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Suncor Energy Inc Stock Symbol: SU-T

Notes:Oil Sands. Oil weighted

Last Price Recorded: $37.6300 on 2015-01-28

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Date Signal Expert Opinion Price
2015-01-22 BUY David Cockfield

If you are a longer term investor it is a buy.  They are integrated so not 100% into the production aspect of the sector.  You are looking at a difficult 6 or 7 months, maybe less and that is a relatively short time to suffer.  A very solid company with good assets and good management.


Price:
$37.050
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2015-01-20 DON'T BUY Eric Nuttall

There is nothing wrong with this company. In all of the large caps, he would say this is the most defensive given their lack of leverage. Looking at their performance relative to oil over the last couple of months, oil is down 42% and this company is only down 7%. People who need or want some energy component in their portfolio, typically buy the large caps, but that is creating a situation of a large disconnect between the stock price and oil price. Because of this you have 2 years to wait. He would rather buy a company that is a little more out of favour with as good of a balance sheet and maybe a better hedging position. There are much better names to buy.


Price:
$34.930
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2015-01-16 COMMENT Ryan Bushell

Suncor (SU-T) or Cenovus (CVE-T)? This has some higher cost production because they do mining operations. Mining operations tend to be higher cost over time because of the cost of creating a barrel, as well as the maintenance cost of the machines in use. Cenovus has oil underground and just has to pump it out. They are both good companies, but the growth in Cenovus has better assets with lower cost production going forward. The growth in this company is largely the Fort Hills project that is higher cost production. Cenovus pays a higher dividend, which he likes. This company will have better leverage to oil prices when they recover. (See Top Picks.)


Price:
$36.000
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
OPTIMISTIC
Owned:
Unknown
2015-01-14 COMMENT Michael Decter

Doesn’t think you would go too far wrong buying these at the current levels if you are going to own for a while, but you might get it a little lower. Markets do over correct. Don’t go in this for a short-term trade.


Price:
$34.870
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Unknown
2015-01-12 BUY Barry Schwartz

This company is emulating what is going on with Exxon (XOM-N), thinking about capital allocation, and doing it smartly. They have reduced shares outstanding at a very nice clip and have increased the dividend at a very nice clip. They figured out the magic touch of what made Exxon such a wonderful company by focusing on return of capital properly. They think 50 years plus on their capital budgeting. This is the type of company that you want to be in for the long term, if you are bullish on oil, which he is. They have 40+ years of oil reserves in the ground.


Price:
$34.320
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-01-06 TOP PICK Jim Huang

Oil prices could have some downside here in the next 3-6 months, so you need to be careful how you add to your holdings. If you agree with his long-term view that oil prices should be $80 plus, this is the premium oil sands operator in Canada. Of course if you have an oil price of $50, there is not going to be any more oil sands projects and, in fact, it will be a struggle to breakeven. However, this company’s cash costs are around $30-$40, so it is still making cash. Also, they have the refining and marketing segments, which are taking advantage of the low oil prices. Good balance sheet so they can take advantage of acquisitions. Dividend yield of 3.18%.


Price:
$35.230
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-02 COMMENT John Stephenson

Short? This is not the one that he would Short because it is one of the better larger cap names. He is shorting Chevron (CVX-N) because they are free cash flow negative this year and into next. Suncor’s balance sheet is in relatively good shape. Doesn’t see a lot of upside in any of these names for a while, given that oil prices are going to be depressed.


Price:
$37.350
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BEARISH on RESOURCES
Owned:
Unknown
2014-12-29 COMMENT Peter Brieger

Suncor (SU-T) or Canadian Natural Resources (CNQ-T)? Likes this, but he doesn’t own it. Of the 2, he would prefer CNQ. Keystone is probably going to go ahead, which will help CNQ. When natural gas recovers, and he thinks it will, CNQ has enormous exposure.


Price:
$37.400
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-12-17 TOP PICK David Baskin

(A Top Pick Jan 9/14. Down 1.74%.) Had looked pretty good in the summer, but not so good now. When you play with commodities, this is what you have to live with. He likes this over all the other oil companies in Canada because it is vertically integrated. It not only has production, but also has refining and retailing. There are no exploration risks. Yield of 3.14%, which is not only sustainable, but might have room to go up.


Price:
$35.710
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-12 COMMENT Jaime Carrasco

Canadian Natural Resources (CNQ-T) or Suncor (SU-T)? He likes both, but his preference would be this one. Both are solid and have low cost of production and will be around. 3.49% dividend yield.


Price:
$32.130
Subject:
RESOURCE, UTILITY & REITs
Bias:
OPTIMISTIC
Owned:
Unknown
2014-12-12 COMMENT Bruce Tatters

Energy space has been decimated, but this one has held up much better than some of the smaller and mid-cap energy players. If you feel you have to have some energy exposure, this company’s oil sand production has operating costs in the mid-$30 and does not have to spend capital to keep its current production rates growing. A very exceptionally strong balance sheet. Also, has midstream and downstream businesses.


Price:
$32.130
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-11 BUY Teal Linde

Of the large ones, this one has the best balance sheet.  The dividend is probably amongst the safest. 


Price:
$32.560
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2014-12-08 COMMENT Larry Berman CFA, CMT, CTA

The most defensive name would be SU-T in this environment.  He likes ZEO-T, but it will get re-balanced at the end of the week.


Price:
$33.700
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-12-08 COMMENT Larry Berman CFA, CMT, CTA

Stock vs. Stock.  HSE-T vs. SU-T.  There is probably more value in HSE-T over SU-T.  HSE-T does not have the retail division to the extent that SU-T does.  HSE-T is more over sold that SU-T.


Price:
$33.700
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-12-08 BUY Jeff Young

Being integrated helps them.  The crack spread helps stabilize the earnings.  Strong company with good growth prospects and a good balance sheet.


Price:
$33.700
Subject:
CANADIAN DIVIDEND
Bias:
BEAR on ENERGY
Owned:
Unknown
2014-12-05 HOLD Rick Stuchberry

Prefers the higher yielding stocks. He wouldn’t have any qualms about this. Just let a little bit more water go under the bridge. Doesn’t know how they are hedged, so doesn’t know how safe the dividend is, but they have a strong balance sheet.


Price:
$35.750
Subject:
CANADIAN LARGE & ADRs
Bias:
BULLISH on INDIA
Owned:
No
2014-12-04 TOP PICK Norman Levine

Make sure you own energy stocks with rock solid balance sheets and low costs of production.  They are a huge cash generating machine.  They could even raise their dividend here and payout would be very, very low.  They are not hurt much by oil pricing coming down and refining margins have been coming down to offset the price of oil  When oil goes up, prices at the pump reflect immediately, but when it comes down, the pumps are slow to come down.


Price:
$35.890
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
Yes
2014-12-01 WAIT Eric Nuttall

Does not see a compelling reason to own the stock in the next few weeks.  They will be a leveraged proxy on the price of oil.


Price:
$36.480
Subject:
OIL & GAS
Bias:
CAUTIOUS on OIL
Owned:
Unknown
2014-12-01 COMMENT Barry Schwartz

Canadian Natural Resources (CNQ-T) or Suncor (SU-T)? If you look at their cash flows, both companies are going to be fine at $70 oil. Slashed their growth budgets, but they will make it. He likes both of them.


Price:
$36.480
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-11-27 BUY on WEAKNESS Paul Harris, CFA

If oil gets knocked down even more, he would look to buy it.  This is a quality company and you need quality in this oil environment.  A well run company.


Price:
$36.860
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
CAUTIOUS on OIL
Owned:
Yes
2014-11-25 COMMENT John Stephenson

3 to 5 year hold? He would see lots of growth over that length of time and it is a good idea to invest with that time horizon in mind. This company has long reserves and a lot of optionality in terms of its property as well as a lot of growth. With this long-term horizon, you can’t go wrong.


Price:
$39.630
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULL on US EQUITIES
Owned:
Unknown
2014-11-21 BUY Michael Sprung

He is a big believer in this one. A good way to play the oil patch from an integrated perspective. You have everything from conventional oil sands to upstream and downstream. Extremely well-managed. On the multiple pieces, it looks pretty reasonable at these levels. If you look out over the next year or 2, it is selling at around 6X cash flow and 10-12 times earnings, which is quite reasonable. Because it is in the energy sector, there might be some volatility in the short term.


Price:
$40.520
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-19 BUY John O'Connell, CFA

If you want to own a large cap name in Canada, the energy sector is representing good value here. He has quite a bit of energy exposure, although he doesn’t own this one. If you want to own a large cap major, this would be the one. Likes what management is doing. They are paying attention and focusing on cost of capital. They’re not just pursuing growth for the sake of growth. They are buying back their stock when they think that they can't make investments in industries. Global supply is about 93 million barrels a day and global demand is about 93 million barrels a day. They are both growing at about 1.5%. There has been a downtick in growth recently. The large cap oil sands producers have been pursuing these large-scale mining operations and this company has done an excellent job of doing it. Reasonably expensive barrels of oil, and they run for long, long periods of time.


Price:
$38.710
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-11-18 BUY Michael Bowman

If he is looking to play the oil game and something that doesn't have a lot of risk to it, he is going to pick a company like this. He likes the downstream, the refining and the whole thing. Also, this is an oil sands company, so they don't have to go out to find the oil. A very conservative play, but if you want to get your feet wet in the oil business at present oil prices, this would be the one to buy. Thinks this has some support at around $38.


Price:
$39.170
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2014-11-17 BUY on WEAKNESS Larry Berman CFA, CMT, CTA

Stock vs. Stock.  SU-T vs. TOU-T.  Gas will have more volatility than oil.  SU-T he owns and it is the better choice.  Out a year or two it won’t have much growth.  Will trade down to the mid-$30s next year and up as high as last summer’s high.  Partially sell if it gets to the mid $40s.


Price:
$39.190
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Yes
2014-11-17 SELL John Wilson

Prefers Whitecap Resources (WCP-T), which is hedged at around $98, and half of 2015 production is hedged well into the high $90. You have exposure on this if the oil price keeps dropping. Great balance sheet, cash flow and long reserve life, but it wouldn't be his 1st choice.


Price:
$39.190
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
No
2014-11-14 WAIT Jaime Carrasco

Good for a 3-5 year hold? Hasn't owned this for a long time. Finds the dividend is lower than what he likes to see. In this environment, this might be a good one because it is a solid, big company. He would wait for some price stability.


Price:
$39.570
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2014-11-12 BUY Paul Gardner, CFA

He thinks there is an overreaction of the market selling this down.  Thinks they will continue to be gushing cash flow.  4 times cash flow and sometimes it has been as high as 6 in the past.  Their retail margins are holding up. 


Price:
$39.850
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Unknown
2014-11-06 COMMENT Mason Granger

(A large cap stock and the only large caps he would own in his portfolio are Crescent Point (CPG-T) and Canadian Natural Resources (CNQ-T).) He can see the investment merits for this company. It is an integrated model, so you are getting the downstream in addition to the upstream. A very large free cash flow generator. Expects the free cash flow next year is probably in the order of $2-$3 billion. The company can either pursue share repurchases or increase the dividend. Expects an increase in the dividend will be 10%-15% next year. Valuation is quite reasonable.


Price:
$38.500
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
No
2014-11-03 BUY Norman Levine

It is defensive and has not been hit as hard as others.  Downstream operation should continue to be profitable for them.  When oil prices go down the price of products are slow to respond and this increases profits.  It is a good value here.


Price:
$38.570
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
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