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Cenovus Energy Stock Symbol: CVE-T

Last Price Recorded: $19.0700 on 2015-09-01

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Date Signal Expert Opinion Price
2015-08-17 PAST TOP PICK Ryan Bushell

(Top Pick Oct 2/14, Down 38.01%) Their cost structure is amongst the best in industry.  They have done their best to get through the downturn and that is why you own this.  They cut their dividend recently, but they are still the highest yielder amongst the group.


Price:
$17.570
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
SELECTIVE
Owned:
Yes
2015-07-31 PAST TOP PICK Lyle Stein

(A Top Pick March 12/14. Down 31.32%.) One of the problems is that it is at the end of the pipe, the oil sands. The good aspect is that they do have refining capacity in middle America, which is a wonderful place to have refining capacity. They cut their dividend, which makes sense in this $45-$50 oil.


Price:
$19.060
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-07-16 PAST TOP PICK Douglas Kee

(A Top Pick May 7/14. Down 38.1%.) This went down with all the other oil stocks. The company has substantially cut back CapX with cash flow coming down. Recently did an equity issue, as well as a royalty sale, so they really addressed their balance sheet problems and are in very good shape. They have good, long term, core assets. This company has about 85,000 barrels of potential growth that are in various phases of development, which they can bring on fairly quickly when it pays.


Price:
$18.610
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2015-07-13 COMMENT Rick Stuchberry

This is in a sector inside the market that is out of favour right now. He is not seeing any money flows into energy stocks right now, and thinks there are still negative outflows. This summer is going to be difficult on energy.


Price:
$19.180
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
No
2015-07-09 HOLD Andrew Hamlin

In this commodity environment, people are taking a hard look at these stocks.  Their share price is a function of the commodity price.  You should hold large cap energy names that pay a dividend so this one is one of the ones to own.


Price:
$19.180
Subject:
NORTH AMERICAN - INCOME
Bias:
OPTIMISTIC
Owned:
Unknown
2015-06-26 PAST TOP PICK David Cockfield

(Top Pick Jul 2/14, Down 37.23%) He got out.  He bought it as a trade, but it did not work.  The headwinds in the oil side of the business are pretty big. 


Price:
$20.770
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2015-06-04 SELL David Burrows

It was not unusual for them to raise capital earlier this year.  Many in the US have done this to shore up balance sheets.  He would be careful.  He thinks there is a risk that this sector will be difficult for a while.  There is money to be made in other sectors.  You have to be a good seller of your position and don’t let a little mistake become a bigger one by averaging down.


Price:
$20.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
Unknown
2015-05-14 COMMENT Jim Huang

One of the better asset based, especially on the SAGD oil side. Breakeven point is more like $65 rather than $80. Their issue earlier in the year was that they were over levered with the commitment to the capital expenditure. The big equity issue fixed that problem, so they have a good clear line to having this built. However, it is one of the more expensive names with the uncertainty that is going on in Alberta; the potential royalty review and potential emission charge increase.


Price:
$20.570
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2015-05-13 COMMENT Michael Decter

Cenovus (CVE-T) or Husky (HSE-T)? He moved some money to Husky when oil prices came off, as he felt they would benefit from the retail side of their business, and he would still feel that way.


Price:
$20.360
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2015-05-11 COMMENT Michael Smedley

This was a spinoff from Encana (ECA-T). It has been under pressure with the fall off in oil prices. He is going to continue holding.


Price:
$20.930
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-11 BUY Ryan Bushell

His favourite of the large cap integrated companies.  It is caught in a market sentiment cycle.  Long term they are a low cost producer with assets that are decades long.  They had some operation issues.  People are concerned about a dividend cut, but he has been buying it.  He really likes the management team.


Price:
$20.930
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
CAUTIOUS
Owned:
Yes
2015-04-28 COMMENT Michael Sprung

They are going to have some difficulty with the prices being where they are and the cost of exploiting oil sands projects. Thinks this will be one of the survivors. Have some very good properties and some where they could do a royalty spin off on, which could be a couple of billion dollars for them. Over the next few years, he expects to see the price have much more appreciation power than what the downside risk is. Current yield of 4.5%.


Price:
$23.130
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-04-24 DON'T BUY Jon Vialoux

Energy stocks have been doing quite well. A lot of them bottomed in January and some have gone up 20%, 30%, 40%. This one hasn’t participated the way he would have liked to see. The chart shows a descending trend line from September, which is presently being tested. There isn’t too much reason to get in now.


Price:
$23.340
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2015-04-10 HOLD David Cockfield

This is not a growth situation any more until we sort out the oil prices, but feels the dividend is safe. The oil price may take only 6-9 months. This is probably as low as it is going to get.


Price:
$22.130
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2015-04-08 DON'T BUY Robert Lauzon

(Market Call Minute.) He doesn’t mind this, but in a pecking order, why go there?


Price:
$21.790
Subject:
ENERGY
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 233 entries
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