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Canadian Oil Sands Stock Symbol: COS-T

Last Price Recorded: $17.0900 on 2014-11-26

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Date Signal Expert Opinion Price
2014-11-21 HOLD Michael Sprung

Where it is trading today, he would not necessarily sell. If you are looking to participate in the oil sands, he might choose a different vehicle, but overall this company is at a level now where it looks reasonably valued. An extremely long-term play.


Price:
$17.650
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-11-07 DON'T BUY Keith Richards

This one breaks every technical rule that he can think of. When you had significant support at $20, the stock tested it over and over. This meant that people were buying it every time it got to the support level. It would hold or bounce off of it to the upside. Had a nice bounce earlier this year, but recently it fell and broke old support, really important support. A pretty ugly picture. Like a lot of energy stocks, it will probably have an oversold bounce. He wouldn’t be a long-term buyer of the stock.


Price:
$17.610
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2014-11-04 COMMENT Prakash Hariharan

With almost every energy company, the sustainability of the dividend is highly predicated on either issuance of preferred shares or convertible debentures to make the payment, but not really for a stronger quality in terms of cash balance and cash flow from operations. The sustainability of the dividend for the 1st or 2nd quarter, without any issuance of stock or preferred shares, is questionable for this company.


Price:
$16.030
Subject:
GLOBAL DIVIDEND
Bias:
UNKNOWN
Owned:
Unknown
2014-11-03 SELL Norman Levine

Sold it because he wanted to lighten energy exposure and it was his preferred candidate to do this.  It is a pure oil sands producer.  They cannot increase their reserves.  The dividend is pretty safe at 8%.


Price:
$17.050
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2014-10-14 DON'T BUY Bruce Tatters

This is a public play on a direct interest in Syncrude. Had a terrific cycle in 2003-2007. However, it is not in charge of its destiny. Doesn’t have the same capital allocation ability like a Suncor (SU-T) would. Would prefer others.


Price:
$17.710
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2014-10-10 DON'T BUY David Cockfield

Not one of his favourites. The problem is that it seems to have an aging infrastructure. They have fires and explosions. There always seems to be something going wrong. Have lots of capital requirements in the future that concern him. Prefers others.


Price:
$18.300
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2014-10-08 DON'T BUY Michael Sprung

He would rather play the oil sands through some of the other players. They don’t have a lot of control over the fields they are participating in. If oil prices remain compressed as they are, you would have to question their ability to maintain their distribution.


Price:
$19.150
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-10-07 COMMENT Rob Stabile

This is just a “pass through” for the oil price. They own a percentage of the oil sands project. Operationally it has not been the best, running at a 65% efficiency rate where 80%-85% would be ideal. With oil prices above $100, there was enough breathing room for them. If there is a prolonged oil price drop, he expects to see market starting to fret and the dividend may be at risk. Large company with a pretty solid balance sheet so there isn’t a big risk. He prefers others.


Price:
$19.150
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2014-09-18 BUY Nick Majendie

Likes the long term prospects very much.  Their two cap-X projects will stop spending money by the end of this year and there will be lots of extra free cash flow.  It yields fairly nicely so you will get incremental income from it.


Price:
$21.500
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-09-08 BUY on WEAKNESS Robert Lauzon

Likes it.  Moves with the price of oil.  Good things are happening there.  Their cap-x is coming down so they could bump their dividend in the future.  If oil gets to $80-$85 that is a lower risk entry point for this stock.  Doesn’t see a dividend cut.  If oil goes to $95 he sees a dividend bump.


Price:
$21.870
Subject:
ENERGY
Bias:
OPTIMISTIC
Owned:
Unknown
2014-08-18 SELL John Stephenson

(Market Call Minute) Limited room for growth.


Price:
$23.000
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
SELECTIVE
Owned:
Unknown
2014-08-01 BUY Norman Levine

The biggest holder of  Syncrude, which has had a number of operational issues, with a lot of unscheduled maintenance. Most of the cash they’ve had to use for capital expenditures starts coming down next year, which should be very good for the cash flow. This should allow the dividend to start to grow again. 6% dividend yield.


Price:
$23.340
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-07-16 BUY Joanne A. Hruska, CFA

This is a stock that she has to own in her yield fund if she believes that oil prices are going to be stable or go higher. She does believe this so she does own the stock. Has not operated well for a long time, and has had  quarter after quarter of disappointments with their Syncrude asset.


Price:
$23.440
Subject:
OIL & GAS
Bias:
BULLISH on CDN ENERGY
Owned:
Yes
2014-07-14 COMMENT David Baskin

All oil sands companies are facing the same issue, their bad image on environment. They are all spending money ameliorating properties and making things work better. He believes this will be developed and oil will be produced and will get to market. He prefers Suncor (SU-T) because of its vertically integrated operations, and Canadian Natural (CNQ-T) because it is a better operator, and has better holdings. He is positive on the oil sands.


Price:
$23.370
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-07-02 DON'T BUY David Cockfield

This has not been his favourite for many years. This is a company where, about every 6 months, something blows up, burns down, etc. This is also old technology. You can find other oil stocks that pay better yields. They need capital in a big way. Feels there is some risk in the 5.8% dividend. (See Top Picks)


Price:
$24.160
Subject:
CANADIAN
Bias:
DEFENSIVE
Owned:
Unknown
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