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Suncor Energy Inc Stock Symbol: SU-T

Notes:Oil Sands. Oil weighted

Last Price Recorded: $40.0200 on 2014-10-31 20:37:21

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Date Signal Expert Opinion Price
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
2014-10-10 COMMENT David Cockfield

Sell some Toronto Dominion (TD-T) and get into this? He likes TD, one of his favourite banks, and he has lots of it. He doesn’t know that he would like to sell his bank and would probably Hold them both.


Price:
$36.660
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-10-10 BUY David Cockfield

This has tended to be a favourite in the US which is probably one of the reasons why it has been pounded so badly. It has a lot of heavy oil and that is where price stability is these days. Thinks it is in a Buy range here.


Price:
$36.660
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Unknown
2014-10-09 DON'T BUY David Burrows

We broke a 12 year trend in commodities.  Oil has followed.  He prefers companies that benefit from falling oil prices.


Price:
$37.510
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Unknown
2014-10-08 TOP PICK Michael Sprung

Canada’s largest integrated oil/gas company. With energy being hit the way it has, this is a really good opportunity to step in. We are going to see some cash flow estimates come down, but nonetheless, this company should be earning around $5 or $5 plus cash flow over the next couple of years. A very inexpensive stock. You are getting the benefit of both the upstream and the downstream operations. Dividend yield of 2.99%.


Price:
$38.240
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-07 HOLD Rob Stabile

Solid management and a very good allocator of capital. Expects there will be dividend increases over time. The beauty with oil sands projects and oil sands operators is that once they spend capital to get a project going, there is very little decline and very little maintenance capital to be spent. You will see this company building more projects and expanding, but there will be a significant amount of cash flow being returned to shareholders in the form of dividends.


Price:
$38.530
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-07 COMMENT Christine Poole

This is on her Watch List. All of the oil producers have come back quite a bit. This is probably the best name for oil sands exposure. This becomes a call on crude, which she thinks is near the floor.


Price:
$38.530
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-10-06 COMMENT Zachary Curry

They are shedding assets that they deem to be non-core, which has done them well over the past year plus. Focused on the oil sands and long-term assets. Have done dispositions to help their balance sheet and rewarding shareholders. He can definitely see a time when he would be an owner of this.


Price:
$39.550
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2014-09-29 WEAK BUY Norman Levine

He sold his COS-T to decrease his exposure to oil.  This is his remaining exposure to oil sands.  As much as environmentalists are trying to shut down additional pipelines, he feels oil will go out via other means.  Don’t hold a huge position.


Price:
$40.230
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2014-09-26 BUY Michael Bowman

With oil by rail, maybe Keystone does not matter.  They are a refiner with upstream and downstream operations.  This is a very conservative company.  They had very good dividend increases.  Worth buying here.


Price:
$40.690
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH on OIL SERVICES COMPANIES
Owned:
Unknown
2014-09-25 BUY Michele Robitaille

Likes that they have a very integrated strategy.  They can access non-North American pricing for 90% of their product.  Growth in cash flow over the next number of years is tremendous.  The one knock is Fort Hills, but it is still a high quality project that will work for them over the long term.


Price:
$40.290
Subject:
HIGH YIELD EQUITIES & REITS
Bias:
CAUTIOUS
Owned:
Yes
2014-09-19 BUY Greg Newman

Suncor (SU-T) or Canadian Natural Resources (CNQ-T) for the growth? These are both excellent choices. Thinks CNQ is slightly better. This one throws off huge free cash flow growth and you are going to have nice dividend growth as a result. A quality name and a good balance sheet. (See Top Picks.)


Price:
$41.990
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Unknown
2014-09-17 PAST TOP PICK Brian Acker, CA

(A Top Pick Oct 15/13. Up 18.72%.) His model price is $79, an upside of 81%. He is willing to be patient and wait for the value to be created.


Price:
$43.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2014-09-16 COMMENT John O'Connell, CFA

Switch to another oil such as Canadian Natural Resources (CNQ-T)? These are 2 really good companies. Both are very well run and if you wanted to own 2 large cap names, these would be the 2 you want to own. Doesn’t think the trade would be worth it because of the possible tax implications and transaction costs.


Price:
$43.470
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-09-15 HOLD John Zechner

It is more of a gas play.  You are playing the winter weather story.  He would not necessarily be selling although he reduced his position recently.  It is stable and generates a lot of cash flows.  He would not throw more money at it, however.


Price:
$43.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2014-09-05 BUY Norman Levine

Likes it.  Even though he thinks oil prices are vulnerable, SU-T looks attractive in the long term.  You can expect very good dividend growth going forward.


Price:
$44.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Yes
2014-09-03 COMMENT Philippe Capelle

Looking for increasing free cash flow generation with their good production growth. Also, thinks the dividend will increase over time. This is a great story to own. An integrated, so they have upstream production as well as the downstream integrated. In the event of volatile oil prices, they make money on the downstream.


Price:
$44.110
Subject:
CANADIAN LARGE (RESOURCE)
Bias:
BULLISH on ENERGY
Owned:
Yes
2014-09-03 BUY Jim Huang

This has been his favourite for a long time. A premier oil sand company in Canada. Well respected management which focuses on returning cash to shareholders either through dividends or buybacks. That will continue. Expect they will continue to raise their dividends. Over the long term they will create value.


Price:
$44.110
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
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
Showing 1 to 30 of 1,391 entries
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