Imperial Oil

IMO-T

TSE:IMO

34.33
0.00 (0.00%)
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
COMMENT
COMMENT
February 5, 2015

Likes long life assets. There are operational inefficiencies they could iron out. It would make sense for them to acquire COS-T.

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Imperial Oil (IMO-T)
February 5, 2015

Likes long life assets. There are operational inefficiencies they could iron out. It would make sense for them to acquire COS-T.

COMMENT
COMMENT
December 12, 2014

For anyone who has had exposure in the energy space, this has been a great place to be because of the diversification in their business line in refining and downstream. Very under leveraged. Majority of its oil production in Canada is long life, low decline and low required investment assets.

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Imperial Oil (IMO-T)
December 12, 2014

For anyone who has had exposure in the energy space, this has been a great place to be because of the diversification in their business line in refining and downstream. Very under leveraged. Majority of its oil production in Canada is long life, low decline and low required investment assets.

DON'T BUY
DON'T BUY
October 27, 2014

Would prefer Canadian Natural Resources (CNQ-T), which is much larger and more diversified.

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Imperial Oil (IMO-T)
October 27, 2014

Would prefer Canadian Natural Resources (CNQ-T), which is much larger and more diversified.

BUY
BUY
October 20, 2014

They have a tremendous record over the last 15 years. They have very low costs (about $10) and so generate great profits. They have one of the best production profiles coming on over the next 10-15 years. They are very patient with their capital allocation. Probably one of the best managed oil companies in the world.

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Imperial Oil (IMO-T)
October 20, 2014

They have a tremendous record over the last 15 years. They have very low costs (about $10) and so generate great profits. They have one of the best production profiles coming on over the next 10-15 years. They are very patient with their capital allocation. Probably one of the best managed oil companies in the world.

BUY
BUY
October 10, 2014

This company got knocked down with the rest. Has good assets, good production and has heavy oil. One of the better quality ones. In the long-term, this is a very safe bet in the oil industry. He prefers higher yields in some of the others. 1% dividend yield.

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Imperial Oil (IMO-T)
October 10, 2014

This company got knocked down with the rest. Has good assets, good production and has heavy oil. One of the better quality ones. In the long-term, this is a very safe bet in the oil industry. He prefers higher yields in some of the others. 1% dividend yield.

HOLD
HOLD
August 12, 2014

Chart shows a large period of an elevated base, followed by a breakout in 2013. The longer the base, the longer the move in the upside. Not too excited about the crude producers, but the integrateds are a different story. They profit no matter what.

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Imperial Oil (IMO-T)
August 12, 2014

Chart shows a large period of an elevated base, followed by a breakout in 2013. The longer the base, the longer the move in the upside. Not too excited about the crude producers, but the integrateds are a different story. They profit no matter what.

TOP PICK
TOP PICK
July 3, 2014

A 57% upside to get to his model price. It is starting to move.

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Imperial Oil (IMO-T)
July 3, 2014

A 57% upside to get to his model price. It is starting to move.

COMMENT
COMMENT
June 18, 2014

This is a company that he has been Short in the past. He tends to use this as a proxy for hedging out his Canadian crude oil exposure. About 3 months ago he decided to cover his position because they seem to be getting their act together. As a long-term holding, he has no objection and is largely indifferent to it.

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Imperial Oil (IMO-T)
June 18, 2014

This is a company that he has been Short in the past. He tends to use this as a proxy for hedging out his Canadian crude oil exposure. About 3 months ago he decided to cover his position because they seem to be getting their act together. As a long-term holding, he has no objection and is largely indifferent to it.

TOP PICK
TOP PICK
June 17, 2014

Stock has gone through a long sideways correction for about 8 years, and waited for its BV to catch up. ROE gives a 17% annual rate of return, and has been doing that for about 7-8 years. His FMV calculation would be around $75+. His target is $65. Yield of 0.93%.

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Imperial Oil (IMO-T)
June 17, 2014

Stock has gone through a long sideways correction for about 8 years, and waited for its BV to catch up. ROE gives a 17% annual rate of return, and has been doing that for about 7-8 years. His FMV calculation would be around $75+. His target is $65. Yield of 0.93%.

DON'T BUY
DON'T BUY
June 16, 2014

Has not been participating with the Canadian oil patch recently. It has lagged a bit. The dividend is less than 1%. There is no compelling reason to own this over SU-T, CVE-T or CNQ-T.

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Imperial Oil (IMO-T)
June 16, 2014

Has not been participating with the Canadian oil patch recently. It has lagged a bit. The dividend is less than 1%. There is no compelling reason to own this over SU-T, CVE-T or CNQ-T.

PAST TOP PICK
PAST TOP PICK
April 16, 2014

(A Top Pick April 23/13. Long Tag Oil (TAO-T) and Short Imperial Oil (IMO-T). Down 34.23%.) (See comments under TAO-T.

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Imperial Oil (IMO-T)
April 16, 2014

(A Top Pick April 23/13. Long Tag Oil (TAO-T) and Short Imperial Oil (IMO-T). Down 34.23%.) (See comments under TAO-T.

HOLD
HOLD
March 10, 2014

Have a lot of things going for them in terms of production that is coming on. Although it has had a good run, it may have some distance left to go. Extremely well managed. Not sure that Keystone will be built but thinks oil will move out of Alberta so increased production should commence with reasonably good prices going forward.

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Imperial Oil (IMO-T)
March 10, 2014

Have a lot of things going for them in terms of production that is coming on. Although it has had a good run, it may have some distance left to go. Extremely well managed. Not sure that Keystone will be built but thinks oil will move out of Alberta so increased production should commence with reasonably good prices going forward.

DON'T BUY
DON'T BUY
January 27, 2014

A massive conundrum. If it gets cheap enough, he will try to own it. Its rate of return on its oil projects is extraordinary. The problem is the last project that was built in the inflated cost environment of the oil sands. It could make IMO a 30% overvalued stock. He prefers to sit on the sidelines.

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Imperial Oil (IMO-T)
January 27, 2014

A massive conundrum. If it gets cheap enough, he will try to own it. Its rate of return on its oil projects is extraordinary. The problem is the last project that was built in the inflated cost environment of the oil sands. It could make IMO a 30% overvalued stock. He prefers to sit on the sidelines.

SELL
SELL
December 6, 2013

(Market Call Minute.) Valuation is always much higher than the peer group. There have been some problems with the Kerl project and not sure that it is perfectly fixed yet.

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Imperial Oil (IMO-T)
December 6, 2013

(Market Call Minute.) Valuation is always much higher than the peer group. There have been some problems with the Kerl project and not sure that it is perfectly fixed yet.

STRONG BUY
STRONG BUY
November 29, 2013

This is one that he would overweight in a portfolio. His model price is $78.10, a 75% upside. (See Top Picks.)

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Imperial Oil (IMO-T)
November 29, 2013

This is one that he would overweight in a portfolio. His model price is $78.10, a 75% upside. (See Top Picks.)

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