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Suncor Energy Inc Stock Symbol: SU-T

Notes:Oil Sands. Oil weighted

Last Price Recorded: 45.3400 on 2014-07-29 01:14:14

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Date Signal Expert Opinion Price
2014-07-24 BUY David Burrows

Behaving extremely well. The thesis is that the bottleneck in transportation from Canada to US is starting to break up a little bit.  A great balanced portfolio to own.  A great core holding to own.  You will see $50 again in your lifetime.


Price:
$45.440
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-21 HOLD Ron Meisels

Probably needs a minor correction after a huge run.  It is well above its 40 week moving average.  It could correct or just stop moving. 


Price:
$44.590
Subject:
TECHNICAL ANALYSIS - N.A. EQUITIES
Bias:
BULL
Owned:
Unknown
2014-07-18 HOLD Mohsin Bashir

Has exceptionally good assets, great management team and increased dividends. You also have the advantage of refining capacity. It’s not just a matter of being able to extract heavy oil out of the ground, but you have to go through the processes of refining it. This company probably has some of the best operations in the country.


Price:
$44.620
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-16 COMMENT Joanne A. Hruska, CFA

2nd quarter numbers were not quite as strong as they could be. She bought more of this last week. Feels that there is a big free cash flow wall coming. Likes it at this price.


Price:
$44.720
Subject:
OIL & GAS
Bias:
BULLISH on CDN ENERGY
Owned:
Yes
2014-07-03 COMMENT Barry Schwartz

This is a much better company coming out of the recession. Likes what management is doing. They follow the Exxon model of returning capital to shareholders. Going to generate stable, stable returns going forward, as long as oil prices stay high.


Price:
$45.530
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-06-25 HOLD Martin Davies

Into a free cash flow distribution phase which will give them the luxury of having long reserve life mines and SAGD projects, producing a fair amount of free cash flow. The share buy back, and the dividends in the long term are what are going to help shareholders on their rate of returns.


Price:
$44.700
Subject:
CANADIAN ENERGY
Bias:
BULLISH
Owned:
Yes
2014-06-24 DON'T BUY Mason Granger

He is not a big investor in oil sands.  There are long lead times on projects.  Prefers CNQ-T.


Price:
$44.580
Subject:
OIL & GAS
Bias:
BULL on OIL & GAS
Owned:
No
2014-06-12 BUY David Burrows

In the last 4 months, he has built a pretty significant weight in the heavy oil companies in Western Canada. The bottleneck in getting the bitumen and oil to market is starting to de-bottleneck a little. We produce about 4 million barrels a day, and by the end of this year will be moving about 800,000 barrels a day to the Gulf of Mexico. So the differential between Western Canadian heavy oil and WTI is narrowing, which is good for companies like this.


Price:
$45.440
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on ENERGY
Owned:
Unknown
2014-06-11 COMMENT Bruce Campbell (1)

Stock has moved up, and they are doing a lot of the right things, but if you ever get a bottleneck problem on heavy oil, you could be into a bit of trouble. Prefers Canadian Natural Resources (CNQ-T) which has more international exposure.


Price:
$44.200
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
No
2014-06-09 DON'T BUY Eric Nuttall

Have done a good job of tightening focus over the last couple of years.  Often uses this stock instead of being in cash.  He does not feel like he needs to own Suncor at these prices, however.


Price:
$43.390
Subject:
OIL & GAS
Bias:
BULL on GAS
Owned:
Unknown
2014-06-05 BUY Andrew Hamlin

Stock vs. Stock.  CPG-T vs. SU-T.   Likes the diversified asset base.  Warrant buffet has taken a significant stake in SU-T.  We should see more growth coming out of SU than CPG.


Price:
$42.850
Subject:
GROWTH & INCOME
Bias:
CAUTIOUS
Owned:
Unknown
2014-05-29 TOP PICK Brian Acker, CA

His model price is $81.93, a 95% upside.


Price:
$41.710
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on US EQUITIES
Owned:
Yes
2014-05-26 BUY Hap (Robert) Sneddon FCSI

Chart shows a little bit of stalling with the gap between $41 and $42. If we break there, we could probably go down to $38, possibly a 10% correction, but in the last little bit there has been a continuation that we should get higher. He thinks any downside would be at around $41.75 and the market would pick it up pretty quickly. He would Buy today and put a tight stop in at around $41.75.


Price:
$42.280
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
OPTIMISTIC
Owned:
Yes
2014-05-22 BUY Todd Johnson

Has a new CEO and have been raising the dividend. Focused on being more efficient. Still growing their oil sands operations, but are trying to be more efficient and return cash to shareholders. Have growing oil sands production and a good management team. Trading at around 7X Price to Cash Flow which is a reasonable entry point.


Price:
$42.460
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-05-12 BUY James Telfser

He uses some seasonality and some technicals when looking at stocks, but he doesn’t try to time the market.  SU has had an incredible run.  It is now starting to get into reasonable levels.  Lots of Canadian energy plays have perked up.  This is a fine entry point.


Price:
$42.800
Subject:
CANADIAN
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Yes
2014-05-12 HOLD Jim Huang

Stock had a pretty good run, especially after last quarter. One of the best oil sands producers in Canada. Has building growth. Management team has improved capital efficiencies and became more friendly to shareholders. In the near-term, they may have to consolidate a little bit. If you hold this, you will have increasing dividends and incremental growth. Thinks the next level will be $40-$45.


Price:
$42.800
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-05-07 WEAK BUY Douglas Kee

Prefers CVE and CNQ.  There is nothing wrong with SU.  Well managed.  Free cash flow is starting to get thrown off, they are increasing their dividend and buying back shares.  Likes CPG because it is leveraged to light oil and has a large dividend.


Price:
$43.150
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
No
2014-05-06 COMMENT Mike S. Newton, CIM FCSI

Between dividends and buybacks, they have returned something like $750 million in the near-term. Thinks it will remain strong and will probably eclipse its old high. The big warning he would give anybody is that these names are cyclical.


Price:
$43.400
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2014-05-02 COMMENT Bruce Campbell (1)

Reported a good quarter. There is some 6%-8% oily growth.


Price:
$43.220
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
No
2014-05-01 BUY David Burrows

A recent add to portfolios.  We are starting to see the reduction in the discount from heavy to light oil because of increased capacity to get oil to the gulf.  He has more CNQ than SU.  Weak Canadian dollar is beneficial for this group.


Price:
$42.530
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-28 WEAK BUY Larry Berman CFA, CMT, CTA

Stock vs. Stock: CVE, CNQ or SU for an oil sands play.  Not a pure oil sands play.  A more diversified oil company.  Prefers Hess Corp.


Price:
$41.340
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-04-28 BUY on WEAKNESS Peter Brieger

He is waiting to see what happens with the west to east pipeline and what happens to the Keystone pipeline.  Would like to see it below $40 before he would buy it.


Price:
$41.340
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-04-24 WEAK BUY Mason Granger

It looks like you will get a break-out.  Likes the oil focus and their practice of returning capital to shareholders.  They are making a lot of the right names.  Prefers TOU-T


Price:
$40.960
Subject:
OIL & GAS
Bias:
BULL on OIL
Owned:
No
2014-04-22 HOLD Colin Stewart

The whole energy patch has done well so far this year. It’s been the hot sector in Canada this year. This stock languished for a long time and feels it is still trading at a reasonable valuation. Pays a dividend. A blue chip way of getting exposure to energy in Canada.


Price:
$40.320
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
BULLISH on US ECONOMY
Owned:
No
2014-04-15 HOLD Keith Richards

Has had a lot of volatility over the last few years. The lid of around $35 which was containing this stock was broken in mid-2013. That was pretty good news. This was followed by another level of consolidation and it seems to be breaking that right now. The bigger picture so far is healthy. As long as it keeps keeping the bridges as it moves out, he would continue to hold it.


Price:
$39.370
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2014-04-14 BUY on WEAKNESS Josef Schachter

94% oil / 6% Nat Gas.  If you can get it in the low $30s buy, but don’t chase it.  There is no urgency to buy it now.


Price:
$39.500
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Unknown
2014-04-11 PAST TOP PICK Martin Davies

(Top Pick Apr 30/13, Up 27.96%) Seeing a very large change in the economics of Natural Gas.  He has deployed some profits to the Nat Gas side to diversify.


Price:
$39.470
Subject:
CANADIAN OIL & GAS
Bias:
BULLISH on NATURAL GAS
Owned:
Yes
2014-04-09 BUY Stan Wong

Energy names in Canada are starting to break out a bit.  Hold onto this particular stock.  Thinks it will start to perform.


Price:
$39.620
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
No
2014-04-04 BUY Genevieve Roch-Decter

Has done a good job of generating tons of free cash flow and are on a trajectory of increasing their dividend.


Price:
$39.550
Subject:
NORTH AMERICAN ENERGY INFRASTRUCTURE
Bias:
BULL on ENERGY
Owned:
Yes
2014-04-03 COMMENT Jaime Carrasco

Hasn’t owned this for a long time, but only because of the yield. He has it with a $48 target.


Price:
$39.210
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
No
Showing 1 to 30 of 1,352 entries
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