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| Comment | 28.320 | Rick Stuchberry | Cenovus (CVE-T) versus Canadian Natural Resources (CNQ-T)? Both are good companies and both oil oriented with conventional and crude. He prefers something with a significant yield so he owns Canadian Oil Sands (COS.UN-T) instead. (See Top Picks.) | 2010-08-30 | |
| BUY | 28.740 | Jim Huang | Gas assets, which fully financed their growth in the oil sands. Have one of the best SAGD projects. Not expensive. | 2010-08-09 | |
| BUY | 28.590 | Bruce Campbell | Analysts had raised estimates from mid to upper $30’s and stock moved up. When they reported earnings, there was a slight disappointment so the stock has dropped. Still likes and can see $33-$34 over the next year. | 2010-08-04 | |
| TOP PICK | 30.180 | John Stephenson | Foster Creek and Christina Lake are the 2 main SAGD operations and have some of the best ratios in the business. Have 137 billion barrels of oil in place on their lands, which will support potential production of 2 million barrels a day. | 2010-07-23 | |
| PARTIAL BUY | 28.030 | Bruce Campbell | This is the mostly oily assets of Encana (ECA-T). Under performed for the first little while and dropped to good value at the $24-$25 range. On days when oil is weak, you can pick away at it and get more aggressive if oil goes back to $70. | 2010-06-28 | |
| TOP PICK | 29.090 | Douglas Kee | Pure oil play and primarily oil sands. Very good at keeping costs down. These guys are the low cost producers. Very advanced on the technology side. Have refineries. It lowers the volatility. Thinks they will increase their dividend faster than competition. | 2010-06-02 | |
| BUY | 26.010 | Barry Schwarrtz | Long-term growth story of oil sands. He chose CNQ and SU as his oil stories. Not enough coverage of this one yet. Likes the oil sands. Lots of reserves in a politically stable area. Nice dividend. | 2010-05-25 | |
| BUY | 29.160 | Dean Orrico | Very high quality company. | 2010-04-16 | |
| DON'T BUY | 29.360 | John Zechner | He is almost at the point of taking out some of his oil stocks and start to look at some of the natural gas. At $85 oil they're going to do fine. More growth on the Encana (ECA-T) side. | 2010-04-12 | |
| BUY | 25.180 | Paul Harris, CFA | This is a heavy oil side after the split up of Encana (ECA-T). Great management and great prospects. Low cost producer. Oil in the long-term is going to go higher but you need to own good companies. | 2010-03-25 | |
| WATCH | 25.330 | Barry Schwarrtz | Still not a huge producer yet. Have been able to drill oil sands at one of the lowest costs. A “wait and see” to see if their technology really works. | 2010-03-24 | |
| Comment | 25.360 | David Cockfield | On a longer-term basis, the tar sands is a less risky side of the business than the gas side and is a good distance away from this company. | 2010-03-19 | |
| BUY | 25.930 | Michael Smedley | (Market Call Minute.) You should buy this for its oil sands production longer-term. | 2010-03-18 | |
| TOP PICK | 26.270 | Michael Sprung | Very solid integrated oil/gas company. Exposed to the oil sands but have traditional oil/gas assets throughout North America. Very low dividend level relative to earnings so there could be room for dividend increases. Recent quarter came in better than expected. Selling between 6-7 times cash flow. | 2010-03-17 | |
| WEAK BUY | 25.790 | Michael Smedley | Oil sands have been weakfish. It has just livened up lately. You have to be patient with it. It is affected by political noise. It’s an oil sands play. | 2010-02-23 | |
| DON'T BUY | 25.370 | Greg A. Taylor, CFA, BBA | Not a favourite in the energy space. This one is a spin out from Encana (ECA-T) and is more the SAG-D assets. It came out at a higher valuation than some of its peers. | 2010-02-09 | |
| TOP PICK | 26.170 | Bill Harris, CFA | Market doesn’t know what to do with it. Would have preferred they didn’t split off. 50% natural gas. Going to be a growth oil sands company. Has great asset and management. It will sit there for a bit and it is not going any lower. A stable cash flow generating engine that you can own forever. | 2010-02-02 | |
| TOP PICK | 24.750 | Michael Sprung | Has lagged the industry to a great extent and is becoming a compelling buy. Good production profile going forward. Downstream margins have not been strong but this company will participate in natural gas strength. | 2010-01-27 | |
| Comment | 25.440 | David Cockfield | One of the better producers per barrel in the oil sands. Not a bad one if you like heavy oil. He is not a fan of heavy oil. | 2010-01-21 | |
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| Comment | 25.520 | Glenn MacNeill, P.Eng. | Stock price should continue to go up. About 58% natural gas but in its asset mix it has Christina Lake, an excellent heavy oil production facility. Also a big play in Foster Creek. Also involved in refining. | 2010-01-19 | |
| Comment | 26.650 | Joanne A. Hruska, CFA | Valuation after the spin-off is a little bit higher than its peer group. Needs an update from the company and then consider whether to Sell or Hold. | 2010-01-13 | |
| BUY on WEAKNESS | 26.500 | Laura Wallace | This is the oily side of the Encana (ECA-T) split. Reasonable value at this price. | 2009-12-31 | |
| HOLD | 25.500 | John Zechner | Encana (ECA-T) split into 2 companies with this one retaining oil sands assets, some gas and downstream refining and this one has the natural gas assets. Has been a pop in the natural gas market but he is still sceptical of it. If you own both, he would hold. | 2009-12-23 | |
| Comment | 26.990 | Jamie Horvat | Largely oil sands but there is some conventional oil as well as some gas to assist them in their SAGD oil extraction. | 2009-12-16 | |
| DON'T BUY | 26.990 | Steve Carlin | Integrated and people are getting confused with its upside potential and as a result it is not moving. Has some growth going forward but not until 2011-2012. | 2009-12-16 | |
| SELL | 26.350 | Peter Brieger | Will let Nat Gas production go down over next 3-5 years and will have flat earnings for several years. | 2009-12-14 | |
| BUY | 25.890 | John Stephenson | 1st class company. Fairly valued at around $29 so isn't expecting tremendous upside. Relatively small at 225,000 barrels a day. Oil weighted. Christina Lake and Foster Creek are superb assets and the gas assets are very inexpensive to operate. Good management. Wonders if US investors will continue to hold. | 2009-12-11 | |
| TOP PICK | 25.480 | Rick Stuchberry | Just announced they will have a dividend by year's end. This gives you the oil play. If you want to be in energy, this is a high quality energy asset. Big participation in tar sands and a great partner in ConocoPhillips (COP-N). Will be a blue chip “go to” name. | 2009-12-10 | |
| DON'T BUY | 25.500 | Glenn MacNeill, P.Eng. | 2 largest oil projects are heavy oils at Foster Creek and Christina Lake but 50% of revenues come from gas production so you are not really getting away from natural gas. A “show me” story. | 2009-12-07 | |
| Comment | 25.500 | Bruce Campbell | Encana split into 2 separate companies Encana (ECA-T) and Cenovus (CVE-T). If you combined the 2 prices, this would be as cheap as they have been in quite a while. This one is getting cheap under $26. Still not 100% oil. | 2009-12-07 | |
| DON'T BUY | 26.810 | John Zechner | Encana (ECA-T) spun off their oil into this company and both are trading around similar values. Cenovus Looks like a lower growth oil company with a little bit too much on the downstream business. Prefers others. Sold his holdings. | 2009-11-30 |
