Total SA | StockChase
44
Total SA (TOT-N)

Last Price Recorded: $54.3700 on 2017-12-15

ON STOCKCHASE SINCE May 2004

integrated oils
44
Total SA (TOT-N)

Last Price Recorded: $54.3700 on 2017-12-15

ON STOCKCHASE SINCE May 2004

integrated oils

Total SA


Signal Opinion Expert
BUY
Total SA(TOT-N) 

April 20, 2017

One of the few oil companies he owns.  It is a fully integrated oil company.  It has growth.  Their downstream and retail businesses are doing well and help modulate their cash flows.  (5.3% yield).

integrated oils

One of the few oil companies he owns.  It is a fully integrated oil company.  It has growth.  Their downstream and retail businesses are doing well and help modulate their cash flows.  (5.3% yield).

integrated oils
Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Asso...

PricePrice
$50.270
Owned Owned
Yes

COMMENT
Total SA(TOT-N) 

February 8, 2017

Royal Dutch Shell (RDS.A-N) or Total (TOT-N)? He prefers Shell. Both companies are so large and diverse that you can’t even call them heavy oil. They are both a bit sleepy and are never going to blow you up, but they don’t move is much as some others.

integrated oils

Royal Dutch Shell (RDS.A-N) or Total (TOT-N)? He prefers Shell. Both companies are so large and diverse that you can’t even call them heavy oil. They are both a bit sleepy and are never going to blow you up, but they don’t move is much as some others.

integrated oils
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital ...

PricePrice
$49.990
Owned Owned
Unknown

BUY
Total SA(TOT-N) 

January 27, 2017

There is more upside if oil prices remain where they are. Dividends are extended and should be more than in the 3%-5% range. We just need some stability. The environment is conducive to the stability of prices. This is the time to buy some more.

integrated oils

There is more upside if oil prices remain where they are. Dividends are extended and should be more than in the 3%-5% range. We just need some stability. The environment is conducive to the stability of prices. This is the time to buy some more.

integrated oils
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$50.400
Owned Owned
Unknown

PAST TOP PICK
Total SA(TOT-N) 

November 24, 2016

(A Top Pick Jan 12/16. Up 18.61%.) One of the most conservatively managed oil/gas companies globally. Their refining and marketing benefits from low oil prices. They are making acquisitions when everybody else is forced to sell, setting themselves up for long-term value creation.

integrated oils

(A Top Pick Jan 12/16. Up 18.61%.) One of the most conservatively managed oil/gas companies globally. Their refining and marketing benefits from low oil prices. They are making acquisitions when everybody else is forced to sell, setting themselves up for long-term value creation.

integrated oils
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Weal...

PricePrice
$46.440
Owned Owned
Yes

WAIT
Total SA(TOT-N) 

November 1, 2016

A good source of dividend income? When oil moved from $35-$45, he sold some oil stocks that had more torque in them, and then moved into some of these multinationals, where he was really just looking to clip the 5%-6% dividend yield, and for them to go sideways while oil corrected. He has just sold his holdings in this, in order to buy some higher torque energy names. Wait before buying this. 

integrated oils

A good source of dividend income? When oil moved from $35-$45, he sold some oil stocks that had more torque in them, and then moved into some of these multinationals, where he was really just looking to clip the 5%-6% dividend yield, and for them to go sideways while oil corrected. He has just sold his holdings in this, in order to buy some higher torque energy names. Wait before buying this. 

integrated oils
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital ...

PricePrice
$47.790
Owned Owned
Unknown

HOLD
Total SA(TOT-N) 

October 19, 2016

A very solid European super major. Good dividend and decent balance sheet. Oil being $50 a barrel makes things look sustainable longer-term. These are the type of companies that will be survivors. 5.6% dividend yield.

integrated oils

A very solid European super major. Good dividend and decent balance sheet. Oil being $50 a barrel makes things look sustainable longer-term. These are the type of companies that will be survivors. 5.6% dividend yield.

integrated oils
Gavin Graham

Trustee, Pointbreak ETFs...

PricePrice
$48.340
Owned Owned
Unknown

BUY
Total SA(TOT-N) 

May 19, 2016

He likes it here.  He likes the really large globally integrated players.  They have been covering dividend with their earnings.  The whole sector is coming to rationalization and renewable energy is becoming part of the market.  He likes this sector.

integrated oils

He likes it here.  He likes the really large globally integrated players.  They have been covering dividend with their earnings.  The whole sector is coming to rationalization and renewable energy is becoming part of the market.  He likes this sector.

integrated oils
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Weal...

PricePrice
$47.770
Owned Owned
Yes

TOP PICK
Total SA(TOT-N) 

January 12, 2016

One of the world’s great oil/gas companies. An integrated company, so they are spilling off lots of free cash flow. They are poised to make acquisitions. Their 6.5% dividend is rock solid and secure, covered by existing cash flow, as is their capital expenditures. Incredibly well positioned to thrive in this environment, and buy up distressed assets.

integrated oils

One of the world’s great oil/gas companies. An integrated company, so they are spilling off lots of free cash flow. They are poised to make acquisitions. Their 6.5% dividend is rock solid and secure, covered by existing cash flow, as is their capital expenditures. Incredibly well positioned to thrive in this environment, and buy up distressed assets.

integrated oils
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Weal...

PricePrice
$40.880
Owned Owned
Yes

PAST TOP PICK
Total SA(TOT-N) 

October 5, 2015

(Top Pick Aug 18/14, Down 19.49%) It is only down 20% because their refining and marketing business is making a ton of cash flow and they are able to pay their 6% dividend.  He feels they will proceed to make acquisitions.

integrated oils

(Top Pick Aug 18/14, Down 19.49%) It is only down 20% because their refining and marketing business is making a ton of cash flow and they are able to pay their 6% dividend.  He feels they will proceed to make acquisitions.

integrated oils
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Weal...

PricePrice
$48.250
Owned Owned
Yes

COMMENT
Total SA(TOT-N) 

June 24, 2015

Assets are very dispersed, so they have lower cost production. The disadvantage with this company is that growth is not great. Dividend is attractive, but you are not getting any tax benefit.

integrated oils

Assets are very dispersed, so they have lower cost production. The disadvantage with this company is that growth is not great. Dividend is attractive, but you are not getting any tax benefit.

integrated oils
Charles Lannon

Director of Research, Toron Investment Man...

PricePrice
$51.860
Owned Owned
No

HOLD
Total SA(TOT-N) 

June 2, 2015

One of those very undervalued global integrated oil/gas companies with huge upside. Companies like this are throwing off a 6% dividend and you are going to lose 15% on withholding, so you will end up with a 5% dividend. You are going to have dividend growth covering your dividend. Also, this type of company will be an acquirer of troubled oil/gas companies.

integrated oils

One of those very undervalued global integrated oil/gas companies with huge upside. Companies like this are throwing off a 6% dividend and you are going to lose 15% on withholding, so you will end up with a 5% dividend. You are going to have dividend growth covering your dividend. Also, this type of company will be an acquirer of troubled oil/gas companies.

integrated oils
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Weal...

PricePrice
$51.440
Owned Owned
Yes

TOP PICK
Total SA(TOT-N) 

August 18, 2014

He sees double-digit return for the stock, annualized over the next 5 years. This company is extremely well-positioned. Already paying a healthy 5.16% dividend and he sees significant dividend growth along with share buybacks. They are coming to the end of a large capital expenditure cycle, at which point we are going to start seeing expenditures drop and free cash flow rising. A cheap stock.

integrated oils

He sees double-digit return for the stock, annualized over the next 5 years. This company is extremely well-positioned. Already paying a healthy 5.16% dividend and he sees significant dividend growth along with share buybacks. They are coming to the end of a large capital expenditure cycle, at which point we are going to start seeing expenditures drop and free cash flow rising. A cheap stock.

integrated oils
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Weal...

PricePrice
$63.990
Owned Owned
Yes

COMMENT
Total SA(TOT-N) 

July 10, 2014

Likes this. One of the best, if not the best, European integrated oil company. Very strong management. Fully integrated oil company, so you are getting exposure from upstream all the way to the downstream.

integrated oils

Likes this. One of the best, if not the best, European integrated oil company. Very strong management. Fully integrated oil company, so you are getting exposure from upstream all the way to the downstream.

integrated oils
Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Asso...

PricePrice
$69.050
Owned Owned
Yes

DON'T BUY
Total SA(TOT-N) 

April 29, 2014

Prefers Canadian oil and gas companies.  Prefers SU-T.  Canada has a competitive advantage in oil and gas.

integrated oils

Prefers Canadian oil and gas companies.  Prefers SU-T.  Canada has a competitive advantage in oil and gas.

integrated oils
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$70.340
Owned Owned
Unknown

COMMENT
Total SA(TOT-N) 

December 27, 2013

What are the advantages in owning a large market cap company like this? These are not expensive stocks. Have great dividend yields and throw off lots of cash, so they are able to constantly increase their dividend. There are also able to be diversified geographically On the other hand, it takes a lot more to move the needle. There are involved in much larger projects.

integrated oils

What are the advantages in owning a large market cap company like this? These are not expensive stocks. Have great dividend yields and throw off lots of cash, so they are able to constantly increase their dividend. There are also able to be diversified geographically On the other hand, it takes a lot more to move the needle. There are involved in much larger projects.

integrated oils
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$61.280
Owned Owned
Unknown

Showing 1 to 15 of 44 entries
<< < 1 2 3 > >>

No Comments.


You must be logged in to comment.

Successfully Saved Company