Imperial Oil

IMO-T

TSE:IMO

33.58
0.51 (1.50%)
Imperial Oil Limited is a Canadian petroleum company. It is Canada's second-biggest integrated oil company. Exxon Mobil Corp. had a 69.6 percent ownership stake in the company as of December 31, 2012.
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Analysis and Opinions about IMO-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
September 6, 2016

This has not made people money. The low in January was $37, only $3 away from where we are now. They have done a good job on their production out of Cold Lake. The refining business does very well for them. For a long-term investor, there is some dividend support. It is not going to make you the returns that others are, and there are better places to be.

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Imperial Oil (IMO-T)
September 6, 2016

This has not made people money. The low in January was $37, only $3 away from where we are now. They have done a good job on their production out of Cold Lake. The refining business does very well for them. For a long-term investor, there is some dividend support. It is not going to make you the returns that others are, and there are better places to be.

BUY
BUY
May 2, 2016

If you are a long term investor, it is a fine company. In the short term they had some operational difficulties. Great balance sheet.

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If you are a long term investor, it is a fine company. In the short term they had some operational difficulties. Great balance sheet.

HOLD
HOLD
April 26, 2016

20 year hold? What has rallied has been the more speculative higher beta names. This is one of the most conservative integrated names. It has a heavy downstream piece, so it tends to do quite well. Doesn’t see tremendous strong growth, but it will plug along and do fine, and be a good steward of your cash. Dividend yield of 1.34%.

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Imperial Oil (IMO-T)
April 26, 2016

20 year hold? What has rallied has been the more speculative higher beta names. This is one of the most conservative integrated names. It has a heavy downstream piece, so it tends to do quite well. Doesn’t see tremendous strong growth, but it will plug along and do fine, and be a good steward of your cash. Dividend yield of 1.34%.

COMMENT
COMMENT
February 10, 2016

A great, solid, well-run company, and you can tell that by the way it trades. Free cash flow profile looks healthy, which is good for the investor. Because it is such a good quality company with less beta than the rest of the group, in a rising price environment you are not going to get as much appreciation as you would in some others. This is a company you don’t want to own coming out of a recovery. Also. refining margins are coming down. Feels some of the best upside is going to be in the pure play rather than in an integrated story.

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Imperial Oil (IMO-T)
February 10, 2016

A great, solid, well-run company, and you can tell that by the way it trades. Free cash flow profile looks healthy, which is good for the investor. Because it is such a good quality company with less beta than the rest of the group, in a rising price environment you are not going to get as much appreciation as you would in some others. This is a company you don’t want to own coming out of a recovery. Also. refining margins are coming down. Feels some of the best upside is going to be in the pure play rather than in an integrated story.

HOLD
HOLD
November 3, 2015

If you strictly want yield or safety on a Canadian energy, you are probably better off playing the parent Exxon (XOM-N) in the US. He would be more inclined to go to any of the producers that can grow their production a lot more effectively than this company can. This is more of a defensive holding when the sector rolls over.

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Imperial Oil (IMO-T)
November 3, 2015

If you strictly want yield or safety on a Canadian energy, you are probably better off playing the parent Exxon (XOM-N) in the US. He would be more inclined to go to any of the producers that can grow their production a lot more effectively than this company can. This is more of a defensive holding when the sector rolls over.

COMMENT
COMMENT
July 31, 2015

Just reported and earnings were not that great. Not a real surprise as it is 83% in the oil area. Has been a very steady producer for years and years. The real problem coming out of their earnings was that people had thought it would do better downstream than what it did. He is basically standing back from the oil/gas sector. Doesn’t see us reaching some stability until maybe 2016.

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Imperial Oil (IMO-T)
July 31, 2015

Just reported and earnings were not that great. Not a real surprise as it is 83% in the oil area. Has been a very steady producer for years and years. The real problem coming out of their earnings was that people had thought it would do better downstream than what it did. He is basically standing back from the oil/gas sector. Doesn’t see us reaching some stability until maybe 2016.

PAST TOP PICK
PAST TOP PICK
June 16, 2015

(A Top Pick July 3/14. Down 17.35%.) 1995 was the last time this company had traded at this valuation. Oils are certainly out of favour, and with all the oils they are going to go back and retest their lows that they made in December. This is a good company.

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Imperial Oil (IMO-T)
June 16, 2015

(A Top Pick July 3/14. Down 17.35%.) 1995 was the last time this company had traded at this valuation. Oils are certainly out of favour, and with all the oils they are going to go back and retest their lows that they made in December. This is a good company.

PAST TOP PICK
PAST TOP PICK
June 11, 2015

(Top Pick June 27/14, Down 12.50%) It is an integrated oil and if oil prices are weak then one side would balance out the other within the business. He never expected oil to go down this much. This one has performed well relative to the oil sector. He is indifferent to the stock right now and issued a sell to the company last time he was on.

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Imperial Oil (IMO-T)
June 11, 2015

(Top Pick June 27/14, Down 12.50%) It is an integrated oil and if oil prices are weak then one side would balance out the other within the business. He never expected oil to go down this much. This one has performed well relative to the oil sector. He is indifferent to the stock right now and issued a sell to the company last time he was on.

HOLD
HOLD
May 11, 2015

A very conservative company. You get a very large, conservative, portion of Exxon Mobile. It is not the best and not the worst. He thinks there is better risk/return profiles out there with a better yield.

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Imperial Oil (IMO-T)
May 11, 2015

A very conservative company. You get a very large, conservative, portion of Exxon Mobile. It is not the best and not the worst. He thinks there is better risk/return profiles out there with a better yield.

PAST TOP PICK
PAST TOP PICK
May 8, 2015

(A Top Pick June 17/14. Down 9.86%.) Has held up fairly well. Currently trading at about its FMV.

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(A Top Pick June 17/14. Down 9.86%.) Has held up fairly well. Currently trading at about its FMV.

DON'T BUY
DON'T BUY
May 4, 2015

They get more from downstream business than upstream business. A lot of the recent increase in share value was on refining. He does not like the risk reward ratio on this one, nor SU-T. There is a lot of overhead resistance.

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They get more from downstream business than upstream business. A lot of the recent increase in share value was on refining. He does not like the risk reward ratio on this one, nor SU-T. There is a lot of overhead resistance.

DON'T BUY
DON'T BUY
April 28, 2015

Given the current price, looking out over the next few years he can see other companies in the sector that are perhaps selling at more modest multiples to the potential growth.

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Imperial Oil (IMO-T)
April 28, 2015

Given the current price, looking out over the next few years he can see other companies in the sector that are perhaps selling at more modest multiples to the potential growth.

TOP PICK
TOP PICK
March 30, 2015

They have gone ahead and affected a lot of assets. They spent a lot recently in CapX. They are well managed and a great growth company. Only 23% in debt. Downstream assets have huge earnings power. They earned as much in refining as in upstream operations.

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Imperial Oil (IMO-T)
March 30, 2015

They have gone ahead and affected a lot of assets. They spent a lot recently in CapX. They are well managed and a great growth company. Only 23% in debt. Downstream assets have huge earnings power. They earned as much in refining as in upstream operations.

COMMENT
COMMENT
February 26, 2015

A lower yielder, so he doesn’t own it. Great business. Superior assets.

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Imperial Oil (IMO-T)
February 26, 2015

A lower yielder, so he doesn’t own it. Great business. Superior assets.

BUY
BUY
February 6, 2015

This is by far the best operator with the highest returns. While others were cutting dividends and slashing CapX budgets. This one did not cut its CapX budget. It has one of the highest and most stable ROE’s out of all the energy companies in Canada.

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Imperial Oil (IMO-T)
February 6, 2015

This is by far the best operator with the highest returns. While others were cutting dividends and slashing CapX budgets. This one did not cut its CapX budget. It has one of the highest and most stable ROE’s out of all the energy companies in Canada.

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