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: $36.8500 on 2016-04-28

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Date Signal Expert Opinion Price
2016-04-22 BUY on WEAKNESS Josef Schachter

(Market Call Minute.) A great, long term story. Pristine balance sheet and $4 billion in cash. Any time the stock gets to $30, it is a great, long term hold.


Price:
$36.445
Subject:
OIL & GAS
Bias:
BEARISH on ENERGY
Owned:
Unknown
2016-04-19 BUY David Burrows

(Market call minute.) He would be fine owning this. Good balance sheet and are going to weather the storm and make some good acquisitions along the way.


Price:
$37.140
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-04-19 BUY on WEAKNESS Christine Poole

Has rallied with the rallying in crude. All energy stocks probably got oversold when crude went below $30. The market is looking ahead thinking that in the back half of the year there is going to be a recovery. This is the premier oil sands company and very leveraged to crude oil prices. Good operator. She is not yet convinced that this is a sustainable rally, and wouldn’t step in here because of the strength in energy names. Wait for another pullback and there may be a more sustainable rally going into the back half of the year.


Price:
$37.140
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-04-14 PARTIAL SELL Brian Acker, CA

He has no opinion on oil, or at least where it is going.  You could have bought this one at $27 and now it is $35.  He thinks the high will be $40 so you could trim here.


Price:
$36.910
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-03-28 DON'T BUY Larry Berman CFA, CMT, CTA

The new acquisition bringing COS-T into their mix changes their revenue stream to be more balanced so it will have more volatility to it because their revenue is more evenly split between exploration and refining & marketing.  They are still very diversified.  Right here, right now he does not like.  In the low $30s he would like it.  He thinks it will hit lows later in the year.


Price:
$35.800
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-03-22 TOP PICK Norman Levine

It is a ‘tomorrow’ stock.  A year or three down the road, energy stocks will be better than they are now.  Theirs is one of the safest dividends.


Price:
$36.280
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-03-21 COMMENT John Kim

A great company. One of the first to get religion in terms of looking at things from a profitability standpoint and talking about free cash flow. That was a game changer. He used to own, but doesn’t anymore, mostly because of valuations. Also, thinks oil will probably pull back, especially as we get into the refinery turn around season, which should be starting shortly.


Price:
$36.310
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2016-03-18 COMMENT Gavin Graham

If you own this, you have actually done a lot better than oil and the other energy stocks over the last year, which doesn’t say much, but you’ve lost less money. The deal with the Canadian Oil Sands (COS-T) is a nice tuck-in acquisition with an asset they already own. You will have an increase in the dividends. If you are going to be in one energy stock in North America, this is the one you want to be in.


Price:
$36.000
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2016-03-15 COMMENT David Burrows

Energy is a sector he has avoided from July 2014 until towards the end of this January when we started to see some improvement. Over the next year or 2 there is going to be a lot of consolidation and a lot of companies that will go away. He probably has a half weight in the market. His main choice was Canadian Natural Resources (CNQ-T), but this company would fit in too. Wouldn’t have a problem owning this.


Price:
$35.760
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2016-03-11 COMMENT Bill Harris, CFA

Relatively expensive and does extremely well, but over 2-5 years, the stock doesn’t look like it is going anywhere. When the market is going down, stock market players hide in this kind of stock because it holds up better than anything else, which is why the stock price did not go down. Ironically if oil takes off, all those people have to sell in order to buy stocks that have more torque. If you want leverage out of this oil price, it has to be something else. He is using it to get the yield, and thinks that incrementally it will grow over time and he’ll get his money at 7%-8%, but it is going to be very gradual. You won’t get any leverage out of this in the immediate run up of oil.


Price:
$34.620
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2016-03-10 WAIT Christine Poole

Given the run we have had, she would not be buying anything in energy right now.  There is a possible pull back in crude.  We are seasonally going into a period of refinery shut downs where inventory grows.  It is a good name longer term.


Price:
$34.280
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
No
2016-02-29 COMMENT Brooke Thackray

This hasn’t suffered like the other energy companies because of their integrated operations. Chart shows a range that was formed in 2015, and we are now below that range, and we are at the resistance right now.


Price:
$33.080
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2016-02-04 BUY Brian Acker, CA

They just reported they are going to write off $2 Billion.  The $20 model price does not include this.  It is trading at book value so it is cheap compared to where it has been.  We could have a trade to $35.58 or if it broke below his EBV level of $29 then sell.


Price:
$31.820
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2016-01-18 BUY John Wilson

With the COS-T agreement they reached today it will be quite accretive.  He thinks there are more synergies than they told people about.  They have the downstream assets to support the business and now they have the oil sands.


Price:
$29.770
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-01-14 TOP PICK Dennis Da Silva

It is seen as a safe harbour.  The COS-T acquision has been a bit of an overhang.  It gives you a chance to buy.  The balance sheet is in good shape.  It is a great place to hide during this down turn.


Price:
$32.390
Subject:
CANADIAN RESOURCES
Bias:
BEAR on COMMODITIES
Owned:
Yes
2016-01-12 DON'T BUY Lorne Steinberg

Doesn’t like the Canadian energy sector. Has no idea where energy prices go, but if they don’t rise above $50, then companies like this have further downside to the stock price. An incredibly well-managed company and well financed, and will be a survivor.


Price:
$32.420
Subject:
Deep Value Global Equities
Bias:
UNKNOWN
Owned:
No
2016-01-07 TOP PICK Michael Sprung

In energy you want to buy the strong players, and in Canada this is the behemoth. It is an integrated company, so it gives you diversification. Owns wonderful assets and has a good balance sheet. Well-managed. The recent bid they made for Canadian Oil Sands (COS-T) illustrates that they are willing to be opportunistic. It could be a positive if they get it, but they don’t really need it. Dividend yield of 3.48%.


Price:
$33.300
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-01-04 DON'T BUY Larry Berman CFA, CMT, CTA

ZEO and ZEG probably outperform SU-T this year.  SU-T will underperform as oil recovers.


Price:
$35.280
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-12-30 PAST TOP PICK Norman Levine

(A Top Pick Dec 4/14. Up 2.87%.) Like most of the big majors, this has been very successful in lowering their costs. Secondly they have refineries and gas stations.


Price:
$35.780
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-12-29 COMMENT Robert McWhirter

Has a 23% payout on a 3.1% dividend yield, which looks good. It is surprising to have an oil company with an expectation in earnings, going from $1.15 to $1.38 in 2016. If you want to play an oil turnaround in commodities, then this is a good opportunity.


Price:
$36.460
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Unknown
2015-12-14 DON'T BUY Teal Linde

They have done really well according to their recent results.  He would not hold through 2017, because the earnings and cash flow have been falling as oil dropped, even if the stock price has held up.  It will either go sideways or down.


Price:
$34.550
Subject:
NORTH AMERICAN
Bias:
BEARISH
Owned:
Unknown
2015-12-02 BUY Swanzy Quarshie

Richly valued, but for a reason. An excellent quality company. If cautious about oil, but still want to participate, this valuation is worth it. Keep in mind that this is an integrated company, which tends to outperform other companies because they have the offset on the refinery side.


Price:
$36.770
Subject:
OIL & GAS
Bias:
OPTIMISTIC on OIL
Owned:
Unknown
2015-11-26 COMMENT Hap (Robert) Sneddon FCSI

Right now this is in a no man’s land of a range of $29-$42. Damage has not been done nearly as bad as some other names. You could trade it within that range, or watch a break out at around $41 looking for resistance at around $48.


Price:
$36.420
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2015-11-20 SELL Eric Nuttall

He would sell this, or even maybe Short it. Trading at ridiculous valuations. If you own this to benefit from a rally in the oil price headline, you are already paying for it. Looking at historical multiples, this is through the roof at 31X forward earnings. If you own Canadian Oil Sands (COS-T), he would Sell that too, because you have already benefited from their bid. The average Canadian portfolio manager has been underweight energy, which has been the right call. However, they need to have some energy exposure, so they buy this company, the largest component of the energy index. As oil recovers, this will be the very 1st source of funds for portfolio managers in order to buy other oil stocks.


Price:
$36.600
Subject:
CANADIAN SMALL & ENERGY
Bias:
UNKNOWN
Owned:
No
2015-11-18 PAST TOP PICK David Baskin

(A Top Pick Dec 17/14. Up 7.6%.) He disposed of his holdings 9 months ago and is currently zero weight in energy.


Price:
$37.480
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-11-16 COMMENT Larry Berman CFA, CMT, CTA

2/3rds of revenue are from refining.  Margins have been massive since oil prices came down. 


Price:
$38.320
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-11-10 PAST TOP PICK Jim Huang

(Top Pick Jan 6/15, Up 13.48%) The premium oil sands company.  They managed the company well and will be one of the survivors.  You can hold it for the long term.  The second half of 2016 is where he sees more upside to the oil price.


Price:
$39.110
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Yes
2015-11-06 BUY Rick Stuchberry

Suncor (SU-T) or Canadian Natural Resources (CNQ-T)? These are the 2 senior Canadian producers and are both great companies. They both look like they had a small bottom and are trying to move up. They both attract international money. Either one of these will work.


Price:
$39.470
Subject:
CANADIAN LARGE & ADRs
Bias:
OPTIMISTIC
Owned:
Unknown
2015-11-03 BUY John Zechner

Canadian National Resources (CNQ-T) or Suncor (SU-T)? These are probably the top 2 he would be going into, but separating them out he would probably be a little more inclined to go to Suncor, just on valuation and growth potential. They are both quality growth producers and you should have both of them in your portfolio.


Price:
$39.490
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2015-10-23 TOP PICK Gavin Graham

It might get Canadian Oil Sands (COS-T), but if not somebody else gets it, which means their 12% in Syncrude is worth more. The big thing is that it is an integrated play. You have 1500 Petro Canada gas stations and 5 refineries. Has a balance sheet to enable it to do things. It has Fort Hills coming on in 2017, which is going to be a big boost in production. Even if oil prices stay at present low levels, this is the one that you probably want to be with.


Price:
$37.500
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BULLISH
Owned:
Yes
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