Cenovus Energy

CVE-T

TSE:CVE

9.87
0.25 (2.47%)
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

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Opinion
Expert
PAST TOP PICK
PAST TOP PICK
March 3, 2011
(A Top Pick March 17/10. Up 47.94%.) Well managed. Did some very smart joint ventures to help pay for some of the development in the oil sands. Still likes.
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(A Top Pick March 17/10. Up 47.94%.) Well managed. Did some very smart joint ventures to help pay for some of the development in the oil sands. Still likes.
TOP PICK
TOP PICK
February 25, 2011
If you really want to participate in the tar sands, this is the way to go. They are also big in the SAGD, which is a much greener approach and less disruptive on the local areas.
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Cenovus Energy (CVE-T)
February 25, 2011
If you really want to participate in the tar sands, this is the way to go. They are also big in the SAGD, which is a much greener approach and less disruptive on the local areas.
COMMENT
COMMENT
February 7, 2011
Took profits at around $32. Good company as long as you are positive on crude prices. Well positioned company that is going to grow. Prefers things that have a bigger yield to them.
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Cenovus Energy (CVE-T)
February 7, 2011
Took profits at around $32. Good company as long as you are positive on crude prices. Well positioned company that is going to grow. Prefers things that have a bigger yield to them.
PAST TOP PICK
PAST TOP PICK
January 24, 2011
(A Top Pick Feb 2/10. Up 25.77%.) This might be one of those great Canadian companies that you just hold on to forever. Very good at what they do.
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Cenovus Energy (CVE-T)
January 24, 2011
(A Top Pick Feb 2/10. Up 25.77%.) This might be one of those great Canadian companies that you just hold on to forever. Very good at what they do.
BUY
BUY
January 21, 2011
Sees long term growth here. Well run company. Really tied into the price of oil. Caveat. Cdn oil companies sell in US $’s so it could be bad if the Cdn$ goes up.
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Cenovus Energy (CVE-T)
January 21, 2011
Sees long term growth here. Well run company. Really tied into the price of oil. Caveat. Cdn oil companies sell in US $’s so it could be bad if the Cdn$ goes up.
TOP PICK
TOP PICK
January 14, 2011
(A Top Pick Jan 27/10. Up 33.44%.) Extremely well managed. Good properties including unexploited oil sands. Good level. Expecting cash levels will be going up over the next number of years at the $3.60-$3.70 level.
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Cenovus Energy (CVE-T)
January 14, 2011
(A Top Pick Jan 27/10. Up 33.44%.) Extremely well managed. Good properties including unexploited oil sands. Good level. Expecting cash levels will be going up over the next number of years at the $3.60-$3.70 level.
BUY
BUY
December 30, 2010
One of his top holdings. Likes it from a 2-5 year point of view. Very high quality assets. They aren’t spending money on gas assets; it is just a cash cow.
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Cenovus Energy (CVE-T)
December 30, 2010
One of his top holdings. Likes it from a 2-5 year point of view. Very high quality assets. They aren’t spending money on gas assets; it is just a cash cow.
PAST TOP PICK
PAST TOP PICK
December 16, 2010
(Top Pick Dec 10/09, Up 27%) Went to his target and he said thank-you and went on to other things. A week or so ago he bought Encana, which is the Gas story. CVE was oil.
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Cenovus Energy (CVE-T)
December 16, 2010
(Top Pick Dec 10/09, Up 27%) Went to his target and he said thank-you and went on to other things. A week or so ago he bought Encana, which is the Gas story. CVE was oil.
TOP PICK
TOP PICK
November 12, 2010
Stock has been sideways for a while but likes what they are doing and it could break out from here. Likes SAGD approach, which is much neater. Feels they are the leading edge of the oil sands area.
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Cenovus Energy (CVE-T)
November 12, 2010
Stock has been sideways for a while but likes what they are doing and it could break out from here. Likes SAGD approach, which is much neater. Feels they are the leading edge of the oil sands area.
SELL
SELL
October 27, 2010
Just covered a Short he had on it. On a parallel between it and Suncor (SU-T) and finds the valuation ridiculous. Almost 50% natural gas so you are paying an oil sand premium for natural gas. Fully valued.
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Cenovus Energy (CVE-T)
October 27, 2010
Just covered a Short he had on it. On a parallel between it and Suncor (SU-T) and finds the valuation ridiculous. Almost 50% natural gas so you are paying an oil sand premium for natural gas. Fully valued.
SELL
SELL
September 21, 2010
If he were going to be involved in the oil sands area he would go with Canadian Natural Resources (CNQ-T) and if he owned this he would consider switching.
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Cenovus Energy (CVE-T)
September 21, 2010
If he were going to be involved in the oil sands area he would go with Canadian Natural Resources (CNQ-T) and if he owned this he would consider switching.
COMMENT
COMMENT
August 30, 2010
Cenovus (CVE-T) versus Canadian Natural Resources (CNQ-T)? Both are good companies and both oil oriented with conventional and crude. He prefers something with a significant yield so he owns Canadian Oil Sands (COS.UN-T) instead. (See Top Picks.)
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Cenovus Energy (CVE-T)
August 30, 2010
Cenovus (CVE-T) versus Canadian Natural Resources (CNQ-T)? Both are good companies and both oil oriented with conventional and crude. He prefers something with a significant yield so he owns Canadian Oil Sands (COS.UN-T) instead. (See Top Picks.)
BUY
BUY
August 9, 2010
Gas assets, which fully financed their growth in the oil sands. Have one of the best SAGD projects. Not expensive.
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Cenovus Energy (CVE-T)
August 9, 2010
Gas assets, which fully financed their growth in the oil sands. Have one of the best SAGD projects. Not expensive.
Jim Huang

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Price
$28.740
Owned
Unknown
BUY
BUY
August 4, 2010
Analysts had raised estimates from mid to upper $30’s and stock moved up. When they reported earnings, there was a slight disappointment so the stock has dropped. Still likes and can see $33-$34 over the next year.
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Cenovus Energy (CVE-T)
August 4, 2010
Analysts had raised estimates from mid to upper $30’s and stock moved up. When they reported earnings, there was a slight disappointment so the stock has dropped. Still likes and can see $33-$34 over the next year.
TOP PICK
TOP PICK
July 23, 2010
Foster Creek and Christina Lake are the 2 main SAGD operations and have some of the best ratios in the business. Have 137 billion barrels of oil in place on their lands, which will support potential production of 2 million barrels a day.
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Foster Creek and Christina Lake are the 2 main SAGD operations and have some of the best ratios in the business. Have 137 billion barrels of oil in place on their lands, which will support potential production of 2 million barrels a day.
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