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| TOP PICK | 71.740 | Charles Lannon | Too many Canadian oil/gas royalty trusts have too much debt. Also too many with bases that are long in the tooth and dividends that are going to be unsustainable in the low gas price environment. This company just reported with so-so results. Production was good. Refining was weak. Very modest increase in the dividends but he feels the 4.7% dividend will continue to grow. | 2012-02-02 | |
| BUY | 73.980 | John O'Connell, CFA | Good dividend and well-run company. Wouldn't hesitate to own it. | 2012-01-09 | |
| BUY | 72.220 | Gavin Graham | Royal Dutch Shell (RDS.A-N) Vodaphone (VOD-Q)? Both are likely to do OK for you over time. Good dividend. This would be the more stable one of the two. | 2011-12-28 | |
| TOP PICK | 67.050 | Karl Berger | Interesting dynamic at this point because they are coming to the end of a multimillion dollar spend on developing production capacity over the last number of years. Feels the 5% dividend is more than sustainable and possibly even rise. | 2011-11-22 | |
| BUY | 69.600 | Gavin Graham | One of the majors and one that has executed pretty successfully. It obviously depends on what happens to oil prices. Have made a big bet on gas, especially LNG out of the Persian Gulf. Demand for oil continues to grow. 3.5% yield. | 2011-11-18 | |
| TOP PICK | 69.460 | Charles Lannon | 4.8% dividend yield. Decades long resource base. Having just completed a huge CapX build out prospects for significant dividend growth and buybacks are very strong going forward. | 2011-11-17 | |
| HOLD | 62.960 | Gavin Graham | Has a big play on gas. Doing a liquefied natural gas in Qatar. Also looking for gas in North America as a major long-term play. Very decent yield. | 2011-09-29 | |
| HOLD | 63.820 | Gavin Graham | Made its mark in gas on a global scale, believing that gas is going to be the solution to the power solution over the next decade or so. | 2011-09-09 | |
| PAST TOP PICK | 64.890 | Srikanth Iyer | (Top Pick March 18/11, Down 4.68%) Growth expansion continues. 5.6% yield. | 2011-08-24 | |
| WEAK BUY | 69.300 | Paul Harris, CFA | We have great oil and gas companies in this country. You don’t have to buy oil and gas companies outside of Canada. You need to expect a much higher rate of return than, say, CNQ. | 2011-06-23 | |
| BUY | 69.300 | Stan Wong | Decent yield well over 4%. Looks very good on a growth metrics. Blew away earnings in the last quarter. Trading right above the 200 day. | 2011-06-22 | |
| WAIT | 72.240 | Paul Harris, CFA | Great yield, very well run company. Really thought about where they are going to put money in exploration. Not expensive here. It will pull back when the middle east settles down. He prefers Canadian oil and gas so there is no currency risk. | 2011-03-24 | |
| TOP PICK | 69.870 | Srikanth Iyer | Cash is king. Increased its cap X and expecting to double cash flow over next two years. Exploration and refining of oil. Well positioned to provide them Gas in Japan. | 2011-03-18 | |
| HOLD | 68.130 | Don Reed | It’s a good stock that he likes and it is a keeper. There was a problem with reserves and accounting differences and that was all straightened away years ago. | 2011-03-15 | |
| BUY | 68.400 | Karl Berger | Oil assets make a lot of sense as part of a core holding in a portfolio. This is an integrated producer so does all kinds of things. Good solid dividend yields of 5.5% or higher. | 2011-02-11 | |
| Comment | 70.150 | Rick Stuchberry | Well run company. Big companies have been positioning themselves and buying assets that are cheap. | 2011-02-07 | |
| WEAK BUY | 68.120 | John Stephenson | Large cap integrated oil company. All have a similar problem, a shortage of reserves and they are loathe to cut production forecasts from quarter to quarter because of fear of share prices being punished. They really need to shrink to grow. | 2011-01-17 | |
| HOLD | 66.800 | Srikanth Iyer | Likes oil in general. This one has a 5%-6% yield so hold on to it. Have a lot in the pipeline right now. | 2010-12-30 | |
| BUY | 65.440 | Karl Berger | Fantastic integrated oil company. Some exposure to oil prices but has so many other parts that there is very little volatility compared to oil prices. Good dividend yield. | 2010-11-19 | |
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| DON'T BUY | 52.400 | Philip Doyle | Global integrated. Good exposure to state of market. It is a name you could look at as a proxy for the sector. Risk is resource replacement. They will be less penalized that other names for offshore drilling. Unless there is a strong reason to get exposure to a particular name, he prefers an ETF. | 2010-05-31 | |
| PAST TOP PICK | 61.910 | Karl Berger | (A Top Pick March 3/09. Up 68.54%.) | 2010-01-05 | |
| PAST TOP PICK | 59.960 | Karl Berger | (A Top Pick March 3/09. Up 58.92%.) Continue to Hold. | 2009-10-14 | |
| PAST TOP PICK | 55.430 | Karl Berger | (A Top Pick March 3/09. Up 42.59%.) | 2009-08-25 | |
| Comment | 53.650 | Hap (Robert) Sneddon FCSI | Chart shows 3 higher lows, which is positive. Sentiment indicator is a little high, which suggests the stock will pull back a little bit. 6.25% yield. | 2009-08-04 | |
| PAST TOP PICK | 47.750 | Karl Berger | (A Top Pick March 3/09. Up 25.01%.) Primarily likes this because of their 7% dividend and the commodity price. Hold. | 2009-07-14 | |
| BUY | 54.410 | Charles Lannon | Pays 87% dividend. Even though he is expecting a retreat on the price of oil, he would still buy this because a large portion of their business is not cyclical. | 2009-06-12 | |
| PAST TOP PICK | 51.370 | Karl Berger | (A Top Pick March 3/09. Up 32.4%.) | 2009-05-20 | |
| BUY | 49.830 | David Driscoll | (Market Call Minute.) He is currently buying this one. | 2009-05-08 | |
| TOP PICK | 38.790 | Karl Berger | Integrated so has operations throughout the entire spectrum, which reduces its dependence on little bit on commodity prices. 8.25% yield should be safe. Low-cost producer. Have expanded their assets in the last 4 to 5 years. | 2009-03-03 | |
| Comment | 72.470 | Don Reed | Good reserve positions. Totally integrated in all sectors. Good solid dividends. | 2008-02-22 | |
| BUY | 66.190 | Jim O'Shaughnessy | A good international holding from a value perspective. | 2006-02-02 |
