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#	AUTHOR DATE SUBJECT
62	member 1/07/05 10:18AM FYI
I have taken profits. I believe the last month of volatility is a sign of a near term peak, and the risk profile is now different than it was last year. Also, the weather is much... login to read the rest view available tags
61	member 12/04/04 6:02AM withholding
Unless there's something special about Canadian Trust dividends, my understanding is that as a US individual taxpayer you can take the Canadian withholding as a credit on your return (Foreign Tax Credit). If held in... login to read the rest view available tags
60	member 12/03/04 1:27PM OST
The (Toronto) symbol is OST_u.TO Everything you would ever want to know is here: http://www.siliconinvestor.com/readmsg.aspx?msgid=20456711 view available tags
59	member 12/03/04 11:18AM re: oil prices
The withholding is money lost unless you have an IRA and you can ask for it back. Don't know how to do that. You have to check yourself. I have not looked at OST, what is... login to read the rest view available tags
58	member 12/03/04 10:25AM oil prices
issambres, I am aware of the fundamentals, as nicely presented by you, and subsequent duscussion and monitoring. I was just asking a market judgment question since you are surely much more familiar with the dynamics... login to read the rest view available tags
57	member 12/02/04 12:48PM re:oil prices
At $35 oil, this investment is a homerun. I believe that oil will stay above $35 oil and that over the next 18 months, investors will be revaluing COS as we approach mid 2006 when... login to read the rest view available tags
56	member 12/02/04 10:32AM Oil prices
IF oil prices are on the defensive for a while, and perhaps might break $40 over the winter, do you have an opinion on how far COS might pull back? furthermore, oil is an economically sensitive... login to read the rest view available tags
55	member 10/22/04 6:12PM Solid earnings and news update
a couple of points from COS' latest earnings: 1)Expansion is actually slightly ahead of schedule 2)The company has no hedges after the end of this year. 3)Only 40% of the trust is owned by investors outside Canada. This... login to read the rest view available tags
54	member 10/07/04 11:30AM $100 stock price not out of th
If oil prices stay over $50, I believe all stocks related to the oil sands (SU, CNQ, COS) will all continue to surge. And COS could easily hit C$100 if the price of oil keeps rising. view available tags
53	member 10/06/04 9:07AM new 10% investor
"Newmont Mining and Seymour Schulich own about 10% of the units of the Canadian Oil Sands Trust. The holding is to be disclosed officially in a pending U.S. regulatory filing, according to the Financial... login to read the rest view available tags
52	member 9/28/04 5:10PM re:royalties
I have no idea, but it would only be upside. That said, it is rare for a government to give money back or cut taxes. But it may happen. view available tags
51	member 9/28/04 3:53PM reduction in royalties?
Alberta is doing very well financially, and with all the new investment coming into the oil sands area, what is the probability that Alberta actually reduces the royalties on oil sands revenues? This is a... login to read the rest view available tags
50	member 9/28/04 2:58PM re:comments
Wow, great link. I've got to think if there was an announcement of an agreement with PetroChina that COS would soar. Also, any investment by China in the oil sands would only further cause a revaluation... login to read the rest view available tags
49	member 9/28/04 11:06AM Comments
Gas supply: Short-term there's plenty of gas in Canada. You can see the supply reflected in the lower price for Canadian gas at AECO compared to US gas at Henry Hub. Long-term supply... login to read the rest view available tags
48	member 9/28/04 9:40AM No hedges
Do I have to mention now that oil is over $50 that COS is not hedged after the end of this year? I continue to shake my head at the upside to this stock at anywhere view available tags
47	member 9/28/04 9:39AM re:natural gas
I think it is an issue longer term. However, I think as long as the price of oil stays high it won't be too much of an issue. Its funny that you mention this, because right... login to read the rest view available tags
46	member 9/28/04 9:18AM Natural gas shortage in Canada
Issambres: It is unfortunate that you now have a unpaid part time job writing about COS for VIC, but I for one really appreciate your efforts. (Hmmmm....maybe you are lucky--almost no one cares enough about... login to read the rest view available tags
45	member 9/27/04 4:30PM RE:Dada
Bode, I thought I was the only one who didn't comprehend Dada's questions/comments/reasoning. It seemed pretty clear to me that the vast majority of any increase in the price of crude will improve COS'... login to read the rest view available tags
44	member 9/27/04 1:38PM re: dada
Looks like the VIC textbox doesn't like the double < and > enclosing quotes. The previous post was in response to dada's two statements: "Is it not a fact that the ratio of oil burned... login to read the rest view available tags
43	member 9/27/04 1:35PM re: dada
First, if they were putting as much energy in as they were getting out in the form of oil, the only way the company could make a profit is if the price of natural gas... login to read the rest view available tags
42	member 9/26/04 11:39PM re:dada
Natural gas is used to process oil, it is not oil being used to produce oil. And the amount of natural gas used to produce the oil out of the sands is only about 7-10%... login to read the rest view available tags
41	member 9/24/04 6:55PM re:valuation
There are a couple of things to consider. The reserves don't really go away, it is the life of the syncrude plant. With enhancements and future capex improvements, there is nothing to think that the... login to read the rest view available tags
40	member 9/24/04 6:49PM re:dada
I'll get back to you on Monday on this. I want to spend some time formulating my response. view available tags
39	member 9/24/04 4:56PM Valuation
If I understand the idea correctly, this will be an asset you pay $53 for, which will give you a varying payout for the next 35-50 years (the life of the reserves). In other words,... login to read the rest view available tags
38	member 9/24/04 2:13PM Canadian Oil Sands Revisited/o
You state “The price of oil has risen from $27 a barrel to as high as $50 and a recent $43 per barrel. On a net present value basis, a $2 to $3 rise in... login to read the rest view available tags
37	member 9/21/04 4:30PM great write-up part 4
Speculative mania? Looks to us like a difference of opinion between those battle scarred oil industry executives who managed to survive oil's Triple Waterfall and speculators who believe that the 20-years of disappointment for oil... login to read the rest view available tags
36	member 9/21/04 4:29PM great writeup on oil part 3
During the years before 1972, when the US was a net oil exporter, the Texas Railroad Commission in effect set a floor for oil prices through its regulation of production in that state. OPEC took... login to read the rest view available tags
35	member 9/21/04 4:28PM great writeup part 2
5. Oil production in major existing Western production zones, such as North Slope Alaska and North Sea, is either at or past its peak. No new giant fields have been identified. 6. The oil reserves... login to read the rest view available tags
34	member 9/21/04 4:28PM Great write-up on oil markets
Column on oil by Donald Coxe, the Global Portfolio Strategist, BMO Financial Group: The Bear & the Dragon in an Oil-Short World Putin's Petroputsch has helped to roil global oil markets and stall the global economy.... login to read the rest view available tags
33	member 9/21/04 1:33PM A Guide For The Perplexed
Hi, guys -- One thing I've learned in my long and colorful career is that even if you don't know the hell you're talking about, you can still mess around in Excel creating pretty charts and... login to read the rest view available tags

			2017	2018
Price:	68.71	EPS	4.80	5.50
Shares Out. (in M):	117	P/E	14.3	12.3
Market Cap (in $M):	8,064	P/FCF	13	10
Net Debt (in $M):	5,600	EBIT	740	0
TEV (in $M):	13,644	TEV/EBIT	11	9
Borrow Cost:	General Collateral

Description

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