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Canadian Oil Sands Stock Symbol: COS-T

Last Price Recorded: $17.7100 on 2014-10-23 01:14:03

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Date Signal Expert Opinion Price
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
2014-06-25 COMMENT Martin Davies

A distribution type of company. Built to produce a sustainably long term dividend. However, it’s only source of cash flow is by owning a percentage of the Syncrude operation in Fort McMurray. Unfortunately that is the first oil sands mining operation, and has a lot of very expensive legacy assets. You have to watch very carefully the kind of costs they incur to produce a barrel of oil compared to other oil sands mining next door. Costs are going up on their production, which makes the dividend, long-term, more worrying.


Price:
$23.650
Subject:
Canadian Energy/Service
Bias:
BULLISH
Owned:
Unknown
2014-06-25 DON'T BUY Michael Bowman

Not a big fan. Around the world, our oil sands are bashed and pummelled. There are so many better oil companies out there to buy.


Price:
$23.650
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
No
2014-05-26 COMMENT Hap (Robert) Sneddon FCSI

Has been a little less loved for the last 7 years because a lot of issues including the spread between West Texas - Brent. This stock has been very, very stable and pays a nice dividend. Any time it gets in the $20 range, it is a no-brainer. Right now it looks a little bit toppy. If this goes down to the low $22, you’ll probably see it pick up pretty quickly.


Price:
$22.880
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
OPTIMISTIC
Owned:
Unknown
2014-05-02 COMMENT Bruce Campbell (1)

(Market Call Minute.) Much higher payout ratio and higher yield than Suncor (SU-T) or Canadian Natural Resources (CNQ-T) so would much prefer them.


Price:
$23.020
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
No
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