Cenovus Energy

CVE-T

TSE:CVE

12.02
0.21 (1.78%)
Cenovus Energy Inc. is an integrated oil company headquartered in Calgary, Alberta. Cenovus was formed on December 1, 2009 when Encana Corporation split into two distinct companies, with Cenovus becoming a focused integrated oil company.
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Analysis and Opinions about CVE-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
June 29, 2012
(On Top Picks, do Partial Buys aiming for a full position by year end.) Have some of the lower cost operations in the oil sands. Producing 220,000 barrels a day and 70% is oil. Also has 2 refineries and gets better pricing. 2.8% dividend.
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(On Top Picks, do Partial Buys aiming for a full position by year end.) Have some of the lower cost operations in the oil sands. Producing 220,000 barrels a day and 70% is oil. Also has 2 refineries and gets better pricing. 2.8% dividend.
COMMENT
COMMENT
May 16, 2012
Cenovus (CVE-T) or Suncor (SU-T)? Both very well run companies. Cenovus has a higher growth profile where he would be buying Suncor more for the leverage to the dividend. This is a pretty defensive name. They have the highest quality oil leases of any company. Any time around $31, it has been a very good buy. There is pretty good upside from here.
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Cenovus (CVE-T) or Suncor (SU-T)? Both very well run companies. Cenovus has a higher growth profile where he would be buying Suncor more for the leverage to the dividend. This is a pretty defensive name. They have the highest quality oil leases of any company. Any time around $31, it has been a very good buy. There is pretty good upside from here.
BUY
BUY
May 15, 2012
Likes this company. This is a great opportunity to buy some oil companies. This one is well run and well-managed and will continue to do well. Doesn't expect oil prices to fall much further from here. Yield of 2.7%.
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Likes this company. This is a great opportunity to buy some oil companies. This one is well run and well-managed and will continue to do well. Doesn't expect oil prices to fall much further from here. Yield of 2.7%.
PARTIAL BUY
PARTIAL BUY
May 8, 2012
Still have a lot of natural gas in their production mix but this would decline over time. A good name if you want energy exposure. Stock prices have come back while the energy prices have come off. Probably a nice time to start picking away at this. Yield is only 2.7% and there are other companies with higher yields.
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Still have a lot of natural gas in their production mix but this would decline over time. A good name if you want energy exposure. Stock prices have come back while the energy prices have come off. Probably a nice time to start picking away at this. Yield is only 2.7% and there are other companies with higher yields.
TOP PICK
TOP PICK
April 10, 2012
Its growth is double the industry average in terms of development. Has a lot of legacy land to do joint ventures with or develop. It is taking $2 gas and converting it into $100 oil. Has also combined its operations so it has the upgrading refining component.
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Cenovus Energy (CVE-T)
April 10, 2012
Its growth is double the industry average in terms of development. Has a lot of legacy land to do joint ventures with or develop. It is taking $2 gas and converting it into $100 oil. Has also combined its operations so it has the upgrading refining component.
BUY
BUY
April 9, 2012
Looks at this as a 5, 10, 15 year holding. Incredible running room on their assets. Low-cost producer. Give it time and be patient.
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Looks at this as a 5, 10, 15 year holding. Incredible running room on their assets. Low-cost producer. Give it time and be patient.
TOP PICK
TOP PICK
April 4, 2012
Growth trajectory was very dramatic givingabouta14% annual growth rate. High quality operators with lowest cost operations. Also has downstream refining operations. Yield of 2.6%.
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Growth trajectory was very dramatic givingabouta14% annual growth rate. High quality operators with lowest cost operations. Also has downstream refining operations. Yield of 2.6%.
N/A
N/A
April 3, 2012
Short term doesn’t have an opinion, long-term fine. Doesn’t follow it.
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Short term doesn’t have an opinion, long-term fine. Doesn’t follow it.
HOLD
HOLD
March 16, 2012
An oily stock. Split their gas off to Encanna. Alberta crude prices dropping and that is a black cloud on the horizon. It is a core oil stock but he has concerns at this moment.
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Cenovus Energy (CVE-T)
March 16, 2012
An oily stock. Split their gas off to Encanna. Alberta crude prices dropping and that is a black cloud on the horizon. It is a core oil stock but he has concerns at this moment.
COMMENT
COMMENT
February 23, 2012
This is a name that he is interested in. Has some support at around $38 that he would like to see it hold in at. There's also probably some support at around $36. You could probably get it a little bit cheaper than at the current price but doubtful at $36.
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Cenovus Energy (CVE-T)
February 23, 2012
This is a name that he is interested in. Has some support at around $38 that he would like to see it hold in at. There's also probably some support at around $36. You could probably get it a little bit cheaper than at the current price but doubtful at $36.
PAST TOP PICK
PAST TOP PICK
February 17, 2012
(A Top Pick Feb 25/11. Up 5.67%.) Great company with huge assets. Good management.
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Cenovus Energy (CVE-T)
February 17, 2012
(A Top Pick Feb 25/11. Up 5.67%.) Great company with huge assets. Good management.
DON'T BUY
DON'T BUY
January 25, 2012
Doesn’t like it because it is expensive. Prefers CNQ, SU.
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Cenovus Energy (CVE-T)
January 25, 2012
Doesn’t like it because it is expensive. Prefers CNQ, SU.
PAST TOP PICK
PAST TOP PICK
January 23, 2012
(A Top Pick Jan 14/11. Up 16.35%.)
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Cenovus Energy (CVE-T)
January 23, 2012
(A Top Pick Jan 14/11. Up 16.35%.)
TOP PICK
TOP PICK
January 12, 2012
Best oil company in Canada, beautifully structured. Just put out a 10-year plan where they see cash flow increasing every year. They can actually make money in Nat Gas at $3. Has to do with freehold land they hold. Trades at a warranted premium to its piers. Best in Breed, which you should invest in in this kind of market.
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Cenovus Energy (CVE-T)
January 12, 2012
Best oil company in Canada, beautifully structured. Just put out a 10-year plan where they see cash flow increasing every year. They can actually make money in Nat Gas at $3. Has to do with freehold land they hold. Trades at a warranted premium to its piers. Best in Breed, which you should invest in in this kind of market.
PAST TOP PICK
PAST TOP PICK
December 19, 2011
(A Top Pick Jan 14/11. Up 0.68%.) Still likes this one. Assets that they own are very good. Have some downstream growing production. Possibility it could increase its dividend down the road. A story that gets better and better as time goes on.
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Cenovus Energy (CVE-T)
December 19, 2011
(A Top Pick Jan 14/11. Up 0.68%.) Still likes this one. Assets that they own are very good. Have some downstream growing production. Possibility it could increase its dividend down the road. A story that gets better and better as time goes on.
Showing 271 to 285 of 342 entries