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Suncor Energy Inc

Stock Symbol: SU-T

Notes:Oil Sands. Oil weighted

Last Price Recorded: 31.9500 on 2013-05-25 01:14:16

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Date Signal Expert Opinion Price
2013-05-22 BUY John Wilson

Tremendously long lifed.  Going out 3 years you could own this stock if you don’t worry month to month.  Returns a lot of cash to shareholders.  Ultimately he thinks Keystone will get approved but it will take longer than people think.  2.4% yield.  Should increase dividend every year and maybe throw in a big buyback.  If oil goes up you get good leverage to that.


Price:
$32.500
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2013-05-17 STRONG BUY Norman Levine

Depends on the price of oil, and the differential between what they are producing in the oil sands and what West Texas Intermediary does. Likes Suncor thinks it's very cheap here.


Price:
$32.920
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-15 BUY Todd Johnson

Has been a big disappointment in terms of it's production growth. A recently cancelled voyager upgrade project wasn't really a surprise. Not the company it was 3 or 4 years ago.

Valuation is attractive, which is why they continue to hold it.  New CEO is expected to increase the dividend. Recently positive on Suncor.


Price:
$32.220
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY BULLISH
Owned:
Yes
2013-05-10 DON'T BUY Bill Harris, CFA

It is just not that cheap (on operating costs).  He owns CVE-T. 


Price:
$32.040
Subject:
RESOURCE
Bias:
DEFENSIVE
Owned:
No
2013-05-06 BUY Ben Cheng

Integrateds are moving to a model that looks more like an income trust.  They are going to focus on returning cash to shareholders.  He thinks this is a good thing.


Price:
$30.810
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Unknown
2013-05-02 HOLD Rick Stuchberry

They just raised the dividend recently.  Horizontal drilling technology is as important to energy as the micro chip was to electronics.  SU will be in a trading range for some time.  With a 4% yield you can sit and wait.


Price:
$30.820
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
SELECTIVE
Owned:
Unknown
2013-04-30 TOP PICK Martin Davies

Had a joint venture with Total (TOT-N) and both companies decided that the new upgrader was not going to go ahead and it looks like that was the right decision. Recently restated good oil sands production growth of over 4%. Also, just announced an increase in their quarterly dividend. Yield of 2.58%. Sees it  at over $40 in 12 months.


Price:
$31.410
Subject:
CANADIAN ENERGY
Bias:
BULLISH on ENERGY
Owned:
Yes
2013-04-29 COMMENT John Wilson

Great reserve life. Huge oil sands assets. If you are a long-term investor, this is certainly one of the highest quality franchises to play the Canadian energy patch with. They had an asset sale recently which created some chatter that could result in a dividend increase.


Price:
$29.640
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2013-04-26 BUY Jaime Carrasco

Has this as an “outperform” with a $43 target on it. Probably a good entry point at this time. 1.8% dividend yield.


Price:
$29.280
Subject:
ENERGY, MATERIALS, UTILITIES & REITS
Bias:
BULLISH on GOLD
Owned:
No
2013-04-25 BUY Paul Harris, CFA

He sold it when they acquired Petro Canada.  They sold off an asset just recently and people knocked the stock down because of that.  He thinks, though, that they are doing a good job of capital discipline.  They have probably rationalized a lot of the Petro Can assets.  At these levels it is worth buying here.


Price:
$29.590
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
SELECTIVE
Owned:
No
2013-04-23 COMMENT Nick Majendie

This needs the energy sector to come back in favour a bit. The catalyst for this could be the resolution of some of their transportation difficulties. Has good growth prospects, zeroing in on profitable growth as opposed to production growth. If you can be patient, you can make a lot of money if you hold it over the next 3 years.


Price:
$28.860
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2013-04-19 DON'T BUY David Cockfield

Spread differential has narrowed from $25 down to $12-$13. Unfortunately, at the same time, WTI has gone down. The lower Cdn$ has also helped. He is more positive on the Alberta oil situation than he was a few months ago. He has virtually eliminated all of his integrateds.


Price:
$28.130
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-04-16 DON'T BUY Colin Stewart

Like many other large Canadian oil/gas companies has suffered from weaker differentials, concerns over costs in the oil sands, general concern that oil prices are going to go lower. With a huge change in technology that we have seen in the oil/gas business, all of the previous assumptions about supply and resources available in North America and the issue of Peak Oil is being at bit debunked by the new technology.


Price:
$28.410
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
No
2013-04-15 BUY Larry Berman CFA, CMT, CTA

Oil.  Historically Oil and Nat Gas have been liked but have recently diversified.  When they get the LNG thing and we can transport gas, it is a local thing so the price will stay there for a couple of years.  $85 is big support for oil and we will see it tested in the next couple of weeks.  Local integrated oil SU-T is attractive now and he picked some up.


Price:
$27.500
Subject:
N/A
Bias:
UNKNOWN
Owned:
Yes
2013-04-12 BUY James Telfser

Great assets. Likes that they did not proceed with Voyager, which makes more room for dividend increases. They were already generating a ton of free cash flow so they have room for dividend increases. With all the political issues, there is a lot of overhang on the shares. Next quarter is going to be a good indicator for him. Wildly cheap so once some of the negative sentiment gets removed, it will have room to run.


Price:
$28.820
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 1,215 entries
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