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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: $29.4300 on 2016-02-12

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Date Signal Expert Opinion Price
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
2015-10-14 PAST TOP PICK Michael Sprung

(Top Pick Oct 8/14, Up 0.14%) This is the best house in a bad neighbourhood.  He would have no hesitation to add to it at these levels.  Diversification is the key here with the upstream and oil sands exposure.  He is not concerned whether the COS-T bid is successful or not. 


Price:
$37.010
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-10-13 COMMENT John Stephenson

This has done an outstanding job. Clearly with their bid for Canadian Oil Sands (COS-T), they see themselves as becoming increasingly dominant in the oil sands production. It is cheaper to buy than to build. The dividend is fine. Oil prices are probably going to go higher from here, it is just a matter of what are the intermediate price points that it gets to in the next year or so. If you have a 2-3 year time horizon, this is an ideal time to be in this name.


Price:
$36.500
Subject:
NORTH AMERICAN
Bias:
BEARISH
Owned:
Unknown
2015-10-02 WAIT Greg Newman

This is one of the investable names in the sector.  A good balance sheet, low debt for now.  But he would not buy it now.  It is trading more expensive than its 5 year average. 


Price:
$35.370
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Unknown
2015-10-02 BUY on WEAKNESS Prakash Hariharan

You are hoping oil does not fall below $40 or $30.  It has been held by a lot of value managers.  One thing he likes about SU-T is that they managed their hedges reasonably well, the quality of the assets has been very diversified and in the weaker commodity environment. They show a good earnings momentum score. You should own it in the low $30s.


Price:
$35.370
Subject:
GLOBAL EQUITIES & DIVIDEND PAYING STOCKS
Bias:
UNKNOWN
Owned:
Unknown
2015-10-01 COMMENT Norman Levine

Has been a relative star in the Canadian market because of the balance sheet and the dividend, which is safe and was increased recently.  The refining and marketing divisions kept their profitability up.  Production will be ramping up.  If you want energy exposure it is a safe one to own.


Price:
$35.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2015-09-25 COMMENT Dennis Da Silva

Versus the other integrateds, this is been the “go to” play. Down 20% through this whole correction. Excellent balance sheet. Has gone through a growth phase and now going into free cash flow generation, which is quite timely given not having to spend significant amounts of capital outside of Fort Hills. Valuation is starting to get stretched. If you feel we have probably seen the worse in oil prices, and are starting to reposition yourself in some others, there are better growth prospects.


Price:
$35.070
Subject:
CANADIAN RESOURCES
Bias:
UNKNOWN
Owned:
Unknown
2015-09-10 DON'T BUY Allan Meyer

We are getting a lot closer in this industry, but he is cautious with this one now.  It is expensive on a PE basis.  They are having problems with some of their operations and there is negative publicity about the oil sands.


Price:
$35.030
Subject:
CANADIAN & ETF's
Bias:
BULLISH on ECONOMY
Owned:
No
2015-09-01 BUY Michael Sprung

Really likes this company, largely because it is integrated and well diversified through the energy industry. When some parts are not working, others are working well. 3.2% dividend yield.


Price:
$36.050
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-28 COMMENT Don Lato

Probably the best performing oil/gas stock in the last 12 months. Have done a very good job of managing their way through this. Their prices are coming down just like everybody else’s, but they cut their costs back and prudently planned their expansions.


Price:
$36.810
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2015-08-21 PARTIAL BUY Hap (Robert) Sneddon FCSI

The best of a bad group. The leaders will be the ones to turn. Chart shows a few spots where you can hang your hat on at around $34. This would be a pretty decent level, but you also have to be prepared to pay something that is closer to $30. Chart also shows some overhead resistance, but once it gets above the descending triangle, that would be an indication you could add to this. Consider dividing your position into 3 and putting in an initial position to get close to the Stop level, followed by adding another one. But be prepared to exit there. Add your 3rd position when it breaks the upper band of the symmetrical triangle.


Price:
$34.280
Subject:
TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION
Bias:
BEAR
Owned:
Unknown
2015-08-20 BUY Paul Harris, CFA

Has no idea where oil is going to go, so one of the issues is that if oil stays at these levels, a lot of companies are going to have to cut their dividends or disappear. This company has a strong balance sheet. If they have to come to the market, it is going to be a lot easier for them than it would be for a smaller company. Have already gone through some restructuring with their acquisition of Petro Canada, so they were in a better shape when oil prices fell. If you want to be in a great oil company, this is the one that he likes.


Price:
$34.220
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-17 BUY Ryan Bushell

Now is probably a better entry point than a year ago.  They increased their dividend recently so the dividend looks sustainable.  He has CVE-T.  He does not think you will go too bad going with any of these companies at this point.


Price:
$36.600
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
SELECTIVE
Owned:
No
2015-07-31 COMMENT Lyle Stein

This company showed what a good oil company can do. They raised their dividend because they do have refining capacity. A well positioned company. Large cap companies with good balance sheets can survive very turbulent economic waters.


Price:
$36.840
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2015-07-29 TOP PICK Michael Sprung

Canada’s largest integrated oil/gas company. Have significant operations in the oil sands, which is holding them back for the time being, but they make a great deal of their operating profit from downstream operations. Right now refining and margins downstream are doing quite well. Excellent balance sheet with the wherewithal to take advantage of weaker competitors. Likes this as a long-term hold. Dividend yield of 3.35%.


Price:
$34.620
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-29 WAIT James Telfser

Has always liked this and it is on his list of names to play in the event of a recovery in the next few years. Still sees some downside to it, but they have the downstream assets to offset a lot of the losses that they are seeing in the oil sands. It has all of the things you need in a name if you are investing in a depressed asset. Wait for a better entry point.


Price:
$34.620
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2015-07-28 TOP PICK Bill Harris, CFA

If oil goes down and the Cdn$ drops, it is not horrible but you have to have low cost structure. They have discipline on the financial side and have been able to get their costs down by 30% and can actually make money. Yield of 3.39%.


Price:
$33.180
Subject:
RESOURCE
Bias:
BEARISH on RESOURCES
Owned:
Yes
2015-07-27 BUY on WEAKNESS Larry Berman CFA, CMT, CTA

2/3rds of revenue comes from gas sales and refining.  These profits have never been better.  Drilling and oil sands are what is not doing well.  You want to be buying at about $28-31.  We are near the bottom of the range.


Price:
$32.720
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-07-24 WEAK BUY Jeff Young

A high-quality oil sands producer. Good strong balance sheet that is able to withstand a weak environment. Because it is a big liquid oil stock, it is going to get battered around with oil prices. If you have a very long-term time horizon, it will definitely be a survivor. You could add to it  or stick your toe in a little, but wouldn’t back up the truck.


Price:
$33.080
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2015-07-16 COMMENT Michael Decter

Thinks that 6 months from now oil prices will be higher than they are now, but in the interim, they may be lower. The Saudis are pumping to beat the band. With the deal in Iran there is a possibility of more oil coming into the world market. On the other hand, drilling has fallen off and production is starting to drop in North America and inventory levels have been dropping. He would prefer Crescent Point (CPG-T) or PrairieSky Royalty (PSK-T), although this is a very good solid company.


Price:
$35.240
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2015-07-10 COMMENT John Stephenson

From a Canadian content, this is excellent. If he had to put money into one or 2 energy companies, this would definitely be one.


Price:
$34.950
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-07-03 COMMENT Mike S. Newton, CIM FCSI

Owned this for a period of time and did well on it about 18 months to 6 months ago, and then got stopped out. Finds this energy space really frustrating.


Price:
$34.600
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
No
2015-06-29 COMMENT Richard Croft

Has been writing Covered Calls against most of the oil companies he owns. Likes this as a strategy because if oil companies are doing well, very often the economy is not doing so well. Oil companies tend to be in the top quartile, or certainly in the top half, i.e. higher volatility stocks. He is writing covered calls into December of this year.


Price:
$33.790
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
Unknown
2015-06-18 DON'T BUY Greg Newman

Even though oil has fallen a lot, people think this is cheap now, but it is actually trading 8.3X EV to discounted adjusted cash flow. The five-year average is 6.7. This is a great company. They cut their costs a lot. Their oil sands operational expense was $20.40 last quarter, which was much better than he thought. Refining numbers look good. There is steady progress with their mega projects. Most importantly, their debt levels are really, really good. However, cash flows have fallen dramatically. He sees them coming up 2016 over 2015 with $60 oil. He doesn’t think this is game on, unless you have higher oil prices. There are better places elsewhere over the next 12 months.


Price:
$34.000
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Unknown
2015-06-17 WAIT James Telfser

A solid business that generates a lot of free cash flow, with a very defensive business downstream. If you are going to own a very large oil sands company that has very defensive characteristics, this might be the one to hold. Wait for fundamentals to improve. He has practically a zero percent weighting in energy.


Price:
$34.460
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2015-06-16 BUY on WEAKNESS Brian Acker, CA

Suspects this is going to go down to the $29.51 level. All the oils are going back to where they bottomed in December 2014. This has a model price of $35.50, a 3% upside from its current price. He would be a buyer at $29.51.


Price:
$34.490
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2015-06-15 BUY on WEAKNESS Larry Berman CFA, CMT, CTA

He likes energy stocks for a 10 year investment.  As energy is pulling back he is adding stocks.  For 10 years SU-T has made no one any money, but has paid a reliable dividend.  You want to buy in weakness and sell in strength.  Don’t get out of it right now.


Price:
$34.240
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-06-15 DON'T BUY Barry Schwartz

You have to own this if you believe in your heart that oil is going to go up, their production is going to go, they are going to control the costs, that the oil sands are not going to be targeted by environmentalists, issues and offsets going forward. Valuations don’t make any sense at $60 oil.


Price:
$34.240
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-06-12 COMMENT Swanzy Quarshie

She likes this a lot. One of Canada’s strongest businesses. She has stayed away in the last little while because they are overspending because of the Fort Hills project. They will be overspending for some time, so she sees better opportunities elsewhere.


Price:
$34.800
Subject:
OIL & GAS
Bias:
OPTIMISTIC on ENERGY
Owned:
No
2015-06-10 COMMENT Dennis Da Silva

Probably one of the 2 names on the senior side that he would tend to own in his dividend portfolios. He prefers this and Canadian Natural Resources (CNQ-T) for growth as well as for costs and efficiency of capital. Outside of the dividend, this is not one that you buy for growth. One of the better run companies out there.


Price:
$36.230
Subject:
CANADIAN RESOURCES
Bias:
BEAR
Owned:
Yes
2015-06-05 HOLD Kash Pashootan

This is trading at a price similar to when oil was trading at $90 a barrel. It is going to be difficult to see how upside can exist with oil prices being between $55 and $65 for the foreseeable future. It is still premature. Wait for the dust to settle.


Price:
$36.010
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
No
2015-06-03 TOP PICK Gavin Graham

Biggest integrated energy company in Canada and the 5th biggest in North America. If one is concerned about the environmental impact of the oil sands, this company has always been the good citizen. The stock price has gone nowhere in the past 5 years, but they have been growing their production very substantially, up to over 400,000 barrels a day, and have more fields coming on which will add an additional 80,000 by the end of 2017. Well positioned to wait out a prolonged period of lower oil prices. Dividend yield of 3.07%.


Price:
$36.300
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
No
2015-05-22 COMMENT David Cockfield

NDP is now the governing party in Alberta, and have never been particularly corporately friendly. However, he thinks there is enough information for the new government to not to make any huge stupid moves. They have already indicated they are not going to do anything for probably 6 months. Thinks all oil company problems are more related to the price of oil, and has become pretty convinced we are not going to see the price of oil much out of the $60 for the foreseeable future. On that basis, profit margins are squeezed, particularly the oil sands. If you want to add to this, he would do it slowly over the next several years, until we really see how this whole pricing mechanism shakes out.


Price:
$37.110
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2015-05-19 PAST TOP PICK Brian Acker, CA

(A Top Pick May 29/14. Down 10.95%.) His model price is $35. If you look at any of the companies in the oil patch, his model price and earnings are significantly below the current price.


Price:
$36.130
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-05-14 HOLD Allan Meyer

As long as you get higher oil prices you will get growth.  He pared back his oil and gas exposure over the last months.  He can’t justify a full market exposure for his conservative clients.  He prefers pipelines and so on.


Price:
$36.300
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2015-05-06 BUY John Stephenson

(How will the new Alberta government affect this stock?) The reality is that we just don’t know enough. It depends on what type of government we get. Overall this is a fantastic company. Capital discipline is phenomenal. Arguably one of the best integrated oil/gas names globally.


Price:
$37.030
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2015-04-30 BUY Rick Stuchberry

It is turning a bit.  The difficulty with the big integrateds is just the price of crude.  You could enter at this point if you think oil is going up.  He is half weighted in energy at this point and thinks they are all turning and coming back.


Price:
$39.290
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUS
Owned:
Unknown
2015-04-28 COMMENT Michael Sprung

He likes this company. With the industry currently undergoing the problems that it has, you really want to be in the companies that are going to survive, and this is one of the more diversified companies in the oil sector. An extremely well-managed company. In the next couple of years, he is expecting that we will see cash flow in the $5 range, maybe even $6. It will be subject to some shocks going forward.


Price:
$39.710
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2015-04-27 WATCH Larry Berman CFA, CMT, CTA

2/3rds of revenue is from refining and marketing through Petrocan gas stations.  He expects them to surprise to the upside.  Technically there is a lot of overhead resistance in the $42 area.  If oil prices revisit their lows then this one will fall to $35 and he really likes owning it there and then sell close to $42.


Price:
$39.850
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-04-23 HOLD John Zechner

Energy stocks had a decent move recently.  He likes the assets of this one.  The growth profile is still there.  He is not a real bull on energy stocks.  He would not add to it right now, but it should be a core holding.


Price:
$40.090
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Unknown
2015-04-20 DON'T BUY Barry Schwartz

Great company and smart management. The problem he has is that no matter what management does or what great assets they have, they can’t control the price of oil. If oil sticks at around $50-$60 next year, it is going to be a rough time for the company. Earnings are going to be out soon and he expects them to be atrocious. Doesn’t think the dividend is in jeopardy or that the balance sheet is in trouble.


Price:
$40.270
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR on ENERGY
Owned:
No
2015-04-08 COMMENT Robert Lauzon

(Market Call Minute.) Likes this. If you are going to buy a basket of large caps, it would be this and Canadian Natural Resources (CNQ-T).


Price:
$38.840
Subject:
ENERGY
Bias:
UNKNOWN
Owned:
Yes
2015-04-06 COMMENT Josef Schachter

An integrated company, so you have more defensive characteristics. Production mix is 99% oil plus they have the oil sands side of it. Trying to bring down the cost structure at Syncrude. Cash flow is very problematic if we continue to see lower oil prices. If this got down to the low $30, it would be a great stock to have as a core holding.


Price:
$38.720
Subject:
OIL & GAS
Bias:
CAUTIOUS
Owned:
Unknown
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