List by Company Name |
List by Symbol |
Notes:Oil Sands. Oil weighted
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
Price: $32.460 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: Yes |