stockchase picture

Compiling comments that experts make about stocks while on public TV.

Company Index

List by Company Name

List by Symbol

Suncor Energy Inc Stock Symbol: SU-T

Notes:Oil Sands. Oil weighted

Last Price Recorded: $33.0100 on 2014-12-17

Globe 200 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2014-12-12 COMMENT Jaime Carrasco

Canadian Natural Resources (CNQ-T) or Suncor (SU-T)? He likes both, but his preference would be this one. Both are solid and have low cost of production and will be around. 3.49% dividend yield.


Price:
$32.130
Subject:
RESOURCE, UTILITY & REITs
Bias:
OPTIMISTIC
Owned:
Unknown
2014-12-12 COMMENT Bruce Tatters

Energy space has been decimated, but this one has held up much better than some of the smaller and mid-cap energy players. If you feel you have to have some energy exposure, this company’s oil sand production has operating costs in the mid-$30 and does not have to spend capital to keep its current production rates growing. A very exceptionally strong balance sheet. Also, has midstream and downstream businesses.


Price:
$32.130
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-11 BUY Teal Linde

Of the large ones, this one has the best balance sheet.  The dividend is probably amongst the safest. 


Price:
$32.560
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2014-12-08 COMMENT Larry Berman CFA, CMT, CTA

The most defensive name would be SU-T in this environment.  He likes ZEO-T, but it will get re-balanced at the end of the week.


Price:
$33.700
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-12-08 COMMENT Larry Berman CFA, CMT, CTA

Stock vs. Stock.  HSE-T vs. SU-T.  There is probably more value in HSE-T over SU-T.  HSE-T does not have the retail division to the extent that SU-T does.  HSE-T is more over sold that SU-T.


Price:
$33.700
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-12-08 BUY Jeff Young

Being integrated helps them.  The crack spread helps stabilize the earnings.  Strong company with good growth prospects and a good balance sheet.


Price:
$33.700
Subject:
CANADIAN DIVIDEND
Bias:
BEAR on ENERGY
Owned:
Unknown
2014-12-05 HOLD Rick Stuchberry

Prefers the higher yielding stocks. He wouldn’t have any qualms about this. Just let a little bit more water go under the bridge. Doesn’t know how they are hedged, so doesn’t know how safe the dividend is, but they have a strong balance sheet.


Price:
$35.750
Subject:
CANADIAN LARGE & ADRs
Bias:
BULLISH on INDIA
Owned:
No
2014-12-04 TOP PICK Norman Levine

Make sure you own energy stocks with rock solid balance sheets and low costs of production.  They are a huge cash generating machine.  They could even raise their dividend here and payout would be very, very low.  They are not hurt much by oil pricing coming down and refining margins have been coming down to offset the price of oil  When oil goes up, prices at the pump reflect immediately, but when it comes down, the pumps are slow to come down.


Price:
$35.890
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
Yes
2014-12-01 WAIT Eric Nuttall

Does not see a compelling reason to own the stock in the next few weeks.  They will be a leveraged proxy on the price of oil.


Price:
$36.480
Subject:
OIL & GAS
Bias:
CAUTIOUS on OIL
Owned:
Unknown
2014-12-01 COMMENT Barry Schwartz

Canadian Natural Resources (CNQ-T) or Suncor (SU-T)? If you look at their cash flows, both companies are going to be fine at $70 oil. Slashed their growth budgets, but they will make it. He likes both of them.


Price:
$36.480
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-11-27 BUY on WEAKNESS Paul Harris, CFA

If oil gets knocked down even more, he would look to buy it.  This is a quality company and you need quality in this oil environment.  A well run company.


Price:
$36.860
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
CAUTIOUS on OIL
Owned:
Yes
2014-11-25 COMMENT John Stephenson

3 to 5 year hold? He would see lots of growth over that length of time and it is a good idea to invest with that time horizon in mind. This company has long reserves and a lot of optionality in terms of its property as well as a lot of growth. With this long-term horizon, you can’t go wrong.


Price:
$39.630
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULL on US EQUITIES
Owned:
Unknown
2014-11-21 BUY Michael Sprung

He is a big believer in this one. A good way to play the oil patch from an integrated perspective. You have everything from conventional oil sands to upstream and downstream. Extremely well-managed. On the multiple pieces, it looks pretty reasonable at these levels. If you look out over the next year or 2, it is selling at around 6X cash flow and 10-12 times earnings, which is quite reasonable. Because it is in the energy sector, there might be some volatility in the short term.


Price:
$40.520
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-19 BUY John O'Connell, CFA

If you want to own a large cap name in Canada, the energy sector is representing good value here. He has quite a bit of energy exposure, although he doesn’t own this one. If you want to own a large cap major, this would be the one. Likes what management is doing. They are paying attention and focusing on cost of capital. They’re not just pursuing growth for the sake of growth. They are buying back their stock when they think that they can't make investments in industries. Global supply is about 93 million barrels a day and global demand is about 93 million barrels a day. They are both growing at about 1.5%. There has been a downtick in growth recently. The large cap oil sands producers have been pursuing these large-scale mining operations and this company has done an excellent job of doing it. Reasonably expensive barrels of oil, and they run for long, long periods of time.


Price:
$38.710
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-11-18 BUY Michael Bowman

If he is looking to play the oil game and something that doesn't have a lot of risk to it, he is going to pick a company like this. He likes the downstream, the refining and the whole thing. Also, this is an oil sands company, so they don't have to go out to find the oil. A very conservative play, but if you want to get your feet wet in the oil business at present oil prices, this would be the one to buy. Thinks this has some support at around $38.


Price:
$39.170
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2014-11-17 BUY on WEAKNESS Larry Berman CFA, CMT, CTA

Stock vs. Stock.  SU-T vs. TOU-T.  Gas will have more volatility than oil.  SU-T he owns and it is the better choice.  Out a year or two it won’t have much growth.  Will trade down to the mid-$30s next year and up as high as last summer’s high.  Partially sell if it gets to the mid $40s.


Price:
$39.190
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Yes
2014-11-17 SELL John Wilson

Prefers Whitecap Resources (WCP-T), which is hedged at around $98, and half of 2015 production is hedged well into the high $90. You have exposure on this if the oil price keeps dropping. Great balance sheet, cash flow and long reserve life, but it wouldn't be his 1st choice.


Price:
$39.190
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
No
2014-11-14 WAIT Jaime Carrasco

Good for a 3-5 year hold? Hasn't owned this for a long time. Finds the dividend is lower than what he likes to see. In this environment, this might be a good one because it is a solid, big company. He would wait for some price stability.


Price:
$39.570
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2014-11-12 BUY Paul Gardner, CFA

He thinks there is an overreaction of the market selling this down.  Thinks they will continue to be gushing cash flow.  4 times cash flow and sometimes it has been as high as 6 in the past.  Their retail margins are holding up. 


Price:
$39.850
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Unknown
2014-11-06 COMMENT Mason Granger

(A large cap stock and the only large caps he would own in his portfolio are Crescent Point (CPG-T) and Canadian Natural Resources (CNQ-T).) He can see the investment merits for this company. It is an integrated model, so you are getting the downstream in addition to the upstream. A very large free cash flow generator. Expects the free cash flow next year is probably in the order of $2-$3 billion. The company can either pursue share repurchases or increase the dividend. Expects an increase in the dividend will be 10%-15% next year. Valuation is quite reasonable.


Price:
$38.500
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
No
2014-11-03 BUY Norman Levine

It is defensive and has not been hit as hard as others.  Downstream operation should continue to be profitable for them.  When oil prices go down the price of products are slow to respond and this increases profits.  It is a good value here.


Price:
$38.570
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-10-30 BUY Michael Bowman

Likes it.  He would buy it here because oil is coming down to the $80 dollar mark and the question is where it is going from here.  He prefers this kind of company because he is comfortable holding companies that are completely integrated.  It is all about operating net backs. 


Price:
$39.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULL
Owned:
Yes
2014-10-28 COMMENT Mike S. Newton, CIM FCSI

The problem that most Canadians have had is that 20%-30% of the TSX composite is made up of energy and commodities. You shouldn’t have to pay that much as far as multiples expanding and going up and down. Very cyclical. Nobody seems to know when to sell these. Doesn't feel it is a buy-and-hold.


Price:
$39.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Unknown
2014-10-28 COMMENT Brooke Thackray

Suncor (SU-T) or Crescent Point (CPG-T)? Two totally different stocks. We might still see oil production pushing down here a little bit, but that will take a little while for it to roll through. He looks at this from a seasonal perspective. If the oil sector really starts to ramp up here, you are going to get more bang for your buck out of Crescent Point. Because the energy sector is out of its seasonal period, he would be going with a more defensive oil play, which is Suncor.


Price:
$39.000
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
Unknown
2014-10-27 WAIT Peter Brieger

When you see the West to East pipeline, which he hopes comes to pass, you are going to see an awful lot of increase in refining activity in Québec and points east, and this company will benefit from that. Wait to see more progress on the pipeline.


Price:
$38.150
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-10-23 BUY Bill Harris, CFA

He waited 3 years after the Petro Canada acquisition to see if they could digest it.  This now a fantastic investment in the energy space.  Thinks it is a stock he can own for a long time.  It is throwing off free cash flow for the first time.


Price:
$38.980
Subject:
RESOURCE
Bias:
BULL on OIL
Owned:
Yes
2014-10-20 WATCH Chris Hensen

There is no way to know where the oil price will go in a couple of years.  It is hard to invest in this area.  It is a high cost producer with the majority of assets tied up in the tar sands so when oil sells off it gets hit more.  But he likes their integrated structure with the upstream and downstream.  He just doesn’t see a lot of upside here.  He would like to see it a lot lower before adding to it.


Price:
$38.100
Subject:
NORTH AMERICAN
Bias:
SELECTIVELY BULLISH
Owned:
Yes
2014-10-16 BUY Stan Wong

Baytex Energy (BTE-T) or Suncor (SU-T)? Certainly 2 very different names. Baytex gives you an 8% yield while you don’t get that with this. For yield hunters, Baytex is one that he would look at. He actually likes and owns both names, and they are both fine. You are probably getting a little bit more leverage in terms of the movement in oil price relative to the stock price with Baytex, where this one might be a little bit steadier being in the oil Sands space.


Price:
$37.140
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-15 COMMENT Barry Schwartz

Growing its production, and has wonderful reserves. Even at $80 oil, he feels they are still profitable.


Price:
$36.310
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-14 PAST TOP PICK Brian Acker, CA

(A Top Pick Oct 15/13. Down 1.44%.) In all probability this could go down to the $30 level. If so, he will be there buying it.


Price:
$36.100
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 30 of 1,412 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.