could easily see crude in the $150-$200 range. Also, in the next 2 or 3 years natural gas prices will be very low which will help keep their costs down. | 2009-09-01 | |
| BUY on WEAKNESS | 28.050 | Rick Stuchberry | (Market Call Minute.) | 2009-08-27 | |
| TOP PICK | 29.000 | Norman Levine | Likes their exposure to the oil sands. Price of oil is currently higher than people expected. Alberta’s labour costs have gone down. A big cost in the oil sands is natural gas, which seems to be going lower. | 2009-08-24 | |
| HOLD | 28.750 | John Stephenson | Dividend isn't great but they did raise it recently. This is a direct leverage to oil prices and says he is positive on oil, you should continue to hold. You could also consider Baytex Energy (BTE.UN-T) or Arc Energy (AET.UN-T), which is a little more gas weighted but a well managed trust. | 2009-08-21 | |
| BUY | 27.800 | Laura Lau | Probably one of the most leverage ways you can play if you are a really crude oil bull. One of the few trusts that were able to increase distributions. Very high fixed costs operations. Yield of under 4%. | 2009-08-14 | |
| SELL | 27.650 | Ross Healy | Sell this and buy Crescent Point Energy (CPG-T)? Canadian Oil Sands has recovered as far as he thought it would. Not a bad switch. (ED. Not sure he is enamoured with Crescent Point either.) | 2009-08-13 | |
| HOLD | 26.640 | John Stephenson | Payout ratio of about 48% but it's discounting $70 oil. Basically a call on oil prices. Not a lot of growth associated with it. Pretty fairly valued. | 2009-07-24 | |
| TOP PICK | 27.390 | Dean Orrico | Most of their CapX is behind them. Have unhedged exposure to higher oil prices. Management announced costs per barrel are going to be higher. When they report July 27 should be a really good entry point. | 2009-07-23 | |
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| Comment | 26.750 | Christine Poole | Generates money from its 37% interest in Syncrude oil sands operation. This stock will track the price of crude. Cut distributions in January. | 2009-07-21 | |
| BUY | 26.290 | Michele Robitaille | Have tax pools to help them when they convert to a corporation. Long life assets and good future growth opportunities. In the near term 2nd quarter results could be a little disappointing but longer term it is an excellent holding. | 2009-07-17 | |
| TOP PICK | 25.990 | Dennis Da Silva | (A Top Pick Oct 21/08. Down 11.07%.) Lagged peer group because of Sycrude’s coker taking longer to turn around as well as the distribution cut. Great opportunity for long-term investors. Multi-decade long assets. | 2009-07-16 | |
| TOP PICK | 25.700 | Jaime Carrasco | Love's energy long-term. | 2009-07-06 | |
| BUY | 27.790 | Laura Lau | (Market Call Minute.) Has a lot of leverage to oil prices and a fantastic asset base at Syncrude. | 2009-06-30 | |
| HOLD | 25.990 | John Stephenson | Look at this as a proxy for the price of oil. Slashed their distribution heavily so you don't hold it for the yield. Not much growth as there are 5 firms in the consortium. Sees oil prices higher in a year’s time. | 2009-06-24 | |
| HOLD | 25.660 | Laura Wallace | Seasonally this is not the best time to be looking at oil/gas stocks. Oil needs to be in the $65-$75 range for oil sands to be profitable. Prefers Suncor (SU-T). | 2009-06-23 | |
| BUY | 27.580 | Peter Brieger | (Market Call Minute.) Long-term buy. As the price goes up they will be on to increase the distributions. Have done most of their spending for now. | 2009-06-16 | |
| BUY | 28.100 | David Burrows | (Market Call Minute.) Great long-term asset. Likes the energy space. Great core portfolio holding. | 2009-06-15 | |
| BUY | 29.600 | Jennifer Stevenson | (Market Call Minute.) Likes it because it is oily. Has been lagging the index. | 2009-06-01 | |
| BUY | 27.790 | Rick Stuchberry | The “go to” Fort McMurray stock. Once the oil price gets up a little bit and stays up, distributions should start to increase again. | 2009-05-28 | |
| TOP PICK | 26.170 | Robert Lauzon | Bullish on oil and any producer that is unhedged is a Buy. He is looking for $80 oil this year. This one is unhedged. Dividends will increase with higher oil prices. | 2009-05-26 | |
| BUY on WEAKNESS | 26.520 | Bruce Campbell | Highly dependent on oil prices. With Suncor (SU-T) merging with Petrocan (PCA-T) this company becomes the only pure play giving it a higher valuation. Thinks the next 6 months oil prices will be flat at $55-$65. Might be a little ahead of itself here. | 2009-05-25 | |
| BUY | 26.550 | Michele Robitaille | Very good shape going forward. Cut distributions dramatically to make sure they were in a good position through the credit crisis. Have a lot of torque to oil prices as they don't hedge. Because of their low pay out ratio they are in one of the best positions in a rising oil price environment. | 2009-05-22 | |
| BUY | 26.160 | Jean-Francois Tardif | (Market Call Minute.) Long-term he is very bullish on oil. Should be in anybody's portfolio for the long-term that is bullish on oil. | 2009-05-21 | |
| Comment | 27.480 | Glenn MacNeill, P.Eng. | Has the largest part of the Syncrude Oil Sands project. Doesn't have a lot of capital expenditures in front of it, which he likes. A little bit of debt that they are paying down. Distribution is relatively safe. Very expensive relative to its peers. From a longer-term perspective, this represents a huge resource. This is one you would keep and sock away in your portfolio and leave for quite a while. | 2009-05-20 | |
| BUY | 25.100 | Craig MacAdam | Very bullish on energy and oil in particular. This one is a mature company with no start-up risks. | 2009-05-14 | |
| Comment | 27.200 | Steve Carlin | This is a pure call on the price of oil. From a growth perspective he would look at other companies. This is a fine company but a little bit expensive when compared to its peers. | 2009-05-12 | |
| BUY | 26.650 | Ben Cheng | Obama looking at increasing taxes paid by companies that are creating more carbon emissions. This would impact oil coming from Canadian oil sands. However there are lots of other markets. Oil is the safer play. COS.UN is a pure oil play, vs. BNP.UN | 2009-04-27 | |
| HOLD | 26.000 | Hap (Robert) Sneddon FCSI | (Market Call Minute) Would like to see more support. | 2009-04-20 | |
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| TOP PICK | 27.820 | John Stephenson | Has had a nice run so he essentially is recommending it as a takeout potential. One company that is screaming to get into the oil sands is Exxon Mobile. | 2009-04-14 |
