stockchase picture

Compiling comments that experts make about stocks while on public TV.

Company Index

List by Company Name

List by Symbol

Canadian Oil Sands Stock Symbol: COS-T

Last Price Recorded: $9.7400 on 2014-12-18

Globe 200 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2014-12-16 DON'T BUY Mike S. Newton, CIM FCSI

There are hundreds of stocks in the US and hundreds in Canada that are much more attractive. This has been an ongoing, very capital intensive enterprise where every year feels like it is going to be its year. Has been a real frustrating name to own. He would not be interested.


Price:
$8.990
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2014-12-11 DON'T BUY Teal Linde

They rank as having the most debt.  This is risky.  He prefers strong balance sheet companies that have also been hit hard.


Price:
$9.370
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2014-12-08 DON'T BUY Jeff Young

Not a name for him.  Balance sheet is a little levered.  The dividend cut put the stock down.  There could be another cut coming.


Price:
$10.050
Subject:
CANADIAN DIVIDEND
Bias:
BEAR on ENERGY
Owned:
Unknown
2014-12-05 DON'T BUY Rick Stuchberry

A higher cost producer, so he would not Buy it yet. Let crude bottom first. There is no huge rush to buy this. Because it is a high cost producer, the dividend is somewhat susceptible. He has others that he would prefer.


Price:
$11.210
Subject:
CANADIAN LARGE & ADRs
Bias:
BULLISH on INDIA
Owned:
No
2014-12-01 DON'T BUY Barry Schwartz

He does not want to be in companies that are paying out more than what they are taking in. This is one of them. If oil stays at around $70 or goes lower, they are going to have to slash the dividend. Prefers to stick with the conservative ideas.


Price:
$13.800
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
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
Showing 1 to 15 of 719 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.