List by Company Name |
List by Symbol |
Notes:Oil Sands. Oil weighted
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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) Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
Price: $33.800 Subject: N/A Bias: UNKNOWN Owned: Unknown |