Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 12, 2013

A lot of uncertainty that will take a few months to resolve. Believes it will resolve and the asset is still there. Have to look at differential. This will come in eventually regardless of the XL pipeline. Oil will find its way to the US.

A lot of uncertainty that will take a few months to resolve. Believes it will resolve and the asset is still there. Have to look at differential. This will come in eventually regardless of the XL pipeline. Oil will find its way to the US.

Philippe Capelle
VP, Equities, Standard Life Investments
Price
$32.570
Owned
Unknown
HOLD
HOLD
September 12, 2013

Benefited from the strength and refining margins in Nat Gas. Faltering the last few quarters and things they are turned around right now. Would hold on to it.

Cenovus Energy (CVE-T)
September 12, 2013

Benefited from the strength and refining margins in Nat Gas. Faltering the last few quarters and things they are turned around right now. Would hold on to it.

Philippe Capelle
VP, Equities, Standard Life Investments
Price
$30.430
Owned
Unknown
WATCH
WATCH
September 12, 2013

Look at net asset value. Strong growth over the next few years. Great management. Expensive stock. Use price and net asset value to determine value. There are other names he would buy at this level in the energy space. He would add at the $37 level.

Tourmaline Oil Corp (TOU-T)
September 12, 2013

Look at net asset value. Strong growth over the next few years. Great management. Expensive stock. Use price and net asset value to determine value. There are other names he would buy at this level in the energy space. He would add at the $37 level.

Philippe Capelle
VP, Equities, Standard Life Investments
Price
$42.340
Owned
Yes
HOLD
HOLD
September 12, 2013

Price weakness comes back to the differential. BTX gets paid on the lower price. XL or rail gets the oil down there to capture the differential. Dividend is safe.

Baytex Energy Corp (BTE-T)
September 12, 2013

Price weakness comes back to the differential. BTX gets paid on the lower price. XL or rail gets the oil down there to capture the differential. Dividend is safe.

Philippe Capelle
VP, Equities, Standard Life Investments
Price
$41.090
Owned
Unknown
WATCH
WATCH
September 12, 2013

Half base metals and half met coal. A China story. Steel and copper are more linked to China. Believes the macroeconomic environment is improving. Would add to them because of copper in a while.

Half base metals and half met coal. A China story. Steel and copper are more linked to China. Believes the macroeconomic environment is improving. Would add to them because of copper in a while.

Philippe Capelle
VP, Equities, Standard Life Investments
Price
$28.430
Owned
Unknown
BUY
BUY
September 12, 2013

Producers and can refine their own production. Suffer less from differential price. Great free cash flow story. Could see further increase in the dividend.

Suncor Energy Inc (SU-T)
September 12, 2013

Producers and can refine their own production. Suffer less from differential price. Great free cash flow story. Could see further increase in the dividend.

Philippe Capelle
VP, Equities, Standard Life Investments
Price
$37.230
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
September 12, 2013

Would sell at this point. Dividend is safe but issue is earning consensus is still too high. Buy at $28. or possibly sell and get out.

Would sell at this point. Dividend is safe but issue is earning consensus is still too high. Buy at $28. or possibly sell and get out.

Philippe Capelle
VP, Equities, Standard Life Investments
Price
$32.810
Owned
Unknown