Viewing Company Suncor Energy Inc | StockChase
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Suncor Energy Inc Stock Symbol: SU-T

Notes:Oil Sands. Oil weighted

Last Price Recorded: $40.3600 on 2017-07-28

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Date Signal Expert Opinion Price
2017-07-28 COMMENT Greg Newman

Buy, Sell or Hold? This has had excellent production growth since 2014. Their major projects remain on track. Their recent earnings were in line. He is modelling 10% production growth 2017-2019. 4% cash flow per share growth. Good balance sheet. The payout ratio for 2017 is about 109%. A blue-chip name in the Canadian oil space.


Price:
$40.360
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Unknown
2017-07-21 PAST TOP PICK Michael Sprung

(A Top Pick Aug 24/16. Up 9.04%.) He considers this to be the benchmark of the Canadian industry. This is still a Buy.


Price:
$38.420
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-07-04 TOP PICK Kash Pashootan

He’s been very light in this space for several years now, and started to add this about a year ago. Although he doesn’t believe oil is going up anytime soon, you want to have some exposure, and this is a conservative way of having some. Dividend yield of 3.4%. (Analysts’ price target is $50.)


Price:
$37.540
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-06-28 PAST TOP PICK Jon Vialoux

(A Top Pick March 2/17. Down 3.67%.) The period of seasonal strength for some of these energy stocks, this one in particular, is from late January all the way through to mid-May. The average gain for that time frame is about 14.6%, and has been positive 75% of the time over the past 20 years. This was probably the only oil/energy stock that was positive over that time frame.


Price:
$38.530
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2017-06-07 TOP PICK Kash Pashootan

If you want exposure to energy, but don’t want to lose your shirt if oil prices go down, this is the way to do it. Year-to-date oil is down about 10%, and this one is down about 5%. A good way to participate. It is integrated. They are exploring, refining and selling it at the pumps. A conservative way to play energy. Dividend yield of 3%. (Analysts’ price target is $50.)


Price:
$41.140
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-06-02 BUY Brian Acker, CA

This closed at $42.32, and he has model price of $57.71, a 36% upside. Has a 3% dividend. The mean estimates for earnings is $1.96.


Price:
$41.940
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2017-05-15 HOLD Alex Ruus

Canada’s largest oil producer. Solid, solid company. This has done really well over the last year, and is probably going to be in a holding pattern for a while. Relatively expensive compared to other stocks in the sector. Depending on commodity prices, it should gravitate upwards.


Price:
$43.850
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-05-09 TOP PICK Lyle Stein

He is dramatically underrepresented in the “energy producer” sector, and wants to get money back into oils. The best place to start is in a big cap liquid name that pays a dividend. He is not looking for torque yet, because he can’t quite see the beauty of the recovery, but he wants to have exposure, simply because on a value basis these things are cheap and this is levered to oil, and has actually outperformed oil in its existence. Dividend yield of 3%. (Analysts’ price target is $50.)


Price:
$43.110
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-04-28 TOP PICK Michael Sprung

There have been a string of mergers and acquisitions in the oil patch, and this company is going to reap the benefit of that. Has a great balance sheet, which they will be using for share buyback and possible dividend increases. They have great growth prospects going forward. Dividend yield of 3.1%. (Analysts’ price target is $49.)


Price:
$42.860
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-04-27 BUY on WEAKNESS Mohsin Bashir

Arguably one of his favourite names in the energy sector.  This would be the premium name to go with because of their ability to deliver results and increase cash flows.  They have added amounts of cash flow to be coming soon.  This is why they announced a $Million share buyback to come soon.


Price:
$41.750
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2017-04-07 BUY on WEAKNESS Josef Schachter

This has been one of the great success stories. BV is $26.76. It got below that in Q1 of 2016. These companies are sitting very leveraged to the price of oil, so while they make money at $30 US oil, the stocks usually gets hit at that price. They have $16 billion in debt against $45 billion of equity, so they’re in pretty good shape. His view is that the stock will back off. If you can buy at under $30, that would be a great buy.


Price:
$41.540
Subject:
OIL & GAS
Bias:
BEARISH on OIL
Owned:
Unknown
2017-03-28 BUY Swanzy Quarshie

She likes it.  Pay attention to free cash flow yield in integrated companies.  Current projects will bring in some lumpy growth.  She is looking for them to increase dividends and buy back shares.  It ranks really well globally.


Price:
$41.420
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
No
2017-03-23 PAST TOP PICK Norman Levine

(Top Pick Mar 22/16, Up 16%)  They made that acquisition of COS-T at very low prices.  It helps bring down the overall cost of production.  Energy stocks got way ahead of the price of crude and that is why they have not done as well so far this year as earlier.


Price:
$40.860
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-02 TOP PICK Jon Vialoux

You want to be wary about becoming too aggressive in energy stocks yet. We are seeing supply ramp up again. There was a big drawdown in the price of oil today. If it breaks $52, some of these oil stocks will be hit. This is the time of year for oil stocks. Between January and mid-May, the stock has gained about an average of 14.68%, and has been positive in 75% of the periods over the past 20 years. It did gap higher following its earnings in February by about $41. Dividend yield of 3.07%. (Analysts’ price target is $49.)


Price:
$41.430
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2017-02-14 COMMENT David Burrows

This is more of a cyclical trade than a long-term secular trade.


Price:
$41.830
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-02-13 BUY Paul Harris, CFA

3.1% yield.  You should own the larger cap names given the uncertainty with what Trump will do.  Their cash costs of oil extraction have been coming down over the last little while.  They did a good job of making acquisitions at the right time.  They will drive their costs down even further.  They can increase their dividend.


Price:
$41.720
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Unknown
2017-02-02 BUY Lyle Stein

The issue is the oil price and the ability to extract oil at a low cost and move it into the market.  They did a good job of being able to get it out of the oil sands.  Fort Hills is coming on.  Everything is favourable.  He owns it and likes it and they pay a nice dividend.  If oil prices stay at nice levels this will be a great name to own.  He wants to own the ability of the assets to earn cash flows for his clients.


Price:
$40.520
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-02-01 COMMENT Brendan Caldwell

The absolute winner in the Canadian energy play. The stock has done very well and has not been hit like many of the others. They have the balance sheet, they have the assets, and they are in a position of either high energy prices or low energy prices to continue to build their company, and acquire good properties on the cheap. He still likes this.


Price:
$40.530
Subject:
CANADIAN VALUE
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-01 PAST TOP PICK Michael Sprung

(A Top Pick Jan 7/16. Up 25.58%.) Still one of his favourites. Sort of the benchmark in the Canadian industry. It is the largest and most diversified. An extremely well-managed company. At the current price, he wouldn’t be running out to buy it. Prefers to get it in the mid-$30.


Price:
$40.530
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-31 COMMENT Eric Nuttall

His bias is towards smaller companies of $3-$5 billion. This is the largest constituent of the index. When he looks at this, he thinks of boring, low growth, a company with a lack of meaningful take away capacity, a company imposing massive carbon taxes. He would prefer a smaller, more nimbler company with a higher ability to grow production such as Cardinal Energy (CJ-T) or Whitecap (WCP-T).


Price:
$40.360
Subject:
ENERGY
Bias:
OPTIMISTIC
Owned:
No
2017-01-25 COMMENT Bruce Campbell (2)

The large player in the Canadian oil/gas sector. If you think oil prices are going to continue to trend up, then it is one you want to invest in. He tends to look for companies that have a more accelerated growth profile, so he goes into smaller companies that have more of a production growth profile.


Price:
$42.190
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2017-01-18 BUY on WEAKNESS Greg Newman

He sees this having 16% production growth from 2016 to 2018, resulting in 22% cash flow per share growth. They easily pay their dividend. The only thing he doesn’t like is that it is trading above its peers at 8.8X, versus its peer average of 7.9X. Try to buy at a slightly lower level.


Price:
$42.430
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Unknown
2017-01-10 PAST TOP PICK Bruce Tatters

(A Top Pick Aug 17/16. Up 21.34%.) This had really terrific results shortly after he had recommended it. A very well-run company. It doesn’t face a lot of the same type of problems that a lot of energy companies face. A very disciplined and well run company.


Price:
$43.010
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-09 WAIT Josef Schachter

This is the goto name, the largest cap name and one that Americans love to own.  Fort Hills is just being finished up and will give them a bounce in the volume this year. They have done a very good job of driving costs down.  If we break $40 oil then you will have another great purchasing opportunity.


Price:
$43.490
Subject:
OIL & GAS
Bias:
BEAR on OIL
Owned:
Unknown
2017-01-09 DON'T BUY Daniel Lloyd

Long term it is probably not that great.  He used to be short, but covered it when he became a little more constructive on oil.  The long term picture for someone in the oil sands is not that great.


Price:
$43.490
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2017-01-06 PAST TOP PICK Matt Kacur

(A Top Pick Nov 22/16. Up 4.17%.) A really solid oil/gas, and he thinks the oil/gas area is a good place to be.


Price:
$44.110
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-12-21 COMMENT Michael Sprung

The benchmark in the Canadian energy industry. It is the most integrated having both upstream and downstream, oil sands/conventional. Extremely well-managed. For years and years, this always sold at a discount relative to the group. They have some of the best assets, and are in the best position as well as being the most diversified. If you have long-term faith in the energy industry, this is a stock you want to own.


Price:
$43.970
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-12-12 TOP PICK Kash Pashootan

Has been negative on energy for several years now. The good news is that oil is no longer in free fall and has set a bottom, and is starting to creep back up. However, we are not out of the woods yet. There could be continued pressure in oil prices. This company is a great way to take a conservative step into energy. They are fully integrated, which helps to add some balance to their earnings. Dividend yield of 2.71%. (Analysts’ price target is $47.60.)


Price:
$42.770
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2016-12-06 COMMENT Mason Granger

Trading at about 7X on an enterprise value to debt adjusted cash flow. He can find companies that have a greater free cash flow profile and cash flow growth profile than a large cap like this. Syncrude, which has actually been a pretty poor performer in terms of reliability, managed to have a 98% reliability in Q3, which is pretty good for them. Comfortable that about 70% of Fort Hills is complete, and that it and Hebron are both expected at the end of 2017.


Price:
$42.970
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
No
2016-12-02 COMMENT David Cockfield

If you are late into the oil sector, this company with its refining assets is the solid citizen of the pack. You are not going to get a huge lift. The stock has been more sideways and volatile on a week to week basis. That reflects a very high quality, well-managed, good debt ratio oil company. If you are very cautious, this is probably not a bad stock.


Price:
$42.820
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
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