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Suncor Energy Inc

Stock Symbol: SU-T

Notes:Oil Sands. Oil weighted

Last Price Recorded: 31.9500 on 2013-05-25 01:14:16

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Date Signal Expert Opinion Price
2013-05-22 BUY John Wilson

Tremendously long lifed.  Going out 3 years you could own this stock if you don’t worry month to month.  Returns a lot of cash to shareholders.  Ultimately he thinks Keystone will get approved but it will take longer than people think.  2.4% yield.  Should increase dividend every year and maybe throw in a big buyback.  If oil goes up you get good leverage to that.

 Price:
$32.500
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2013-05-17 STRONG BUY Norman Levine

Depends on the price of oil, and the differential between what they are producing in the oil sands and what West Texas Intermediary does. Likes Suncor thinks it's very cheap here.

 Price:
$32.920
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-15 BUY Todd Johnson

Has been a big disappointment in terms of it's production growth. A recently cancelled voyager upgrade project wasn't really a surprise. Not the company it was 3 or 4 years ago.

Valuation is attractive, which is why they continue to hold it.  New CEO is expected to increase the dividend. Recently positive on Suncor.

 Price:
$32.220
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY BULLISH
Owned:
Yes
2013-05-10 DON'T BUY Bill Harris, CFA

It is just not that cheap (on operating costs).  He owns CVE-T. 

 Price:
$32.040
Subject:
RESOURCE
Bias:
DEFENSIVE
Owned:
No
2013-05-06 BUY Ben Cheng

Integrateds are moving to a model that looks more like an income trust.  They are going to focus on returning cash to shareholders.  He thinks this is a good thing.

 Price:
$30.810
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Unknown
2013-05-02 HOLD Rick Stuchberry

They just raised the dividend recently.  Horizontal drilling technology is as important to energy as the micro chip was to electronics.  SU will be in a trading range for some time.  With a 4% yield you can sit and wait.

 Price:
$30.820
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
SELECTIVE
Owned:
Unknown
2013-04-30 TOP PICK Martin Davies

Had a joint venture with Total (TOT-N) and both companies decided that the new upgrader was not going to go ahead and it looks like that was the right decision. Recently restated good oil sands production growth of over 4%. Also, just announced an increase in their quarterly dividend. Yield of 2.58%. Sees it  at over $40 in 12 months.

 Price:
$31.410
Subject:
CANADIAN ENERGY
Bias:
BULLISH on ENERGY
Owned:
Yes
2013-04-29 COMMENT John Wilson

Great reserve life. Huge oil sands assets. If you are a long-term investor, this is certainly one of the highest quality franchises to play the Canadian energy patch with. They had an asset sale recently which created some chatter that could result in a dividend increase.

 Price:
$29.640
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2013-04-26 BUY Jaime Carrasco

Has this as an “outperform” with a $43 target on it. Probably a good entry point at this time. 1.8% dividend yield.

 Price:
$29.280
Subject:
ENERGY, MATERIALS, UTILITIES & REITS
Bias:
BULLISH on GOLD
Owned:
No
2013-04-25 BUY Paul Harris, CFA

He sold it when they acquired Petro Canada.  They sold off an asset just recently and people knocked the stock down because of that.  He thinks, though, that they are doing a good job of capital discipline.  They have probably rationalized a lot of the Petro Can assets.  At these levels it is worth buying here.

 Price:
$29.590
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
SELECTIVE
Owned:
No
2013-04-23 COMMENT Nick Majendie

This needs the energy sector to come back in favour a bit. The catalyst for this could be the resolution of some of their transportation difficulties. Has good growth prospects, zeroing in on profitable growth as opposed to production growth. If you can be patient, you can make a lot of money if you hold it over the next 3 years.

 Price:
$28.860
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2013-04-19 DON'T BUY David Cockfield

Spread differential has narrowed from $25 down to $12-$13. Unfortunately, at the same time, WTI has gone down. The lower Cdn$ has also helped. He is more positive on the Alberta oil situation than he was a few months ago. He has virtually eliminated all of his integrateds.

 Price:
$28.130
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-04-16 DON'T BUY Colin Stewart

Like many other large Canadian oil/gas companies has suffered from weaker differentials, concerns over costs in the oil sands, general concern that oil prices are going to go lower. With a huge change in technology that we have seen in the oil/gas business, all of the previous assumptions about supply and resources available in North America and the issue of Peak Oil is being at bit debunked by the new technology.

 Price:
$28.410
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
No
2013-04-15 BUY Larry Berman CFA, CMT, CTA

Oil.  Historically Oil and Nat Gas have been liked but have recently diversified.  When they get the LNG thing and we can transport gas, it is a local thing so the price will stay there for a couple of years.  $85 is big support for oil and we will see it tested in the next couple of weeks.  Local integrated oil SU-T is attractive now and he picked some up.

 Price:
$27.500
Subject:
N/A
Bias:
UNKNOWN
Owned:
Yes
2013-04-12 BUY James Telfser

Great assets. Likes that they did not proceed with Voyager, which makes more room for dividend increases. They were already generating a ton of free cash flow so they have room for dividend increases. With all the political issues, there is a lot of overhang on the shares. Next quarter is going to be a good indicator for him. Wildly cheap so once some of the negative sentiment gets removed, it will have room to run.

 Price:
$28.820
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-04-10 TOP PICK Greg Newman

Stock has been very, very weak. Trading at a significant discount (20%-30%) to his estimated NAV. He is buying this for a valuation call. Expects to see dividends increase at the annual general meeting on April 30. The real big thing would be a favourable Keystone outcome. Yield of 1.72%.

 Price:
$30.120
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Yes
2013-04-09 HOLD Christine Poole

(Market Call Minute.) Good oil sands operator and as differentials start to narrow it will give good leverage to higher prices..

 Price:
$29.840
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-04-08 PAST TOP PICK Michael Giordano

(A Top Pick May 17/12. Up 6.88%.) Continue to perform well and produce over 550,000 barrels per day. Have capital discipline in that they shut down their Voyager program. 95% of their production is priced out of Brent pricing. Dividend of about 1.8% and there is room to grow that.

 Price:
$28.940
Subject:
RESOURCE
Bias:
SELECTIVE
Owned:
Yes
2013-04-05 DON'T BUY Keith Richards

All these oil stocks are struggling right now.  The seasonal guys will tell you it should do well this time of year. SU broke some pretty important support and next level is mid-$20s.  

 Price:
$29.260
Subject:
TECHNICAL ANALYSIS
Bias:
DEFENSIVE
Owned:
Unknown
2013-03-28 BUY Paul Harris, CFA

Slide over to a pipeline or going to an energy company that has a little more performance? Pipeline company is a great asset to own but they have run up a lot so if you make the switch, you are buying a much higher valued stock. Feels that oil is going up and that the differential in Canada is correcting.

 Price:
$30.440
Subject:
GLOBAL
Bias:
BULLISH
Owned:
No
2013-03-27 DON'T BUY Don Lato

Risk/reward isn’t bad. Wouldn’t be his 1st choice in oil companies. Had more bad news today where they announced another write-off on Voyager. Still too many headwinds. The differential is not acting in their favour.

 Price:
$30.400
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-03-22 DON'T BUY Jaime Carrasco

Should they sell their holdings and move to a US oil or get out of the sector altogether? He wouldn’t get out of the sector altogether. Yield is low. Big company so no one is going to take it over. There won’t be much internal growth out of this.

 Price:
$30.970
Subject:
ENERGY, MATERIALS, UTILITIES & REITS
Bias:
BULLISH on GOLD
Owned:
No
2013-03-22 COMMENT Veronika Hirsch

We don’t have enough capacity in Canada to ship our oil and gas. We are stranded and getting discounted which is reflected in this company. Foreigners have no interest in buying our oil companies. We will get there, but it is going to take 3 to 5 years before there is sufficient capacity to get the oil and gas out. She would prefer owning the pipeline companies and infrastructure as we continue to solve the issues.

 Price:
$30.970
Subject:
CANADIAN & ALTERNATIVE
Bias:
DEFENSIVE
Owned:
Unknown
2013-03-21 HOLD Michael Decter

We are getting half the world price for oil.  There is a lot of activity under way.  Be patient for another 12 months.

 Price:
$30.910
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2013-03-19 TOP PICK Michael Sprung

The dominant oil company in Canada fully integrated.  Doing fine in refining spreads.  They are dominant in oil sands and retail distribution.  Looking forward, under 5 times cash flow, under 10 times earnings, you could see pretty good appreciation.

 Price:
$31.010
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-03-18 COMMENT Peter Brieger

Well-run company. Current disenchantment is over the Voyager upgrader and that looks like it may well be scrapped along with a fair bit of change. This is on his potential Buy list

 Price:
$31.080
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-03-12 DON'T BUY David Burrows

There is a big discount on oil and operational costs are high. Because of this, a lot of investors would prefer to own the infrastructure companies rather than the producers. Trading below the 200 day moving average. We are in a strong market and the energy patch does not appear to be the place to focus.

 Price:
$31.640
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
No
2013-03-11 DON'T BUY Ryan Bushell

(Market Call Minute) Better returns in other players.

 Price:
$31.580
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
No
2013-03-11 BUY Larry Berman CFA, CMT, CTA

If Suncor announced sale of interest in the Voyager project to Total, it might have a slight short term impact but the price of oil would be a bigger factor.  He is a buyer below $30 and a seller at $34

 Price:
$31.580
Subject:
N/A
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2013-03-08 BUY James Telfser

One of the few names in the energy space that he is relatively constructive on. Like management’s tone recently. Will likely increase their dividends. Willing to cut off some of their big projects that they’ve done, so Cap X spending is going to come down. Generates an incredible amount of free cash flow. Trading at very big discounts to their NAV. Right time to accumulate for long term investors.

 Price:
$31.450
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
Showing 1 to 30 of 1,215 entries
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