| BUY | 3.970 | John Stephenson | Refinery in Montana, oil sands producer and have 14 out of 15 wells on production. Very experienced management team. Not a core position, but something you could buy and will see good value over time. | 2008-08-22 | |
| TOP PICK | 3.670 | Ron Meisels | (His 3 picks include one each from industrials, gold and oil.) Has made a base between mid-2006 and mid-2008. Has a very solid upside target of about $6. | 2008-08-15 | |
| Comment | 4.040 | John Stephenson | An emerging oils sands play. Getting some production from its Great Divide project. Has a refining piece in Montana. It is so prospective in terms of its development and so small. History of oil sands has been cost overruns and operation difficulties. Seasoned management team but not as focused as they could be. | 2008-08-06 | |
| BUY | 4.050 | Glenn MacNeill, P.Eng. | Heavy oil producer, mainly in the Seal (?) area of Alberta. Growing its production very quickly, which is why its share price is so high. Have a refinery in Montana which is more of a liability at the moment. | 2008-07-18 | |
| PARTIAL BUY | 3.850 | John Stephenson | Good name. Did a measured approach to their oil sands development. Have a refining piece in Montana as well as a stake in Petrolifera Petroleum (PDP-T). Wouldn't be his top pick. Until they get further down the road, it's a little early to throw a ton of money at it. Oil sands projects tend to be problem plagued and expensive. | 2008-07-16 | |
| TOP PICK | 4.480 | Ron Meisels | Had a nice ride in 2005 and the stock needed a pause. The pause lasted 2.5 years and now the stock has broken out again. Buy half your position now and if it pulls back round out the balance. | 2008-06-19 | |
| BUY | 4.480 | Jennifer Stevenson | A real success story with the development of their Pod 1. Management did a fantastic job bringing that oil sands development into production. Now talking about expanding it up to 12,500 BOE's a day. Looking to revising their reserves and that may give the stock a boost. | 2008-06-19 | |
| WAIT | 4.810 | Ken McCord | Loves the results that oil companies are showing right now and is long-term bullish on the price of crude. They've had an incredible run and it's time for them to take a little breather. Wouldn't be surprised to see the spot price fall below $130 for a while before it goes up again. | 2008-05-23 | |
| BUY on WEAKNESS | 4.700 | Glenn MacNeill, P.Eng. | Heavy oil. Refining side is a relatively small part of their business. Most of its drive is from the oil sands side on their Seal area. Investors are expecting very quick production growth giving good cash flow. | 2008-05-16 | |
| BUY | 4.560 | Jonathan Baird | Heavy oil out west. Just moving into production with their first project. Well run. Heavy oil projects are coming in on time and on budget. Reasonably priced at a bit of a discount to its NAV. If oil prices continue high, NAV’s for heavy oil producers will move up fairly dramatically in the next few years. | 2008-05-14 | |
| BUY | 3.900 | David Cockfield | Had a very good run. Managed to get into the tar sands and have good prospects there. Probably in a buying range. Good management. | 2008-04-24 | |
| HOLD | 3.370 | Joseph Schachter | Bringing up a new heavy oil project and bring in it on in a modular system. Costs have been very high with labour and materials steel. They are now getting to the point of getting the modular system to work. As they ramp up production and if oil prices stay strong, it should go back through the old time highs. | 2008-04-04 | |
| DON'T BUY | 3.230 | Michael Smedley | Ramped up production on pod 1 to 10,000 barrels and have made application for the 2nd pod to be built. The only small public company that he can see in the oil sands patch that is up and running. However, oil sands is a very high capital cost business and is generally thought to need very big size. | 2008-04-01 | |
| DON'T BUY | 2.990 | Robert Floyd | Issues with increased costs, things that are taking time. Also environment issues add increased costs to meet the obligations. | 2008-03-20 | |
| Comment | 3.220 | Glenn MacNeill, P.Eng. | Suffering like many juniors that are failing to be recognized. Oil/gas equity market has been tough and it is going to affect the seniors first and will gradually work its way down to some of the juniors. This one is heavy oil and their netbacks are going to be lower than some of the other producers. Increasing its production fairly dramatically. Market is just failing to give value to it. | 2008-03-07 | |
| Comment | 2.990 | Dennis Dasilva | Developed an oil sands play, the Great Divide. Also some gas production and a refinery in the US making it a mini integrated company with a hedge on gas prices. Great Divide is still in early stages. Company falls into the market that is not so enamoured with companies with limited potentials as a takeout candidate. Very attractive asset and a strong technical team but the market is not sure how to treat it. | 2008-02-25 | |
| BUY | 3.060 | Mark Lackey | You are in the oil sands with a junior, which is interesting. There is also ownership in a well run company in Argentina, which has had a lot of success. At these levels, it is probably a pretty decent entry point. | 2008-02-13 | |
| BUY | 3.100 | John Stephenson | An oil sands play and it is starting to get some production going. Wouldn't wade in as it still has some issues but you could participate in a small way. | 2008-02-08 | |
| WATCH | 3.710 | Bill Carrigan | Likes the consolidation period that this has been in. You can start to do a move once it breaks out about $4. Prefers gassy plays over oil. | 2008-01-09 | |
| BUY | 3.650 | John Stephenson | Worth looking at. Has some conventional production but it is an oil sands play. Has been beaten up lately, so valuation is attractive. | 2008-01-08 | |
| DON'T BUY | 3.690 | Kenneth P. Norquay, CMT | Chart shows a very explosive bull market in 05. This is when you would like to own the stock. It cool down in 06 and has done nothing since then. | 2008-01-04 | |
| HOLD | 3.830 | Joseph Schachter | Starting to ramp up the production from their heavy oil SAG-D project. Also have natural gas reserves as well as a refinery in the US. As they ramp up production and go to 2nd and 3rd phases over the next few years, the stock could go up materially. | 2008-01-02 | |
| HOLD | 3.700 | Joseph Schachter | Over time, costs have been running out of control. As they can prove they can do these cookie cutters number of projects, the stock goes higher. | 2007-11-15 | |
| HOLD | 4.020 | Joseph Schachter | Long term he likes the story.
| 2007-10-22 | |
| WATCH | 4.200 | Ron Meisels | On the verge of a huge major breakout. You will want to own it when it goes past $4.50. | 2007-09-27 | |
| VAGUE | 4.000 | Derek Webb, CFA | no comments. | 2007-09-19 | |
| BUY | 3.740 | Alex Ruus | Just completed construction of an oil sands processing plant. Good exposure (35%) to Petrolifera (PDP-T), a very successful South American explorer. Good price. | 2007-09-04 | |
| BUY | 3.500 | Peter Hodson | Their assets are good enough, and they've proven that they can execute. They can be a very profitable company over time. | 2007-08-17 | |
| Comment | 4.020 | Robert Floyd | Have been hurt by environmental issues because of their position in the oil sands. Longer term, it offers some interesting prospects. Fairly junior, so be careful. | 2007-08-10 | |
| BUY | 3.730 | John Stephenson | It's come down a little bit. But he believes the worst is over. Now is a good entry point. | 2007-06-06 | |
| Comment | 3.880 | Robert Floyd | Has been pretty volatile. With environmental concerns, they could face a big bill. The projects are costing a lot more. If you own, be mindful of your exit point. | 2007-05-11 | |
| DON'T BUY | 4.010 | Glenn MacNeill, P.Eng. | Mainly heavy oil production and has grown production very quickly. Volatile. Disappointed the market last quarter. Other places will give a better risk/reward. | 2007-05-09 | |
| WATCH | 3.820 | John Stephenson | Principally known for its stake in the Great Divide oil sands project. A speculative buy. A “show me the production” stock. | 2007-04-30 | |
| Comment | 3.830 | Joseph Schachter | Just announced their costs are going to be higher than expected. He expects higher commodity prices, which are needed to make the projects viable. | 2007-04-24 | |
| BUY on WEAKNESS | 4.070 | Robert Floyd | This is a company you want to own in here. Production is starting to come on stream now. | 2007-04-19 | |
| BUY | 3.850 | Glenn MacNeill, P.Eng. | Heavy oil producer. Expect production will top out over 10,000 barrels a day in the next year. Expects moderate growth. | 2007-04-04 | |
| WEAK BUY | 3.900 | John Stephenson | On paper it looks wonderful, and seems to be hitting the benchmarks. An oil sands player that doesn't have a production yet. Speculative. | 2007-03-27 | |
| WATCH | 3.620 | Ron Meisels | A typical oil stock in that its top was last spring and looks like it is now in an accumulation pattern. If you see the stock go above $4.50 that would be a buying opportunity. | 2007-03-21 | |
| Comment | 3.940 | Larry Berman CFA, CMT, CTA | Likes the oil/gas space. There were lows in July, October and January. Not a great technical structure, but it does have support. If it goes below the lows of $3, Sell. | 2007-02-21 | |
| BUY | 3.980 | Peter Hodson | Impressed by what the management team has accomplished. Have a great asset in shares of Petrolifera (PDP-T) as well as a great oil sand asset. Dropped because of oil prices and decrease in Petrolifera stock price. Recovering nicely. | 2007-02-19 | |
| BUY | 3.860 | Glenn MacNeill, P.Eng. | Heavy oil production in Alberta, which is increasing pretty dramatically. Still owns 35% of Petrolifera (PDP-T), an Argentinean development company. Relatively low development costs. Good growth potential in front of it. | 2007-02-16 | |
| DON'T BUY | 3.300 | John O'Connell, CFA | Predominantly in the Fort McMurray area. Will struggle in this environment. Given that some of the big majors have come off so sharply, they look more compelling. | 2007-01-25 | |
| BUY | 3.390 | Glenn MacNeill, P.Eng. | A heavy oil producer in northern Alberta. Has a fairly nice heavy oil discovery. Growing production very dramatically. Spun off Petrolifera (PDP-T) which has some excellent production in Argentina. | 2007-01-16 | |
| WAIT | 3.300 | Robert Floyd | This would be a buy, but you want to see the oil price firm up before putting any money in. | 2007-01-03 | |
| HOLD | 3.490 | Gavin Graham | Likes the small oil/gas companies. | 2006-12-28 | |
| Comment | 3.560 | Bruce Campbell | Oil sands play that owns Petrolifera (PDP-T), the South American Peruvian productions. Not bad long-term value here. Will rise and fall with the price of oil. | 2006-12-21 | |
| BUY | 3.570 | Robert Floyd | An interesting company. Trying to work towards developing their oil sands project. One of the issues with oil sands projects is that costs are escalating dramatically. Could rally and is probably a seasonal play. | 2006-12-19 | |
| Comment | 3.600 | Gordon Higgins, CA, MBA, CFA | They own a large stake in Petrolifera (PDP-T) who just came out with some bad news. This is weighing on the stock. | 2006-11-28 | |
| HOLD | 3.690 | Peter Hodson | The prices in the oil sands are skyrocketing, but this company has its 30% of Petrolifera Petroleum (PDP-T). | 2006-11-20 | |
| WATCH | 3.830 | Larry Berman CFA, CMT, CTA | Not a lot of leadership characteristics here, but a lot of the oil stocks are starting to break their downtrends here. As it gets closer to its Sept/Oct support, it would be a trading buy. | 2006-11-02 | |
| WAIT | 3.830 | Jeff Parent | Has good support right now. A lot of trading over the past year or so. Little pull back of about 50% replacement. If it can break through the $4.20, he could see $5. The only thing that bothers him is that it has been down trending since February. Don't buy it if it is still moving down. | 2006-11-02 | |
| BUY | 3.880 | Robert Floyd | Has some interesting projects going forward which should get under way around the 1st quarter. Have some oil sands that are being developed and expects production fairly soon. | 2006-10-13 | |
| BUY | 3.480 | Bruce Campbell | Although it has some small production, it has really become an oil sands play. They have a nice way of doing it by using different pods. Finance a pod, bring it on to production and then go on to the next one. Good long-term play. | 2006-09-11 | |
| BUY | 4.060 | Bill Harris | The question is, can they get their labour problem off the ground, which will be a struggle for everybody. Sells at a potential discount to the barrels in the ground than most of them. Wouldn't call them a proven team. Speculative. | 2006-09-01 | |
| BUY | 4.150 | Glenn MacNeill, P.Eng. | Has done surprisingly well and is hearing better and better things about it. Has a subsidiary in Argentina that is growing production very quickly. Also have an interesting heavy oil play in Alberta. Heavy oil. | 2006-08-23 | |
| BUY | 4.270 | John Stephenson | A reasonable hold. Just got approval to proceed with the great divide project. | 2006-08-21 | |
| DON'T BUY | 4.230 | David Cockfield | Got a tremendous lift out of the oil sands side but that has settled back. Still have some offshore stuff that looks interesting. Still too expensive with a heavy oil premium built into it. | 2006-08-16 | |
| Comment | 4.120 | Bruce Campbell | A small oil sands play. They are sort of working their project in pods. Everything depends on the price of oil. They don't have production yet and it won't be until 2008/2009. A little bit cheap but if oil pulls back, the stock is going down. | 2006-08-10 | |
| BUY | 4.120 | Gavin Graham | Likes that whole oil/gas sector. North American natural gas has been whacked unmercifully. This is traditionally when the price of gas starts to go up. Big sell offs like this are good buying opportunities. | 2006-08-10 | |
| BUY | 4.200 | Robert Floyd | Very close to developing their oil sands assets. Have most of the paperwork required to go ahead. Should start cash flowing in the first of next year. | 2006-08-02 | |
| DON'T BUY | 3.880 | Michael Sprung | An oil sands play. A long-term play. More speculative than UTS (UTS-T). | 2006-07-18 | |
| DON'T BUY | 3.900 | David Cockfield | Fully priced. A takeover target. Some of their international staff doesn't look too bad. | 2006-07-13 | |
| HOLD | 3.740 | Peter Hodson | Oil sands group got whacked last week because of cost overruns. This is the smallest in that space so is a pretty easy takeover target. Also has 31% in Petrolifera (PDP-T) in Argentina which is producing 6500 barrels a day. Won't do much onto the market is more comparable with the cost overruns. | 2006-07-11 | |
| BUY | 4.110 | Gavin Graham | Received approval for their oil sands project. The oil sands is a great place to be. Just had a big pullback, which is a good opportunity to buy at a good price. | 2006-07-06 | |
| BUY on WEAKNESS | 4.340 | Bruce Campbell | Has become an oil sands play. There are 2, 3 or 4 more pods they can produce and show growth over the next few years. We'll go up and down with the oil price. Look to buy below $4. | 2006-07-05 | |
| WEAK BUY | 3.750 | Michael Smedley | Has about 100 million barrels of possible production in the oil sands, which is a very small. Would prefer UTS (UTS-T). Has other interests as well. | 2006-06-22 | |
| DON'T BUY | 3.850 | Glenn MacNeill, P.Eng. | Has some heavy oil so there is a heavy oil discount. Recently bough Luke Energy, a more gas weighted company, which the market is still trying to understand. | 2006-06-16 | |
| BUY | 4.110 | Robert Floyd | When exploration companies finally find assets, it takes some time before they can bring them on and really develop a cash flow. This is why there has been a pullback in the price. | 2006-06-02 | |
| WATCH | 3.750 | Bill Harris | Has done extremely well. Currently it is consolidating and going sideways. They have to now execute the project for the stock to move. | 2006-05-24 | |
| DON'T BUY | 4.120 | David Cockfield | Had a big run-up but thinks there has been too high a premium put on oil sands properties. It could consolidate a little more before he would be interested in it. | 2006-05-15 | |
| WAIT | 3.700 | Norman Levine | Down because the price of natural gas has dropped significantly in the last few months. Hasn't shown any signs yet of bottoming. Wait until the price of natural gas starts going up. | 2006-04-27 | |
| WEAK BUY | 4.380 | Michael Smedley | Has 30% of Petrolifera (PDP-T) which is finding rich oil in Argentina. Has a small project the oil sands. Has some conventional stuff in coal bed methane. Okay to hold it on a speculative basis. | 2006-04-20 | |
| BUY | 4.380 | Peter Hodson | Owns 30% of Petrolifera (PDP-T) which has large potential holdings in Argentina and through. This will probably be bought because of its oil sands exposure. | 2006-04-20 | |
| DON'T BUY | 4.710 | Glenn MacNeill, P.Eng. | On the shorter term, it is fully priced. Have a number of interesting things in front of them. Heavy oil is less economically desirable. Longer term, if they can increase their production in Alberta they should do very well. | 2006-04-13 | |
| DON'T BUY | 4.780 | Gordon Higgins, CA, MBA, CFA | An oil sands story. Recently bought a refinery in the US and are trying to become an integrated. This one got a little bit ahead of itself. | 2006-04-05 | |
| WEAK BUY | 5.030 | Michael Smedley | Has very good oil recovery down south. It's a baby in the tar sands. Has very eloquent promoters. Wouldn't be his front line pick. | 2006-03-29 | |
| BUY | 5.040 | Peter Hodson | Have improved their balance sheets and taken steps to diversify their business. Have a nice little oil sand asset. Also have a big holding in Petrolifera (PDP-T) which they could sell to generate more cash into the company. In the short term, there could be a $.50 swing either way. | 2006-03-27 | |
| BUY | 5.060 | Wilf Gobert | Have been involved in a proposed oil sands project. Tending to move to natural gas. Looks like it has a good future. Have also been involved in buying a refinery in Montana. | 2006-03-20 | |
| BUY | 5.320 | Ron Meisels | Has had wonderful returns if you had it. Predicts it will go higher. Sell if it goes below $4.50 | 2006-02-21 | |
| HOLD | 5.560 | Peter Hodson | Own 35% of and manages Petrolifera Petroleum (PDP-T). Basically an oil sands play. There will be more consolidation in this space and this will probably be a good target. Fully valued. | 2006-02-01 | |
| DON'T BUY | 5.880 | Benj Gallander | When he sees a stock that trades at such a distance from where it started, he is automatically wary. | 2006-01-30 | |
| DON'T BUY | 5.160 | Bruce Campbell | Has run up so substantially, it is not at a buy point. | 2006-01-24 | |
| WAIT | 4.970 | David Cockfield | Has had a fantastic run. Got into the oil sands in a great fashion and then they've come up with some more near-term production. May be a little ahead of itself. | 2006-01-23 | |
| DON'T BUY | 4.230 | Glenn MacNeill, P.Eng. | Not one of his favourites. This is a heavy oil play. Not sure of their strategy when they bought Luke Energy which is more of a gas oriented play. Probably fully priced. | 2006-01-18 | |
| DON'T BUY | 3.860 | Bill Harris | A pretty interesting story, but there are always risks in investing in countries like Argentina. Their oil sands project doesn't quite fit his investment box at the moment but there is a lot of value there. Doesn't think the stock will go anywhere in the short-term, but once they get the project figured out, the stock is probably going to go a lot higher. | 2006-01-03 | |
| BUY on WEAKNESS | 3.840 | David Cockfield | Has a piece of the oil sands. Has also hit oil in Argentina. If you have it, hold. If it pulls back, buy. | 2005-12-30 | |
| DON'T BUY | 3.910 | Bruce Campbell | Has a 45% owned subsidiary in South America that has had a bunch of discoveries in the last little while. Has gone up too much to say it's a good entry point. | 2005-12-21 | |
| DON'T BUY | 3.880 | Glenn MacNeill, P.Eng. | A heavy oil producer. Has announced a merger with Luke Energy (LKE-T). Has a project in the heavy oil sands in SAG-D which is harder to make work. | 2005-12-14 | |
| HOLD | 2.830 | Glenn MacNeill, P.Eng. | Has done quite well. Has a nice heavy oil play that looks quite interesting. Reflecting its full value. | 2005-11-30 | |
| WEAK BUY | 2.230 | Glenn MacNeill, P.Eng. | Has a very interesting heavy oil play which they should be able to grow production very quickly. Also has some foreign assets which look exciting. A high risk/high reward junior. | 2005-10-20 | |
| WAIT | 2.480 | Bill Harris | Pretty inexpensive in terms of potential barrels. There is some execution and technical risks in their project. Experienced management team. Would like to see more development. The stock is fairly valued. | 2005-10-19 | |
| BUY | 2.180 | David Cockfield | Got into a good oil sands position. Probably a fairly reasonable long term buy. Good management. | 2005-10-12 | |
| BUY | 2.450 | Robert Floyd | A very interesting company. Has a good move up, but because of some of their interests in some oil sands projects, some analysts are saying it can go for $4. | 2005-09-29 | |
| BUY | 2.420 | Michael Smedley | This one is a late comer. Has about 300 million barrels in the ground, but only about 100/120 million visible production barrels. A small company. Should do well as it moves toward production. | 2005-09-27 | |
| BUY | 2.250 | Ron Meisels | Took off and recently backed up a bit, but is now starting to take off again. There is good chance that it will go to a new all time high, but you should pay attention to the $1.90 level. | 2005-08-31 | |
| DON'T BUY | 2.250 | Brendan Kyne | A developmental play in the oil sands. Production profile has not changed from what it was in April and May. Have quite a bit of developmental work to go through. Stock will consolidate for a while. | 2005-08-30 | |
| BUY | 1.890 | Bruce Campbell | Just bought some. It's really an oil sands play. Small by oil sands standards but will come on quickly by oil sand standards. Net asset value is probably $3.50 in the stock. The risk is execution risk. Volatile. | 2005-08-18 | |
| WAIT | 2.290 | Bill Harris | Has re-invented itself in the heavy oil play. Has doubled in the last 2 weeks, so tough to put a valuation on it. Wants to wait and see if they can prove themselves. | 2005-08-10 | |
| HOLD | 0.900 | John Stephenson | Has had some production related issues. | 2005-03-30 | |
| WAIT | 0.330 | John Stephenson | Feels that evaluations in some of the smaller names has gotten ahead of itself. | 2004-10-18 | |
Experts that have talked about Connacher Oil and Gas
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