List by Company Name |
List by Symbol |
Notes:Oil Sands. Oil weighted
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 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 |
| 2012-11-26 | PAST TOP PICK | Brian Acker, CA |
(Top Pick Dec 2/11, Up 9.84%) Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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.) Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
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. Tweet finance |
Price: $34.680 Subject: NORTH AMERICAN Bias: OPTIMISTIC Owned: Yes |