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Suncor Energy Inc Stock Symbol: SU-T

Notes:Oil Sands. Oil weighted

Last Price Recorded: $34.6200 on 2015-07-30

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Date Signal Expert Opinion Price
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 RESOURCE
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
2015-03-31 HOLD Paul Gardner, CFA

This is all about oil prices. Oil companies have actually outperformed the oil price, because they are looking on a forward curve. This is one of the best managed and best asset classes for oil and gas development. In the current situation they will probably view the current situation as an opportunity to acquire cheap assets.


Price:
$37.010
Subject:
LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME
Bias:
BULLISH on CANADIAN MARKET
Owned:
Unknown
2015-03-27 BUY Darren Sissons

He doesn’t believe oil prices are at a level where they are meeting the cash costs of production, so he expects oil prices to move higher over time. The favoured way to play this sort of trade in a longer term recovery would be to go to the global large caps. This one is Canada’s super major, and at these levels it is an interesting Buy. If you use a 2-3 year time span, you are locking in a very attractive dividend at these levels.


Price:
$36.630
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Unknown
2015-03-24 SELL David Baskin

He sold the stock.  He does not really think they are making money at this price.  But it was the last one he sold.  It has vertical integration.  They are a refiner and a retailer.  If you own one, this would be it, but he doesn’t own any.


Price:
$35.970
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2015-03-24 HOLD Michael Smedley

The mess should continue.  SU-T should be a core holding.  It is fairly valued here.


Price:
$35.970
Subject:
CANADIAN
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2015-03-17 PAST TOP PICK Ross Healy

(Top Pick Mar. 24/14, Down 1.74%) It held in quite brilliantly.  He put in a sell at $36 as it violated a technical condition.  He thought the integrated oils would hold up much better, but it turned out not to be the case.  Year over year earnings comparisons will keep hammering the stocks.  He decided to cut and run.


Price:
$35.110
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2015-03-16 DON'T BUY Bruce Campbell (1)

Costs are in the $30-$32 range, and is the lowest cost Canadian oil sands producer because they started quite a while ago. The price is too high and he would not own the stock. $30 would be his entry point, and he thinks it gets there by Labour Day.


Price:
$35.220
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2015-03-10 DON'T BUY David Burrows

There is risk in dividends in virtually all energy companies. Dynamics have changed and oil sand producers are relatively higher cost producers. If prices were to stay down here for some time, it is going to be tough. He would recommend that you look at a different sector.


Price:
$35.540
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2015-02-23 DON'T BUY Peter Brieger

On his watch list.  If he was going to increase his exposure he would do it with CNQ-T.


Price:
$38.670
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2015-02-19 COMMENT Don Lato

If you are going to enter new positions in the oil/gas industry, you want to make sure it has a pristine balance sheet. This one is fine, but he prefers Tourmaline (TOU-T) and PowerX (?). Both have very, very strong balance sheets. PowerX (?) has no debt, cash on the balance sheet and a fully funded exploration program for 2015. Tourmaline has raised equity very judicially over the years with a very, very strong balance sheet along with a strong exploration program for this year.


Price:
$38.470
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2015-02-13 BUY on WEAKNESS Jon Vialoux

He was debating about having this as a Top Pick, but some of these energy stocks have moved so aggressively bottoming in January. This one bottomed in December. Had broken a significant down trend line and we are now within the period of seasonal strength for the broad energy sector. This is no different and tends to gain all the way through to May. You want to be more towards the refiners and stay away from the drillers. Try to get it on a pullback to about $36. Loves the stock.


Price:
$39.400
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2015-02-09 BUY on WEAKNESS Larry Berman CFA, CMT, CTA

It is really diversified.  It is integrated.  It is a really great holding.  Likes it, but it will be volatile like the sector.  If we test lows again, then it is time to get in, but it is overbought right now.


Price:
$39.300
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-02-06 COMMENT Chris Hensen

Suncor (SU-T) or Husky(HSE-T)? Over the long term within energy, you want to own the high-quality names. He likes this one with its vertical integration. They have one of the best refining and marketing businesses in Canada. However, there have been some problems with their oil sands projects. His choice would be neither. He prefers Imperial Oil (IMO-T) over the long-term, because by far they are the best operator with the highest returns.


Price:
$38.740
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2015-02-04 PAST TOP PICK David Baskin

(A Top Pick Jan 9/14. Up 3.16%.) This has withstood the downturn a lot better than most because it is vertically integrated. It has the refining, the retail end and, unlike an explorer, it knows where its reserves are.


Price:
$37.490
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-02-02 COMMENT John Zechner

How do you know when to get out of the short?  He thinks this is a rally within a bear market for oil.  It bounced off the bottom a while ago.  He thinks there is a lot more ability for this stock to catch up on the downside.  He would go long in a torquier, aggressive one to offset it.  He would cover his short now.


Price:
$39.350
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2015-01-29 HOLD Ben Cheng

Balance sheet is set up to withstand the low prices we have here.  They have on-going capital expenditures to maintain production. 


Price:
$36.440
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
Yes
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
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