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| HOLD | 25.030 | Marc-Andre Gaudreau | 2020 bond yielding just under 5%. Was this a mistake going this long? Canadian investors usually don't like buying bonds longer than 5 years because of fears of running out of reserves. He is comfortable with these bonds. | 2010-08-19 | |
| WATCH | 25.740 | Jim Huang | Some other assets have not worked out and execution has been less than perfect. Has come down a long way and is not expensive. New CEO is coming in from India and may bring fresh eyes. If you own, wait and see what happens. | 2010-08-09 | |
| PAST TOP PICK | 25.670 | David Cockfield | (A Top Pick Aug 7/09. Down 18.2%.) Liked it for the yield but this is a time when yield did not count for much. | 2010-08-06 | |
| Comment | 26.510 | John Stephenson | Has been a little flat-footed over the last several years. Invested a lot in refining at the worst time of the cycle. Spin-off of the East Asian assets will be a catalyst but has been out there for at least 2 years. New CEO doesn't come from oil/gas background. 4.5% yield. | 2010-07-23 | |
| PAST TOP PICK | 26.500 | David Cockfield | (Top Pick Aug 7/09, Down 13%) But it had a nice healthy dividend. It was cut in half but he hopes they will re-instate it. Hopes they will continue to spin off some of their offshore assets to give the stock a bit of a boost. | 2010-07-22 | |
| PAST TOP PICK | 26.880 | Gavin Graham | (A Top Pick June 4/09. Down 17.76%.) Still likes. | 2010-07-09 | |
| BUY | 25.860 | David Baskin | (Market Call Minute) Benefiting by increased price in heavy oil. | 2010-07-06 | |
| HOLD | 25.330 | Martin Hubbes, CFA | Long-term and interesting company. New leadership. Would hang on to see what the new management is going to do. Not a bad holding for conservative investor. | 2010-07-05 | |
| WAIT | 26.800 | Jim Huang | Execution in oil sands was appalling. Have a new president coming in. Waiting to see how he performs. | 2010-06-22 | |
| WEAK BUY | 26.490 | Michael Decter | Have owned it historically. Market doesn’t know about the Asia discovery. Husky has been very well managed. As for timing it depends on when real reserves will be evaluated. Prefers Crescent Point. | 2010-06-11 | |
| PAST TOP PICK | 26.040 | David Cockfield | (Top Pick Jun 5/09, Down 19.97%) Has some regrets. Promise of spinning off south China sea assets is still there. | 2010-06-04 | |
| WEAK BUY | 26.120 | Douglas Kee | Have a new CEO. Used to own this. Has a good yield. Concerned about whether they can increase dividend as quickly as alternatives. | 2010-06-02 | |
| DON'T BUY | 26.330 | John Stephenson | New CEO with experience in the telecom industry. Probably signals the old CEO will take over the Asian assets, which will eventually be a spin out. Even if this happens, doesn't expect it will move the needle on this company. | 2010-05-28 | |
| DON'T BUY | 26.980 | Dennis Da Silva | Always a disappointing stock. Seems to have a lot of potential but always find a way to mess it up. Value trap. | 2010-05-18 | |
| DON'T BUY | 26.980 | Ron Meisels | On a weak side. 200 day moving average is falling and liable to find some support here. If it breaks 26 or 25 then we have some problems. This is a key level. | 2010-05-18 | |
| DON'T BUY | 27.100 | Rick Stuchberry | Interesting because it’s not been a great performer but has a bit of a yield on it. Needs a change in strategy. Ownership has been offshore for quite a bit of time. Needs more focus. | 2010-05-14 | |
| Comment | 26.740 | Mason Granger | Very low leverage so dividend is probably safe. From total return perspective, it doesn't stand out for him as meeting their hurdles. Will probably generate production growth of 2% plus you get a small dividend yield. | 2010-05-07 | |
| PAST TOP PICK | 26.740 | David Cockfield | (A Top Pick June 5/09. Down 22.4% excluding dividends.) Still a Hold. | 2010-05-07 | |
| HOLD | 28.710 | Don Vialoux | We are right in the period of seasonal strength, which runs from beginning of February until the first week in June. Stick with it until the first week in June and then take some money off the table. | 2010-04-30 | |
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| DON'T BUY | 29.720 | Douglas Kee | Sold a significant part of his holdings in the last couple of months. Good dividend payer, but potential of an increase over the next couple of years is limited. Oil stands costs look like they will be high compared to other companies. | 2010-04-20 | |
| Comment | 30.190 | John Zechner | Not going to get the same multiple as the rest of the sector as there is not as much growth. Wouldn't recommend it as a top pick. | 2010-04-12 | |
| BUY | 30.120 | Robert Lyon | Heavy oil differential to light oil has narrowed to only about 10% discount. So producers of heavy oil are making a lot of money. Building their Sunrise oil sands project as well as some interesting exploration acreage in Greenland. Almost 4% dividend. Strong balance sheet. | 2010-04-09 | |
| TOP PICK | 30.360 | Brian Acker, CA | His model price is $40.20 but if you take consensus forecasts for 2011 at $2.69, the model price would be $46.50. Potential rate of 60% return. 4% yield. | 2010-04-01 | |
| BUY | 28.260 | Christine Poole | Oil leveraged. Planning on spinning off their deep-water discoveries in China with participation by China. Stock has probably bottomed and would be a good time to get in. 4.5% yield. | 2010-03-30 | |
| SELL | 28.140 | Dennis Da Silva | Has been a disappointment. Refocus of capital into Southeast Asia probably means probably no production growth this year. Dividend of about 4% pays you to stick around but he would prefer other things to do with his money. | 2010-03-29 | |
| Comment | 27.340 | Philip Doyle | Big play in Asia off China, which they may spin off. Great dividend. Negotiating with Chevron (CVX-N) to possibly pick up a big refinery in BC. Likes all these things but doesn't know why it is struggling. | 2010-03-26 | |
| PAST TOP PICK | 27.880 | David Cockfield | (A Top Pick March 9/09. Up 8.55%.) Getting a little bit tired of this one. Good dividend. | 2010-03-19 | |
| DON'T BUY | 26.920 | John Stephenson | Downside risk is virtually zero. It is so weak because it is focused on US refining. That sector was badly beaten up in terms of margin. Here is some potential catalyst. There is too much supply of the end product of refining. | 2010-03-05 | |
| WEAK BUY | 26.920 | Ben Stadelmann | It is not really a contrition play, but is a pretty solid value play. If you believe that oil is going to go up then this is where the upside in this stock is. It is fairly valued now. | 2010-03-03 | |
| DON'T BUY | 26.920 | Ron Meisels | Has no idea why they are not doing very well, but it is still below its 200-day moving average. The main thing is to see if the stock can hold $26. | 2010-03-02 | |
| DON'T BUY | 26.920 | Christine Poole | Are considering spinning off some assets in China. If they do then they can concentrate on what they have here. Shareholders may get some benefit to the spin-off. Prefers other gas companies. | 2010-02-26 | |
| PAST TOP PICK | 26.920 | David Cockfield | March 9,2009 Recommended at 26.40. Paid a dividend. Still owns but is getting a little tired of it. | 2010-02-26 | |
| HOLD | 26.840 | Andrew McCreath | (Market Call Minute.) Decent company in the integrated space. Would rather own a trust or a E & P company. | 2010-02-05 | |
| HOLD | 26.940 | Don Vialoux | This usually has a very strong seasonality from about this time until May. Has pretty good support now at around this price and there are some early technical signs, momentum indicators, which say this is the right time to Buy. There is a little concern because they bought gasoline stations. They can't make any money from that. | 2010-02-03 | |
| BUY | 26.900 | Gavin Graham | Growth in oil sands production will benefit with their production and refining assets. Have also acquired some cheap gas stations in Ontario from Petrocan (PCA-T). 4.5% yield. | 2010-02-01 | |
| SELL | 27.650 | John Stephenson | Hard to see a strong catalyst going forward. Will probably move up higher with oil prices but you could get more bang for your buck. Have a lot of exposure to refining, which is where you don't want to be these days. | 2010-01-22 | |
| PAST TOP PICK | 27.840 | David Cockfield | (A Top Pick Jan 23/09. Up 1.73%.) | 2010-01-21 | |
| Comment | 30.080 | Douglas Kee | Cut their dividend last summer so there is the potential, if everything goes well, that they will increase their dividend. | 2010-01-08 | |
| DON'T BUY | 30.470 | Mason Granger | Great stock if you are worried about energy markets going down. Hasn’t been a great performer in last year like most of the other integrated producers. Expects 4% growth added to 4% dividend for 2010. Thinks you can do better in alternative energy investments. | 2010-01-05 | |
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| PAST TOP PICK | 29.220 | David Cockfield | (A Top Pick Dec 5/08. Up 5.7% plus dividends.) Some of the recent results have been disappointing. Having a hard time holding their production level and things seem to have gone quiet in there far Eastern drilling. | 2009-12-21 | |
| SELL | 29.400 | Steve Carlin | Integrated oil in this sector has been under pressure because of poor refining margins. Doesn't say a whole lot of improvements in the refining sector in the next 6-12 months. Sold his holdings. | 2009-12-16 | |
| DON'T BUY | 29.010 | Ara Nalbandian | He doesn’t follow it closely. It has significant downstream operations (refining), which are valued at much lower multiples. He prefers other names in the sector such as Talisman. | 2009-12-15 | |
| DON'T BUY | 27.580 | Rick Stuchberry | Recently had a big discovery in the South China Sea. A big company and it is hard to get a lot of momentum out of it. He would suggest looking into a specific area as opposed to being in an integrated. | 2009-12-10 | |
| DON'T BUY | 27.700 | John Zechner | Negative on this company is that it is more heavy oil, which drives to the refinery, and that end is not doing as well. Margins are getting hurt. | 2009-11-30 | |
| Comment | 27.920 | Christine Poole | Yielding 4.3%. Primarily heavy oil. Looking to spin off their Asian natural gas assets sometime next year, which could be a catalyst. | 2009-11-26 | |
| TOP PICK | 28.220 | Gavin Graham | Have oil sands, refining/marketing and offshore East Coast. 4.25% yield. Could be a takeover target, as it doesn't have Canada protection act. | 2009-11-23 | |
| DON'T BUY | 28.600 | John Stephenson | Attractive from a valuation standpoint and looks reasonably cheap but has too much exposure to US downstream refining and refining is bad. | 2009-11-09 | |
| SELL | 28.190 | Glenn MacNeill, P.Eng. | Not the most dynamic management. Refining has not been very profitable. Production is relatively flat. | 2009-11-06 | |
| HOLD | 27.740 | Craig MacAdam | (Market Call Minute.) Great basket of assets that management just doesn't seem to optimize it well. | 2009-11-02 | |
| PAST TOP PICK | 28.500 | David Cockfield | (A Top Pick Oct 31/08. Down 21.9%.) Becoming an under performer. Having a hard look at this one. | 2009-10-30 | |
| HOLD | 28.460 | Jaime Carrasco | Likes energy. 4.25% yield. Prefers companies with higher yields such as Daylight Energy (DAY.UN-T). (See Top Picks.) | 2009-10-29 | |
| HOLD | 32.770 | Joseph Schachter | Has not responded, but has been a descent return. But will stay 2 or 3 dollars either side until we see a sustainable recovery in the economy and we see something happen in Nat Gas. This is a nice way to get into the patch for the conservative investor. Reasonable dividend 3.6%. Not likely to be taken over. | 2009-10-20 | |
| WATCH | 30.140 | Robert Lauzon | Has been a disappointment. Oil prices have doubled since January but this one has been flat for a full year. There is a catalyst coming in that they are going to spin off offshore natural gas assets in Asia. That should move the stock a little higher. Consider trimming on that strength. | 2009-10-05 | |
| BUY | 30.370 | John Stephenson | Have some opportunities with their Southeast Asian fields to further delineate them and show some good production in the future. East Coast also seems to be a positive. Refining is a slight negative but not a huge one. Low downside risk and reasonable upside. | 2009-09-28 | |
| PAST TOP PICK | 30.820 | David Cockfield | (A Top Pick Sept 26/08. Down 30.32%.) | 2009-09-23 | |
| PAST TOP PICK | 30.750 | Ron Meisels | (A Top Pick Sept 3/08. Down 29% but he got stopped out and was down 14%.) Now starting to make a base and is probably going to be a better looking stock but not yet. | 2009-09-18 | |
| DON'T BUY | 30.320 | Steve Carlin | Did a long analysis on the whole integrated side of oil/gas in Canada and this ended up not being his favourite. Doesn't have as much upside potential as others. | 2009-09-16 | |
| Comment | 29.600 | Joanne A. Hruska, CFA | Relative to its peers, the chart is quite weak. It intrigues her and it may be getting to a point where this may be a buy again soon. | 2009-09-14 | |
| BUY on WEAKNESS | 30.340 | Rick Stuchberry | (Market Call Minute.) | 2009-08-27 | |
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| BUY | 30.710 | Gavin Graham | (Market Call Minute.) The poor man's Suncor (SU-T) and should benefit from that because it is a big oil sands producer. Also marketing margins are improving. | 2009-08-25 | |
| BUY on WEAKNESS | 30.960 | Laura Lau | Under $30 is a good entry point, which gives you about a 4% dividend. Very stable company. | 2009-08-14 | |
| HOLD | 30.010 | Glenn MacNeill, P.Eng. | Have some interesting properties. Has been suffering a little because of the high price of heavy oil. They are a refiner so they are buying heavy oil as their feedstock. There are others that he likes better in the same space such as Suncor (SU-T) and PetroCanada (PCA-T). | 2009-08-11 | |
| HOLD | 30.790 | Bruce Campbell | (Market Call Minute.) Prefers others. | 2009-08-10 | |
| TOP PICK | 31.270 | David Cockfield | (A Top Pick Aug 1/08. Down 32.2%.) Integrated and it is big. Relatively oily. Have offshore assets. Good management. 3.8% yield. When the earnings come back you'll see the dividend come back. | 2009-08-07 | |
| HOLD | 33.360 | John Stephenson | Fairly valued. There is potential for it to re-rate over time but thinks it has come fairly far, fairly fast. Would prefer Imperial Oil (IMO-T). | 2009-07-24 | |
| Comment | 30.950 | Dennis Da Silva | Good defensive stock to own especially in low oil prices but he sees oil prices improving, especially in senior names. Shifted their capital program more to Southeast Asia. Have indicated a desire to spin it out. | 2009-07-16 | |
| BUY | 30.720 | John Zechner | Positive on oil going forward. It's okay to add this name here. Not the highest growth name in the sector but he'd rather be playing the oil stocks rather than natural gas. | 2009-07-13 | |
| BUY | 30.320 | Jaime Carrasco | Crescent Point Energy (CPG.UN-T) or Husky (HSE-T)? Likes both companies but his preference would be Crescent Point because of the cash flow they are paying. Have great management and great property. Both of them will do very well on a long-term basis. | 2009-07-06 | |
| PARTIAL BUY | 35.150 | Charles Lannon | Well diversified energy company with offshore production as well as refining and marketing assets. Always had a sensible cash return policy. Paid generous dividends but haven't levered up the balance sheet to do it. Thinks oil has gotten ahead of itself and there needs to be a rebound in global demand. Phase in purchases over 9 or 10 months as he expects there will be a pullback. | 2009-06-12 | |
| TOP PICK | 34.450 | David Cockfield | Looking for $85 oil by the end of the year. This one is always a little bit under the radar. Doesn't think they are getting the benefit of their Southeast Asia operations. Good yield of 3.5%. | 2009-06-05 | |
| TOP PICK | 33.650 | Gavin Graham | Lee Kai Sheng (?) owns 35% of the control block is 75 and will be retiring in the next couple of years, could donate his holdings to China. Could be a takeover. This is your Suncor (SU-T) equivalent but a lot cheaper. 3.6% yield. | 2009-06-04 | |
| TOP PICK | 29.080 | Marc-Andre Robitaille | Highest yielding common stock in energies in Canada. History of returning cash to shareholders. For numerous years they have paid special dividends, although not last year. Low debt to equities. Biggest risk is the commodity price. | 2009-04-15 | |
| BUY | 29.550 | John Stephenson | Most analysts are very favourable on this. Good production growth on the east coast side of the business as well as their offshore Asian fields. Also has diversity with their refining. | 2009-04-14 | |
| TOP PICK | 28.050 | David Cockfield | (A Top Pick April 24/08 Down 36.4%.) Cut the dividend but the yield is still attractive. Good integrated, solid and well run company. Not enough appreciation of their offshore assets. | 2009-04-09 | |
| BUY | 27.590 | Rick Stuchberry | (Market Call Minute.) | 2009-04-03 | |
| BUY | 27.320 | Dennis Da Silva | Has always associated it with low growth situations but in this type of environment, a great defensive position. Very clean balance sheet and exposes you to the upside up oil prices. In a rising commodity price environment, their retail side will get squeezed a little more. | 2009-03-26 | |
| BUY | 27.740 | Martin Hubbes, CFA | If you want to play oil in a conservative way, this is a great way to do it. A little less torque to the oil price but obviously a very good operator with good assets. They are starting to get returns from their assets. | 2009-03-23 | |
| TOP PICK | 26.400 | David Cockfield | (A Top Pick Feb 8/08. Down 33.8%.) Cut their dividend but it will probably be reinstated when their cash flow starts coming back. Likes some of their Far East plays. | 2009-03-09 | |
| BUY | 26.190 | John Stephenson | Oil is starting to look attractive. | 2009-03-06 | |
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| Comment | 26.600 | Rick Stuchberry | In 3 or 4 years, energy prices will have to be higher. Would hold off to see if the stocks go lower. If oil goes sideways for another month or two, there is no rush to be in them. | 2009-02-20 | |
| BUY | 30.770 | Michael Decter | (Market Call Minute.) Great dividend. Has been really beaten up. | 2009-01-28 | |
| TOP PICK | 29.360 | David Cockfield | 6.7% yield. Performance is more sideways than down. There are concerns that the dividend might get cut. | 2009-01-23 | |
| BUY | 32.670 | Gavin Graham | (Market Call Minute.) A poor man's Suncor (SU-T). Have very much the same sort of assets plus east coast oil. Thinks oil is coming back and this will be a beneficiary. | 2009-01-14 | |
| BUY | 32.050 | David Burrows | Integrateds have been performing well lately. Good dividend yield. | 2009-01-07 | |
| STRONG BUY | 31.880 | John Stephenson | (Market Call Minute.) Very strong buy. Coming off a weak patch but should move higher, particularly with East Coast oil and gas as a catalyst. | 2009-01-02 | |
| BUY | 27.690 | Gordon Higgins, CA, MBA | Great asset base. Have a refinery so they benefit even when oil prices go down. Cut back on their budget so still have free cash flow. Very solid company. 7.25% yield could be at risk. | 2008-12-22 | |
| BUY | 31.160 | Bill MacLachlan | Quite optimistic about this one. There is always the possibility of it being taken over by its primary shareholder. Conservatively managed. Excellent balance sheet. One of the more conservative ways to play the energy situation. | 2008-12-11 | |
| Comment | 29.950 | Peter Gibson | 34% ROE. Rate of profitability is very strong right now but expects that to deteriorate quite sharply. Trading at 5.6X earnings. Yield of 6.6%. | 2008-12-09 | |
| TOP PICK | 27.720 | David Cockfield | Loves the 7% yield. You might have to set with the stocks for 6 to 9 months so you might as well get paid while waiting. | 2008-12-05 | |
| DON'T BUY | 29.260 | Jean-Francois Tardif | Very good company. Great track record. Very well managed. Personally he prefers others in the sector as they have fallen far greater than this one. There is more money to be made in others. | 2008-12-02 | |
| TOP PICK | 36.200 | David Cockfield | Very good yield of 5% plus. Well run company. Not being recognized for their China Sea and China connections. | 2008-10-31 | |
| BUY | 35.770 | Robert Floyd | (Market Call Minute.) Likes this company. Offering a strong yield. | 2008-10-30 | |
| WEAK BUY | 30.800 | Brendan Caldwell | Question: If oil prices were $55 in 2009, which of Canadian Oil Sands (COS.UN-T), Suncor (SU-T) or Husky Energy (HSE-T) would you buy?Answer: Probably Husky. It is an integrated with a lot more diversification. Suncor is integrated but is mostly heavy oil. Canadian Oil Sands is entirely heavy oil. Heavy oil is the most vulnerable to the changes in energy prices. | 2008-10-27 | |
| HOLD | 33.000 | Bill MacLachlan | Very well run. Likes that there is always the possibility of a takeout by the controlling shareholder. One of the better larger energy companies out there. | 2008-10-23 | |
| HOLD | 35.320 | Dennis Da Silva | Almost 6% dividend. Had its share of execution problems. Looks cheap on paper. Fully integrated so you have to have concerns on their downstream operations. Has assets in China, a country he is not strong on. You will see a stronger Q3 number coming out but the refining squeeze will be coming out in Q4. | 2008-10-21 | |
| HOLD | 33.520 | Hap (Robert) Sneddon FCSI | Picture for oil is pretty good. | 2008-10-08 | |
| DON'T BUY | 44.200 | Glenn MacNeill, P.Eng. | Good liquidity. Refining looking a little better. Expecting to do well. There are others he likes better. | 2008-09-30 | |
| TOP PICK | 46.800 | David Cockfield | Not a favourite amongst the analysts, but he likes it because it is a well run company and has a good yield. Held up very well in the market selloff. Sold off part of their tar sands. Have a refinery that adds to their earnings. | 2008-09-26 | |
| HOLD | 47.400 | Joseph Schachter | Starting to rebound. Has the ability to go to all-time highs. Well managed. Tremendous assets off East Coast Canada. | 2008-09-25 | |
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| TOP PICK | 45.920 | Ron Meisels | Has a major uptrend line. Above the 200-day moving average. Seems to be the strongest of all the oils. Stop/loss position of around $41. | 2008-09-03 |