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: $41.2500 on 2017-02-27

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Date Signal Expert Opinion Price
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
2016-11-22 TOP PICK Matt Kacur

A classic way to play a stronger oil market. Fully integrated, exploration all the way up to the pump. Very consistent company. However, at the moment it has the lowest ROC it has ever produced at -1%. If it can return to a 10% ROC, he thinks it is worth in the mid-$50s. Dividend yield of 2.7%. (Analysts’ price target is $46.09.)


Price:
$42.630
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2016-11-21 COMMENT Craig Porter

The largest oil company in Canada. The growth is going to come next year. There are a couple of projects coming on at the end of 2017. They’ll start to get the cash flow towards the end of next year. Being a large company, it is not going to have the torque that a lot of small companies have. He still thinks there is opportunity in this company. It should protect you in a down market.


Price:
$42.800
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2016-11-08 COMMENT Mike S. Newton, CIM FCSI

This has had a good year, and is the best in class. You really have to have a view on what is going on with energy specifically. They bought Canadian Oil Sands to operate the Syncrude project, and that is going to give them a lot of torque if we get some visibility on where energy is going. He prefers the BMO equal weight oil and gas ETF (ZEO-T), or you can buy XEG which has a 20% weight in this company.


Price:
$40.150
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2016-11-07 HOLD Don Vialoux

Technically, you have to love the stock. It is in an upward trend, beautiful break out above resistance in the last couple weeks. Outperforming the market. Trading above its 20-day moving average. Momentum indicators are heading north. Technically it looks like it is in very good shape. These types of stocks have a history of doing better from approximately the last week in January right through until approximately the beginning of May.


Price:
$40.100
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2016-10-31 BUY Brian Madden

The dividend is 2.9%.  They reported last week very strong earnings.  The stock went up about 6%.  Today they reported a divestiture of a lubricants business.  The stock is fading on a weak energy take.  It is a very well balanced and integrated platform.  He was surprised how much they got their cash costs down at oil sands properties.


Price:
$40.150
Subject:
CANADIAN
Bias:
BULL
Owned:
Unknown
2016-10-27 HOLD Brooke Thackray

It is really supporting the TSX.  As a long term investor, you have to look only at what it looks like going forward.  He would not be buying it at this point.  Hold it if you have owned it a long time.  He is not a big fan of the energy sector.  From a seasonal perspective wait until May to think about selling it.


Price:
$40.150
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
SELECTIVE
Owned:
Unknown
2016-10-21 PAST TOP PICK Dennis da Silva

(A Top Pick Jan 16/14. Up 24.34%.) Had a great 2015, and thinks it has normalized versus its senior peer group. He continues to recommend this.


Price:
$39.190
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2016-10-21 BUY Greg Newman

One of the best in the oil patch. He is looking for production growth from 2014 all the way through to 2018. This company has had that every year, almost 12%. The balance sheet is getting to a pretty good level. Expensive, but priced in line with its peers, and cheaper on a 2017 basis.


Price:
$39.190
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Unknown
2016-10-19 PAST TOP PICK Gavin Graham

(A Top Pick June 3/15. Up 10.83%.) If you are going to be in an oil company, be in an integrated one. You have the refining and marketing to help offset exploration and production. 3% yield.


Price:
$38.380
Subject:
NORTH AMERICAN/GLOBAL - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-10-07 COMMENT David Cockfield

A premier oil company, and has a refining aspect to it as well. Right now we are waiting for prices to either go up or down. He feels pricing is going to go up. If you are late in the oil sector, you could add this one. A well-run company and diversified across a bunch of areas. Has a lot of good properties. A safe way to step into the energy sector.


Price:
$36.880
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2016-10-04 COMMENT Bruce Murray

Their cost of production is at about $25 a barrel, but to go out and build a new facility, you are probably in the $90 a barrel range. They are in a no man’s land where they are producing oil to make some cash, but can’t pay their capital off. You are not going to see expansion of oil sand plants as a result. They’ll probably continue to pay their dividend.


Price:
$36.380
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2016-09-27 COMMENT Michael Decter

He likes this. When he felt oil was coming back, he bought this and Canadian Natural Resources (CNQ-T) on the large cap side, and bought Whitecap (WCP-T), Raging River (RRX-T) and Spartan (SPE-T) on the small-cap side. Feels that Suncor has been brilliantly run and will do well over a period of time.


Price:
$34.180
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-16 COMMENT Swanzy Quarshie

This is really good for a long term play. They did a $1 billion note offering, and there is speculation on what they are going to do with that. It has really hampered the movement in the stock. Longer-term there is a lot of growth coming on from their Fort Hills project. If you want to maintain your oil exposure, she would suggest another company such as Canadian Natural Resources (CNQ-T), which has very high quality assets as well. 3.4% dividend yield.


Price:
$34.250
Subject:
OIL & GAS
Bias:
BULLISH on ENERGY
Owned:
Unknown
2016-09-14 COMMENT Rick Stuchberry

Thinks Energies are fine. What happened with the energy stocks is that the rebound was less strong than what had been expected. If you are positive on energy, then the stocks are fine. If we can get oil above $50, towards $60, these things will be great.


Price:
$34.240
Subject:
CANADIAN & INTERNATIONAL ADRs
Bias:
OPTIMISTIC
Owned:
Unknown
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