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Canadian Oil Sands Stock Symbol: COS-T

Last Price Recorded: 23.8300 on 2014-04-19 01:14:05

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Date Signal Expert Opinion Price
2014-04-14 BUY on WEAKNESS Josef Schachter

They are driving down the costs the right way.  This is a core name for investors.  It makes sense at $20. 


Price:
$22.690
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Unknown
2014-04-07 DON'T BUY Zachary Curry

Has small position.  No set payout ratio.  They always seem to have a problem of some kind.  There are better names you could own that offer more stability.


Price:
$23.030
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-01 COMMENT Christine Poole

Had to increase their CapX spending for operational issues, so you are not going to see a lot of production growth. This is going to be a play on oil prices.


Price:
$22.920
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-03-26 COMMENT Brian Acker, CA

We are starting to get movement in the energy patch, especially in Canada. His model price is $38.11, a 70% upside. 6.25% dividend yield.


Price:
$22.590
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-03-24 COMMENT Alex Ruus

Good, solid investment in oil. From his perspective, it is a bit of a capped investment. Growth in oil production is relatively muted here. Doing expansions at Syncrude but it is basically buying a piece of it. Syncrude has been kind of stagnant in terms of where it’s at for the last 5 years. Maintenance capital expenditure for the last 10 years has been much higher than had been expected. Has no problem with the company, but just don’t look for a lot of growth out of it.


Price:
$22.210
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2014-03-21 TOP PICK Norman Levine

Oil sands producers in general have been treading water. In this company’s case, it has been largely because Syncrude has been expanding a lot and there have been huge capital expenditures so the debt level has gone up a lot and the dividend has not gone. Starting next year, capital expenditures start to plummet as the expansion becomes complete. Thinks production will start to go up. Unlike a lot of other producers, Syncrude produces light sweet crude, which gets a slight premium to market price, not a discounted price. They are not subject to Keystone. 6.4% dividend yield.


Price:
$21.990
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-01-23 COMMENT David Burrows

In the last 2-3 years there has been an enormous boom in oil/gas production in the US, based on a lot of new technology being used to add reserves and production. A lot of that is coming in at very low costs. Feels there is a risk to some of the big Western Canadian oil companies that are higher cost producers. If prices were to stay muted because of all this new production, they are not as profitable. He prefers to focus on very low cost producers, which is more of the midsize companies. If oil prices can stay firm and the economy really does start to pick up and supports oil at higher levels that would be of great benefit to companies like this.


Price:
$20.410
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-01-15 DON'T BUY Ryan Bushell

Iran and Libya production restarts should not have too much affect on this company because it has been dogged by differentials between Canadian oil and US lighter oil, given the transportation bottlenecks. Some of these situations are set to ease this year. The Whiting refinery conversion and coker expansion are set to come momentarily. That’s a couple of hundred thousand barrels a day. Enbridge Flanagan South pipeline comes on at about 600,000 barrels a day, as well as rail shipments. This should help alleviate some of the differential exposure, which should be very positive for Canadian oil companies in general, especially those with exposure to oil sands. Where there might be some issues is that they primarily sell synthetic crude, which might get displaced by some of the heavier crude going to Whiting. Not a huge fan of this. Pay a high dividend but don’t really earn the dividend on a consistent basis. (See Top Picks.)


Price:
$20.060
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
UNKNOWN
Owned:
No
2013-12-23 HOLD Rick Stuchberry

(Market Call Minute) No rush to get in here.  Oil will be sideways and it is all about cost of production for them.


Price:
$19.970
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULLISH
Owned:
Unknown
2013-12-18 SELL Michael Bowman

(Market Call Minute.) Not interested. Had some real problems. Poor cash flow. Production guidance is down.


Price:
$19.630
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
No
2013-12-06 COMMENT Joanne A. Hruska, CFA

(Market Call Minute.) You want to watch this. Syncrude project is not running at optimum capacity and utilization. Nice yield and a solid asset.


Price:
$20.030
Subject:
OIL & GAS
Bias:
OPTIMISTIC
Owned:
Yes
2013-11-21 COMMENT Michele Robitaille

Had a fairly significant CapX program a few years ago that she didn’t like and sold her holdings. They are pretty well through that now. They do not hedge their production so they can be a little volatile. However, the dividend has been maintained. She would prefer Cenovus (CVE-T).


Price:
$20.380
Subject:
DIVIDENDS & REITS
Bias:
OPTIMISTIC
Owned:
No
2013-11-19 COMMENT Zachary Curry

The most exposed to the price of oil. If you are really bullish on the price of oil and think it is going up, you definitely want to be buying this. However, if you think oil is going down, you want to Sell. One of the few dividends that is tied to the price of oil, rather than how the company is doing. His issue is that there always seems to be a problem with their operations. He thinks you can find better opportunities elsewhere. (See Top Picks.)


Price:
$20.880
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2013-11-18 WEAK BUY Michael Giordano

Price of crude has the most impact on oil sands.  This will move with the price of oil.  Decent dividend of 6.6%.  Prefers other oils in his top picks today. 


Price:
$21.050
Subject:
CANADIAN RESOURCE
Bias:
BULLISH on RESOURCES
Owned:
Unknown
2013-10-28 COMMENT Gavin Graham

This has always been his strongest recommendation in his newsletter. The company has always said that the dividend will vary depending on what the price of oil is, the price of gas and there CapX expenditures are. Reasonably profitable at the moment. If they do cut the dividend, no one should be surprised, because it does move up and down.


Price:
$20.690
Subject:
GLOBAL & NORTH AMERICAN LARGE
Bias:
BULLISH
Owned:
Unknown
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