Viewing Company Suncor Energy Inc | StockChase
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Compiling comments that experts make about stocks while on public TV.

Suncor Energy Inc Stock Symbol: SU-T

Notes:Oil Sands. Oil weighted

Last Price Recorded: $42.9700 on 2016-12-01

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Date Signal Expert Opinion Price
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
2016-09-08 COMMENT Steve Belisle

This is definitely acquisitive at this time. They raised a lot of equity in June, and have assets for sale at about $1-$2 billion. They see acquisitions as a cheaper way to grow. He would be very surprised if they increased the dividend with oil below $60.


Price:
$35.760
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Unknown
2016-09-06 HOLD Alex Ruus

(Market Call Minute.) One of the premier world oil plays, but fully valued.


Price:
$35.360
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-08-30 HOLD John Stephenson

(Market Call Minute.)


Price:
$36.420
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2016-08-29 HOLD Brian Madden

One of the premier plays in the Canadian Oil Sands. They took advantage of the downturn by increasing their ownership in Syncrude. This has to be a cornerstone of the energy part of any Canadian portfolio.


Price:
$36.140
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2016-08-24 TOP PICK Michael Sprung

This has some of the best assets in Canada. Superb upstream/downstream assets. Very well financed. A strong balance sheet. If any company is positioned to take advantage of the problems inherent in the oil/gas industry, it is this company. Dividend yield of 3.2%.


Price:
$36.310
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-08-17 TOP PICK Bruce Tatters

He can’t say exactly when oil prices are going to make their move higher, but they are unsustainably low down here. It doesn’t mean that they can’t stay low for a while longer, but down here production can’t grow globally eventually, and that is going to come home to roost as demand grows. He likes this because most of its operations are in Canada. US refiners are getting bludgeoned right now because of a unique problem to the US called RINS (?). Dividend yield of 3.19%.


Price:
$36.330
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-08-16 COMMENT Andrew Pink

Recently bought this at around $34. He would treat this as a trader. We are not in a directional market for energy. If you looked at this as compared to the price of crude, you would see a pretty good 1 for 1 price trend. Wait to see what OPEC does next month, and just before they pull the trigger, you might want to trade out of it. You might get closer to $40.


Price:
$36.590
Subject:
INCOME STRATEGY (Divs, Fixed & Preferreds)
Bias:
UNKNOWN
Owned:
Yes
2016-08-15 BUY Teal Linde

They will grow the business 7% for the next 3 years.  Oil prices are hard to predict.


Price:
$36.680
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-08-05 COMMENT Don Vialoux

Technically the stock is in a trading range, and has actually been underperforming the Toronto market for the last little while, so technically there is nothing to be excited about. Seasonally, the preferred period is from February to May of each year. It also has a brief period of seasonal strength from around the end of July to about the middle of September. The energy stocks that do best during this period are not the oily stocks, but they are the gassy stocks. Natural gas inventories are very high right now, so it may not happen this year. 


Price:
$35.030
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2016-07-29 DON'T BUY Eric Nuttall

SU-T is 28% of the index.  As oil sells off, people flock to this one.  The stock was inflated and now as it rebounds, the risk seeking money will move to other names.  They just did a decent quarter based on refining gains. 


Price:
$35.140
Subject:
ENERGY & SMALL CAP EQUITIES
Bias:
BULLISH on ENERGY
Owned:
Unknown
2016-07-27 PAST TOP PICK Bill Harris, CFA

(A Top Pick July 28/15. Up 8.92%.) He was playing defence on these 3 stock picks, just looking for a way not to get creamed.


Price:
$34.660
Subject:
RESOURCE & INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
Yes
2016-07-21 COMMENT Mason Granger

Thinks that Fort Hills and Hebron are slated to come online next year. All indications are that those are well on track. What gives him a little pause is the outlook for downstream earnings, meaning the refineries. He is a little concerned about builds in diesel and gasoline inventories, and very high refinery runs, which could pressure crack spreads going forward.


Price:
$35.980
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
No
2016-07-19 HOLD David Burrows

He questions if energy prices are going considerably higher. Realistically energy production has become mass manufacturing. When you drill a hole today, you get a 99.8% chance of success. With that, capital is available if a company could hedge its production above the cost. He thinks it is very possible, around the cost of production, to see the price of oil stall out.


Price:
$35.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-07-18 HOLD Ben Cheng

They have a massive operation that had to shut down due to wild fires.  They raised capital and paid down debt on their balance sheet.  Investors don’t understand the potential for free cash flow in the next year.  It is quite powerful.  It is a good hold here.  Management says they could run the business as low as US$30 a barrel.


Price:
$36.190
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC
Owned:
Unknown
2016-07-18 BUY Kash Pashootan

Great name. High quality. Has been quite negative on the energy space for 4-5 years now. However, this is one that he has recently added to his portfolios. If looking for a conservative way to start legging into energy, this company does that. Unfortunately, with everything that has happened with Fort Mac, they had to shut down projects. However, overall this is a name that is going to give you exposure to oil prices and the recovery that is slowly taking place. Pays a good dividend.


Price:
$36.190
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2016-07-15 PAST TOP PICK Michael Sprung

(A Top Pick July 29/15. Up 8.51%.) He still likes this. This is the benchmark of the Canadian energy market. When there is weakness in the stock, take it is a buying opportunity.


Price:
$36.080
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
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