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Compiling comments that experts make about stocks while on public TV.

BP PLC Stock Symbol: BP-N

Notes:British Petroleum

Last Price Recorded: $33.7800 on 2017-03-24

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Date Signal Expert Opinion Price
2017-02-16 BUY Fabrice Taylor

He thinks oil prices have bottomed and will start to move higher in fits and starts.  They had issues in the past that are behind them now.  They are a good company to own and are a cash cow.


Price:
$33.680
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2017-01-27 BUY Darren Sissons

At current oil prices, most European oil companies are going to cover the dividends. Most of the baggage for this company is now behind them. As we get into an environment where oil starts to stabilize politically, at around the current price and a little higher, then you will start to see yield compression. You are looking at some pretty decent upside from here. An interesting company and the balance sheet is reasonable. 6.5% dividend yield.


Price:
$36.580
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2016-09-19 COMMENT David Fingold

One thing is that safety issues are not new to this company. Within the majors that operate within the US, this has been the one with the worst safety record. You can’t attract and retain quality employees if they are concerned about health and safety. Also, they have basically run all of their foreign operations through the US, so they are very exposed in terms of liability. He also is not interested in investing in oil and gas.


Price:
$33.440
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
No
2016-06-22 BUY on WEAKNESS Kash Pashootan

Any time he sees a dividend over 5%, he starts to get a little concerned. Higher-quality names like this have really seen capital flow into them, given the meltdown we have seen on oil. Trading in the 30s in regard to PE, and at these levels there isn’t much patience for any bad news, and he would expect a pullback.


Price:
$33.890
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
OPTIMISTIC
Owned:
Unknown
2016-05-30 COMMENT Bruce Tatters

Very much like all the other super majors. A very disciplined, very large project company with global assets. They are all categorized as safer businesses, more steady stream, not a lot of growth, and in really bad oil markets funds tend to allocate their money into them as safer places. His view is that the oil cycle is turning. This one is cheap trading at 4.5 X this year’s EBITDA. There is virtually no growth in the business. Prefers Suncor (SU-T), which has non-declining assets. (See Top Picks.)


Price:
$32.360
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-08-24 COMMENT Larry Berman CFA, CMT, CTA

(Bought when Cdn$ was at par. Sell and convert back to Cdn$?) You probably made 30% on the currency, but you lost 30% on the stock. Sector is cheap now, so wouldn’t recommend selling, but would recommend buying. He would look to sell some of those and lock in the FX gain, but roll that exposure into a Canadian ETF like an XEG-T so that when oil recovers, you don’t have the currency risk.


Price:
$31.190
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Unknown
2015-07-07 COMMENT Jason Mann

Would not have particularly favourable momentum characteristics for him. It is great that the lawsuits are behind them, but in general the price momentum on some of the stocks is not favourable.


Price:
$39.710
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2015-05-04 PAST TOP PICK Darren Sissons

(Top Pick Apr 24/14, Down 7.09%) We may see a roll over again, but otherwise he would say it is a buy.  Chip away at it.


Price:
$43.410
Subject:
GLOBAL LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-02-12 PAST TOP PICK Lorne Steinberg

(Top Pick Jan 6/14, Down 8.78%) It is such a cheap stock with a single digit multiple and a 5% yield, but that could get cut.  It throws off a ton of free cash flow.  They may become a net acquirer of cheap energy assets.


Price:
$41.340
Subject:
DEEP VALUE GLOBAL EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2015-02-03 COMMENT Darren Sissons

British Petroleum (BP-N) or Royal Dutch Shell (RDS.B-N)? If you are looking for as much safety as you can in the commodity sector, Royal Dutch Shell has the best balance sheet of the 2. If you want a little more volatility, this would be the one. He likes both companies.


Price:
$41.100
Subject:
GLOBAL LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-12-22 PAST TOP PICK Darren Sissons

(A Top Pick Dec 5/13. Down 11.96%.) Feels the majors generally are on sale. They have performed better, relative to the smaller/mid-cap stories. It gives you a relatively defensible dividend and you will get some upside. Up 13.5% from its 52 week low.


Price:
$39.100
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-11-20 PAST TOP PICK Darren Sissons

(Top Pick Dec 05/13, Down 5.72%) He is still buying it for clients.  The Russian event affected this stock.  This company is on sale and longer term oil prices are going higher.


Price:
$41.770
Subject:
GLOBAL LARGE
Bias:
BULLISH on RESOURCES
Owned:
Yes
2014-10-14 COMMENT Bruce Tatters

This has been a challenging story over the last few years. Strategically the Macondo disaster in the US basically forced them to strategically make some moves that a normal operating company wouldn’t want to be doing. Sold off some very prospective energy assets in the Gulf of Mexico and got into some huge litigation problems. This would not be his favourite name.


Price:
$40.610
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2014-08-28 TOP PICK Darren Sissons

It was on sale because of the Gulf fiasco.  They started to recover from that, then they sold a major asset and now there is the Ukraine situation.  He thinks it will go higher.  Has an attractive dividend.  It has a substantial exposure to Russia.


Price:
$47.920
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-18 COMMENT Lorne Steinberg

Probably the cheapest of the major integrated oil/gas companies. The negative is that a good chunk of their oil production is in Russia, so it deserves to trade at some discount. They are almost finished paying off the issues with their well disaster. Heading into a period where free cash flow will be increasing. Significant dividend increases are in the cards, along with significant share buybacks. Feels it is worth about a 3rd higher than what it is trading at, so to him it is value. Dividend of almost 5%.


Price:
$47.900
Subject:
DIVIDEND STOCKS
Bias:
CAUTIOUS
Owned:
Yes
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