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Suncor Energy Inc Stock Symbol: SU-T

Notes:Oil Sands. Oil weighted

Last Price Recorded: $37.5600 on 2015-03-04

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Date Signal Expert Opinion Price
2015-02-23 DON'T BUY Peter Brieger

On his watch list.  If he was going to increase his exposure he would do it with CNQ-T.


Price:
$38.670
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2015-02-19 COMMENT Don Lato

If you are going to enter new positions in the oil/gas industry, you want to make sure it has a pristine balance sheet. This one is fine, but he prefers Tourmaline (TOU-T) and PowerX (?). Both have very, very strong balance sheets. PowerX (?) has no debt, cash on the balance sheet and a fully funded exploration program for 2015. Tourmaline has raised equity very judicially over the years with a very, very strong balance sheet along with a strong exploration program for this year.


Price:
$38.470
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2015-02-13 BUY on WEAKNESS Jon Vialoux

He was debating about having this as a Top Pick, but some of these energy stocks have moved so aggressively bottoming in January. This one bottomed in December. Had broken a significant down trend line and we are now within the period of seasonal strength for the broad energy sector. This is no different and tends to gain all the way through to May. You want to be more towards the refiners and stay away from the drillers. Try to get it on a pullback to about $36. Loves the stock.


Price:
$39.400
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2015-02-09 BUY on WEAKNESS Larry Berman CFA, CMT, CTA

It is really diversified.  It is integrated.  It is a really great holding.  Likes it, but it will be volatile like the sector.  If we test lows again, then it is time to get in, but it is overbought right now.


Price:
$39.300
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-02-06 COMMENT Chris Hensen

Suncor (SU-T) or Husky(HSE-T)? Over the long term within energy, you want to own the high-quality names. He likes this one with its vertical integration. They have one of the best refining and marketing businesses in Canada. However, there have been some problems with their oil sands projects. His choice would be neither. He prefers Imperial Oil (IMO-T) over the long-term, because by far they are the best operator with the highest returns.


Price:
$38.740
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2015-02-04 PAST TOP PICK David Baskin

(A Top Pick Jan 9/14. Up 3.16%.) This has withstood the downturn a lot better than most because it is vertically integrated. It has the refining, the retail end and, unlike an explorer, it knows where its reserves are.


Price:
$37.490
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-02-02 COMMENT John Zechner

How do you know when to get out of the short?  He thinks this is a rally within a bear market for oil.  It bounced off the bottom a while ago.  He thinks there is a lot more ability for this stock to catch up on the downside.  He would go long in a torquier, aggressive one to offset it.  He would cover his short now.


Price:
$39.350
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2015-01-29 HOLD Ben Cheng

Balance sheet is set up to withstand the low prices we have here.  They have on-going capital expenditures to maintain production. 


Price:
$36.440
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
Yes
2015-01-22 BUY David Cockfield

If you are a longer term investor it is a buy.  They are integrated so not 100% into the production aspect of the sector.  You are looking at a difficult 6 or 7 months, maybe less and that is a relatively short time to suffer.  A very solid company with good assets and good management.


Price:
$37.050
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2015-01-20 DON'T BUY Eric Nuttall

There is nothing wrong with this company. In all of the large caps, he would say this is the most defensive given their lack of leverage. Looking at their performance relative to oil over the last couple of months, oil is down 42% and this company is only down 7%. People who need or want some energy component in their portfolio, typically buy the large caps, but that is creating a situation of a large disconnect between the stock price and oil price. Because of this you have 2 years to wait. He would rather buy a company that is a little more out of favour with as good of a balance sheet and maybe a better hedging position. There are much better names to buy.


Price:
$34.930
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2015-01-16 COMMENT Ryan Bushell

Suncor (SU-T) or Cenovus (CVE-T)? This has some higher cost production because they do mining operations. Mining operations tend to be higher cost over time because of the cost of creating a barrel, as well as the maintenance cost of the machines in use. Cenovus has oil underground and just has to pump it out. They are both good companies, but the growth in Cenovus has better assets with lower cost production going forward. The growth in this company is largely the Fort Hills project that is higher cost production. Cenovus pays a higher dividend, which he likes. This company will have better leverage to oil prices when they recover. (See Top Picks.)


Price:
$36.000
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
OPTIMISTIC
Owned:
Unknown
2015-01-14 COMMENT Michael Decter

Doesn’t think you would go too far wrong buying these at the current levels if you are going to own for a while, but you might get it a little lower. Markets do over correct. Don’t go in this for a short-term trade.


Price:
$34.870
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Unknown
2015-01-12 BUY Barry Schwartz

This company is emulating what is going on with Exxon (XOM-N), thinking about capital allocation, and doing it smartly. They have reduced shares outstanding at a very nice clip and have increased the dividend at a very nice clip. They figured out the magic touch of what made Exxon such a wonderful company by focusing on return of capital properly. They think 50 years plus on their capital budgeting. This is the type of company that you want to be in for the long term, if you are bullish on oil, which he is. They have 40+ years of oil reserves in the ground.


Price:
$34.320
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-01-06 TOP PICK Jim Huang

Oil prices could have some downside here in the next 3-6 months, so you need to be careful how you add to your holdings. If you agree with his long-term view that oil prices should be $80 plus, this is the premium oil sands operator in Canada. Of course if you have an oil price of $50, there is not going to be any more oil sands projects and, in fact, it will be a struggle to breakeven. However, this company’s cash costs are around $30-$40, so it is still making cash. Also, they have the refining and marketing segments, which are taking advantage of the low oil prices. Good balance sheet so they can take advantage of acquisitions. Dividend yield of 3.18%.


Price:
$35.230
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-02 COMMENT John Stephenson

Short? This is not the one that he would Short because it is one of the better larger cap names. He is shorting Chevron (CVX-N) because they are free cash flow negative this year and into next. Suncor’s balance sheet is in relatively good shape. Doesn’t see a lot of upside in any of these names for a while, given that oil prices are going to be depressed.


Price:
$37.350
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BEARISH on RESOURCES
Owned:
Unknown
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