List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-06-13 | DON'T BUY | Keith Richards |
Trend is down and support has been broken. It may be starting to base. Wait for it to consolidate and break out. Seasonals are not necessarily favourable for oil and oil stocks this time of the year. Tweet finance |
Price: $37.590 Subject: TECHNICAL ANALYSIS Bias: CAUTIOUS Owned: No |
| 2013-06-12 | BUY | Greg Newman |
Thinks the market is concerned that they have drilled their best wells at their Seal play but he thinks those fears are overdone. You’re probably going to see that coming up in the back half of this year. A top pick on solid growth and capital efficiencies. A catalyst for this name, since it is heavy oil, is if Keystone XL goes through and if they can produce the well rates that he thinks they should. Tweet finance |
Price: $37.190 Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES Bias: OPTIMISTIC Owned: Unknown |
| 2013-06-03 | TOP PICK | Ryan Bushell |
Thinks there are positive dynamics going forward for Canadian heavy oil prices with differentials narrowing to WTI, which will benefit this company. 6.82% dividend. Good conservative management. Tweet finance |
Price: $38.800 Subject: CANADIAN DIVIDEND Bias: OPTIMISTIC Owned: Yes |
| 2013-05-30 | COMMENT | Paul Harris, CFA |
Great company and well run. Low-cost producer. Great dividend yield. Thinks oil prices are stabilizing around these levels. Seasonably, people buy oil stocks before the driving season. It is really about economic growth because oil is an economically sensitive commodity and if you see economic growth continue, it will help oil prices. Tweet finance |
Price: $39.250 Subject: NORTH AMERICAN/GLOBAL Bias: OPTIMISTIC Owned: Unknown |
| 2013-05-24 | PAST TOP PICK | Jaime Carrasco |
(Top Pick Jun 15/12, Down 2.75%) Kept this one and it has a good yield. Continue to build production. Tweet finance |
Price: $40.010 Subject: RESOURCE, UTILITY & REITs Bias: BULLISH Owned: Yes |
| 2013-05-14 | COMMENT | Joanne A. Hruska, CFA |
Baytex Energy past two quarters have been weak. It is focused on heavy oils and differentials. She owns it and has bought some recently. It could still have a downside but thinks they will be okay. Tweet finance |
Price: $38.580 Subject: ENERGY/RESOURCE Bias: UNKNOWN Owned: Yes |
| 2013-05-10 | DON'T BUY | Bruce Campbell |
Heavy oil. Missed on quarter so you see the drop a little worse than the group. Differentials have widened a little in the last few weeks between light and heavy. Payout ratio of over 100%. Tweet finance |
Price: $39.080 Subject: CANADIAN LARGE Bias: BULLISH Owned: No |
| 2013-05-03 | TOP PICK | Michele Robitaille |
Very high quality name. Still under pressure from oil differentials but is of the opinion that although. they will continue to be volatile in the near-term, they’ll gradually come in to normalized levels of 18%-22%. Have their own trucking operations and hedge a fair amount of their production, either through physical hedges or through real capacity. Expected long-term annual growth of 8%. Yield of 6.51%. Tweet finance |
Price: $40.630 Subject: DIVIDENDS & REITS Bias: CAUTIOUS Owned: Yes |
| 2013-04-26 | PAST TOP PICK | Jaime Carrasco |
(A Top Pick April 27/12. Down 15.95%.) Sold his holdings about 2 or 3 months ago because he has some concerns with Canadian oil that is tied to the US and we don’t have the pipelines to ship it. His company has it as an “outperform” with a $53 target on it. Tweet finance |
Price: $39.270 Subject: ENERGY, MATERIALS, UTILITIES & REITS Bias: BULLISH on GOLD Owned: No |
| 2013-04-24 | COMMENT | Rob McConnachie |
Very well run company. If oil prices stay up where they are, he thinks the 6.7% dividend is sustainable. As a heavy oil company they have been suffering from some of the spreads on the heavy and light oil differential. Well-run but they are at the mercy of the underlying commodity. Tweet finance |
Price: $39.780 Subject: NORTH AMERICAN DIVIDENDS Bias: BULLISH on US MARKET Owned: Yes |
| 2013-04-23 | TOP PICK | Nick Majendie |
(A Top Pick Jan 29/13. Down 15.64%.) Great Buy at current levels. Cash flow is unchanged from his previous forecasts. Very strong balance sheet and good production growth over the next 4-5 years. Yield of 6.86%. Thinks it will yield healthy double-digit returns. Tweet finance |
Price: $38.650 Subject: CANADIAN LARGE Bias: CAUTIOUS Owned: Yes |
| 2013-04-22 | SELL | John Stephenson |
Sold his holdings. Thinks the WCS spread is going to continue to widen so he would be sitting on the sidelines. This is one you want to pick up after you see a rebound in global growth. Tweet finance |
Price: $38.280 Subject: RESOURCE Bias: CAUTIOUS Owned: No |
| 2013-04-19 | BUY | David Cockfield |
Doesn’t know exactly why it has broken down through the $40 level. Expects people may have got concerned that the dividend is potentially under pressure but he doesn’t see that. Heavy oil producer but has been quite successful in shipping by rail. One of the best, most efficient producers going. Will probably be adding to his positions. Tweet finance |
Price: $37.350 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Yes |
| 2013-04-17 | HOLD | Eric Nuttall |
Only about 30% of their production is affected by the price differential. This is one of the names that international investors like to short. Their CO play is the most economic oil play, be it light or heavy, in Canada. Hedged so he sees no reason why the dividend would be cut. Tweet finance |
Price: $36.640 Subject: OIL & GAS Bias: UNKNOWN Owned: Yes |
| 2013-04-15 | BUY on WEAKNESS | Robert Lauzon |
6.8% dividend is sustainable. Support at $40 which we broke and if this continues and you can get it between $36-$38 you will get a 7% yield. Tweet finance |
Price: $38.570 Subject: ENERGY Bias: CAUTIOUS Owned: Unknown |