| DON'T BUY | 48.840 | Glenn MacNeill, P.Eng. | Predominantly a heavy oil producer. Not his favourite major. | 2008-07-18 | |
| DON'T BUY | 52.140 | David Burrows | Would prefer to be in exploration/development rather than the integrateds. | 2008-07-11 | |
| BUY | 56.080 | Pat McKeough | Integrated oil, so is not just producing but is also selling and refining. Has lots of assets that it acquired many years ago at lower prices. And attractive Buy. | 2008-06-20 | |
| BUY | 57.790 | John Stephenson | (Market Call Minute.) Conservative but great returns. | 2008-06-16 | |
| DON'T BUY | 56.680 | Glenn MacNeill, P.Eng. | Into a very controversial environmental issue. Had 2 setbacks this week. Delay in the Mackenzie Valley pipeline and this will be a lot longer to ever get done. Also denied a permit from the fisheries Department for water, which will delay their Kearl project. Not a favourite. | 2008-05-16 | |
| TOP PICK | 54.800 | Ron Meisels | Starting to break out. Around $55 would be a major breakout. | 2008-04-08 | |
| HOLD | 53.740 | Jeff Parent | Chart shows a nice upward channel. If it were to break into a new high, that would put it into the $58/$59 range which would be a good increase. Long-term chart shows a long-term upward trend. Thinks this will continue. | 2008-04-02 | |
| HOLD | 55.600 | Kenneth P. Norquay, CMT | In an uptrend and has broken through new highs in the short term. The $48.50 .would be your stoploss. | 2008-03-11 | |
| DON'T BUY | 57.240 | Michael Sprung | The steady Eddie of the group. Very seldom do they disappoint but it is priced for that. Expect it to do fairly well going forward. Not cheap. | 2008-03-05 | |
| DON'T BUY | 50.250 | Brendan Caldwell | This company has limitations on what it can do. It is entirely focused on Canada. With energy prices, you would have thought would have done better over the last year or so. Prefers something more international. | 2008-02-01 | |
| HOLD | 48.330 | Joseph Schachter | If he is right about the natural gas prices recovering and the material breach of $100 in oil, they will punch through their July/Aug highs, north of $55. | 2008-01-24 | |
| BUY | 54.450 | Gavin Graham | (Market Call Minute.) Last of the integrateds that is owned by a major. You have to wonder if Exxon Mobil won't be looking at taking them over. | 2008-01-02 | |
| Comment | 54.620 | Bruce Campbell | Would prefer Suncor (SU-T), which would give better growth. | 2007-12-31 | |
| Comment | 51.600 | Robert Floyd | A “steady as you go” scenario. Very good operator. Have refinery operations as well as exploration and development. Should have decent upside. | 2007-12-11 | |
| TOP PICK | 51.960 | Ron Meisels | Could also have picked Suncor (SU-T), CNQ (CNQ-T) or many of the other energies. This stock just had a major breakout and these are the stocks that are going to do well in 2008. $48 should be a major support level. | 2007-11-23 | |
| HOLD | 50.000 | Michael Sprung | Canada locked by nature. Impacted somewhat by royalty regime. Extremely well run. Would hold if owned. | 2007-10-26 | |
| DON'T BUY | 46.450 | Brian Acker, CA | His model price is $46.78, which is right on the current stock price. | 2007-10-10 | |
| DON'T BUY | 49.010 | John Stephenson | Expects this will stay fairly flattish, maybe up 5% to 10%. Their problem is growth. A fair amount of their production is in Western Canada, which is in decline. Well managed. Not a cheap stock. Would prefer Talisman (TLM-T) or Canadian Natural Resources (CNQ-T). | 2007-09-26 | |
| VAGUE | 49.010 | David Baskin | Probably undervalued at this price. Don’t know where growth will come from. | 2007-09-26 | |
| HOLD | 46.800 | Joseph Schachter | Have not seen much growth in production volumes. He prefers exploration/production companies. For a larger, conservative name, you are getting a bit of a dividend. Well-run company. Could eventually be taken over by its parent Exxon (XOM-N). | 2007-09-11 | |
| BUY | 45.200 | Chris Smith | Likes the integrated oil companies. A good solid company to hold. They buy back stock regularly. Well run. | 2007-08-30 | |
| BUY | 43.290 | Jeff Parent | Trading right at support level, which is always a positive sign. Has the potential to go back up to the $50 level. On the downside, use a tight stop of $42. Would suggest buying call options, which will limit your downside. This one will have actively trading call options. | 2007-08-15 | |
| PARTIAL BUY | 43.030 | Rob Callander | He is more positively inclined towards oil in the short term. This stock would be a core holding in portfolios. Buy in stages. | 2007-08-14 | |
| BUY | 44.550 | David Burrows | The stock broke out about 6/8 weeks ago and has recently pulled back to the breakout point. Feels it has good technical support in here. Exxon (XOM-N) is raising cash and could be making a move on Syncrude of which Imperial oil is a part of. | 2007-08-09 | |
| BUY | 49.680 | David Driscoll | Large integrated oil company. Owned by Exxon in the US. There is always the chance that the parent will take out the company. If you like the long-term opportunity for oil sands, this is a safer way to play. | 2007-06-22 | |
| HOLD | 50.500 | Robert Floyd | Price appreciation is going to change on the overall outlook for energy. Do a fairly decent job on their operations. Numbers were relatively strong on the last quarterly report. | 2007-05-30 | |
| SELL | 49.990 | Michael Sprung | Has had a spike and he does not know the reason for this. If he owned it, he would take some of the money off the table. | 2007-05-28 | |
| DON'T BUY | 49.800 | Brian Acker, CA | Has always traded above his model price. His model price is $46.66, which is a negative 6% differential. | 2007-05-24 | |
| Comment | 50.850 | Laura Wallace | Great quarterly results. Good refining exposure. If you own, consider taking some profits. | 2007-05-23 | |
| BUY | 49.990 | Norman Levine | Prefers Petro Canada (PCA-T) because of their international exposure. With marketing/refining margins as strong as they are, and being the largest in Canada, they're benefiting from this. | 2007-05-18 | |
| Comment | 44.440 | Peter Brieger | Has a great store of value. He tends to go for companies where he can avoid the risk of downstream companies. Prefers Encana (ECA-T), Talisman (TLM-T) and CNQ (CNQ-T). | 2007-04-18 | |
| BUY | 39.730 | Paul Harris, CFA | Spending a lot of money on the pipeline, but this, historically, has been a well run company. Generates tons of free cash flow. Good long-term hold. | 2007-03-16 | |
| DON'T BUY | 42.450 | Brendan Caldwell | The charts on integrateds look really ugly and he doesn't see them turning around anytime soon. A shortage of gasoline hasn't had any effect on stocks. | 2007-02-27 | |
| DON'T BUY | 42.050 | David Cockfield | A dull stock. If you want to buy one of the integrateds, buy Husky (HSE-T) or Petro Canada (PCA-T). | 2007-02-23 | |
| Comment | 42.500 | John Stephenson | Still have some of the best metrics and great properties. Trading at about 15.5 X earnings which is average. Facing limited growth potential because it is predominantly in the western sedimentary basin. | 2007-02-21 | |
| BUY | 40.510 | John O'Connell, CFA | A great business and very well run. Exposure to the oil sands. Also has the integrated aspect. They continue to buy back stock. Good price. | 2007-01-25 | |
| PAST TOP PICK | 40.600 | Jim O'Shaughnessy | (A Top Pick Feb 2/06. Down 5%.) | 2007-01-23 | |
| Comment | 38.510 | Larry Berman CFA, CMT, CTA | Feels we are coming close to the bottom of where the new range for energy is going to be. Would use a trading range and buy near the 52-week low and sell when it gets near its high. This is a strategy he would use on oil stocks. | 2007-01-17 | |
| BUY on WEAKNESS | 41.600 | John O'Connell, CFA | Anytime you can get it under $40, it is very attractive. | 2006-11-27 | |
| BUY | 41.650 | Michael Decter | A possible takeover by its parent Exxon Mobil (XOM-N). Could see a take out at something like $50. | 2006-11-24 | |
| BUY | 40.100 | Peter Gibson | If you were going to speculate on an oil stock going higher, this is one that he thinks is a good trading opportunity. It has an unbelievable 43% ROE. | 2006-11-03 | |
| DON'T BUY | 38.270 | Norman Levine | The largest integrated in Canada. Hasn't really gone anywhere over the last year. A good, safe place to be, not when you want to make money you'll do better in the purer plays. Suncor (SU-T) and Petro Canada (PCA-T) would be better choices. | 2006-10-31 | |
| BUY | 40.010 | Gavin Graham | Has a take out offer from its corporate parent Exxon (XOM-N). Will they buy out the minority shares. He doesn't care as it is one of the better run integrated companies. Decent dividend. | 2006-10-30 | |
| BUY | 40.530 | Chris Smith | Doesn't think that Exxon will buy them out. If you are bullish on energy, this will do as well as any of the integrated. | 2006-10-25 | |
| DON'T BUY | 43.200 | Glenn MacNeill, P.Eng. | Canada's largest integrated. A lot of its production comes out of the Cold Lake area. Has a number of interesting assets, 25% of Syncrude, the dominating player in the McKenzie Delta area and will be the primary driver behind the McKenzie Valley pipeline. The stock has become expensive. | 2006-08-23 | |
| HOLD | 43.590 | Norman Levine | Of the integrateds it has probably been one of the best performers. Great management and great properties. None of them have done as well as the producing companies. | 2006-08-22 | |
| DON'T BUY | 45.020 | Peter Brieger | Of the integrated companies, prefers Petrocan (PCA-T) which is cheaper. Has an immense holding of properties and technology and has a lot of hidden value. Finds it expensive. | 2006-08-09 | |
| WEAK BUY | 42.460 | Robert Floyd | Will be doing very well from the standpoint of the commodity moving higher. Strong cash flows. Numbers coming out are very good. Looking out to 2010 before there is much increase in growth of production. Probably better alternatives. | 2006-08-02 | |
| DON'T BUY | 41.050 | Bruce Campbell | Prefers Petrocan (PCA-T) even though they were a little short on earnings and production. This one doesn't have the same growth profile. Will go up and down with oil price. | 2006-07-27 | |
| DON'T BUY | 41.770 | Bill Carrigan | A high-quality stock. Peaked out in August/05. Will probably just hold support which means it is just dead money. | 2006-07-17 | |
| HOLD | 37.790 | David Burrows | Has hung in as well as anything has on the oil side. Good long-term hold. In the short run, it is getting impacted by the market sector. | 2006-06-15 | |
| WEAK BUY | 39.460 | Gordon Higgins, CA, MBA, CFA | Majority of the shares are held by Exxon (XOM-N). Trades infrequently. | 2006-06-07 | |
| BUY | 41.450 | Robert Floyd | There are some very high prices on oil. This company is still producing great numbers. If you believe in the oil cycle, you should stick with this. | 2006-06-02 | |
| BUY | 38.200 | John Stephenson | In large cap name integrateds, he likes Imperial Oil (IMO-T) or Petro Canada (PCA-T). | 2006-05-19 | |
| BUY | 116.660 | David Baskin | Profit went up, but the stock dropped. Doesn't know what people's expectations are. Has a pretty good set of assets. Prefers Petro Canada (PCA-T). | 2006-05-02 | |
| BUY | 120.720 | Norman Levine | A great way to play the oil industry in Canada in the conservative way. The biggest integrated company in Canada. Has a large part of the Syncrude project. | 2006-04-27 | |
| DON'T BUY | 127.700 | Michael Sprung | A 3 for 1 split coming up in May. A tremendous company. Great properties. Extremely well managed. A little fully priced right now. | 2006-04-21 | |
| BUY | 125.910 | Gavin Graham | It is still well below the peak of Oct/05 when oil was over $70. Good dividend yield. | 2006-04-11 | |
| BUY | 125.990 | Gordon Higgins, CA, MBA, CFA | Broadly diversified. Excellent balance sheet. A solid company which will be driven by the price of oil. | 2006-04-05 | |
| BUY | 126.100 | Paul Harris, CFA | A very well run company. Would like to see them pay out some of their cash in dividends, etc. as long as oil does well, this company will do well. | 2006-03-30 | |
| HOLD | 119.010 | Michael Sprung | One of the best managed companies in the oil/gas sector. They have great production, great assets and have continually surprised on the upside. | 2006-03-23 | |
| HOLD | 115.010 | John Sinkins, CFA | Stock has done well. Subsidiary of US. Company, He owns Petro Canada and Shell | 2006-03-14 | |
| BUY on WEAKNESS | 108.960 | Bob Stodgell | Great investment, good solid corporation. Owned by Exon. Oil might ease a little. Wait for weaknesses. Don't take full positions. | 2006-03-02 | |
| BUY | 112.760 | Norman Levine | There are two different tiers that appear in oil stocks. The exploration companies had been stupendous performers while the big international companies have not been the same. Starting to wonder if he should be taking money out of exploration and looking at this. | 2006-02-13 | |
| DON'T BUY | 120.500 | Brian Acker, CA | This stock is splitting three for one. His model price is $99.60 which is a negative 19% differential. | 2006-02-07 | |
| TOP PICK | 120.000 | Jim O'Shaughnessy | Still within his valuation. | 2006-02-02 | |
| BUY | 118.140 | John Stephenson | An excellent name. Would be a core holding. One of the best names in terms of the integrateds. They are very efficient users of capital. Not inexpensive, but certainly off its highs. Reasonable entry point. | 2006-01-25 | |
| HOLD | 117.750 | Bill Belovay | If you are positive on oil/gas, you should continue holding this one. A premier company. | 2006-01-05 | |
| TOP PICK | 117.810 | Peter Gibson | Feels that oil prices are going to take another run at $70/75 in 2006. This stock has corrected quite significantly, about 30%. Fundamentals look great. Almost a 39% ROE. Because it pays out only a nominal dividend yield, it’s probably growing its book value at 25% per annum. | 2005-12-09 | |
| BUY | 107.140 | Peter Brieger | One of the best run companies in the integrated area. Expecting some announcements on the McKenzie vally pipeline. If it's positive, this company would be a candidate for a rise in price. | 2005-11-15 | |
| HOLD | 106.500 | Norman Levine | (Caller wanted to know of a switch from any of his majors into another one for better value.) If you want to trade into another major, going into Shell (SHC-T) would be a good one. Shell has underperformed Imperial and it shouldn't have. He wouldn't recommend switching, but this is one possibility. | 2005-10-25 | |
| DON'T BUY | 113.020 | David Cockfield | Thinks it's got ahead of itself. There was a lot of US buying and expects there will be more profit taking by them. | 2005-10-12 | |
| BUY | 115.820 | David Baskin | They will make a lot of money on the refining end. With the pull back this week, it's certainly interesting. | 2005-10-06 | |
| BUY | 123.550 | Rob Callander | Expecting and hoping that there will be a share split which will be good for the share price. Could eventually be taken out by Exxon (XOM-N). | 2005-10-05 | |
| BUY | 132.350 | Peter Brieger | A great company with a great store of value. Good long term hold. There could be a stock split. | 2005-10-04 | |
| HOLD | 133.420 | Michael Smedley | A key company in Canada and is reaching up into the northern part of the country such as the McKenzie. | 2005-09-27 | |
| BUY | 113.700 | Laura Wallace | A very balance energy company with very strong refinery and gasoline operations. Has lagged other companies, but if oil pries drop, it will outperform those others. | 2005-08-24 | |
| BUY | 114.700 | Bill Harris | Imperial Oil (IMO-T) versus Petro Canada (PCA-T). His problem with Petro Canada is that he doesn't understand what they are going to do after 2007. Imperial oil is just a money making machine. | 2005-08-10 | |
| BUY | 102.190 | Norman Levine | Probably the best run senior oil company in Canada. | 2005-07-26 | |
| BUY | 102.020 | Paul Harris, CFA | If oil falls, this company won't be affected as much as some of the other oils. You have increasing dividends from them. | 2005-06-30 | |
| DON'T BUY | 99.340 | David Cockfield | Has some great properties in the McKenzie Delta, but would prefer Petro Canada (PCA-T). Better value and a lower P/E multiple. | 2005-06-15 | |
| WEAK BUY | 99.240 | John Zechner | Not a bad play if you are bullish on oil. Have their fingers in a few pies in terms of refining, downstream, the oil sands project. Not as much growth as there is in some of the others, but decent cash generation. | 2005-06-14 | |
| WATCH | 87.000 | David Burrows | A wonderful company. Has been pulling back with the rest of the oils. Has a nice yield. Generating an enormous amount of cash flow. His focus has been more on the pure producers such as Encana (ECA-T). Watch how it acts against the market correction. If it can hold on, it's a stock you will want to own. | 2005-05-03 | |
| BUY | 91.900 | Gavin Graham | Probably will split when it reaches $100. Would like to see an increase in dividends. | 2005-04-26 | |
| VAGUE | 96.320 | John Sinkins, CFA | Very high right now. Not inexpensive relative to the other oil companies. | 2005-04-04 | |
| HOLD | 86.470 | David Cockfield | In the next year or so will be a $100 dollar stock. "If they ever get the Mackenzie delta they are golden." | 2005-03-10 | |
| BUY | 85.000 | David Cockfield | There will be huge gas resources available once the Mckenzie pipeline gets approved, hopefully this June. A good long term buy. Has had a run-up recently, probably due to buying coming in from the US. | 2005-02-21 | |
| VAGUE | 80.250 | Gordon Higgins, CA, MBA, CFA | Has basically been a no-growth company. Has been a perennial disappointer and now finally they're getting their act in gear with good cash flow. Has a history of buying back shares. Has good heavy oil sands business. | 2005-02-09 | |
| VAGUE | 80.250 | Gordon Higgins, CA, MBA, CFA | Has basically been a no-growth company. Has been a perennial disappointer and now finally they're getting their act in gear with good cash flow. Has a history of buying back shares. Has good heavy oil sands business. | 2005-02-09 | |
| BUY | 70.610 | David Baskin | Q: Coming into an inheritance. What is a buy for a long term hold that pays dividends? A: Good long term hold. 2/3 of gains over time are made from dividends. Probably the highest dividend in the integrated oils. | 2005-01-17 | |
| BUY | 71.970 | Neil Wickham | Probably the most conservative oil/gas company in Canada. Prefers Petro Canada. | 2004-11-23 | |
| BUY | 68.450 | Gavin Graham | Prefers Imperial Oil for his dividend fund as it is a very steady integrated with a higher dividend yield. | 2004-11-08 | |
| DON'T BUY | 68.000 | Brian Acker, CA | Overpriced. Model price is $64. | 2004-10-07 | |
| DON'T BUY | 65.340 | Norman Levine | Prefers more international stocks. Not a big growth player. | 2004-09-28 | |
| BUY | 61.980 | Andrew McCreath | In the long-term, the prospects for a dividend paying stocks such as this are good. | 2004-09-08 | |
| WEAK BUY | 62.450 | David Cockfield | A conservative play. Would prefer other companies like Sun-corp. OK for long-term. | 2004-09-03 | |
| BUY | 60.450 | Glenn MacNeill, P.Eng. | Well run. A large portion of its production is in heavy oil. | 2004-08-25 | |
| BUY | 61.960 | David Cockfield | Most of the integrateds are reasonably priced right now. | 2004-08-10 | |
| DON'T BUY | 63.970 | Peter Brieger | Would prefer Encana or Canadian Natural Resources. | 2004-08-04 | |
| BUY | 65.670 | David Burrows | Likes the integrated oil companies. Well diversified geographically. A good company. | 2004-08-03 | |
Experts that have talked about Imperial Oil
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