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| TOP PICK | 45.120 | Lyle Stein | Coming out of the bottom, large-cap stocks tend to move. Likes reserves they have in the ground. Loves the financial discipline. Balance sheet is clean and they consistently buy back shares. Very good employers of capital. Owner is Exxon (XOM-N) who is always there if anything goes wrong. Would be a buyer up to $46. | 2009-06-30 | |
| TOP PICK | 43.540 | John Stephenson | Kearl oil sands project has been sanctioned. In a market that’s very choppy and volatile you want quality. | 2009-06-24 | |
| PARTIAL BUY | 43.600 | Jeff Parent | Downward momentum is slowing on the 200 day moving average and there is some short-term upward momentum. Also the shorter term moving averages are starting to come up. Forming a bit of a consolidation giving it the potential to break up nicely. MACD is also positive. Use a $40 stop. If you buy just take a small position. | 2009-06-23 | |
| BUY | 44.100 | Peter Brieger | No debt. Lots of cash to expand if they wish and think they will and are in the oil sands. There could also be modest dividend increases. Has one of the best collection of brain power in the industry. | 2009-06-16 | |
| BUY | 46.700 | Mike Newton | Overhang on this is the parent company and is generally considered to be a subsidiary of Exxon Mobil (XOM-N). Doesn't get its due recognition. Has an incredible work with technology and have done incredible work in the oil sands’ discovery and processing. | 2009-06-11 | |
| BUY | 44.180 | Rick Stuchberry | Just announced they are going ahead with the Kearl project. Good quality company with very good properties. Thinks oil will go from $60 to $70 in the next little while and this company will be a big beneficiary. | 2009-05-28 | |
| BUY | 40.660 | David Burrows | Looks pretty constructive based on their Kearl project. He prefers the PetroCan (PCA-T)/Suncor (SU-T) combination as his key Canadian integrated. | 2009-05-15 | |
| TOP PICK | 41.000 | Sandy McIntyre | They will announce the go-ahead of the Kearl project, which will be a material growth aspect for them. Hopefully that will be recognized in the marketplace. | 2009-05-14 | |
| SELL | 44.700 | Joanne A. Hruska, CFA | Sold this week because valuation compared to piers became higher. May get back in. | 2009-04-15 | |
| DON'T BUY | 45.900 | David Cockfield | (Market Call Minute.) Bit boring. You can go elsewhere in the oil patch and get better value. | 2009-04-09 | |
| SELL | 47.430 | Joseph Schachter | (Market Call Minute.) Not a fan because they are not growing their production. | 2009-04-06 | |
| TOP PICK | 47.200 | Peter Gibson | Typically when you come to the end of these panics stimulus takes place. Oil comes off from very low levels and recovers nicely. This one has ROE levels of 43%. | 2009-04-03 | |
| TOP PICK | 38.040 | Sandy McIntyre | Fantastic capital allocators and have a clean balance sheet. Although dividend yield is low, they buy back 5% of the stock each year, which supports the share price. The option value on this is bitumen accrual and the frontier gas Mackenzie Delta. | 2009-02-24 | |
| Comment | 38.230 | Hap (Robert) Sneddon FCSI | Looks like it is holding in at around $38. He would recommend a stop of around $35-$36. Stock is trying to get above the 50-day moving average of $46. Relative strength indicates it is neither overbought nor oversold. Any uptick in demand should do well for this sector. | 2009-02-17 | |
| DON'T BUY | 39.000 | Peter Gibson | Profitability is now falling quite rapidly. Reporting one of the fastest profit declines. | 2009-02-04 | |
| TOP PICK | 38.950 | Sandy McIntyre | They are renown for their balance sheets management, consistently increasing its dividend and returning capital to shareholders through share repurchases. 1% yield. Buying it for capital appreciation. If the Mackenzie pipeline goes ahead, they have the largest gas reserves in the Mackenzie Delta, which is not on their reserve report yet. | 2009-01-22 | |
| BUY | 38.000 | Jennifer Stevenson | Super high-quality company and assets. Very clean balance sheet. Very defensive holding. | 2009-01-20 | |
| DON'T BUY | 38.130 | David Cockfield | Has performed extremely well in this market but looks very expensive. P/E is significantly higher than some of its peers. Would rather go with one of the other integrateds. (See Top Picks.) | 2008-12-05 | |
| TOP PICK | 36.600 | Ron Meisels | There are some stocks that are now making bases and this one has been base building since Sept. early Oct. Gone above its 50-day moving average. Could rally to around $50. Use a stoploss of around $30. | 2008-12-04 | |
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| DON'T BUY | 39.400 | Glenn MacNeill | The first 3 quarters are pretty good. Not one of his favourites because they have a low reinvestment program. Buy back stocks instead of reinvesting in the oils. | 2008-11-10 | |
| BUY | 36.660 | Norman Levine | Can’t believe how cheap it is. | 2008-10-14 | |
| DON'T BUY | 35.120 | Don Lato | Came down with the rest of the oils. Imperial usually hold up well when others go down, but didn’t this time. There are better places to be in the oil stocks. | 2008-10-08 | |
| HOLD | 43.570 | Bruce Campbell | Not his favorite. Would buy almost anything else on the oil side. | 2008-09-29 | |
| BUY | 43.570 | Paul Harris, CFA | Likes it. Good refining assets. There is not enough capacity in refining and they have it. Oil has to fall if we are in a recession. | 2008-09-29 | |
| DON'T BUY | 48.840 | Glenn MacNeill | 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 | 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 | |
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| 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 | |
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| 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 | 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 | |
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| 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 | |
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| 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 |