List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-06-18 | HOLD | Norman Levine |
(Market Call Minute.) Hold until there is some closure on pipelines out of the Athabascan area. Tweet finance |
Price: $20.230 Subject: NORTH AMERICAN - LARGE Bias: BULLISH on US ECONOMY Owned: Yes |
| 2013-05-13 | WAIT | Andy Nasr |
Thinks it's going to drift below $20 to $18. Tweet finance |
Price: $20.420 Subject: NORTH AMERICAN DIVIDENDS Bias: UNKNOWN Owned: No |
| 2013-04-22 | BUY on WEAKNESS | Larry Berman CFA, CMT, CTA |
Demand for oil sands will increase over the years. Time to start nibbling as it is at the bottom of its range. For next 3-5 years we are talking about trading ranges. Tweet finance |
Price: $19.110 Subject: N/A Bias: UNKNOWN Owned: Unknown |
| 2013-04-15 | COMMENT | Gavin Graham |
Very volatile stock and depends on what the price of energy is. Because they use gas to boil up the oil sands, if the price of gas is low and oil is high, it is a pretty good situation. That hasn’t done a great deal for the share price. Have actually raised the dividend 3 times since they cut it by 70% in 2011. Reasonable yield. Tweet finance |
Price: $19.250 Subject: GLOBAL Bias: OPTIMISTIC Owned: Unknown |
| 2013-04-09 | COMMENT | Christine Poole |
Not going to be a lot of production growth for the next couple of years. If you want capital appreciation, you are going to have to see higher crude oil prices. Had to increase their CapX plans. Nice yield, but if you want a combination of yield and capital appreciation, there are probably other names in the energy patch that you could own. Tweet finance |
Price: $20.390 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: No |
| 2013-02-28 | DON'T BUY | Michael Bowman |
Dividend secure for the next 12 months but then who knows what will happen after that. The company underperformed last quarter and he doesn’t like the balance sheet or the management. Prefers ARX-T. Tweet finance |
Price: $20.950 Subject: CANADIAN LARGE & ETFs Bias: SELECTIVE Owned: Unknown |
| 2013-02-27 | SELL | Mason Granger |
(Market Call Minute.) Doesn’t see a reason to hold this name. The engineered NAV of the company is $16.50 and doesn’t have a lot of growth. Offers a ton of operational hiccups. Tweet finance |
Price: $20.950 Subject: OIL & GAS Bias: BULLISH on OIL Owned: No |
| 2013-02-15 | DON'T BUY | Keith Richards |
Great dividend. Pretty sideways for a pretty long period of time. When you look at this trading range, you need to buy at the bottom ($19), if you are a trader and sell at $22. Otherwise don’t buy it. Tweet finance |
Price: $21.550 Subject: TECHNICAL ANALYSIS Bias: BEARISH Owned: Unknown |
| 2013-01-29 | COMMENT | Nick Majendie |
Doesn’t see a lot of risk or upside in this stock. Very high quality operations. Prefers others. Tweet finance |
Price: $21.800 Subject: CANADIAN LARGE Bias: CAUTIOUSLY OPTIMISTIC Owned: No |
| 2013-01-14 | COMMENT | Douglas Kee |
Canadian Oil Sands (COS-T) or Suncor (SU-T)? Growth potential in this one is probably higher. They are both in the same projects but Canadian Oil Sands does not have other assets. Tweet finance |
Price: $20.200 Subject: CANADIAN DIVIDEND Bias: OPTIMISTIC Owned: No |
| 2013-01-02 | WEAK BUY | Michael Decter |
Good place to look for yield. Issues that have been faced by oil in the western basin have largely been them trying to get oil to market at a world price. Right now discounts are very, very high. Look at this as a manufacturing business to a significant degree. If you can get in at a low point, then you are probably in good shape on a yield basis over time. This would be a good long-term play but other things have been better and he wouldn’t put all his eggs in this company. Tweet finance |
Price: $20.180 Subject: CANADIAN LARGE Bias: CAUTIOUS Owned: Yes |
| 2012-12-28 | HOLD | Michael Giordano |
Largest investor in Syncrude, which is the largest investor in the oil Sands. Feels the weakness is because of the differential between Canadian and US prices. Also, they do not have a refinery so they are at the mercy of the markets when it comes to prices. Higher oil prices are here to stay and this will benefit from that. 7.04% yield. Tweet finance |
Price: $19.870 Subject: RESOURCE Bias: BULLISH on RESOURCES Owned: Unknown |
| 2012-12-20 | COMMENT | David Baskin |
Big question for all oil sands companies has to do with getting their product to market. If the US president approves that Keystone pipeline, that will be very positive for these companies. Or if the outlet to the West Coast is approved. Absent that, we are going to see the discount on oil sands crude simply because of the transportation bottleneck. Tweet finance |
Price: $19.940 Subject: NORTH AMERICAN - LARGE Bias: BULLISH on US ECONOMY Owned: No |
| 2012-12-13 | DON'T BUY | David Cockfield |
Not confident that the 7% dividend will hold. Have a fairly significant capital expenditure program ahead of them, which will probably impinge on their cash flow. He would recommend Crescent Point (CPG-T) which has about the same dividend and is in light oil. Also, it is closer to markets. Tweet finance |
Price: $19.440 Subject: CANADIAN Bias: OPTIMISTIC Owned: Unknown |
| 2012-12-12 | BUY | John Zechner |
Always found this one very expensive. Had a high cash flow multiple relative to the growth rate but at current levels it is kicking out 7% yield. Great purchase at these levels. Tweet finance |
Price: $19.750 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: No |