List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2011-03-03 | BUY | Laura Wallace |
Well-managed company. Oil focused. Most appealing thing is the 6.3% dividend. You get exposure to the commodity price as well as the down side protection that a good yield provides. Tweet finance |
Price: $47.350 Subject: CANADIAN LARGE Bias: BULLISH Owned: Yes |
| 2011-03-03 | DON'T BUY | Michael Sprung |
A lot of properties that have potential for drilling far into the future. His concern is the payout of $2.76 per year. Have a huge take-up in their dividend reinvestment plan, which dilutes the stock. Without that they couldn’t afford the $2.76. Would prefer that they were more conservative with distributions. Expensive. (He could exit in the near future.) Tweet finance |
Price: $47.350 Subject: CANADIAN LARGE Bias: SELECTIVE Owned: Yes |
| 2011-02-28 | BUY | Norman Levine |
Acting well with the price of oil. Have some great properties in the Bakkens in Saskatchewan. Thinks the 6% dividend is safe and could grow over time. Tweet finance |
Price: $46.980 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUSLY OPTIMISTIC Owned: Yes |
| 2011-02-28 | BUY | Brooke Thackray |
Seasonality for energy is usually from January to May as well as from July until September. This year has performed well outside of the seasonality. Technically, chart shows resistance at around $40 which has now become support when it broke out late 2010. Stock looks really good. Tweet finance |
Price: $46.980 Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING Bias: SELECTIVE Owned: Unknown |
| 2011-04-06 | BUY | Norman Levine |
Very oily and he likes its prospects. Dividends on oil companies come from cash flow rather than earnings so there’s lots of room for the dividend to grow more. Energy prices are going to stay high. Tweet finance |
Price: $46.840 Subject: NORTH AMERICAN - LARGE Bias: SELECTIVE Owned: Yes |
| 2012-01-24 | BUY | Eric Nuttall |
(Market Call Minute) Unbelievable companies. Smartest expects he has ever met. Tweet finance |
Price: $46.640 Subject: OIL & GAS Bias: BEARISH on GAS Owned: Unknown |
| 2011-03-08 | BUY on WEAKNESS | Bill Harris, CFA |
One of the best oil companies in Canada. What is extraordinary is acknowledging that they want the big oil resource plays and how they can add primary, secondary and ternary production and they have an incredible resource that they can keep adding and expanding to products that they have already got. Would buy on a hiccup. Tweet finance |
Price: $46.610 Subject: RESOURCE Bias: UNKNOWN Owned: No |
| 2012-02-09 | BUY | Brian Acker, CA |
They had a financing. Issue is that they load up with financing every once in a while. As cash bleeds away through their distribution, they will need more cash again. Tweet finance |
Price: $46.360 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: Yes |
| 2011-06-06 | BUY | John Stephenson |
Continually coming to the market to do issues. They are oil weighted, It is a great name and he recommends it. Tweet finance |
Price: $46.120 Subject: RESOURCE Bias: CAUTIOUS Owned: Yes |
| 2011-02-25 | COMMENT | David Cockfield |
Canadian Natural Resources (CNQ-T), Suncor (SU-T) or Crescent Point (CPG-T). Which would be the better hold in terms of better growth over the next year or two? Likes them all but CNQ would probably be the better growth story. Tweet finance |
Price: $45.980 Subject: CANADIAN Bias: BEARISH on GAS Owned: Yes |
| 2012-02-21 | DON'T BUY | Barry Schwartz |
Crescent Point (CPG-T) or Suncor Energy (SU-T)? Doesn't like Crescent Point so he would choose Suncor. Crescent Point seems to be buying their production. Has a much fatter dividend, which makes it attractive to a lot of people. Tweet finance |
Price: $45.920 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: No |
| 2011-06-01 | COMMENT | Terry Shaunessy |
High yield of 5.9%. He is positive on commodities and energy and this stock will be a beneficiary of that. Primarily a yield, but you’ll also get a lift on it. Tweet finance |
Price: $45.870 Subject: NORTH AMERICAN - LARGE & ETFs Bias: BULLISH Owned: Unknown |
| 2012-03-12 | BUY | John O'Connell, CFA |
(Market Call Minute) Dividend higher than he would like. Tweet finance |
Price: $45.820 Subject: NORTH AMERICAN - LARGE Bias: BEARISH Owned: No |
| 2012-02-22 | TOP PICK | Steve Carlin |
Do lots of equity issues to finance growth but have been able to deliver growth over the last couple of years. Expecting production to grow by 15% this year and 10% next year. 90% oil. 6.1% dividend yield. Tweet finance |
Price: $45.760 Subject: CANADIAN LARGE Bias: CAUTIOUSLY OPTIMISTIC Owned: Yes |
| 2012-01-11 | TOP PICK | Andrew Hamlin |
Prefers oil to nat. gas. This is a more oily play. 85% exposure to oil. They have been water flooding a serious of its wells to increase their reserves and slow down the decline rates. 2012 will be a big year for their water flooding results. Investors are not aware of the full impact it could have. 10%+ increase in cash flow, reserves are going up and a hansom dividend. Tweet finance |
Price: $45.700 Subject: GROWTH & INCOME Bias: DEFENSIVE Owned: Yes |