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Suncor Energy Inc

Stock Symbol: SU-T

Notes:Oil Sands. Oil weighted

Last Price Recorded: 32.3200 on 2013-05-24 01:14:16

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Date Signal Expert Opinion Price
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.

 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.

 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.

 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. 

 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.

 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.

 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.

 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.

 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.

 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.

 Price:
$29.590
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
SELECTIVE
Owned:
No
2013-04-23 COMMENT Nick Majendie

This needs the energy sector to come back in favour a bit. The catalyst for this could be the resolution of some of their transportation difficulties. Has good growth prospects, zeroing in on profitable growth as opposed to production growth. If you can be patient, you can make a lot of money if you hold it over the next 3 years.

 Price:
$28.860
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2013-04-19 DON'T BUY David Cockfield

Spread differential has narrowed from $25 down to $12-$13. Unfortunately, at the same time, WTI has gone down. The lower Cdn$ has also helped. He is more positive on the Alberta oil situation than he was a few months ago. He has virtually eliminated all of his integrateds.

 Price:
$28.130
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-04-16 DON'T BUY Colin Stewart

Like many other large Canadian oil/gas companies has suffered from weaker differentials, concerns over costs in the oil sands, general concern that oil prices are going to go lower. With a huge change in technology that we have seen in the oil/gas business, all of the previous assumptions about supply and resources available in North America and the issue of Peak Oil is being at bit debunked by the new technology.

 Price:
$28.410
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
No
2013-04-15 BUY Larry Berman CFA, CMT, CTA

Oil.  Historically Oil and Nat Gas have been liked but have recently diversified.  When they get the LNG thing and we can transport gas, it is a local thing so the price will stay there for a couple of years.  $85 is big support for oil and we will see it tested in the next couple of weeks.  Local integrated oil SU-T is attractive now and he picked some up.

 Price:
$27.500
Subject:
N/A
Bias:
UNKNOWN
Owned:
Yes
2013-04-12 BUY James Telfser

Great assets. Likes that they did not proceed with Voyager, which makes more room for dividend increases. They were already generating a ton of free cash flow so they have room for dividend increases. With all the political issues, there is a lot of overhang on the shares. Next quarter is going to be a good indicator for him. Wildly cheap so once some of the negative sentiment gets removed, it will have room to run.

 Price:
$28.820
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-04-10 TOP PICK Greg Newman

Stock has been very, very weak. Trading at a significant discount (20%-30%) to his estimated NAV. He is buying this for a valuation call. Expects to see dividends increase at the annual general meeting on April 30. The real big thing would be a favourable Keystone outcome. Yield of 1.72%.

 Price:
$30.120
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Yes
2013-04-09 HOLD Christine Poole

(Market Call Minute.) Good oil sands operator and as differentials start to narrow it will give good leverage to higher prices..

 Price:
$29.840
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-04-08 PAST TOP PICK Michael Giordano

(A Top Pick May 17/12. Up 6.88%.) Continue to perform well and produce over 550,000 barrels per day. Have capital discipline in that they shut down their Voyager program. 95% of their production is priced out of Brent pricing. Dividend of about 1.8% and there is room to grow that.

 Price:
$28.940
Subject:
RESOURCE
Bias:
SELECTIVE
Owned:
Yes
2013-04-05 DON'T BUY Keith Richards

All these oil stocks are struggling right now.  The seasonal guys will tell you it should do well this time of year. SU broke some pretty important support and next level is mid-$20s.  

 Price:
$29.260
Subject:
TECHNICAL ANALYSIS
Bias:
DEFENSIVE
Owned:
Unknown
2013-03-28 BUY Paul Harris, CFA

Slide over to a pipeline or going to an energy company that has a little more performance? Pipeline company is a great asset to own but they have run up a lot so if you make the switch, you are buying a much higher valued stock. Feels that oil is going up and that the differential in Canada is correcting.

 Price:
$30.440
Subject:
GLOBAL
Bias:
BULLISH
Owned:
No
2013-03-27 DON'T BUY Don Lato

Risk/reward isn’t bad. Wouldn’t be his 1st choice in oil companies. Had more bad news today where they announced another write-off on Voyager. Still too many headwinds. The differential is not acting in their favour.

 Price:
$30.400
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-03-22 DON'T BUY Jaime Carrasco

Should they sell their holdings and move to a US oil or get out of the sector altogether? He wouldn’t get out of the sector altogether. Yield is low. Big company so no one is going to take it over. There won’t be much internal growth out of this.

 Price:
$30.970
Subject:
ENERGY, MATERIALS, UTILITIES & REITS
Bias:
BULLISH on GOLD
Owned:
No
2013-03-22 COMMENT Veronika Hirsch

We don’t have enough capacity in Canada to ship our oil and gas. We are stranded and getting discounted which is reflected in this company. Foreigners have no interest in buying our oil companies. We will get there, but it is going to take 3 to 5 years before there is sufficient capacity to get the oil and gas out. She would prefer owning the pipeline companies and infrastructure as we continue to solve the issues.

 Price:
$30.970
Subject:
CANADIAN & ALTERNATIVE
Bias:
DEFENSIVE
Owned:
Unknown
2013-03-21 HOLD Michael Decter

We are getting half the world price for oil.  There is a lot of activity under way.  Be patient for another 12 months.

 Price:
$30.910
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2013-03-19 TOP PICK Michael Sprung

The dominant oil company in Canada fully integrated.  Doing fine in refining spreads.  They are dominant in oil sands and retail distribution.  Looking forward, under 5 times cash flow, under 10 times earnings, you could see pretty good appreciation.

 Price:
$31.010
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-03-18 COMMENT Peter Brieger

Well-run company. Current disenchantment is over the Voyager upgrader and that looks like it may well be scrapped along with a fair bit of change. This is on his potential Buy list

 Price:
$31.080
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-03-12 DON'T BUY David Burrows

There is a big discount on oil and operational costs are high. Because of this, a lot of investors would prefer to own the infrastructure companies rather than the producers. Trading below the 200 day moving average. We are in a strong market and the energy patch does not appear to be the place to focus.

 Price:
$31.640
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
No
2013-03-11 DON'T BUY Ryan Bushell

(Market Call Minute) Better returns in other players.

 Price:
$31.580
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
No
2013-03-11 BUY Larry Berman CFA, CMT, CTA

If Suncor announced sale of interest in the Voyager project to Total, it might have a slight short term impact but the price of oil would be a bigger factor.  He is a buyer below $30 and a seller at $34

 Price:
$31.580
Subject:
N/A
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2013-03-08 BUY James Telfser

One of the few names in the energy space that he is relatively constructive on. Like management’s tone recently. Will likely increase their dividends. Willing to cut off some of their big projects that they’ve done, so Cap X spending is going to come down. Generates an incredible amount of free cash flow. Trading at very big discounts to their NAV. Right time to accumulate for long term investors.

 Price:
$31.450
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-03-07 PAST TOP PICK Jim Huang

(A Top Pick March 1/12. Down 10.44%.) Continues to like the fundamentals. Shorter-term they are facing the impact of widening oil differentials in Alberta.

 Price:
$31.450
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-03-04 PAST TOP PICK John Stephenson

(A Top Pick Feb 13/12. Down 6.95%.) Sold his holdings in November because of concerns on the US fiscal cliff debate. Starting to wade back into this little bit. Really cheap.

 Price:
$30.610
Subject:
RESOURCE
Bias:
CAUTIOUS
Owned:
Yes
2013-02-26 BUY Barry Schwartz

Valuation looks attractive. Going to have cash flow per share of about $6 a share as long as oil stays in the $90 range. Going to grow its production. Cutting the cord on some high cost production. 1.7% yield. Hoping there will be an increase in dividends.

 Price:
$30.920
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-02-25 COMMENT Larry Berman CFA, CMT, CTA

He trades for clients.  Likes below $30 and sells above mid $30s.  Does not see that changing.  Doesn’t think keystone gets done until 2015. 

 Price:
$31.370
Subject:
N/A
Bias:
UNKNOWN
Owned:
Unknown
2013-02-25 PAST TOP PICK Chyanne Fickes

(Top Pick Jul 6/12, Up 10.95% Total Return)

 Price:
$31.370
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-02-22 DON'T BUY Jaime Carrasco

Being in Canada, he only bothers with those that can grow their production. Can’t see the government allowing it to being a takeover target. He would be a little bit cautious with this one. Still owns a little bit.

 Price:
$31.950
Subject:
RESOURCE
Bias:
BULLISH on GOLD
Owned:
Yes
2013-02-15 DON'T BUY Keith Richards

Looks like a lot of energy stocks.  Nice run in latter 2012 and now we have a lid.  Finding support in the $31 area.

 Price:
$31.750
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
No
2013-02-15 PAST TOP PICK Brian Acker, CA

(A Top Pick Feb 9/12. Down 6.57%.) There is far too much value to give up on this one. He has a model price of almost $60, and 86% upside.

 Price:
$31.750
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-02-11 HOLD Eric Nuttall

Missed on the last quarter because of 1) sued for $1.2 billion on a derivative contract and 2) main upgrader was down for a while. People should be focusing on the amount of free cash flow the company will be spinning off. Generating $2 billion of free cash flow both this year and next. Could be debt free in 2 years but expect they will probably meaningfully increase the dividend.

 Price:
$32.350
Subject:
OIL & GAS
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2013-02-08 DON'T BUY Rick Stuchberry

Canadian oil is locked in place and can’t get to world markets.  Great company on an asset basis.  He is lighter weighted than he was in energy and is not looking to put more money into the sector.  If he was he would have to be a high-yielding one.

 Price:
$32.300
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULL on GLOBAL GROWTH
Owned:
No
2013-02-06 BUY Michael Sprung

Stock pulled back because the earnings they just announced did not meet expectations. The primary thing they did though was to take a huge write-down in respect to their Voyager program. This shouldn’t have taken the market by surprise. Bulletproof balance sheet and some excellent prospects for future development production growth. Margins were probably a little thinner than people were hoping but lately, margins have been very robust.

 Price:
$32.530
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2013-02-01 PAST TOP PICK John Zechner

(A Top Pick Dec 28/11. Up 22.41%.) Still likes. Growing its production well and delivering on profitability. Benefiting from the crack spreads.

 Price:
$34.420
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-01-30 COMMENT Bruce Campbell

A lot like CVE-T, being integrated and owning Petro Canada, they don’t have the same exposure to the price differential that CNQ-T would.  The Pipeline is still a factor.  Thinks it will underperform CNQ-T if the differential gets fixed.

 Price:
$34.380
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2013-01-28 PAST TOP PICK Brian Acker, CA

(Top Pick Jan 2/12, Up 1.22%) Model $63.17, 84% positive differential.  Owned for years and fits his definition of value.  A core position for his portfolio.

 Price:
$34.490
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-01-22 COMMENT Peter Brieger

If Keystone is approved, what effect could this have on this company? Would be positive for a lot of companies. There is a story around that capacity of the shipments to the refineries in the gulf are short by 1 million barrels a day. If heavy crude comes down from Canada, there is an opportunity to replace some of the Mexican and Venezuelan heavy oil. There is potential demand for 3-3.5 million barrels a day. There is also some demand coming for shipping oil from the West to the East, which will play well for this company. If he were going back into the oil sands, he would have a very hard look at this one.

 Price:
$34.160
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2013-01-21 COMMENT Larry Berman CFA, CMT, CTA

It won’t spike up to 45 any time soon as in the early part of 2011.  If you see 35, it is at the upper end of its trading range.

 Price:
$33.800
Subject:
N/A
Bias:
UNKNOWN
Owned:
Unknown
2013-01-17 WEAK BUY Don Lato

It is not going to take off.  He has a muted outlook on oil itself.  Because of problems in Canadian resource sector last year it didn’t do well but this year you can look for a better year.  Brought more production on line.  A good solid return but it won’t take off.

 Price:
$33.980
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-01-15 PAST TOP PICK John Stephenson

(A Top Pick Feb 13/12. Up 1.51%.) Sold his holdings in November but has gotten back in. His view on the Western Canadian select differential from WTI has blown out and this is now an enormous discount of about 45%. He sees the differential closing which will be a huge benefit to this company.

 Price:
$33.920
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2013-01-09 TOP PICK Eric Nuttall

Thinks they will be increasing their 1.6% dividend in the next couple of months by about 50%. Would generate about $2 billion of free cash flow this year while growing production by 10%. Cheapest integrated name globally trading at about 5.5X cash flow with a 30 year reserve life. Protected from 2013 heavy oil differentials.

 Price:
$33.270
Subject:
OIL & GAS
Bias:
DEFENSIVE
Owned:
Yes
2013-01-04 WATCH Jon Vialoux

Looking interesting.  Seasonal from end of January to May.  SU benefits from this.  You are starting to see initial signs of outperformance.  It looks like one you want to stick with  until end of May.

 Price:
$33.580
Subject:
TECHNICAL ANALYSIS
Bias:
OPTIMISTIC
Owned:
No
2013-01-04 HOLD Keith Richards

Oil, seasonably, is coming into a good phase right now. Chart is showing that we are starting to get near some near-term upside.

 Price:
$33.580
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH on FOREIGN
Owned:
No
2012-12-20 PAST TOP PICK David Baskin

(A Top Pick Dec 19/11. Up 18.5%.) Stock would be doing a lot better if people were sure it could get its product to market. Still likes and is still buying.

 Price:
$32.640
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2012-12-17 WATCH Peter Brieger

This has always been sort of his 2nd favourite to Canadian Natural Resources (CNQ-T). If you see a reversal by TransCanada Pipe (TRP-T) to oil from natural gas and they get some of the product to Montréal, you could see it move higher.

 Price:
$32.180
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2012-12-13 BUY Rick Stuchberry

Quality company.  Is a champion in Canada.  What they need is a higher oil price, as they all do.  Nothing wrong with it.  Buy in $30 range.  Trade into mid-30s.  Years out, fracking will have an impact on energy prices.  We may have a lot more energy than we think we have.

 Price:
$31.680
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULLISH
Owned:
No
2012-12-13 DON'T BUY David Cockfield

Has a lot of oil sands interest, which have a fixed cost aspect. If you can’t move your product out of Alberta at a price that is reasonably close to the WT I, your margins are squeezed.

 Price:
$31.680
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2012-12-12 PAST TOP PICK John Zechner

(A Top Pick Dec 28/11. Up 14.37%.) Still has decent growth. He feels valuation is inexpensive. Still likes.

 Price:
$32.200
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2012-12-11 COMMENT Gavin Graham

Best managed and the biggest. Managed to digest Petrocan and get rid of a lot of the bits they didn’t want. Very profitable and successful but is the proxy for Canadian integrated producers and, at the moment, that is not where people want to be. He believes that will close over the next 1 to 1.5 years.

 Price:
$32.100
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
2012-12-10 COMMENT Larry Berman CFA, CMT, CTA

You want to be a trader, because of the downgrade of the sector for a couple of years.  $28ish is good value.  You won’t make money if you just buy and hold. 

 Price:
$32.040
Subject:
N/A
Bias:
CAUTIOUS
Owned:
Unknown
2012-12-10 TOP PICK Sandy McIntyre

Management is planning on growing the business to be profitable. Return on assets, return on capital and return on equity is to become a core discipline at the company.

 Price:
$32.040
Subject:
INCOME INVESTING
Bias:
UNKNOWN
Owned:
Yes
2012-12-05 COMMENT Joseph Schachter

Company has been hit by the high and variable costs of the oil sands. It traded at around $23 in 2011. BV is around $26.20 at the end of Q3. Any time you see the stock below BV, it is a fabulous Buy. He would use a low $30 target for the next 6 months.

 Price:
$32.680
Subject:
OIL & GAS
Bias:
CAUTIOUS
Owned:
Unknown
2012-11-30 PAST TOP PICK Chyanne Fickes

(Top Pick July 6/11, Up 9.09%) Still owns it.  It is probably the most undervalued of the integrateds.  Costs are in line and everything is working out for them.  It is really basing in there.

 Price:
$32.460
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2012-11-26 PAST TOP PICK Brian Acker, CA

(Top Pick Dec 2/11, Up 9.84%)

 Price:
$33.330
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2012-11-22 TOP PICK Andrew Hamlin

1.6% yield.  A dividend grower.  Low decline rates and does not have to spend a lot of capital to keep its production flat.  Expects significant capital gains.

 Price:
$33.310
Subject:
GROWTH & INCOME
Bias:
CAUTIOUS
Owned:
Yes
2012-11-22 DON'T BUY Paul Harris, CFA

Issue is the price they are getting for oil and the cost of the oil sands if very expensive.  Difficult for these companies and something has to give.

 Price:
$33.310
Subject:
NORTH AMERICAN/GLOBAL
Bias:
SELECTIVE
Owned:
No
2012-11-21 TOP PICK Michael Sprung

Offers compelling value.  Canada’s largest integrated oil company.  Downstream operations are doing very well.  Doing well on the retail side.  They are a very strong generator of cash flow.  Production profile over the next few years indicates significant growth. 

 Price:
$33.170
Subject:
CANADIAN LARGE
Bias:
BEARISH
Owned:
Yes
2012-11-06 HOLD Greg Newman

Have very rich refining margins. Very resistant to falling oil prices. Pretty cheap at around 5X enterprise value to discounted adjusted cash flow. Doing a great job of focusing on shareholder value. Just boosted their dividend, huge shareholder buyback, new religion in cost control. Wouldn’t buy more because regardless of who wins in the US election, there will be steadily more oil being produced over the next number of years. (See Top Picks.)

 Price:
$34.590
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Unknown
2012-11-05 HOLD Larry Berman CFA, CMT, CTA

Has been tremendously volatile. You have to trade energy stocks. With oil prices pulling back a lot of stocks have NOT pulled back, so maybe we are okay. Oil prices may bounce back over the next three months and then take some money off the table.

 Price:
$34.440
Subject:
N/A
Bias:
BEARISH on US ECONOMY
Owned:
Unknown
2012-11-02 PAST TOP PICK Norman Levine

(A Top Pick Oct 24/11. Up 12.61%.) Big integrated oil companies are benefiting greatly from their refining and marketing operations. Profitability is going up.

 Price:
$34.650
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2012-11-01 PAST TOP PICK John Zechner

(Top Pick Oct 28/11, Up 21.72%) Added to it recently. Refining margins did help a lot in the past quarter. Now focused on profitable growth rather than growth straight up. Great lever play on oil and their operations are good.

 Price:
$34.680
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2012-11-01 TOP PICK Jim Huang

(A Top Pick Nov 14/11. Up 8.84%.) Would have thought the stock would have done a lot better a lot earlier. A breakout on oil prices would help. New CEO has put more emphasis on returns and profitable growth. Have a lot of free cash flow.

 Price:
$34.680
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2012-10-23 BUY Colin Stewart

There is seasonality in the oil/gas business and patterns are fairly well known by investors and is sort of implicitly built into the prices. He doesn’t own a lot of oil/gas stocks. Trying to predict the oil price over the short-term is very difficult. Looks like the supply has actually been more than was thought this year, in the US in particular. There is this geopolitical price because of potential conflicts in the Middle East. This is one of the blue chip names in the sector and this one would be a pretty good bet if you like this sector.

 Price:
$32.660
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2012-10-19 COMMENT David Cockfield

Integrated. Has a lot of clout in the oil sands and has been performing quite well. Integrated aspect of it has been positive. Good solid company. Doesn’t see it as a real growth situation or income situation so he has gone elsewhere for growth in oils.

 Price:
$33.760
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2012-10-18 BUY Hap (Robert) Sneddon FCSI

Has had a nice little run up since June. Seasonably we are supposed to have finished with energy stock. If you own, he would put a Stop in at around $32. Has a pretty good upside of around $49. Prefers Husky Energy (HSE-T) which has a big, fat juicier yield but he doesn’t think you can go wrong. (See Top Picks.)

 Price:
$33.820
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2012-10-15 BUY on WEAKNESS Bruce Campbell

Suncor (SU-T) versus Canadian Natural Resources (CNQ-T)? This one is oil sands and oily focused. The gas production they do have goes into injection to help get out heavy oil. Lately this one has been acting better than CNQ. It is more owned in the US and is one that they go to first. At the start of “risk on” this one will do better. Also, we’ve had the differential narrow back again from Canadian oil to WTI making this company a beneficiary this quarter. Prefers this company. A great price will be somewhere around $30 but somewhere in or around there would be fine.

 Price:
$32.380
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2012-10-12 PAST TOP PICK Jeff Parent B. Eng. FCSI

(Top Pick Oct 14/11, Up 6.93% total return). Sold out. Would not buy right now.

 Price:
$32.360
Subject:
TECHNICAL ANALYSIS
Bias:
BULL on ENERGY
Owned:
No
2012-10-09 PAST TOP PICK Michael Giordano

(Top Pick May 17/12. Up 19.61%.) At the time, he thought this company had to do some catching up on the oil prices. Fully integrated so it is able to capture some of the higher prices.

 Price:
$32.690
Subject:
RESOURCE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2012-10-09 TOP PICK John Stephenson

New CEO is focused on not only growth, but growth at a reasonable price. Inexpensive. Recently upped the dividend. This should be the mainstay of many people’s portfolios.

 Price:
$32.690
Subject:
RESOURCE
Bias:
CAUTIOUS
Owned:
Yes
2012-10-05 PAST TOP PICK Brian Acker, CA

(A Top Pick Oct 11/11. Up 17.16%.)

 Price:
$33.000
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2012-10-03 BUY Don Lato

Suncor (SU-T) or Canadian Natural Resources (CNQ-T)? Owns both but if he had to choose he would probably go with CNQ.

 Price:
$32.740
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2012-09-26 PAST TOP PICK Michael Sprung

(A Top Pick Sept 20/11. Up 12.7%.) Extremely well run. Should continue to do well.

 Price:
$32.010
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2012-09-25 COMMENT Jeff Black

Has had a reasonable move of late off their lows. There is some support currently in the stock now with the company announcing a Normal Course Issuer Bid so there will be some buying support there. New CEO is taking a hard look at a lot of future projects. With his view of a possible economic slowdown, oil could subside and could see it easily trading in the low to mid $20’s as it did not that long ago.

 Price:
$32.230
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH
Owned:
Yes
2012-09-24 BUY Peter Brieger

This is his 2nd favourite stock in this sector. The fact that it is oil sands it was hit earlier this year. Has recovered somewhat. Good price.

 Price:
$32.770
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2012-09-19 BUY Eric Nuttall

Buying back shares. Potential of a dividend increase is very strong. 1.6% dividend yield. If you believe in $95 oil, not only can they buy back their shares as well as pay a higher dividend but they can also pay down debt.

 Price:
$32.830
Subject:
OIL & GAS
Bias:
BULLISH on ENERGY
Owned:
Yes
2012-09-18 BUY David Burrows

Over the last 12-18 months he has avoided oil sands companies. One of the issues was the very significant differential they were making on their oil versus West Texas. Recently the differential has been narrowing so it is becoming more profitable for them. Technically, this may have put in a double bottom and may be turning higher. Should energy firm up, this is a company he would take a good hard look at.

 Price:
$33.530
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2012-09-13 BUY Stan Wong

Seasonably speaking, this is the time of the year that you want to own oils, from September onwards. This has broken out above the 200 day moving average and the 50 day is just about to break above the 200 day.

 Price:
$33.180
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
DEFENSIVE
Owned:
Yes
2012-09-11 BUY Joanne A. Hruska, CFA

At this price, it is definitely a long-term hold but is very dependent on what oil prices do. Has been recently adding to her holdings. Really likes how they handled the integration. They are able to defuse the differentials with some of their refining. Other companies are getting less of a price compared to WTI. Really compelling valuation.

 Price:
$32.600
Subject:
OIL & GAS
Bias:
OPTIMISTIC
Owned:
Yes
2012-08-30 TOP PICK John Stephenson

Really cheap. Has visible growth. Had a bit of a rocky road with changes, fires, upgraders, etc. but this is a name that will definitely push much higher, certainly into the mid-$40s a year out.

 Price:
$30.700
Subject:
RESOURCE
Bias:
CAUTIOUS
Owned:
Yes
2012-08-29 PAST TOP PICK Norman Levine

(A Top Pick Aug 26/11. Up 5.96%.) Big exposure in the oil sands and there is a lot of controversy in this sector, which has hurt oil sands stocks. Really well-run company with great assets.

 Price:
$31.110
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2012-08-28 PAST TOP PICK Andrew Hamlin

(Top Pick Aug 16/11, Flat) One of the core energy names in his portfolios.  Pays a very modest dividend.  Generates a tremendous amount of cash flow.  Thinks we will see dividend increases as they match those of global players.

 Price:
$31.470
Subject:
GROWTH & INCOME
Bias:
CAUTIOUS
Owned:
Yes
2012-08-28 BUY Peter Brieger

Suncor (SU-T) or Canadian Natural Resources (CNQ-T)? If he were going to own a 2nd oil sands stock, it would be this one. These 2 are the cheapest. If things get tacky in the Middle East the price of oil will go up but markets could go down and he doesn’t see oil bucking the market (See Top Picks.).

 Price:
$31.470
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2012-08-24 BUY Chyanne Fickes

Is one of her larges positions so it is still a buy in here.  Way below where it was earlier this year.  Did not participate in the rise of the commodity prices this year and yet the fundamentals are quite good.  The downstream is helping them also.  One of the leading in this space.

 Price:
$31.440
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Unknown
2012-08-24 COMMENT David Cockfield

Tied into the oil sands in a big way and also has a network of gasoline stations so it is an integrated. Not a huge amount of risk and looks reasonably well priced at these levels. He is not particularly keen on integrateds these days. Would prefer Crescent Point (CPG-T) or Baytex (BTE-T), both of which have higher yields and are shipping heavy oil by rail.

 Price:
$31.440
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2012-08-17 BUY John Zechner

(Market Call Minute.) Extremely cheap. Good production growth going forward. Great assets in the ground for the long-term.

 Price:
$32.430
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2012-08-15 BUY Don Vialoux

This has 2 periods of seasonal strength. 1) From July right through until October and 2) from the end of January until April. Chart shows it has found support and is starting to show some early signs of recovery during the current period of seasonal strength. (See Top Picks.)

 Price:
$31.750
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2012-07-31 TOP PICK Brian Acker, CA

(Top Pick July 8/11, Down 19.45%) Model $54, 75% upside.  Core position.  Would love to have a pull back to $26 to buy. 

 Price:
$30.660
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2012-07-31 COMMENT Barry Schwartz

(Market Call Minute.) Like this one, but Canadian Natural Resources (CNQ-T) looks cheaper on the price differential.

 Price:
$30.660
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2012-07-27 BUY Norman Levine Likes this company's integrated model. Refining margins are very, very high and they are making a lot of money refining. They are very oil sands rich, which is a blessing and a curse right now. Also likes the East Coast exploration, which has held the stock back. Not very expensive.
 Price:
$31.890
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2012-07-26 COMMENT Hap (Robert) Sneddon FCSI Chart shows a little short-term up trend and approaching a resistance point. Valuation is good and it has a nice little dividend. $27 would be a good stop loss. We did not get the late oil move that should have started in February or March this year.
 Price:
$31.860
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Unknown
2012-07-24 BUY Peter Brieger Like this very much but chose Canadian Natural Resc. (CNQ) instead. Incredibly cheap on a price to cash flow basis.
 Price:
$29.760
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2012-07-17 BUY Don Vialoux This is been a dog for so long but is finally showing signs of bottoming. Recently went above its 20 day moving average and is testing its 50 day moving average and has started to outperform the TSE Composite. Seasonality for energy stocks usually clicks in around the end of July and goes high until around the first week of October.
 Price:
$29.990
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
Unknown
2012-07-16 COMMENT Eric Nuttall Expected to report a very solid quarter. Expect that they will increase their dividends later this year. Growing their oil sands volumes very well and liquidity is great. Feels it has been a target of a lot of hedge funds which have been trying to make a leveraged bearish bet on oil by shorting.
 Price:
$29.720
Subject:
OIL & GAS
Bias:
CAUTIOUS
Owned:
Yes
2012-07-12 COMMENT David Baskin Canadian Natural Resources (CNQ-T) or Suncor (SU-T)? Has been extremely disappointed in CNQ. You could say it hasn’t done as well as Suncor because of technical problems with their upgraders and some outages, but that’s not the case any more. Thinks its negative market sentiment. In his view CNQ is the better Buy and is really inexpensive here.
 Price:
$28.850
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2012-07-11 COMMENT Steve Carlin Needs oil price at $95 before the stock price can reach $35 and will be at least a year before it gets there. In this space, he would prefer Cenovus (CVE-T), partly because of its US exposure and also likes the execution of the growth projects.
 Price:
$29.250
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2012-07-10 PAST TOP PICK Michael Sprung (A Top Pick Sept 20/11. Up 2.08%.) This is a screaming Buy here.
 Price:
$28.720
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2012-07-10 DON'T BUY David Burrows Has relatively high fixed costs and there is weakness in oil prices.
 Price:
$28.720
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2012-07-09 PARTIAL BUY Christine Poole You could start initiating a position any time the market pulls back. Her range on crude is $80 to $95 over the next few years.
Price:
$29.160
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2012-07-06 TOP PICK Chyanne Fickes Very good assets. Of all the top oil sands companies out there, this probably has the lowest price to cash flow ratio. Anywhere under $30 is an extraordinary value. Production numbers came out today and they were flat but expect them to be quite nicely for the rest of the year.
 Price:
$29.360
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2012-07-06 DON'T BUY Jeff Parent B. Eng. FCSI Buy or Hold and how does the price of oil per barrel affect it? There is not a lot of correlation between oil prices and the stock price. Cost structure is very high, which always reduces margins. This stock has good support at $27.50. Had a very strong rally along with the rest of the market but he wouldn't buy it now. Consider buying it reaches $31. For a short-term trade, you could buy if it drops below $28 using a stop at $27.
 Price:
$29.360
Subject:
TECHNICAL INVESTING
Bias:
UNKNOWN
Owned:
No
2012-07-04 WAIT Joseph Schachter Great long term company but vulnerable to deflating oil prices. Book value of $25.46. Volume growth issues, production issues in middle east. Wait for it to get to the book value.
 Price:
$31.130
Subject:
OIL & GAS
Bias:
BEARISH on OIL
Owned:
Unknown
2012-06-29 PAST TOP PICK Michael Giordano (A Top Pick May 17/12. Up 6.23%.) Still a Buy. Diversified integrated oil/gas with significant oil sands assets as well as multiple refineries across the country, which allows it to capture some of the price differentials. Currently produces about 550,000 barrels per day. Dividend of about 1.5% which he expects could grow. One of his favourite names.
Price:
$29.440
Subject:
RESOURCE
Bias:
BULLISH on GOLD & OILS
Owned:
Yes
2012-06-27 COMMENT John Stephenson If you can look through the clouds on the horizon next year or longer, this is incredibly cheap.
 Price:
$28.240
Subject:
RESOURCE
Bias:
DEFENSIVE
Owned:
Yes
2012-06-26 COMMENT Peter Brieger Big participant in the oilsands. On a cash flow basis it is 4-4.5. If they were making in addition to this area, it would be in this company.
 Price:
$27.730
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2012-06-25 COMMENT Mason Granger Half oil production is from oil sands. You get the refinery component of company that buffers you from commodity prices. Will probably back away from their ‘growth at any price’ strategy.
Price:
$27.710
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
No
2012-06-22 DON'T BUY Don Vialoux Still in a downward trend and has yet to show signs of support. This stock has a history of moving lower as we get into June.
 Price:
$28.260
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2012-06-21 HOLD Dennis Da Silva (Market Call Minute) Taking a bit of a lump here.
 Price:
$27.700
Subject:
CANADIAN RESOURCE
Bias:
SELECTIVE
Owned:
Yes
2012-06-21 DON'T BUY Greg Newman Canadian oil producers are in a tough spot. They are not really getting West Texas and West Texas keeps falling. Have had a lot of production problems. Buying back shares. Thinks they reduced their capital budget.
 Price:
$27.700
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
SELECTIVE
Owned:
Yes
2012-06-20 WEAK BUY Don Lato Would probably be a buyer but prefers Canadian Natural (CNQ-T) because of the greater emphasis on the oil sands production.
 Price:
$29.650
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2012-06-18 COMMENT Paul Harris, CFA Still kind of digesting their Petrocan acquisition. He prefers a pure oil sands play like Cenovus (CVE-T). This company is doing a few good things. They’ve sold off some non-core assets at good prices. They are rationalizing the Petrocan business. When the oil price starts to go up over the next couple of years, they will benefit from being a broadly integrated company but this will take time.
 Price:
$29.250
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
No
2012-06-14 PAST TOP PICK Brian Acker, CA (Top Pick Jun 9/11, Down 24.22%) Model price $56.88. Doesn’t think there is more risk in this one.
 Price:
$28.520
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2012-06-14 TOP PICK Jim Huang (A Top Pick July 13/11. Down 23.35%.) Operationally, everything is going according to plan. They digested the Petrocan acquisition and continue to improve efficiency and generate cash flow. This is more a market issue as opposed to a company issue. Something to accumulate in this downdraft.
 Price:
$28.520
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
Showing 1 to 120 of 1,215 entries
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