List by Company Name |
List by Symbol |
Notes:Oil Sands. Oil weighted
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-06-14 | WATCH | Don Vialoux |
He is watching it closely. A lot of the oil sands stocks are showing signs of bottoming and this is one of them. It is finally forming a nice little base. Strength is July to Oct. We are getting close to this time. Oil stocks have not responded to the breakout in oil price today. He is looking for $112/barrel for West Texas oil by end of September. Tweet finance |
Price: $30.960 Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING Bias: SELECTIVE Owned: Unknown |
| 2013-06-11 | HOLD | Bruce Campbell |
(Market Call Minute.) May be a buy when the US guys get more interested. Tweet finance |
Price: $31.070 Subject: CANADIAN LARGE Bias: UNKNOWN Owned: No |
| 2013-06-07 | BUY | David Cockfield |
Excellent quality. Integrated including gas stations. Margins have improved. Had sold his holdings but is now looking at this again. This is a good, long-term hold. Not a big yield. Tweet finance |
Price: $31.660 Subject: CANADIAN Bias: UNKNOWN Owned: No |
| 2013-06-05 | BUY | Bill Bonner |
A great proxy on the unfolding Canadian oil/gas situation, where prices are going to be robust. Probably a pretty good bet. Tweet finance |
Price: $31.550 Subject: OIL & GAS Bias: BULLISH on OIL & GAS Owned: Unknown |
| 2013-05-28 | PAST TOP PICK | Michael Giordano |
(A Top Pick May 17/12. Up 19.07%.) Prospects continue to be excellent. Produce 550,000 barrels per day. Integrated so they capture the best pricing for their oil. Generating free cash flow. Increased their dividend 50% to of about a 2.5% yield. Tweet finance |
Price: $32.350 Subject: RESOURCE Bias: OPTIMISTIC Owned: Yes |
| 2013-05-22 | BUY | John Wilson |
Tremendously long lifed. Going out 3 years you could own this stock if you don’t worry month to month. Returns a lot of cash to shareholders. Ultimately he thinks Keystone will get approved but it will take longer than people think. 2.4% yield. Should increase dividend every year and maybe throw in a big buyback. If oil goes up you get good leverage to that. Tweet finance |
Price: $32.500 Subject: NORTH AMERICAN - LARGE Bias: SELECTIVE Owned: Unknown |
| 2013-05-17 | STRONG BUY | Norman Levine |
Depends on the price of oil, and the differential between what they are producing in the oil sands and what West Texas Intermediary does. Likes Suncor thinks it's very cheap here. Tweet finance |
Price: $32.920 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes |
| 2013-05-15 | BUY | Todd Johnson |
Has been a big disappointment in terms of it's production growth. A recently cancelled voyager upgrade project wasn't really a surprise. Not the company it was 3 or 4 years ago. Valuation is attractive, which is why they continue to hold it. New CEO is expected to increase the dividend. Recently positive on Suncor. Tweet finance |
Price: $32.220 Subject: CANADIAN LARGE Bias: CAUTIOUSLY BULLISH Owned: Yes |
| 2013-05-10 | DON'T BUY | Bill Harris, CFA |
It is just not that cheap (on operating costs). He owns CVE-T. Tweet finance |
Price: $32.040 Subject: RESOURCE Bias: DEFENSIVE Owned: No |
| 2013-05-06 | BUY | Ben Cheng |
Integrateds are moving to a model that looks more like an income trust. They are going to focus on returning cash to shareholders. He thinks this is a good thing. Tweet finance |
Price: $30.810 Subject: REITS, INCOME STOCKS & HIGH YIELD BONDS Bias: OPTIMISTIC on US ECONOMY Owned: Unknown |
| 2013-05-02 | HOLD | Rick Stuchberry |
They just raised the dividend recently. Horizontal drilling technology is as important to energy as the micro chip was to electronics. SU will be in a trading range for some time. With a 4% yield you can sit and wait. Tweet finance |
Price: $30.820 Subject: CANADIAN LARGE & iNTERNATIONAL ADR's Bias: SELECTIVE Owned: Unknown |
| 2013-04-30 | TOP PICK | Martin Davies |
Had a joint venture with Total (TOT-N) and both companies decided that the new upgrader was not going to go ahead and it looks like that was the right decision. Recently restated good oil sands production growth of over 4%. Also, just announced an increase in their quarterly dividend. Yield of 2.58%. Sees it at over $40 in 12 months. Tweet finance |
Price: $31.410 Subject: CANADIAN ENERGY Bias: BULLISH on ENERGY Owned: Yes |
| 2013-04-29 | COMMENT | John Wilson |
Great reserve life. Huge oil sands assets. If you are a long-term investor, this is certainly one of the highest quality franchises to play the Canadian energy patch with. They had an asset sale recently which created some chatter that could result in a dividend increase. Tweet finance |
Price: $29.640 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: No |
| 2013-04-26 | BUY | Jaime Carrasco |
Has this as an “outperform” with a $43 target on it. Probably a good entry point at this time. 1.8% dividend yield. Tweet finance |
Price: $29.280 Subject: ENERGY, MATERIALS, UTILITIES & REITS Bias: BULLISH on GOLD Owned: No |
| 2013-04-25 | BUY | Paul Harris, CFA |
He sold it when they acquired Petro Canada. They sold off an asset just recently and people knocked the stock down because of that. He thinks, though, that they are doing a good job of capital discipline. They have probably rationalized a lot of the Petro Can assets. At these levels it is worth buying here. Tweet finance |
Price: $29.590 Subject: NORTH AMERICAN - LARGE & GLOBAL EQUITIES Bias: SELECTIVE Owned: No |