List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-05-14 | BUY | Joanne A. Hruska, CFA |
Underowned and underliked by the big money out there. Tweet finance |
Price: $30.190 Subject: ENERGY/RESOURCE Bias: UNKNOWN Owned: Yes |
| 2013-05-10 | TOP PICK | Bill Harris, CFA |
Low cost producer. Has refining also. Most sensible, conservative way he can own oil in Western Canada. It is 3% position for him. Tweet finance |
Price: $30.270 Subject: RESOURCE Bias: DEFENSIVE Owned: Yes |
| 2013-05-03 | PAST TOP PICK | Michele Robitaille |
(A Top Pick April 4/12. Down 9.91%.) Still thinks it’s a great name to own. Has been hampered by concerns over the oil differentials. Had very strong results in the 1st quarter of their refinery. Tweet finance |
Price: $29.740 Subject: DIVIDENDS & REITS Bias: CAUTIOUS Owned: Yes |
| 2013-05-01 | PARTIAL BUY | Mike S. Newton, CIM FCSI |
The negative with this is the sector it is in but it is one of the top ranked stocks on Bay Street. Very strong dividend yield. Down at these levels, you could start nibbling away. US and global investors have a new, very strong interest in US energy, so money is flowing that way. Tweet finance |
Price: $29.510 Subject: NORTH AMERICAN & ETFs Bias: BULLISH Owned: Unknown |
| 2013-04-30 | COMMENT | Martin Davies |
When we are going through such a prolonged selloff in the energy sector, the companies that come back first are the very large, well-capitalized, very liquid companies that are integrated i.e., with upstream and downstream operations. On valuation, you are probably better off with Suncor (SU-T). (See Top Picks.) Tweet finance |
Price: $30.150 Subject: CANADIAN ENERGY Bias: BULLISH on ENERGY Owned: Unknown |
| 2013-04-25 | BUY | Paul Harris, CFA |
Great company, incredibly well run, one of the lowest cost producers in the patch. Rail is going to transport a lot more oil. Great management. You can make a reasonable amount of money on it. Tweet finance |
Price: $29.640 Subject: NORTH AMERICAN - LARGE & GLOBAL EQUITIES Bias: SELECTIVE Owned: Yes |
| 2013-04-22 | PAST TOP PICK | John Stephenson |
(A Top Pick April 10/12. Down 10.87%.) One of the more defensive ways to play the commodity cycle and had expected good long-term predictable growth in terms of production, which he still thinks is the case. Because commodities are struggling, he sold his holdings. Tweet finance |
Price: $28.930 Subject: RESOURCE Bias: CAUTIOUS Owned: No |
| 2013-04-15 | BUY | Robert Lauzon |
All of the major oil sands stocks have had headwinds over the last year. Keystone has been on the front page. This has been a negative year for them. Have some of the best oil/steam ratios and they are still a good go-to name. Almost 3.5%. These are the days when it represents good value. Tweet finance |
Price: $29.040 Subject: ENERGY Bias: CAUTIOUS Owned: Unknown |
| 2013-03-26 | COMMENT | Bruce Campbell |
Trading at a pretty low level. The company itself is doing completely fine, showing growth in production at a relatively low cost but right now, no one is interested. The oil differential has started to contract so their numbers are probably going to surprise people to the upside. If we could get a TransCanada announcement, it would help the psychology and that’s when the stocks would start to run. Tweet finance |
Price: $31.560 Subject: CANADIAN LARGE Bias: DEFENSIVE Owned: Yes |
| 2013-03-19 | BUY | Michael Sprung |
Whether or not XL goes through, the oil sands are going to be developed and CVE is well positioned. Increased reserves significantly recently. Valuation is fair but stock could see a fair amount of upside if the energy sector recovers. Tweet finance |
Price: $32.340 Subject: CANADIAN LARGE Bias: CAUTIOUS Owned: Yes |
| 2013-03-18 | COMMENT | Peter Brieger |
If the Keystone pipeline gets built, which company benefits the most, Canadian Natural Resources (CNQ-T) or Cenovus (CVE-T)? If the Keystone is approved, a lot of companies will benefit including these 2. His 2 favourites would be CNQ and Suncor (SU-T). Tweet finance |
Price: $32.750 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: No |
| 2013-03-11 | TOP PICK | Ryan Bushell |
(Top Pick Jan 3/13, Down 2.27%) He is a long term investor so if he liked it two months ago, he would still be interested now. Probably the best oil sands operator. Grew dividend 10% in each of last two years. Tweet finance |
Price: $32.770 Subject: CANADIAN DIVIDEND Bias: BULLISH on DIVIDEND STOCKS Owned: Yes |
| 2013-03-06 | TOP PICK | Michael Giordano |
Go to name. Some of the lowest cost in the oil sands sector. Capture better differentials. 3% dividend. Tweet finance |
Price: $32.000 Subject: RESOURCE Bias: CAUTIOUS Owned: Yes |
| 2013-03-04 | COMMENT | John Stephenson |
Cenovus (CVE-T) or Canadian Natural Resources (CNQ-T)? If you are a trader, probably CNQ would be the better of the 2 but if you are an investor this one is probably the best. Both are excellent names. Difference is that this one is SAGD as opposed to mining, which is CNQ. This is more of a long-term play. Tweet finance |
Price: $31.820 Subject: RESOURCE Bias: CAUTIOUS Owned: Yes |
| 2013-02-15 | DON'T BUY | Brian Acker, CA |
His model prices $30.61, a negative 4%. If it got down to $29.57, he would be more interested. (See Top Picks.) Tweet finance |
Price: $32.170 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: Unknown |