From Marketwatch : Oil is the hottest sector Second screen: analysts’ picks
Going back to our combined list of 63 stocks, here are the 18 favored by at least 80% of analysts polled by FactSet, sorted by 12-month upside potential as implied by consensus price targets. You can see that analysts favor many of the Canadian oil and gas producers in lockstep:
| Company | Ticker | Country | Share “buy” ratings | Closing price – Feb. 9 | Cons. Price target | Implied 12-month upside potential | Dividend yield | Held by |
| Birchcliff Energy Ltd. | CA:BIR | Canada | 88% | 6.63 | 9.78 | 48% | 0.60% | XEG |
| Tourmaline Oil Corp. | CA:TOU | Canada | 100% | 45.59 | 63.40 | 39% | 1.58% | XEG |
| Parex Resources Inc. | CA:PXT | Canada | 100% | 26.85 | 36.73 | 37% | 1.94% | XEG |
| ARC Resources Ltd. | CA:ARX | Canada | 100% | 14.49 | 19.42 | 34% | 2.76% | XEG |
| Whitecap Resources Inc. | CA:WCP | Canada | 93% | 9.02 | 11.69 | 30% | 2.99% | XEG |
| Enerplus Corporation | ERF | Canada | 85% | 14.77 | 19.07 | 29% | 1.10% | XEG |
| Secure Energy Services Inc. | SES | Canada | 100% | 6.12 | 7.81 | 28% | 0.49% | XEG |
| Tamarack Valley Energy Ltd. | CA:TVE | Canada | 85% | 4.90 | 6.25 | 28% | 2.03% | XEG |
| Freehold Royalties Ltd. | CA:FRU | Canada | 87% | 13.30 | 16.60 | 25% | 5.41% | XEG |
| Cenovus Energy Inc. | CVE | Canada | 100% | 19.09 | 23.29 | 22% | 0.73% | IXC, XEG |
| Santos Limited | AU:STO | Australia | 88% | 7.50 | 8.90 | 19% | 1.95% | IXC |
| Shell PLC | UK:SHEL | United Kingdom | 80% | 20.28 | 23.87 | 18% | 3.25% | IXC |
| Diamondback Energy, Inc. | FANG | United States | 85% | 128.88 | 144.36 | 12% | 1.55% | XLE, IXC |
| ConocoPhillips | COP | United States | 86% | 92.95 | 102.25 | 10% | 1.98% | XLE, IXC |
| Pioneer Natural Resources Company | PXD | United States | 82% | 221.82 | 241.53 | 9% | 3.08% | XLE, IXC |
| Schlumberger NV | SLB | United States | 90% | 39.40 | 42.66 | 8% | 1.27% | XLE, IXC |
| Valero Energy Corp. | VLO | United States | 81% | 88.84 | 94.41 | 6% | 4.41% | XLE, IXC |
| EOG Resources, Inc. | EOG | United States | 82% | 113.31 | 118.03 | 4% | 2.65% | XLE, IXC |
Source: FactSet
|