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| STRONG BUY | 106.230 | John Stephenson | Really likes the name. 70% oil weighted and he is bullish on oil but not gas. They are selling Brent, which is a $10 premium. | 2011-07-18 | |
| Comment | 86.650 | Arthur Berman | Have improved reserve replacement considerably in the last year or so and are claiming above 100%, which is pretty good. Well positioned for Liquefied Natural Gas LNG with some giant projects off the shore of northwestern Australia. Also some tremendous projects in the deep water gulf of Mexico. | 2010-12-09 | |
| Comment | 86.650 | Dean Orrico | Looking at big integrateds, there are some good quality plays in Canada so he doesn’t focus on this. Has so many issues that may impact so prefers Canadian that he can concentrate on. | 2010-12-09 | |
| BUY | 79.750 | John Stephenson | Of all the US majors this one has the most potential. Went from showing no growth and poor returns on capital to having one of the most focused capital programs in showing growth as well as reserve addition. | 2010-09-21 | |
| Comment | 75.720 | David Burrows | Big integrated oil companies have had a tougher time over the last little while. This is one of the better ones. Heading into the driving season could give you a little lift on the refiners. Attractive yield of about 4%. He would prefer some of the Canadian producers. | 2010-06-21 | |
| BUY | 70.750 | Don Lato | Exxon Mobile (XOM-N) or Chevron (CVX-N)? Favourably disposed to either but would probably favour Exxon currently. Exxon recently acquired a natural gas company XTO. Expects differential between oil and natural gas to decrease. | 2010-02-10 | |
| BUY | 70.760 | Norman Levine | Good name but it hasn't gone up a whole lot. Nothing wrong with it. Yield of 3.85%. Prefers BP (BP-N), which is better value and a little more international diversification. Also better yield. | 2009-08-24 | |
| Comment | 67.120 | Brett Hryb | Chevron (CVX-N) and Exxon (XOM-N) major integrateds have so many opportunities to grow through acquisition, upstream through downstream and chemicals. Also have stable dividends and great cash flow. | 2009-07-29 | |
| DON'T BUY | 80.200 | Brian Acker, CA | 17% positive differential Not cheap enough compared to the other oils. He's found oils mispriced, but not this one. | 2007-06-07 | |
| BUY | 62.000 | Ian Nakamoto | Would be comfortable buying at this price. | 2006-09-11 | |
| BUY | 57.740 | Brian Acker, CA | His model price is $81.78 which is a 38% positive differential. | 2006-02-07 | |
| DON'T BUY | 62.710 | John Stephenson | A little bit overvalued. With the acquisition of Unocal it will take a little bit of time to integrate. Production for the next 1 or 2 years will be a little challenged. Prefers others. | 2005-09-01 | |
| HOLD | 53.450 | Jim O'Shaughnessy | A classic large cap value holding. He owns because of high shareholder yield. Check out the current buy-back activity and the dividend yield. Right now they have it as a Hold. | 2005-05-09 | |
| WEAK BUY | 54.270 | Mark Jackson, CFA | Will be paying fat dividends for a while. Generates a lot of cash at these oil prices. Be concerned on owning US names for dividends as you have to pay a withholding tax. Imperial Oil (IMO-T) might be better. | 2005-04-13 | |
| BUY | 58.170 | John Stephenson | Most of the integrated oils that have been doing well, is not from production, but from downstream, refining and marketing, which has done particularily well. | 2005-02-15 | |
| TOP PICK | 51.720 | David Dreman | Oil prices will be $35 or more from now on. At about 12 X earnings and very good dividends. If earnings just stay where they are, or increase very gradually, it is still a good value. | 2004-12-17 | |
| TOP PICK | 53.080 | John Stephenson | Pays a 3% yield. Relatively cheap compared to its large cap peers. Trades at a 12% discount to the other super majors, Exxon Mobile for example. Has a fair bit of upside. Improving its exploratijon activity. Got some high impact properties coming on. Well diversified globally for a defensive position. Also started a share buy-back program. | 2004-12-14 | |
| BUY | 52.910 | John Stephenson | Offers good return to long term investors. Trades at a discount. Usually trades at a 5 X cash flow multiple, but currently trades in the 4.8 X range. | 2004-10-18 | |
| BUY | 53.860 | Mark Jackson, CFA | For any oil stocks, the key is where oil prices go. Even at a high $30 oil price, the cash flows from integrateds will be significant enough for them to pay out large dividends and/or buy back stocks. | 2004-10-04 | |
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| TOP PICK | 100.050 | Liz Ann Sonders | Still a fan of energy. May be able to get this a little bit cheaper. | 2004-09-10 | |
| HOLD | 95.500 | John Stephenson | Prefer other companies because there are better ones. This is fairly a good company to hold on. | 2004-08-30 | |
| TOP PICK | 95.650 | Liz Ann Sonders | A play on profit growth that's happening with energy companies. Dividend. | 2004-07-30 | |
| TOP PICK | 93.420 | Liz Ann Sonders | Great dividend yield. Stock has not moved consistently with the commodity price. | 2004-06-18 | |
| TOP PICK | 91.650 | Michael Holland | Has traded off a little bit recently. Over 3% yield. | 2004-05-07 | |
| DON'T BUY | 72.800 | John Stephenson | Have not been adding to their portfolio. Suffering a decline in their production so it could be problematic. | 2003-10-02 | |
| PAST TOP PICK | 83.250 | Brad Willock | (Was a top pick on Jan 2 down 8%) Still likes. Has a good yield. | 2002-02-22 | |
| TOP PICK | 89.480 | Brad Willock | New acquisition will lower operating costs. | 2002-01-02 |
