Cenovus Energy | StockChase
293
Cenovus Energy (CVE-T)

Last Price Recorded: $9.3200 on 2018-02-22

ON STOCKCHASE SINCE Nov 2009

oil/gas
293
Cenovus Energy (CVE-T)

Last Price Recorded: $9.3200 on 2018-02-22

ON STOCKCHASE SINCE Nov 2009

oil/gas

Cenovus Energy


Signal Opinion Expert
WEAK BUY
Cenovus Energy(CVE-T) 

February 15, 2018

Since the acquisition almost 3 years ago they have made divestitures and paid the debt down.  You could do worse. 

oil/gas

Since the acquisition almost 3 years ago they have made divestitures and paid the debt down.  You could do worse. 

oil/gas
John Zechner

Chairman, J. Zechner & Assoc...

PricePrice
$9.360
Owned Owned
Unknown

DON'T BUY
Cenovus Energy(CVE-T) 

February 13, 2018

She is not buying energy now because of her overall negative view of the Canadian energy market at this time. If she was going to buy at this time, she would buy a large producer (which Cenovus is) but she would prefer CNQ because it is more diversified a

oil/gas

She is not buying energy now because of her overall negative view of the Canadian energy market at this time. If she was going to buy at this time, she would buy a large producer (which Cenovus is) but she would prefer CNQ because it is more diversified a

oil/gas
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$9.490
Owned Owned
No

DON'T BUY
Cenovus Energy(CVE-T) 

February 12, 2018

Leery at $9 level. If it closes below $9 it's got plenty of room to fall.

oil/gas

Leery at $9 level. If it closes below $9 it's got plenty of room to fall.

oil/gas
Elliott Fishman

Director of U.S. and international equity trading, Trading Services Gro...

PricePrice
$9.720
Owned Owned
Unknown

DON'T BUY
Cenovus Energy(CVE-T) 

February 6, 2018

He is negative on the commodity space generally and has not participated in the rise in oil and gas prices. He doesn’t see the rise as based on fundamentals and sees high geopolitical risk. Strongly prefers US Oil and Gas companies over Canadian ones at this time.

oil/gas

He is negative on the commodity space generally and has not participated in the rise in oil and gas prices. He doesn’t see the rise as based on fundamentals and sees high geopolitical risk. Strongly prefers US Oil and Gas companies over Canadian ones at this time.

oil/gas
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisor...

PricePrice
$10.680
Owned Owned
Unknown

COMMENT
Cenovus Energy(CVE-T) 

January 19, 2018

Has looked through all the energy companies on both sides of the border to see if he could find some value. He didn't find much, which is peculiar, because he had expected he would find more stuff in the US. However, they are just as reluctant to raise earnings forecasts (his FMV) as are Canadian analysts. This one is cheap, and selling at a 36% discount to its BV. It’s 1.53% dividend is covered. It needs some earnings in order to turn and give it some earnings momentum, then he thinks the stock would go pretty quickly to $17. However, it does need that momentum.

oil/gas

Has looked through all the energy companies on both sides of the border to see if he could find some value. He didn't find much, which is peculiar, because he had expected he would find more stuff in the US. However, they are just as reluctant to raise earnings forecasts (his FMV) as are Canadian analysts. This one is cheap, and selling at a 36% discount to its BV. It’s 1.53% dividend is covered. It needs some earnings in order to turn and give it some earnings momentum, then he thinks the stock would go pretty quickly to $17. However, it does need that momentum.

oil/gas
Ross Healy

Chairman, Strategic Analysis C...

PricePrice
$12.790
Owned Owned
Unknown

TOP PICK
Cenovus Energy(CVE-T) 

January 18, 2018

They got into trouble last year.  They paid a lot of money for an acquisition.  They have since sold a lot of assets and de-levered.  7% cash flow yield vs. 4% for the group.  They will have torque to an energy cycle that he feels in its early stages.  (Analysts’ target: $15.00).

oil/gas

They got into trouble last year.  They paid a lot of money for an acquisition.  They have since sold a lot of assets and de-levered.  7% cash flow yield vs. 4% for the group.  They will have torque to an energy cycle that he feels in its early stages.  (Analysts’ target: $15.00).

oil/gas
Jason Mann

CIO & Co-Founder, Edgehill Patners...

PricePrice
$13.040
Owned Owned
Yes

COMMENT
Cenovus Energy(CVE-T) 

January 9, 2018

She is very low on energy weighted stocks. It’s not conducive for strength in cash flow and pricing in the US producers. The large cap ones, including this one, have done relatively better than smaller oil producers.

oil/gas

She is very low on energy weighted stocks. It’s not conducive for strength in cash flow and pricing in the US producers. The large cap ones, including this one, have done relatively better than smaller oil producers.

oil/gas
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$12.930
Owned Owned
No

TOP PICK
Cenovus Energy(CVE-T) 

December 29, 2017

An integrated oil company. They bought out a partner in their oil sands deal. Took on a lot of debt, but did an equity issue, which didn't go very well. Lost their CEO but there is a new one in. They have to bring down their cost structure and thinks that is going to happen. They'll sell off some assets in the next little while and bring down their debt. Trading at 4.7X cash flow. Dividend yield of 1.7%. (Analysts' price target is $15.)

oil/gas

An integrated oil company. They bought out a partner in their oil sands deal. Took on a lot of debt, but did an equity issue, which didn't go very well. Lost their CEO but there is a new one in. They have to bring down their cost structure and thinks that is going to happen. They'll sell off some assets in the next little while and bring down their debt. Trading at 4.7X cash flow. Dividend yield of 1.7%. (Analysts' price target is $15.)

oil/gas
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$11.480
Owned Owned
Yes

DON'T BUY
Cenovus Energy(CVE-T) 

December 28, 2017

When they made their big acquisition he wondered what they were doing.  They destroyed their balance sheet.  It’s becoming a show me stock.  There are better quality names to choose from.

oil/gas

When they made their big acquisition he wondered what they were doing.  They destroyed their balance sheet.  It’s becoming a show me stock.  There are better quality names to choose from.

oil/gas
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$11.580
Owned Owned
Unknown

TOP PICK
Cenovus Energy(CVE-T) 

December 20, 2017

He would not have predicted that the differential would blow out. Most of the damage in the stock is temporary because of the differential. He can see costs coming down in 2-3 years time. Dividend yield of 1.8%. (Analysts price target is $16.)

oil/gas

He would not have predicted that the differential would blow out. Most of the damage in the stock is temporary because of the differential. He can see costs coming down in 2-3 years time. Dividend yield of 1.8%. (Analysts price target is $16.)

oil/gas
Bill Harris, CFA

Portfolio Manager, Avenue Investment Ma...

PricePrice
$11.090
Owned Owned
Yes

DON'T BUY
Cenovus Energy(CVE-T) 

November 30, 2017

He wishes he was as positive on the long term prospects as with TOU-T.  They sold some assets but he would stay on the sidelines with CVE-T.

oil/gas

He wishes he was as positive on the long term prospects as with TOU-T.  They sold some assets but he would stay on the sidelines with CVE-T.

oil/gas
Don Lato

President, Padlock Investment M...

PricePrice
$12.300
Owned Owned
Unknown

WATCH
Cenovus Energy(CVE-T) 

November 9, 2017

They are in the process of selling assets.  It is down for the year and bounced on results plus a new CEO coming on.  It is definitely a tax loss candidate.  He would be careful here.  For the long term, they have a strong platform, however. 

oil/gas

They are in the process of selling assets.  It is down for the year and bounced on results plus a new CEO coming on.  It is definitely a tax loss candidate.  He would be careful here.  For the long term, they have a strong platform, however. 

oil/gas
Josef Schachter

President, Schachter Asset Mana...

PricePrice
$14.440
Owned Owned
Unknown

PARTIAL SELL
Cenovus Energy(CVE-T) 

November 6, 2017

He would be inclined to take a little profit. This company rolled the dice, and it looks like it is going to pay off for them. They still have some issues in that they have to sell off some assets, and there is a chance that the pop we are seeing in the oil price may not necessarily last. He would be inclined to take a little profit.

oil/gas

He would be inclined to take a little profit. This company rolled the dice, and it looks like it is going to pay off for them. They still have some issues in that they have to sell off some assets, and there is a chance that the pop we are seeing in the oil price may not necessarily last. He would be inclined to take a little profit.

oil/gas
John Zechner

Chairman, J. Zechner & Assoc...

PricePrice
$14.270
Owned Owned
Unknown

TOP PICK
Cenovus Energy(CVE-T) 

November 2, 2017

A restructuring story, so will take some time. Has a new CEO coming in and will be cutting costs. Still has very good production. Expects the company to tick along. (Analysts' price target is $14.50.)

oil/gas

A restructuring story, so will take some time. Has a new CEO coming in and will be cutting costs. Still has very good production. Expects the company to tick along. (Analysts' price target is $14.50.)

oil/gas
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$13.360
Owned Owned
Yes

COMMENT
Cenovus Energy(CVE-T) 

October 25, 2017

Had a tough year and their share price tanked. It’s starting to see a bit of a turnaround, and there has been some nice appreciation over the last couple of months. Pulled back in the last few weeks with the sector. They started to eliminate debt, which is a huge thing for them, because their debt ratios were off the charts. Have had some strategic asset sales which is bringing down the debt, and the market is liking that.

oil/gas

Had a tough year and their share price tanked. It’s starting to see a bit of a turnaround, and there has been some nice appreciation over the last couple of months. Pulled back in the last few weeks with the sector. They started to eliminate debt, which is a huge thing for them, because their debt ratios were off the charts. Have had some strategic asset sales which is bringing down the debt, and the market is liking that.

oil/gas
Cole Kachur

Senior Wealth Advisor, ScotiaWealth Managem...

PricePrice
$12.030
Owned Owned
Unknown

Showing 1 to 15 of 293 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.

Successfully Saved Company