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Crescent Point Energy Corp Stock Symbol: CPG-T

Last Price Recorded: 44.5000 on 2014-04-19 01:14:20

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Date Signal Expert Opinion Price
2014-04-17 PAST TOP PICK Eric Nuttall

(Top Pick Apr 17/13, Up 35.19%) A frustrating name but two weeks ago announced success with an asset.  Finally people are caring about the company.  Re-ratings are taking place in the market place and soon will be done by analysts.


Price:
$44.500
Subject:
OIL & GAS
Bias:
BULL on OIL & GAS
Owned:
Yes
2014-04-16 BUY Rick Stuchberry

An interesting oil company in that they are almost more of a manufacturer than a “search and find” company. Through horizontal drilling, they have basically got 3 great positions in old oilfields and it is all about capital deployment and operating efficiencies. Feels the dividend is safe. There is enough growth to keep it going. Yield of around 6%.


Price:
$43.950
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-04-11 BUY Martin Davies

Long term is 2-4 years.  The company is designed to do this long term thinking.  A good idea for a long term investor. 


Price:
$42.030
Subject:
CANADIAN OIL & GAS
Bias:
BULLISH on NATURAL GAS
Owned:
Unknown
2014-04-10 HOLD Philippe Capelle

Light oil producer, so correlated with the oil price.  Have been very acquisitive and tended to issue a lot of stock.  However, it is a good story and they are under good execution.  Thinks it will catch up so hang on to it.


Price:
$41.550
Subject:
CANADIAN LARGE (RESOURCE)
Bias:
BULLISH on ENERGY
Owned:
Unknown
2014-04-09 BUY Stan Wong

Attractive.  It is breaking out after trading in a rage for a while.  It should go to $49 at this point.  At an important breakout.


Price:
$41.810
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
Unknown
2014-04-08 TOP PICK David Cockfield

As usual, it beat the forecasts in its last quarter. Had given people problems because they had a lot of takeovers, which they paid for with stocks giving ongoing dilution. Continues to pay an excellent dividend of 6.8%. Their water flood is working well. In the Bakken and North Dakota. Big in the rail. Thinks we are going to finally see some capital appreciation in the stock. It finally managed to get through $40. He can see it up to $46.


Price:
$40.990
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-04-07 PAST TOP PICK Zachary Curry

(Top Pick May 13/13, Up 13.70% total return) Continues to hold it.  Have not issued equity.  A big, growing company with exposure to the US.


Price:
$40.340
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-04 HOLD Genevieve Roch-Decter

Can rail up to half their production now and are moving to rail all of their production. Have taken the fate of the netbacks into their own hands so that they can have higher netbacks. At some point down the road, it will get bought by a super major.


Price:
$40.660
Subject:
NORTH AMERICAN ENERGY INFRASTRUCTURE
Bias:
BULL on ENERGY
Owned:
Yes
2014-04-02 COMMENT David Burrows

(Market Call Minute.) Likes the sector. Stock is behaving pretty well. Reducing their reinvestment dividend plan has certainly been helpful. There may be better names, but you are going to win from the sector.


Price:
$40.440
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-03-31 BUY Michael Smedley

A very dominant company.  The only irritant is that they knock everyone else when they present to you.  He would continue to hold it.


Price:
$40.350
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2014-03-27 BUY Andy Nasr

Not a lot of capital appreciation.  They are digesting some large acquisition over the last couple of years, but going forward you could see increases in cash flow.  They could get more acquisitive in the next year or two.  You will get your yield and the payout is pretty well covered.


Price:
$39.820
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-03-26 DON'T BUY Brian Acker, CA

There are a group of these energy names that pay a distribution way above what they are earning. His model price is $31.42, a negative 21%. They pay a distribution of $2.76. Investors look at 6.78%, but mean estimates in terms of earnings, is $1 and next year it is $0.95. What it means is that they are paying out their capital to investors. Overvalued.


Price:
$40.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-03-24 BUY Larry Berman CFA, CMT, CTA

Good dividend payer and good solid company.  Prefers more diversification than just one stock in this sector.  See ZEO.


Price:
$40.250
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-03-24 PAST TOP PICK Peter Brieger

(Top Pick Mar 18/13, Up 10.21%) Still doesn’t know if Keystone will get approved.  It is fading in relative significance.


Price:
$40.250
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-03-21 BUY Norman Levine

He recently added to his position. Doesn’t know where the price of oil is going. He believes it is going to stay high which will be highly profitable for all producers. He is happy to continue owning a company that adds to its reserves and to its production very profitably. Dividend is safe.


Price:
$40.590
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-03-20 HOLD Greg Newman

A range bound stock and a lot of people talk about it extolling its virtues. Great balance sheet, high net backs, exposure to a top ranked plays. Why can’t it get out of its own way? Shareholders are still getting used to the fact that this used to be a monster grower. Looking at how much its production grew over the last 4 years, it was up about 28%. For the next 2 years, he sees production growth only being about 6%-7%. While not so bad, when you net out the DRIP, cash flow per share growth is only about 3%. Payout ratio is average at about 130%. Just boosted their outlook on their latest quarter, but did that by assuming a lower Cdn$ and higher oil prices, so it wasn’t organically driven. Try to get it at around $38-$39.


Price:
$40.430
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Unknown
2014-03-17 BUY on WEAKNESS Larry Berman CFA, CMT, CTA

For the next 5 years, gas and oil prices are range-bound at best.  Forward looking markets are not optimistic.  He is looking to take money off the table.  Buy on pullbacks at the lower end of the trading range.


Price:
$40.090
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-03-17 PAST TOP PICK John Zechner

(Top Pick Feb 1/13, Up 11.95%) Should have done better but they flooded the market with new equity.  They are building great asset value for the long term.


Price:
$40.090
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-03-12 COMMENT Lyle Stein

This is a good name. Feels the Street has missed when they bought some assets in the US. Did particularly well in Saskatchewan where their water flooding did quite well.


Price:
$40.000
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2014-03-11 PAST TOP PICK Eric Nuttall

(A Top Pick April 17/13. Up 19.07%.) Still likes this. It is a frustrating name because it feels like the name is kind of stuck. Very well owned in Canada and they really need to rely on the incremental buyer from the US coming into the name. Have a very sustainable dividend becoming more sustainable in time as their capital efficiencies improve and their decline rates fall with the implementation of water flood. Just listed in New York.


Price:
$38.720
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2014-03-10 TOP PICK Michael Decter

CEO is one of Canada’s more remarkable and not well known entrepreneurs in the oil patch. A very conservative company. Street developed a lack of affection because they kept raising equity. Acquired an extraordinarily valuable and oil production area in Utah. Built its own transportation facilities so it can move 100% of its oil by rail and is not dependent on pipelines. 7% dividend yield.


Price:
$39.000
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2014-03-05 BUY Christine Poole

Gets up to $40 and then trades down a bit.  Not sure why.  Maybe we need a more sustained movement in Crude.  She owns it because it has low exploration risk due to high inventory.  It is an exploitation strategy.  Yield is very safe although she sees little increase in it.  She expects 10% return per year.


Price:
$38.720
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-03-05 HOLD Michael Bowman

There doesn’t seem to be a lot of growth.  It never shows up when he does a screening because there is always some problem with it.  Others have not performed all that well either.  CPG has fantastic properties, great yield.  You have nothing to worry about.  If you buy an oil stock make sure it pays a dividend, so this one is okay.  He also has White Cap.


Price:
$38.720
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
Yes
2014-03-04 DON'T BUY Bill Harris, CFA

(Market Call Minute) Nothing wrong with it.  Only concern is that it is a light oil producer and there is a ton of light oil coming on in the next twelve months in the US.


Price:
$38.920
Subject:
RESOURCE
Bias:
SELECTIVE
Owned:
No
2014-02-28 HOLD Jaime Carrasco

He has taken money off the table along the way.  You get a pretty good yield.  It has become a pretty mature company so any new barrels coming on board won’t have such a big impact on cash flows.  If you want growth look more at junior companies like Whitecap.


Price:
$38.860
Subject:
RESOURCE, UTILITY & REITs
Bias:
SELECTIVE
Owned:
Yes
2014-02-27 HOLD David Burrows

He has trimmed his position by a half recently.  They changed what they were doing in their DRIP, which he thought was dilutive.  The energy sector is not one of the leading ones.  This pays a nice yield of 7%.  A good company but other sectors are more attractive.


Price:
$38.590
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-02-24 WATCH Peter Brieger

One of his key long term holdings.  It disappointed last year, but you got your yield.  Likes the growth in production from new fields and companies purchased, as well as the recovery rates.  Will be a preeminent producer in Canada.  Their production rates should be going up at least 5% per year.  The breakout point could be sooner rather than later.


Price:
$39.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-02-21 BUY on WEAKNESS David Cockfield

There has been big selling in some of his favourite oil stocks.  Buy this one under $40, which he has.  Increasing production and cash flow on a regular basis.


Price:
$38.870
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-02-20 BUY Mason Granger

Lot of hallmarks of a company you want to own for the dividend.  Light oil weighted inventory.  Well run company with diversified asset base.  Typically they fund dividend with DRIP.  He thinks the need for this will decline in the next two years.  Don’t expect more than high single digits of production growth.


Price:
$38.820
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2014-02-19 PAST TOP PICK Mohsin Bashir

(A Top Pick June 20/13. Up 14.1%.) Liked that it was a former trust paying a high amount of dividend income. Also, its focus on light oil was an area of interest. Believes the dividend is sustainable, growth prospects are strong and their assets are strong sources of growth for their target of 150,000 barrels per day.


Price:
$38.680
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-02-19 COMMENT James Telfser

Not a bad name, but something he has never felt compelled to add to his holdings. Stock really hasn’t done much. They issue shares and they pay a nice dividend but it just kind of muddles around. Prefers growthier names or names that generate a lot of cash flow and can cover the dividend nicely.


Price:
$38.680
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2014-02-13 BUY John Stephenson

(Market Call Minute.) Has been in the doghouse for some time. A lot of US investors have fled this name but if you look at cash flow per share, it is very strong.


Price:
$38.770
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Yes
2014-02-11 BUY John Wilson

Doing a great job of driving the type of production to support the payout.  It is a way to add pretty decent yield into your portfolio.  He owns a different one, see Top Picks.


Price:
$38.160
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2014-02-10 PAST TOP PICK John Zechner

(A Top Pick Feb 1/13. Up 5.56%.) Cdn oil stocks have been a disappointment. They are starting to catch up a little bit. This company has a great land position and a good dividend yield. Had a 20% dilution last year and yet they added more than 50% to their land holdings. Have a lot of great growth ahead of them. The Cdn$ falling is going to be a huge benefit for them.


Price:
$38.160
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-02-07 COMMENT Michele Robitaille

Good, high quality company. Has been a little bit range bound over the last year or so. Company had made a number of acquisitions back in 2012 and had issued a fairly substantial amount of equity so there was a bit of market fatigue over the company’s path. 2013 was a bit of a breather year for them. Underlying operating results are quite good. Good high-quality properties. Continues to like this company.


Price:
$37.890
Subject:
HIGH YIELD EQUITIES & REITS
Bias:
BULLISH
Owned:
Yes
2014-02-07 STRONG BUY Michael Bowman

Why is the P/E ratio so high and the Operating Margin is so low? Ignore PE and looking at Price to Cash Flow instead. Everybody loves this one. It has the big yield. Has a fantastic balance sheet and great management. They are doing everything right. We all need some oil in our portfolio and this is the one to have. 7.28% yield.


Price:
$37.890
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Unknown
2014-02-06 DON'T BUY Teal Linde

A phenomenal success story.  A popular stock.  He has been on the sidelines for 3 years.  They get a lot of criticism for issuing a lot of stock.  That is a bit of an unfair criticism because their strategy is to issue a high dividend and then use the stock as a currency.  He doesn’t have a problem with that.  But he is concerned about decline rates in the first year.  They will lose 30% of production this year and have to replace it plus the amount they want to grow this year.


Price:
$38.250
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2014-02-05 BUY Norman Levine

Has a good dividend, which he believes is safe, especially where oil prices are now. This has fallen with the general market. It’s got more promise than delivery in the last few years. People criticized management for making too many acquisitions and issuing too much stock when they did that. They haven’t done that for a while now. This is a good one to own for the income and hopefully there will be some capital gain at some point.


Price:
$37.660
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-02-04 BUY Christine Poole

Likes this because of its 7%+ dividend. The dividend was not cut, even through the financial crisis. Not expecting the dividend to grow much but thinks the company will maintain it. Expects production to grow 8%-10% over the next few years.


Price:
$37.890
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-01-30 BUY Dennis Da Silva

A core holding for him.  A grandfather of growth / dividend model, oil weighted.  About 7% yield.  Posed for a much better 2014, transitioning from an acquisition to organic growth model and not continuing to issue equity.


Price:
$38.710
Subject:
CANADIAN RESOURCE
Bias:
BULLISH on NATURAL GAS
Owned:
Yes
2014-01-28 COMMENT Keith Richards

This is one of the stocks that a lot of people might buy just for the income side of it. Has a fantastic dividend of about 7%. Because it has a fairly sideways, although volatile, pattern you could buy it if you just want to make your 7%. It is probably not going to go crashing down. Seems to be range bound. Seasonably, February to May is a good time to own oils.


Price:
$38.920
Subject:
TECHNICAL ANALYSIS
Bias:
OPTIMISTIC
Owned:
No
2014-01-27 TOP PICK Peter Brieger

Emerging as one of the great Midcap producers in Canada. The estimated exit rate is about 137,000 barrels a day. Focused on acquiring lands and companies for prospective resources and developing them in a primary and secondary method. He is looking for a 26% gain including the 7% dividend.


Price:
$38.510
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-01-27 BUY on WEAKNESS Bill Harris, CFA

The stock is not falling apart and he feels he can still get his dividend over the summer.  If you can get in at the low $30s then it is a back the truck up thing.


Price:
$38.510
Subject:
RESOURCE
Bias:
CAUTIOUS
Owned:
Unknown
2014-01-24 HOLD Andy Nasr

Likes that the company has expanded their footprint into the US. Right now management is more focused on integrating their acquisitions and growing organically. Doesn’t think they will be focusing on doing another acquisition or increasing the dividend anytime soon. Should benefit from some of the weakness we are seeing in the Cdn$.


Price:
$39.360
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
BULLISH
Owned:
Yes
2014-01-24 COMMENT Jaime Carrasco

Between Baytex Energy (BTE-T) and Crescent Point (CPG-T), which one would you take? He would definitely go for this one if you want yield. Very well managed company. If you are looking for more capital growth, he would go with Baytex. Both pay a good yield and are well managed.


Price:
$39.360
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Unknown
2014-01-22 PAST TOP PICK David Cockfield

(A Top Pick Jan 25/13. Up 8.09%.) Thinks there has been a big amount of selling out of the US. They just got listed on the NYSE today but the stock did nothing. We’ll have to wait and see. He is continuing to Buy. Feels the dividend is very safe and this is one of the best managed Canadian companies.


Price:
$39.830
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-01-20 BUY on WEAKNESS Ron Meisels

Made a base since mid -2012.  A little bit of a pull back now to $37 would be a good buying opportunity.


Price:
$39.720
Subject:
TECHNICAL ANALYSIS - N.A. EQUITIES
Bias:
BULL on ENERGY
Owned:
Unknown
2014-01-17 BUY Rob Stabile

Well-run company and have done a great job of managing the balance sheet, so the dividend should be safe. Debt level is roughly half of what their peers’ average is. Expects there will be some surprises over the next 12 months with a better response from the water flood program they are doing in Alberta and Saskatchewan. Going to be listed on the NYS on January 22, giving them more coverage.


Price:
$39.420
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2014-01-16 WEAK BUY Paul Taylor

There is always geopolitics in the energy sector and you have to live with it.  CPG management team is particularly credible.  Great inventory of properties.  We are probably range bound for WTI, but supply & demand could balance.  He is more comfortable on the Nat Gas side.  The key is the cost to bring new supply on stream.  Prefers something smaller with a larger production growth profile like one of his Top Picks.  7% yield is safe.


Price:
$39.400
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on US EQUITIES
Owned:
Unknown
2014-01-15 COMMENT Bruce Campbell (2)

Likes this. Street has not been too favourable on this for the last little while, particularly while they were issuing more and more equity. Looks like their project in Utah is really ahead of what their initial expectations were so there is some potential there for growth.


Price:
$39.390
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-01-15 PAST TOP PICK Ryan Bushell

(A Top Pick Jan 3/13. Up 16.58%.) This is his core light oil Canadian holding. They have increasing exposure to the US. Thinks highly of the management team.


Price:
$39.390
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
UNKNOWN
Owned:
Yes
2014-01-13 BUY Michael Smedley

The oil stocks have been quite steady and will probably be that way, but he would not compare them with the supremacy of the banks.  CPG does give you a good dividend.  He would have no problems with it.


Price:
$39.630
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2014-01-13 PAST TOP PICK Eric Nuttall

(A Top Pick Jan 9/13. 13.33%.) Thinks you will see $45 sometime this year. Has a rock solid dividend that could potentially increase later this year. Very defendable name. Hedged 56% this year and, in addition, debt to cash flow is very low. Implementing water flooding, which is bringing down their decline rates slowly but over the next couple of years, you could see their payout ratio approach 100%.


Price:
$39.630
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2014-01-08 HOLD Martin Davies

Light oil producer. Very good payout ratio. Excellent balance sheet. Has a lot of future growth. Valuation is quite reasonable.


Price:
$40.000
Subject:
CANADIAN OIL & GAS
Bias:
BULLISH
Owned:
Unknown
2014-01-07 BUY Christine Poole

(Market Call Minute.) Good yield of just under 7%.


Price:
$40.110
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-01-07 PAST TOP PICK Bruce Campbell (1)

(Top Pick Jan 30/13, Up 10.79%) Thinks it will do this again or a little better.  Decent growth and increasing guidance.  Thinks it is undervalued.  7% while you wait.


Price:
$40.110
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-01-06 BUY on WEAKNESS Larry Berman CFA, CMT, CTA

Made new 52 week highs and then it rolled over.  There is a trend line from last April that is pretty decent.  Moving averages are more flat, so he thinks there could be a pull back. 


Price:
$40.380
Subject:
TECHNICAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2014-01-02 DON'T BUY Ross Healy

Pays out more than it earns so its book value is sliding lower.  He does not care what is happening in the short term but long term this is not what he invests in.


Price:
$40.740
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2013-12-30 TOP PICK Peter Brieger

Hopes it will break out next year.  Acquisition of land and/or companies will get them to his target. 


Price:
$41.200
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2013-12-18 HOLD Keith Richards

He elected not to own it because it does not have a good uptrend.  It has a nice dividend.  You don’t want to see it go below $39.


Price:
$40.510
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Unknown
2013-12-16 PAST TOP PICK Bruce Campbell (1)

(Top Pick Jan 30/13, Up 11.74%) Company has finally listened to Bay Street.  A nice dividend of almost 7% and about 10 years of prospects they bought in all these acquisitions.  Doesn’t see a dividend increase. 


Price:
$40.690
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-12-13 BUY Jeff Young

High-quality, light oil producer. Certainly one of the higher valued, but one that has delivered most consistently over time. Hasn’t recommended this one recently because it has had some issues around growing its production per share. Going forward, feels it will have some production per share growth in the next year. 6.8% dividend yield.


Price:
$40.320
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2013-12-12 PAST TOP PICK David Cockfield

(A Top Pick Dec 13/12. Up 16.51%.) Have done extremely well. Increasing production. Cut back on their share dilution. There was a fairly significant US ownership, which seems to have gone elsewhere.


Price:
$40.030
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2013-12-11 HOLD Michael Sprung

(Market Call Minute.) They are getting closer and closer to actually having cash flow to cover their distribution.


Price:
$40.260
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-12-10 COMMENT Christine Hughes

An oil/gas producer but the structure of the shares is very attractive for retail investors because it has a 7% yield that is virtually impenetrable. Have a lot of capital on their balance sheet so it is not a risk. Thinks the actual production profile can grow. 5%-10% over the next year.


Price:
$40.550
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2013-12-09 BUY John Stephenson

If you look at the growth it has been phenomenal.  Tarred by being a serial equity issuer.  If you look at the light oil focus, it is a must own stock.


Price:
$40.280
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Yes
2013-12-04 BUY Robert Lauzon

If Iran situation is settled, they could just flood the market. How would this affect this stock? Iran is not going to open up any floodgates in the next 6 months to a year, so there is nothing to worry about here. Also to operationally get things back on track, would take some time. He would worry more about production out of Iraq over the next 2-3 years, affecting the global energy market. Feels this company could actually increase their current 6.8% dividend.


Price:
$40.360
Subject:
ENERGY
Bias:
BULLISH on ENERGY
Owned:
Yes
2013-12-02 BUY Laura Lau

Large DRIP program causes dilution, but they cancelled the premium drip program.  They pay out 45% of their cash flow.  It is not a big deal as long as people don’t opt out of the DRIP program.  She is comfortable with them because a lot of the old trusts have a much higher all in payout ratio.  They have stopped making acquisition and are now growing production organically.


Price:
$40.020
Subject:
DIVIDEND STOCKS
Bias:
BULL on GLOBAL GROWTH
Owned:
Unknown
2013-12-02 HOLD Jim Huang

Company has done a superb job with regards to their underlying assets, quality of management and their track record. However, their DRIP program is about 60%. Without this, they’re really overpaying the dividend by a mile. Have been overspending the cash flow, supported by people reinvesting their dividends. Doesn’t think this is sustainable. As long as the shareholders support them and they continue to fund good acquisitions and new oil plays, they will be okay.


Price:
$40.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2013-11-29 HOLD John Zechner

Stock has underperformed for the last couple of years. Has been buying it more recently. Has underperformed because they raised a lot of equity, which the street didn’t like. When they did this, they bought properties and effectively you’ve had 25%-30% dilution of the stock but they have more than doubled their developmental properties. There is a lot of potential growth. Well managed. Great yield of 6.9%.


Price:
$39.910
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-11-28 DON'T BUY Barry Schwartz

Doesn’t like this one. Paying out most, if not all of their cash flow. To him, this is not a sustainable business model. Feels they are keeping shareholders around by offering the high fancy yield.


Price:
$39.440
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2013-11-28 COMMENT Genevieve Roch-Decter

With the US going to be self-sufficient in oil, how will this affect the Keystone pipeline? Growth in the oil sands has been unbelievable. This company also has assets in the US and have taken the infrastructure fate into their own hands and built 3 rail terminals. Have 2 in Canada and 1 in the US. They are railing their crude from the basin down to California.


Price:
$39.440
Subject:
NORTH AMERICAN ENERGY INFRASTRUCTURE
Bias:
BULLISH ON ENERGY INFRASTRUCTURE
Owned:
Yes
2013-11-25 BUY Peter Brieger

There is an increase in supply through fracing, which could create a threat. Although he welcomes this, he is a bit of a cynic as to how long that lasts. Because of a rapidly declining pressure rate you have to drill an increasing number of wells. He is still buying this one for new accounts.


Price:
$40.200
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-11-25 BUY on WEAKNESS Larry Berman CFA, CMT, CTA

One of the better names.  You want exposure to it.  Oil markets will be range bound over the next year.  CPG is at a high point right now.  Buy at the mid-point of the range over the past year.  Buy on a pull back.


Price:
$40.200
Subject:
TECHNICAL INVESTING and OPTION STRATEGY
Bias:
UNKNOWN
Owned:
Unknown
2013-11-21 PAST TOP PICK Michele Robitaille

(A Top Pick June 6/12. Up 9.55%.) Market was not favourable on their acquisition in Utah, but ultimately this will turn out to be good for them. Haven’t made an acquisition since then. All of their acquisitions are on strategy and are focused on oil in place fields. They just take their model and replicate it. How good an operator they are has just come to the forefront in the last couple of quarters. Operating results have been very, very good. One of the few companies that have actually met or exceeded guidance over the last 7-9 quarters and we are starting to see some results out of the water flood. Almost 7% yield.


Price:
$40.470
Subject:
DIVIDENDS & REITS
Bias:
OPTIMISTIC
Owned:
Yes
2013-11-21 TOP PICK Douglas Kee

Very good management and a well-run company. Good balance sheet. Have a structured hedging program. Have concentrated their properties and have done a good job in the technology side with their water flood. 90% light oil. Good yield.


Price:
$40.470
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2013-11-15 COMMENT Josef Schachter

This has been one of the stellar stories out there. They’ve grown production quite nicely and exceeded the analysts’ expectations on a regular basis. Low-cost operator in doing well, both in Canada and the US. The issue is going to be his concerns on the price of oil. High $30s makes a lot of sense. (See comments under oil.)


Price:
$41.020
Subject:
OIL & GAS
Bias:
CAUTIOUS on OIL
Owned:
Unknown
2013-11-15 BUY Greg Newman

A name that continues to impress with really good production growth. Have been a little bit more disciplined with their spending. Had some positive water flood performance and positive performance in the organic operation. Stock doesn’t seem to get off the ground which he feels is the overhang of too much equity that was issued about a year ago. Very low debt levels. His target is $50. 6.7% yield.


Price:
$41.020
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
2013-11-08 TOP PICK Bruce Campbell (1)

Combination of a 7% yield and pretty good production growth. Just reported Q3 and raised guidance for about the 3rd time in the last 4 months. Finally coming through on all those previous acquisitions. Thinks there will be cash flow growth of only about 5%-7%, but combining that with the yield it is undervalued. An attractive way to get yield without interest sensitivity.


Price:
$40.230
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-11-07 BUY John Stephenson

(Market Call Minute.) Has the best portfolio of assets in the country.


Price:
$39.900
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH on BANKS
Owned:
Yes
2013-11-06 BUY David Burrows

Prefers the yielding oil companies, as opposed to the low yield companies. This company is smart in that they have changed their dividend reinvestment policy so they are not diluting the stock quite to the same degree. As time goes by, you are going to see cash flows grow


Price:
$40.120
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-11-04 TOP PICK Eric Nuttall

(Top Pick Nov 12/12, Up 12.39%) Dividend used to come from share dilution.  As they implement water flood in more primary fields, you will see their funding from their drip program come down.  They are at 118% payout before the drip and 103% afterwards.  You could see that pre-drip payout come down closer to 100% over the next two to three years.  There is still more room to run.  10% capital and 7% yield.  Report on Thursday.  Guided production higher than what people were expecting.  Well results are getting better and better and better.  Production growth is 5% after dilution of 3% per year from the drip program.  He is going to buy more.


Price:
$40.140
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2013-10-28 BUY Gavin Graham

(Market Call Minute.) One of the better quality energy stocks.


Price:
$40.630
Subject:
GLOBAL & NORTH AMERICAN LARGE
Bias:
BULLISH
Owned:
No
2013-10-23 COMMENT Michael Sprung

Their business model depends a lot on their 35% take-up in their dividend reinvestment. Recently announced production was way ahead of expectations. Their ability to continue to pay the dividend is improving. Very well managed company.


Price:
$40.310
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-10-22 TOP PICK David Cockfield

Have no concerns about them ever cutting the dividend back. Have a DRIP program that the shareholders apparently love. Just came out with fantastic earnings. They are going to beat their original exit volumes and the company just goes from strength to strength. This is Bakken oil, which is lighter. If it gets up to around $47, you should probably consider taking some profits.


Price:
$40.330
Subject:
CANADIAN
Bias:
BULLISH o n CDN DIVIDEND STOCKS
Owned:
Yes
2013-10-21 TOP PICK Peter Brieger

6% sustainable dividend.  The most recent guidance is the reason for the Top Pick.  Second largest mid-cap producer in Canada soon.  A great company, acquiring perspective landholdings, drilling sites and companies.  Thinks they will still make acquisitions.  Given the potential for the drilling sites they have and secondary recovery, this is a producer with a lot of leverage in it.


Price:
$40.570
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-10-17 BUY Lyle Stein

He looks at dividend growth rather than earnings growth.  This dividend is attractive, sustainable and will grow.  It is the best kind of oil you can produce and it is near the US border.


Price:
$39.550
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Unknown
2013-10-16 BUY Bruce Campbell (2)

7+% dividend is secure.  Ranks well in his income model, but not as well in the growth model.  It has some growth in it due to a significant reserve increase later this fall.  Their Utah project is going better than expected.  They should be able to stop issuing stock from here.


Price:
$39.010
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Unknown
2013-10-11 COMMENT Don Vialoux

He is using a Pair Trade involving oil. He owns natural gas and is Shorting crude oil. Natural gas has a seasonal strength from late Sept until the 2nd week in December. Crude oil normally reaches the end of its period of seasonal strength at the end of Sept and that goes right down. This is the time when oil does not do well.


Price:
$38.950
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
Unknown
2013-10-04 BUY Andrew Hamlin

Frustrated a number of people over the last year or so, so stock is fairly range bound. Stopped their acquisitions, so now we can get a better sense of what actual organic numbers are. Raised production guidance twice this year, which is very positive. For income investors, this is a top quality company. Have some of the largest oil inventories in Canada. Top quality assets and good management. 7% dividend yield.


Price:
$38.530
Subject:
GROWTH & INCOME
Bias:
OPTIMISTIC
Owned:
Unknown
2013-10-03 BUY Peter Brieger

7.2% dividend that probably is safe.  They are becoming quite a diversified North American company.  Almost made it a Top Pick today.  Likes the oil and gas industry long term.  Doesn’t see a dividend increase in the cards.


Price:
$38.230
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2013-10-03 COMMENT Paul Harris, CFA

Great company and you can do well with it.


Price:
$38.230
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BULLISH
Owned:
Yes
2013-09-25 PAST TOP PICK Eric Nuttall

(A Top Pick September 19/12. Down 4.61%.) People are slow to appreciate their water flood upside. There are several billion barrels that are amenable to water flooding and thinks they will be booking barrels for the very 1st time this year. Spending about 120% of their cash flow to grow production by 6% and pays a 7% yield.


Price:
$38.730
Subject:
OIL & GAS
Bias:
OPTIMISTIC
Owned:
Yes
2013-09-23 TOP PICK David Cockfield

There was a fairly significant US holding and then about 9 months ago Americans decided to lighten up on energy stocks. He hopes it will come back in favour. Bought this for the dividend, which is currently over 7%. Have not been making any acquisitions lately, so there is no dilution of the stocks. In the Bakken area, which is a higher-priced oil with better access to the US than the heavy crude.


Price:
$38.790
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2013-09-23 TOP PICK Ryan Bushell

Continues to recommend this to clients.  Fundamentals are not as bad as the stock price would have you believe.  Shareholder base has gone from 60% to 80% Canadian but thinks they will appeal to US investors in the future.


Price:
$38.790
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2013-09-18 BUY on WEAKNESS Hap (Robert) Sneddon FCSI

Chart shows a little bit of clustering this year. This one has a little bit more focus on natural gas which is part of the reason why. Chart shows a downward channel from early 2011. You could pick this up at around $35-$36, which is a reasonable valuation. 7.2% dividend is sustainable.


Price:
$38.230
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
NEUTRAL
Owned:
No
2013-09-13 BUY Alice Tsang

Overall, she feels the debt coverage ratio is still fairly healthy. Thinks they have about 2X debt. Management had come to realize that there was concern, so they are looking to grow organically. Have a number of projects that can increase recoveries in the assets. Lots of inventory for years to come. 7.37% distribution.


Price:
$37.590
Subject:
CANADIAN RESOURCE
Bias:
CAUTIOUS on METALS
Owned:
Unknown
2013-09-11 PAST TOP PICK Bruce Campbell (1)

(A Top Pick Oct 15/12. Down 4.6%.) About 7.5% yield. Has 10-20 years of growth coming. They were making too many acquisitions and diluting the stock and now they have finally stopped and it looks way better. Still likes it. Thinks it will get to the mid-$40s a year from now.


Price:
$37.890
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2013-09-10 BUY Christine Poole

Very high quality crude oil exposure. Crude oil prices have moved up a bit because of the Syrian situation. Provides a nice yield of about 7%, which she feels this is sustainable.


Price:
$38.120
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-09-04 COMMENT Michael Sprung

One thing that would be of concern is the distribution and looking at the amount that takes, subtract out capital expenditures and look at what the cash flow is, there is a bit of a deficit. The question is, how do companies finance that deficit. This company, to a large extent, does it by issuing shares through their DRIP plan. Not a bad place to be.


Price:
$38.250
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2013-09-03 BUY Norman Levine

Dividends are more dependent on cash flow than on earnings in most energy stocks. In this case, the dividend is very well covered. He owns this for his income clients.


Price:
$38.200
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-09-03 COMMENT Michael Smedley

Solid. He likes the companies that pay dividends. He would say this is the leader in the Bakken play. With the crisis in the Middle East, he thinks strength in oil and gas companies is coming.


Price:
$38.200
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2013-08-30 BUY Andy Nasr

Dividend is sustainable.  He thinks there is a political risk built into WTI prices but issues should get alleviated and CPG should benefit.  Thinks the dilution is done for now.


Price:
$38.420
Subject:
CANADIAN DIVIDEND & REITS
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2013-08-28 HOLD Genevieve Roch-Decter

Loves this one. Has been under some pressure recently. Have been able to grow quite significantly while being able to pay quite a big dividend. Recently acquired a US asset which will be a big part of their growth trajectory.


Price:
$38.570
Subject:
ENERGY & INFRASTRUCTURE
Bias:
BULLISH on ENERGY
Owned:
Yes
2013-08-27 TOP PICK Peter Brieger

In the short term, it is a great hedge against oil flow interruption from the middle east. Thinks that over the next 3-4 years, you are getting paid to wait for the TransCanada (TRP-T) pipeline to be completed. Feels the 7.1% yield is safe. Great story. High $40 in 12 months.


Price:
$38.320
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-08-27 DON'T BUY James Telfser

Everybody holds this one for the dividend yield. He has been very bearish on this over the years because they had a lot of shares outstanding, essentially to pay the dividend out. Has gotten a little bit more comfortable with the projects that they have and the cash flows they will be generating. Dividend is probably safe at these levels. Sees other names with a lot more growth potential.


Price:
$38.320
Subject:
Canadian Equities
Bias:
CAUTIOUS
Owned:
No
2013-08-26 DON'T BUY Mike S. Newton, CIM FCSI

Moved into other names.


Price:
$38.570
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
No
2013-08-22 COMMENT Jon Vialoux

Because of the dividend DRIP program, there is not much of the distinct seasonal trend in this company. Looking at the chart, it is starting to roll over a bit. Unless you are pursuing it for an income, he would avoid this sector.


Price:
$38.510
Subject:
SEASONAL & TECHNICAL
Bias:
UNKNOWN
Owned:
Unknown
2013-08-21 PAST TOP PICK Zachary Curry

(A Top Pick May 13/13. Up 2.85%.) His view on this is still positive. Their last acquisition, in Utah, is very favourable for the company. Close to refining facilities. Thinks they got it opportunistically and could be a real gem for them. Good dividend and he would like to see them keep it stable, take some of the money and pay down debt. Still likes.


Price:
$38.500
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-08-21 BUY on WEAKNESS Josef Schachter

Did very well in the 2nd quarter with very good numbers but the stock is one of those that does get affected by movements in the price of oil. First-class management. Dividend is secure. Thinks the stock is going to get back to the $34-$35 range in the next few months. That will give you a somewhat higher yield if you do buy it at that point.


Price:
$38.500
Subject:
OIL & GAS
Bias:
BEARISH on ENERGY
Owned:
Unknown
2013-08-19 PAST TOP PICK Eric Nuttall

(A Top Pick Sept 19/12. Down 4.93%.) Still likes. Did a huge financing which left a bad taste in some mouths. Focusing on per share growth. Thinks it will be in a trading band. If it Sells off, he will be Buying again.


Price:
$38.790
Subject:
OIL & GAS
Bias:
OPTIMISTIC on ENERGY
Owned:
Yes
2013-08-16 BUY Christine Poole

Very leveraged to crude oil. Has been increasing its production and has very high net backs. Very large inventory of land that they can drill from. Likes it below $40. Good dividend and feels it is safe.


Price:
$39.290
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2013-08-15 BUY on WEAKNESS Robert Lauzon

(Market Call Minute) Core holding.  Great name for any investor of oil and dividends.  Buy below $40 for sure.


Price:
$38.990
Subject:
ENERGY
Bias:
OPTIMISTIC
Owned:
Yes
2013-08-12 PAST TOP PICK David Cockfield

(Top Pick Jul 27/12, Up 6.01%) Up by the amount of the dividend.  Went out of favour with the US guys.  Has come back up.  Sees recommendations that they did away with part of their Drip program that diluted their stock.  Earnings were going sideways.  Now people are convinced it will be back to a growth situation and still paying their very nice dividend.


Price:
$39.160
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2013-08-07 BUY Paul Gardner, CFA

(Market Call Minute.) Have done a good job.


Price:
$37.790
Subject:
DIVIDENDS, FIXED INCOME & REITs
Bias:
CAUTIOUS
Owned:
Yes
2013-08-01 BUY Bill Bonner

7% dividend. An excellent operating company that grew at a phenomenal rate.  The dividend is safe. A rally is probably not too far away around the corner. 


Price:
$39.470
Subject:
CANADIAN ENERGY
Bias:
SELECTIVE
Owned:
Unknown
2013-07-30 PAST TOP PICK Eric Nuttall

(A Top Pick September 19/12. Down 5.2%.) Have changed their tune in terms of focusing on per share growth. Have done a great job of accumulating accretive acquisitions, very good assets that have very strong upside from water flooding. Thinks they are done using their stock as currency. Expects it to trade $35-$39 until it breaks out.


Price:
$38.740
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Yes
2013-07-26 DON'T BUY Jeff Young

Management is highly regarded. Have done very well over the years. Has a premium valuation and if it stumbles there is downside to it. Has not been a lot of per share growth in their production and cash flow. A lot of that is related to acquisitions they have done. A little expensive. Made an acquisition in Utah which is producing a waxy type of crude but that seems to be traveling by rail okay. Probably better value elsewhere.


Price:
$38.560
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2013-07-24 COMMENT Andy Nasr

Price to cash flow of 7.9% is relatively attractive, especially given where oil prices are. Trading at a significant discount to NAV. Thinks oil prices are somewhat elevated reflecting a political risk premium and you are probably going to see some downside in the WTI prices in the order of $5-$15 within the next 12-18 months. Doesn’t think this will negatively impact this company or their ability to sustain their dividend. Demonstrated a good job in their ability to increase production over time. Relatively high net backs on existing production. Going forward, you can really rely on their cash flow and dividend. He thinks FMV is around $45 and would consider lightening up at that point. 7.1% dividend.


Price:
$38.710
Subject:
CANADIAN DIVIDEND & REITS
Bias:
BULLISH o n CDN DIVIDEND STOCKS
Owned:
Unknown
2013-07-22 BUY Peter Brieger

Has owned this for a long time and continues to add as new clients come in. Company’s philosophy is to get as much prospective land under management as they can, drill the heck out of it, and then go in with secondary and tertiary recoveries. Management has stated that this is the year of consolidation for them.


Price:
$39.370
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
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1 Comment

mylund

December 19th 2013 at 12:44pm

Who would be railing their crude in North America?


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