List by Company Name |
List by Symbol |
Notes:Oil Sands. Oil weighted
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 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.. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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 Tweet finance |
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. Tweet finance |
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. Tweet finance |
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 Tweet finance |
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. Tweet finance |
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. Tweet finance |
Price: $31.450 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: Yes |