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Suncor Energy Inc Stock Symbol: SU-T

Notes:Oil Sands. Oil weighted

Last Price Recorded: 43.6700 on 2014-09-03 01:14:13

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Date Signal Expert Opinion Price
2014-08-27 WAIT Hap (Robert) Sneddon FCSI

Has sold all of his energy holdings. Energy has 2 seasons. The 1st run ends in May followed by a 2nd run starting in late July. His holdings ran right through the weak period and he started to reduce in early July. He is now currently looking as to when to get back into the energy sector. Thinks there will be an opportunity between now and late September.


Price:
$44.190
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
No
2014-08-26 PAST TOP PICK Michael Sprung

(A Top Pick Sept 4/13. Up 25.39%.) Lately stocks have held up quite a bit better than the commodity price of oil. Selling for a reasonable multiple at 1.5X BV. Trading at about 11X next year’s earnings. 2.5% dividend yield. A well diversified play on the energy industry.


Price:
$44.160
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-08-25 BUY Eric Nuttall

Refiners are making a huge margin.  SU-T are growing their oil sands production. 


Price:
$44.300
Subject:
OIL & GAS
Bias:
SELECTIVE
Owned:
Unknown
2014-08-22 DON'T BUY Don Vialoux

They broke a support level and established a downward trend. They have underperformed the market and are below the 20 day moving average.  Three technicals against you.  Fundamentals suggest a bit of caution here.


Price:
$43.960
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2014-08-18 HOLD John Stephenson

This is a benchmark name.  Over time he noticed that energy is pretty strong in Canada and appeals to Canadian and international investors.  He thinks it should be a core holding.  Ultimately has good leverage to oil prices.  But if oil is below $90 it will not do well.


Price:
$42.680
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
SELECTIVE
Owned:
Unknown
2014-08-15 PAST TOP PICK Brian Acker, CA

(A Top Pick Aug 7/13. Up 27.99%.) This had a negative transit in one of his EBV lines, so he would be cautious on ih. Hopefully the EBV +2 level holds. It could fall back to EBV +1 at $36.50. Energy, certainly in the last 6 weeks, has been a tough sector to be in. He shows this could have an 87% upside. Yielding 2.67%.


Price:
$42.950
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-08-15 WEAK BUY David Cockfield

This is a bit boring at the present time. The oil sands has become a major part of their production. Have a good following in the US. Not much exciting about the stock at the present time. Very solid, and on a long-term basis it is a fine investment. Don’t expect too much performance out of it in the intermediate term. Q2 was slightly below expectations were the others surprised with better growth.


Price:
$42.950
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2014-08-14 BUY Paul Harris, CFA

Really likes the stock. Have made some very good decisions on exiting areas where they don’t get the rates of return that they want. They have the more important aspects of their business and they really do think about this when they are buying or exiting assets. This is a great story at these levels. Expects there is more upside and it is not expensive. Decent dividend. This is something that you can own for many, many years.


Price:
$41.940
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BULLISH
Owned:
Unknown
2014-08-13 COMMENT Mike S. Newton, CIM FCSI

These big material and energy names you need to be very careful of. You watch the cycle and trade in and out of them. At this point, he feels this company still has good tailwinds behind it right now.


Price:
$42.180
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-08-12 DON'T BUY Bill Carrigan

Chart shows a breakout earlier this year and it ran up. However, with crude running into difficulty, this could be a problem. The lower fruit has been picked and he would back away from this group.


Price:
$42.530
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH on MATERIALS
Owned:
Unknown
2014-08-05 COMMENT Barry Schwartz

He sees growing cash flow. Likes what the new management is doing of returning capital to shareholders and following the Exxon plan. Could be a much higher stock than it is today.


Price:
$43.190
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-01 BUY Norman Levine

Likes this long term. Good production profile. Also, likes its refining and marketing. Raised its dividend and will probably do it again next quarter. There is lots of room for the dividend to go up. Had some production difficulties last quarter, in both upstream and refining sides. More importantly the price of oil has gone down to about $97, which hurt energy stocks in general. Unlike a lot of its competitors, 100% of its production is sold at full WTI price.


Price:
$43.430
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-07-29 BUY Ross Healy

Likes this a lot. There is a lot of upside potential. His Fair Market Value is quite high. Has been recommending the stock for some time. Probably has another 30%-40% to go before he would consider it to be expensive.


Price:
$45.120
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
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
Showing 1 to 30 of 1,365 entries
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