List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-04-10 | BUY | Norman Levine |
(Market Call Minute.) Positive on the stock, as long as they don’t do another deal. Tweet finance |
Price: $37.440 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: Yes |
| 2013-04-10 | BUY | Greg Newman |
Real risk to this stock is oil prices but right now they are doing well. This last quarter, they beat on production and cash flow and they are doing this with lower CapX. Growth was primarily due to acquisitions in 2012 but the market would rather see continued drilling success. Tweet finance |
Price: $37.440 Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES Bias: OPTIMISTIC Owned: Unknown |
| 2013-04-05 | WAIT | Keith Richards |
It just broke down and had technical support at $37. That by itself implies a little downside on the stock. He has been looking for an entry point but not interested just yet. Is the 7% high dividend sustainable? They have so many on the DRIP that they are ok. It is safe for now. Tweet finance |
Price: $36.710 Subject: TECHNICAL ANALYSIS Bias: DEFENSIVE Owned: No |
| 2013-04-04 | BUY | Peter Hodson |
Good little company that nobody really likes these days. Have done quite a few issues over the past couple of years. Stock is a very good, large cap, dividend paying, trading company. Bounces from $35-$40. If you like to trade, this is a good name for that. Thinks the worst is over for the company. Have improved their balance sheet and taken steps to grow into their dividend. Tweet finance |
Price: $36.200 Subject: CANADIAN SMALL & MIDCAPS Bias: BULLISH Owned: No |
| 2013-03-26 | PAST TOP PICK | Bruce Campbell |
(A Top Pick March 30/12. Down 3.22%.) Just reported a really good quarter. Think they have got the message that there have been enough acquisitions and new issues. Stock will lift and he likes the yield while he waits. Once oil is back in favour, he expects it to be a $45 stock. Tweet finance |
Price: $38.610 Subject: CANADIAN LARGE Bias: DEFENSIVE Owned: Yes |
| 2013-03-22 | COMMENT | Jaime Carrasco |
Doesn’t think they are going to lower the 7% dividend, so you are getting paid to wait. Very well run company. Tweet finance |
Price: $39.340 Subject: ENERGY, MATERIALS, UTILITIES & REITS Bias: BULLISH on GOLD Owned: Yes |
| 2013-03-19 | HOLD | Michael Sprung |
Loves the dividend. The short fall is made up by the fact that the dividend reinvestment plan is very popular. Have the most prospects for drilling. But at some point they have to start earning their dividend. He would sell about 4 or 5 dollars higher. Tweet finance |
Price: $39.290 Subject: CANADIAN LARGE Bias: CAUTIOUS Owned: Yes |
| 2013-03-18 | TOP PICK | Peter Brieger |
Has become one of the premier oil plays in Canada and he feels this is going to continue. Will be acquiring companies with interesting acreage and/or production to which they can apply water flood and other recovery methods. Otherwise they’ll buy prospective acreage. They want to see production of 150,000 barrels a day within 5 years versus the current 114,000. Yield of 6.996%. Tweet finance |
Price: $39.530 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: Yes |
| 2013-03-15 | BUY | Norman Levine |
Owns some of this for his income accounts. At one point he was thinking of selling because management is serial acquirers and share issuers and he was getting tired of that. Have just announced that they will not be making any acquisitions this year and he thinks the market is very favourable on this. Tweet finance |
Price: $39.450 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: Yes |
| 2013-03-14 | BUY | Christine Poole |
They are always issuing equity. They come across acquisitions they like and would rather finance those acquisitions through equity. The dividend is important to them. There is increasing awareness of the issuance. Results this morning were very strong and she thinks they can slow the acquisition case if they want to. Tweet finance |
Price: $38.920 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: Yes |
| 2013-03-11 | PAST TOP PICK | Ryan Bushell |
(Top Pick Jan 3/13, Up 7.99%) Good asset base that they significantly added to last year. Conservatively managed and a good long term holding. Is looking for an increase in the dividend down the road. Tweet finance |
Price: $38.870 Subject: CANADIAN DIVIDEND Bias: BULLISH on DIVIDEND STOCKS Owned: Yes |
| 2013-03-04 | BUY | John Stephenson |
Likes this name. Languished a little bit lately but has delivered year in and year out on a per-share basis. Grew production quite dramatically. Light oil, which is a super valued commodity. Tweet finance |
Price: $38.350 Subject: RESOURCE Bias: CAUTIOUS Owned: Yes |
| 2013-02-27 | COMMENT | Mason Granger |
Very high DRIP participation of about 60%. Also, have a very disciplined program of hedging out 3 years in oil production. Feels that in years to come, a lot of the water flooding they are doing in 2 key plays, is going to lower the decline rate and make the dividend more sustainable. With debt to cash flow at about 1X and lots of favourable hedges in place, feels the 7.1% dividend is very sustainable. Tweet finance |
Price: $38.800 Subject: OIL & GAS Bias: BULLISH on OIL Owned: Unknown |
| 2013-02-25 | BUY | Peter Brieger |
Looking at the price to cash flow of 8.4% this year and 7.6% next year, you have a very decent yield of 7.1%. Consensus of a share price increase is 17.2% for about a 4% return. This is one of the premier oil plays in Canada. Have been aggressive in acquiring companies with interesting acreage and/or production. Tweet finance |
Price: $38.730 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUSLY OPTIMISTIC Owned: Yes |
| 2013-02-22 | BUY | Jeff Young |
This will depend on oil prices. Light oil producer. One of the best in Canada and one of the best yielding. Rock solid balance sheet. 7% yield. Tweet finance |
Price: $38.760 Subject: CANADIAN DIVIDEND Bias: BULLISH o n CDN DIVIDEND STOCKS Owned: Yes |