List by Company Name |
List by Symbol |
Notes:Focused on heavy oil. Took over Renaissance
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-05-22 | DON'T BUY | John Wilson |
Prefers Methonex. Would rather see resolution into how this stuff gets out of the oil patch before going in too deep. Tweet finance |
Price: $30.830 Subject: NORTH AMERICAN - LARGE Bias: SELECTIVE Owned: Unknown |
| 2013-05-02 | DON'T BUY | Rick Stuchberry |
(Market Call Minute) Has a reasonable yield but he prefers others. Tweet finance |
Price: $28.870 Subject: CANADIAN LARGE & iNTERNATIONAL ADR's Bias: SELECTIVE Owned: No |
| 2013-04-23 | BUY | Nick Majendie |
New CEO has done a very good job in managing expectations. Had 9 or 10 quarters of making production targets. Have 5%-7% of production growth over the next number of years and you get paid while you wait. 4.36% yield. Tweet finance |
Price: $27.520 Subject: CANADIAN LARGE Bias: CAUTIOUS Owned: No |
| 2013-04-22 | HOLD | John Stephenson |
(Market Call Minute.) Turning the corner and have the right strategy but you’ll have to wait a few more quarters to see if it plays out. Tweet finance |
Price: $28.090 Subject: RESOURCE Bias: CAUTIOUS Owned: No |
| 2013-04-19 | DON'T BUY | David Cockfield |
Has come off with all the oils. If you wanted to get into one of the integrateds, this wouldn’t be his pick. Has been a pretty unexciting stock. Yield is okay. There are better places to go. Tweet finance |
Price: $28.130 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: No |
| 2013-04-15 | SELL | Robert Lauzon |
Very similar to CVE-T, between 3-4% yield. Last 4 weeks have been negative but before that was perpetually good. If you own it, he prefers one of his top picks or CVE-T. Tweet finance |
Price: $28.060 Subject: ENERGY Bias: CAUTIOUS Owned: Unknown |
| 2013-04-10 | BUY | Greg Newman |
There are 2 things going on with this company that are a bit of a tug-of-war. Wide crack spread has really helped them but he thinks this is going to narrow in the 2nd half. Does like that their production growth has been climbing and they are doing this with flat CapX, which is impressive. Have 2 really good projects coming on and if they execute could be a significant boost to NAV. Low risk and a good balance sheet. Tweet finance |
Price: $29.920 Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES Bias: OPTIMISTIC Owned: Unknown |
| 2013-04-01 | DON'T BUY | Michael Bowman |
Stock has done extremely well. Has probably outperformed the TSX for 2012. Looking at it now, you have to ask what is going to cause the stock to move higher. Thinks there are better things out there. 4.1% yield. Tweet finance |
Price: $29.090 Subject: CANADIAN LARGE & ETFs Bias: CAUTIOUS Owned: Unknown |
| 2013-03-26 | COMMENT | Bruce Campbell |
(Between Husky (HSE-T) or Trilogy (TET-T), which company should be kept?) Of all the medium-sized and higher companies, Trilogy is the one that is most likely to be taken over. Tweet finance |
Price: $29.500 Subject: CANADIAN LARGE Bias: DEFENSIVE Owned: No |
| 2013-03-05 | COMMENT | Rick Rule |
Thinks you will have to have patience with this one as he expects it will be choppy. Over time though, it is going to do very well. Canadian companies that have large in-place reserves will do very well over the next 5 years as a consequence of continued disruption in the global market. An interesting stock if you have a five-year horizon. Tweet finance |
Price: $31.370 Subject: RESOURCE Bias: OPTIMISTIC Owned: No |
| 2013-03-01 | PAST TOP PICK | Hap (Robert) Sneddon FCSI |
(A Top Pick Feb 23/12. Up 24.31%.) Has some support at around $30. He feels it could still get to $36. Tweet finance |
Price: $31.500 Subject: TECHNICAL ANALYSIS & MACRO STRATEGY Bias: CAUTIOUS Owned: Yes |
| 2013-02-19 | DON'T BUY | David Baskin |
(Market Call Minute.) The least favourite sector of the entire industry right now. Stock has pulled up a little from its low point, but he is not inclined to Buy. Tweet finance |
Price: $30.790 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: No |
| 2013-02-12 | HOLD | Christine Poole |
Cut their dividend and she thinks the dividend is quite safe now. New management has stabilized operations. Focusing on getting their play in China into production. Believes they are on the path to slow, steady growth. Tweet finance |
Price: $30.900 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: No |
| 2013-02-11 | HOLD | Larry Berman CFA, CMT, CTA |
Pipelines are bit on the expensive side. Harder part of the cycle to put a lot of money into. Wait for energy sector to correct (into the summer months) Tweet finance |
Price: $30.840 Subject: N/A Bias: UNKNOWN Owned: Unknown |
| 2013-02-11 | BUY | Michael Smedley |
Changed CEOs and now is doing well. Integrated activities and leans into China and has relationships with them. He would buy it and it is run very well. 3.8% dividend. Tweet finance |
Price: $30.840 Subject: CANADIAN Bias: OPTIMISTIC Owned: Unknown |