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Suncor Energy Inc Stock Symbol: SU-T

Notes:Oil Sands. Oil weighted

Last Price Recorded: $36.8400 on 2015-08-03

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Date Signal Expert Opinion Price
2015-07-31 COMMENT Lyle Stein

This company showed what a good oil company can do. They raised their dividend because they do have refining capacity. A well positioned company. Large cap companies with good balance sheets can survive very turbulent economic waters.


Price:
$36.840
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2015-07-29 TOP PICK Michael Sprung

Canada’s largest integrated oil/gas company. Have significant operations in the oil sands, which is holding them back for the time being, but they make a great deal of their operating profit from downstream operations. Right now refining and margins downstream are doing quite well. Excellent balance sheet with the wherewithal to take advantage of weaker competitors. Likes this as a long-term hold. Dividend yield of 3.35%.


Price:
$34.620
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-29 WAIT James Telfser

Has always liked this and it is on his list of names to play in the event of a recovery in the next few years. Still sees some downside to it, but they have the downstream assets to offset a lot of the losses that they are seeing in the oil sands. It has all of the things you need in a name if you are investing in a depressed asset. Wait for a better entry point.


Price:
$34.620
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2015-07-28 TOP PICK Bill Harris, CFA

If oil goes down and the Cdn$ drops, it is not horrible but you have to have low cost structure. They have discipline on the financial side and have been able to get their costs down by 30% and can actually make money. Yield of 3.39%.


Price:
$33.180
Subject:
RESOURCE
Bias:
BEARISH on RESOURCES
Owned:
Yes
2015-07-27 BUY on WEAKNESS Larry Berman CFA, CMT, CTA

2/3rds of revenue comes from gas sales and refining.  These profits have never been better.  Drilling and oil sands are what is not doing well.  You want to be buying at about $28-31.  We are near the bottom of the range.


Price:
$32.720
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-07-24 WEAK BUY Jeff Young

A high-quality oil sands producer. Good strong balance sheet that is able to withstand a weak environment. Because it is a big liquid oil stock, it is going to get battered around with oil prices. If you have a very long-term time horizon, it will definitely be a survivor. You could add to it  or stick your toe in a little, but wouldn’t back up the truck.


Price:
$33.080
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2015-07-16 COMMENT Michael Decter

Thinks that 6 months from now oil prices will be higher than they are now, but in the interim, they may be lower. The Saudis are pumping to beat the band. With the deal in Iran there is a possibility of more oil coming into the world market. On the other hand, drilling has fallen off and production is starting to drop in North America and inventory levels have been dropping. He would prefer Crescent Point (CPG-T) or PrairieSky Royalty (PSK-T), although this is a very good solid company.


Price:
$35.240
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2015-07-10 COMMENT John Stephenson

From a Canadian content, this is excellent. If he had to put money into one or 2 energy companies, this would definitely be one.


Price:
$34.950
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-07-03 COMMENT Mike S. Newton, CIM FCSI

Owned this for a period of time and did well on it about 18 months to 6 months ago, and then got stopped out. Finds this energy space really frustrating.


Price:
$34.600
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
No
2015-06-29 COMMENT Richard Croft

Has been writing Covered Calls against most of the oil companies he owns. Likes this as a strategy because if oil companies are doing well, very often the economy is not doing so well. Oil companies tend to be in the top quartile, or certainly in the top half, i.e. higher volatility stocks. He is writing covered calls into December of this year.


Price:
$33.790
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
Unknown
2015-06-18 DON'T BUY Greg Newman

Even though oil has fallen a lot, people think this is cheap now, but it is actually trading 8.3X EV to discounted adjusted cash flow. The five-year average is 6.7. This is a great company. They cut their costs a lot. Their oil sands operational expense was $20.40 last quarter, which was much better than he thought. Refining numbers look good. There is steady progress with their mega projects. Most importantly, their debt levels are really, really good. However, cash flows have fallen dramatically. He sees them coming up 2016 over 2015 with $60 oil. He doesn’t think this is game on, unless you have higher oil prices. There are better places elsewhere over the next 12 months.


Price:
$34.000
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Unknown
2015-06-17 WAIT James Telfser

A solid business that generates a lot of free cash flow, with a very defensive business downstream. If you are going to own a very large oil sands company that has very defensive characteristics, this might be the one to hold. Wait for fundamentals to improve. He has practically a zero percent weighting in energy.


Price:
$34.460
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2015-06-16 BUY on WEAKNESS Brian Acker, CA

Suspects this is going to go down to the $29.51 level. All the oils are going back to where they bottomed in December 2014. This has a model price of $35.50, a 3% upside from its current price. He would be a buyer at $29.51.


Price:
$34.490
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2015-06-15 BUY on WEAKNESS Larry Berman CFA, CMT, CTA

He likes energy stocks for a 10 year investment.  As energy is pulling back he is adding stocks.  For 10 years SU-T has made no one any money, but has paid a reliable dividend.  You want to buy in weakness and sell in strength.  Don’t get out of it right now.


Price:
$34.240
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-06-15 DON'T BUY Barry Schwartz

You have to own this if you believe in your heart that oil is going to go up, their production is going to go, they are going to control the costs, that the oil sands are not going to be targeted by environmentalists, issues and offsets going forward. Valuations don’t make any sense at $60 oil.


Price:
$34.240
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
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