Devon Energy Corp

DVN-N

NYSE:DVN

23.14
1.07 (4.85%)
Devon Energy Corporation is an American independent natural gas, natural gas liquids, and petroleum exploration company focused on onshore exploration and production in North America.
More at Wikipedia

Analysis and Opinions about DVN-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
March 8, 2019
This is not a bad name. He sees risk on the asset disposition. The list of buyers for Canadian oil sand properties is not that extensive. If you want US exposure he would go elsewhere.
This is not a bad name. He sees risk on the asset disposition. The list of buyers for Canadian oil sand properties is not that extensive. If you want US exposure he would go elsewhere.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$26.710
Owned
No
PAST TOP PICK
PAST TOP PICK
March 13, 2014

(A Top Pick March 12/13. Up 15.11%.) This one should lag in a rising boat environment for energy stocks, but should give you more protection on the downside. Still gives you some attractive value. Debt levels are coming down and they are redeploying cash into both US and Canadian operations. Thinks this could add another 15% this year.

(A Top Pick March 12/13. Up 15.11%.) This one should lag in a rising boat environment for energy stocks, but should give you more protection on the downside. Still gives you some attractive value. Debt levels are coming down and they are redeploying cash into both US and Canadian operations. Thinks this could add another 15% this year.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$62.590
Owned
Yes
COMMENT
COMMENT
October 1, 2013

There is a trading range, somewhere between $50 and $60. It is currently near the top of its trading range. If it broke up through $61, he would be all over it.

There is a trading range, somewhere between $50 and $60. It is currently near the top of its trading range. If it broke up through $61, he would be all over it.

Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$58.600
Owned
Unknown
TOP PICK
TOP PICK
March 12, 2013

Known as a gas name but they are moving more towards liquids and oils so it gives a bit of a mix on the commodity side. Management has seen that their stock has underperformed their peers and are looking at all initiatives to unlock value within Devon.

Known as a gas name but they are moving more towards liquids and oils so it gives a bit of a mix on the commodity side. Management has seen that their stock has underperformed their peers and are looking at all initiatives to unlock value within Devon.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$55.860
Owned
Yes
DON'T BUY
DON'T BUY
August 1, 2012

When he looks at commodities, one of the things he insists upon is not sacrificing the role that dividends pay in long-term rates of return. This is the kind of company that has an alright but not great asset base, alright but not great balance sheet and a so-so dividend yield of about 1.25%. Outlook for oil and natural gas prices is pretty mediocre in this environment.

When he looks at commodities, one of the things he insists upon is not sacrificing the role that dividends pay in long-term rates of return. This is the kind of company that has an alright but not great asset base, alright but not great balance sheet and a so-so dividend yield of about 1.25%. Outlook for oil and natural gas prices is pretty mediocre in this environment.

Charles Lannon
Director of Research, Toron Investment Management
Price
$57.060
Owned
No
HOLD
HOLD
March 18, 2010
Fine company with great assets and exploration interests. Could be a takeout candidate. (With US stocks, a 10% loss on currency would mean you should have a 25% gain on the stock.)
Fine company with great assets and exploration interests. Could be a takeout candidate. (With US stocks, a 10% loss on currency would mean you should have a 25% gain on the stock.)
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$65.390
Owned
No
PAST TOP PICK
PAST TOP PICK
June 16, 2008
(A Top Pick Aug 8/07. Up 50%.) Gas weighted. Really good reserve growth. Best Reserves in the US. Still going higher.
(A Top Pick Aug 8/07. Up 50%.) Gas weighted. Really good reserve growth. Best Reserves in the US. Still going higher.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$116.460
Owned
Yes
TOP PICK
TOP PICK
August 21, 2007
Gas weighted. Have the best reserves and the best production growth. The big focus is on the Barnett Shale, which is the most prolific region in the US.
Gas weighted. Have the best reserves and the best production growth. The big focus is on the Barnett Shale, which is the most prolific region in the US.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$73.270
Owned
Yes
TOP PICK
TOP PICK
August 8, 2007
In probably the most prolific play in the US, a region near the Fort Worth area. Have the best record of adding to their reserves as well as the best quality reserves.
In probably the most prolific play in the US, a region near the Fort Worth area. Have the best record of adding to their reserves as well as the best quality reserves.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$78.900
Owned
Yes
BUY
BUY
August 31, 2006
US energy stocks get no respect. He has a model price of $80.80 which is a 32% positive differential. Big earnings going on their balance sheet.
US energy stocks get no respect. He has a model price of $80.80 which is a 32% positive differential. Big earnings going on their balance sheet.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$62.490
Owned
Yes
BUY
BUY
March 27, 2006
A terrific company. Has great natural gas reserves. It's at an attractive price right now. A better buy now than it has been for a couple of years.
A terrific company. Has great natural gas reserves. It's at an attractive price right now. A better buy now than it has been for a couple of years.
David Baskin
President, Baskin Wealth Management
Price
$60.610
Owned
No
DON'T BUY
DON'T BUY
July 6, 2005
Doesn't follow this one closey, but feels they have done a pretty good job. Have taken their resource exposure, including energy, down.
Doesn't follow this one closey, but feels they have done a pretty good job. Have taken their resource exposure, including energy, down.
Phil Taller
VP of Investment Managment, Mackenzie Investment
Price
$53.150
Owned
No
PAST TOP PICK
PAST TOP PICK
May 5, 2005
(A Top Pick Jan 18/05. Up 15%.) Sold his position on the spike up to $50.
(A Top Pick Jan 18/05. Up 15%.) Sold his position on the spike up to $50.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$45.320
Owned
No
BUY
BUY
March 30, 2005
Prefers over CNQ (CNQ-T). Anadarko Petroleum (APC-N) is also a good name.
Prefers over CNQ (CNQ-T). Anadarko Petroleum (APC-N) is also a good name.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$46.020
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
March 22, 2005
(A Top Pick Jan 18/05. Up 20%.) Took their profit.
(A Top Pick Jan 18/05. Up 20%.) Took their profit.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$46.810
Owned
No
BUY
BUY
February 22, 2005
Oil stock prices are a lot cheaper in the US than in Canada. Looking for more upside.
Devon Energy Corp (DVN-N)
February 22, 2005
Oil stock prices are a lot cheaper in the US than in Canada. Looking for more upside.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$44.050
Owned
Yes
BUY
BUY
February 4, 2005
In US holdings, prefers energy sector to others.
Devon Energy Corp (DVN-N)
February 4, 2005
In US holdings, prefers energy sector to others.
Ross Healy
Chairman, Strategic Analysis Corp
Price
$40.720
Owned
Yes
TOP PICK
TOP PICK
January 18, 2005
A very very cheap name. The US names are trading quite a bit less than the Canadian names. Cheap assets.
Devon Energy Corp (DVN-N)
January 18, 2005
A very very cheap name. The US names are trading quite a bit less than the Canadian names. Cheap assets.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$39.400
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 24, 2004
(A Top Pick Sep 27/04. Up 9%.) Would still buy for anyone wanting an international exposure. Investing a lot in the drill bit.
Devon Energy Corp (DVN-N)
November 24, 2004
(A Top Pick Sep 27/04. Up 9%.) Would still buy for anyone wanting an international exposure. Investing a lot in the drill bit.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$40.960
Owned
Yes
TOP PICK
TOP PICK
September 27, 2004
Trading at 3.9 X cash flow versus a historic average of 5.8. A lot of cash. Relatively low debt to capital at 32%.
Devon Energy Corp (DVN-N)
September 27, 2004
Trading at 3.9 X cash flow versus a historic average of 5.8. A lot of cash. Relatively low debt to capital at 32%.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$73.870
Owned
Yes
BUY
BUY
June 10, 2004
A little bit undervalued relative to some of the larger names. Should continue to do well.
A little bit undervalued relative to some of the larger names. Should continue to do well.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$60.570
Owned
Yes
TOP PICK
TOP PICK
April 30, 2004
A big gas producer and that is the preferred fuel.
A big gas producer and that is the preferred fuel.
Robert Stovall
Chief Investment Officer, Wood Asset Management
Price
$61.150
Owned
Yes
BUY
BUY
April 29, 2004
Trading at a reasonable premium to book but not serious. Growing at about 20% a year. Has lots of upside.
Trading at a reasonable premium to book but not serious. Growing at about 20% a year. Has lots of upside.
Ross Healy
Chairman, Strategic Analysis Corp
Price
$60.720
Owned
Yes
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