CIBC: The Time of Sands.

Via The Oil Drum and Peak Energy Australia, the latest CIBC World Markets research letter that is rather positive on Canadian oil sands.

CIBC World Markets: The Time of Sands.

This report doesn't go into the related stocks, but if you read through the archives on this blog, you'll find mention of various oil sands related stocks. Two places to start, the Raymond James report on oil sands, and an earlier post of mine, Blame Canada.