stockchase picture

Compiling comments that experts make about stocks while on public TV.

Company Index

List by Company Name

List by Symbol

Suncor Energy Inc Stock Symbol: SU-T

Notes:Oil Sands. Oil weighted

Last Price Recorded: 44.6300 on 2014-09-02 01:14:12

Globe 200 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2014-08-27 WAIT Hap (Robert) Sneddon FCSI

Has sold all of his energy holdings. Energy has 2 seasons. The 1st run ends in May followed by a 2nd run starting in late July. His holdings ran right through the weak period and he started to reduce in early July. He is now currently looking as to when to get back into the energy sector. Thinks there will be an opportunity between now and late September.


Price:
$44.190
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
No
2014-08-26 PAST TOP PICK Michael Sprung

(A Top Pick Sept 4/13. Up 25.39%.) Lately stocks have held up quite a bit better than the commodity price of oil. Selling for a reasonable multiple at 1.5X BV. Trading at about 11X next year’s earnings. 2.5% dividend yield. A well diversified play on the energy industry.


Price:
$44.160
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-08-25 BUY Eric Nuttall

Refiners are making a huge margin.  SU-T are growing their oil sands production. 


Price:
$44.300
Subject:
OIL & GAS
Bias:
SELECTIVE
Owned:
Unknown
2014-08-22 DON'T BUY Don Vialoux

They broke a support level and established a downward trend. They have underperformed the market and are below the 20 day moving average.  Three technicals against you.  Fundamentals suggest a bit of caution here.


Price:
$43.960
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2014-08-18 HOLD John Stephenson

This is a benchmark name.  Over time he noticed that energy is pretty strong in Canada and appeals to Canadian and international investors.  He thinks it should be a core holding.  Ultimately has good leverage to oil prices.  But if oil is below $90 it will not do well.


Price:
$42.680
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
SELECTIVE
Owned:
Unknown
2014-08-15 PAST TOP PICK Brian Acker, CA

(A Top Pick Aug 7/13. Up 27.99%.) This had a negative transit in one of his EBV lines, so he would be cautious on ih. Hopefully the EBV +2 level holds. It could fall back to EBV +1 at $36.50. Energy, certainly in the last 6 weeks, has been a tough sector to be in. He shows this could have an 87% upside. Yielding 2.67%.


Price:
$42.950
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-08-15 WEAK BUY David Cockfield

This is a bit boring at the present time. The oil sands has become a major part of their production. Have a good following in the US. Not much exciting about the stock at the present time. Very solid, and on a long-term basis it is a fine investment. Don’t expect too much performance out of it in the intermediate term. Q2 was slightly below expectations were the others surprised with better growth.


Price:
$42.950
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2014-08-14 BUY Paul Harris, CFA

Really likes the stock. Have made some very good decisions on exiting areas where they don’t get the rates of return that they want. They have the more important aspects of their business and they really do think about this when they are buying or exiting assets. This is a great story at these levels. Expects there is more upside and it is not expensive. Decent dividend. This is something that you can own for many, many years.


Price:
$41.940
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BULLISH
Owned:
Unknown
2014-08-13 COMMENT Mike S. Newton, CIM FCSI

These big material and energy names you need to be very careful of. You watch the cycle and trade in and out of them. At this point, he feels this company still has good tailwinds behind it right now.


Price:
$42.180
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-08-12 DON'T BUY Bill Carrigan

Chart shows a breakout earlier this year and it ran up. However, with crude running into difficulty, this could be a problem. The lower fruit has been picked and he would back away from this group.


Price:
$42.530
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH on MATERIALS
Owned:
Unknown
2014-08-05 COMMENT Barry Schwartz

He sees growing cash flow. Likes what the new management is doing of returning capital to shareholders and following the Exxon plan. Could be a much higher stock than it is today.


Price:
$43.190
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-01 BUY Norman Levine

Likes this long term. Good production profile. Also, likes its refining and marketing. Raised its dividend and will probably do it again next quarter. There is lots of room for the dividend to go up. Had some production difficulties last quarter, in both upstream and refining sides. More importantly the price of oil has gone down to about $97, which hurt energy stocks in general. Unlike a lot of its competitors, 100% of its production is sold at full WTI price.


Price:
$43.430
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-07-29 BUY Ross Healy

Likes this a lot. There is a lot of upside potential. His Fair Market Value is quite high. Has been recommending the stock for some time. Probably has another 30%-40% to go before he would consider it to be expensive.


Price:
$45.120
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-24 BUY David Burrows

Behaving extremely well. The thesis is that the bottleneck in transportation from Canada to US is starting to break up a little bit.  A great balanced portfolio to own.  A great core holding to own.  You will see $50 again in your lifetime.


Price:
$45.440
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-21 HOLD Ron Meisels

Probably needs a minor correction after a huge run.  It is well above its 40 week moving average.  It could correct or just stop moving. 


Price:
$44.590
Subject:
TECHNICAL ANALYSIS - N.A. EQUITIES
Bias:
BULL
Owned:
Unknown
2014-07-18 HOLD Mohsin Bashir

Has exceptionally good assets, great management team and increased dividends. You also have the advantage of refining capacity. It’s not just a matter of being able to extract heavy oil out of the ground, but you have to go through the processes of refining it. This company probably has some of the best operations in the country.


Price:
$44.620
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-16 COMMENT Joanne A. Hruska, CFA

2nd quarter numbers were not quite as strong as they could be. She bought more of this last week. Feels that there is a big free cash flow wall coming. Likes it at this price.


Price:
$44.720
Subject:
OIL & GAS
Bias:
BULLISH on CDN ENERGY
Owned:
Yes
2014-07-03 COMMENT Barry Schwartz

This is a much better company coming out of the recession. Likes what management is doing. They follow the Exxon model of returning capital to shareholders. Going to generate stable, stable returns going forward, as long as oil prices stay high.


Price:
$45.530
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-06-25 HOLD Martin Davies

Into a free cash flow distribution phase which will give them the luxury of having long reserve life mines and SAGD projects, producing a fair amount of free cash flow. The share buy back, and the dividends in the long term are what are going to help shareholders on their rate of returns.


Price:
$44.700
Subject:
CANADIAN ENERGY
Bias:
BULLISH
Owned:
Yes
2014-06-24 DON'T BUY Mason Granger

He is not a big investor in oil sands.  There are long lead times on projects.  Prefers CNQ-T.


Price:
$44.580
Subject:
OIL & GAS
Bias:
BULL on OIL & GAS
Owned:
No
2014-06-12 BUY David Burrows

In the last 4 months, he has built a pretty significant weight in the heavy oil companies in Western Canada. The bottleneck in getting the bitumen and oil to market is starting to de-bottleneck a little. We produce about 4 million barrels a day, and by the end of this year will be moving about 800,000 barrels a day to the Gulf of Mexico. So the differential between Western Canadian heavy oil and WTI is narrowing, which is good for companies like this.


Price:
$45.440
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on ENERGY
Owned:
Unknown
2014-06-11 COMMENT Bruce Campbell (1)

Stock has moved up, and they are doing a lot of the right things, but if you ever get a bottleneck problem on heavy oil, you could be into a bit of trouble. Prefers Canadian Natural Resources (CNQ-T) which has more international exposure.


Price:
$44.200
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
No
2014-06-09 DON'T BUY Eric Nuttall

Have done a good job of tightening focus over the last couple of years.  Often uses this stock instead of being in cash.  He does not feel like he needs to own Suncor at these prices, however.


Price:
$43.390
Subject:
OIL & GAS
Bias:
BULL on GAS
Owned:
Unknown
2014-06-05 BUY Andrew Hamlin

Stock vs. Stock.  CPG-T vs. SU-T.   Likes the diversified asset base.  Warrant buffet has taken a significant stake in SU-T.  We should see more growth coming out of SU than CPG.


Price:
$42.850
Subject:
GROWTH & INCOME
Bias:
CAUTIOUS
Owned:
Unknown
2014-05-29 TOP PICK Brian Acker, CA

His model price is $81.93, a 95% upside.


Price:
$41.710
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on US EQUITIES
Owned:
Yes
2014-05-26 BUY Hap (Robert) Sneddon FCSI

Chart shows a little bit of stalling with the gap between $41 and $42. If we break there, we could probably go down to $38, possibly a 10% correction, but in the last little bit there has been a continuation that we should get higher. He thinks any downside would be at around $41.75 and the market would pick it up pretty quickly. He would Buy today and put a tight stop in at around $41.75.


Price:
$42.280
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
OPTIMISTIC
Owned:
Yes
2014-05-22 BUY Todd Johnson

Has a new CEO and have been raising the dividend. Focused on being more efficient. Still growing their oil sands operations, but are trying to be more efficient and return cash to shareholders. Have growing oil sands production and a good management team. Trading at around 7X Price to Cash Flow which is a reasonable entry point.


Price:
$42.460
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-05-12 BUY James Telfser

He uses some seasonality and some technicals when looking at stocks, but he doesn’t try to time the market.  SU has had an incredible run.  It is now starting to get into reasonable levels.  Lots of Canadian energy plays have perked up.  This is a fine entry point.


Price:
$42.800
Subject:
CANADIAN
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Yes
2014-05-12 HOLD Jim Huang

Stock had a pretty good run, especially after last quarter. One of the best oil sands producers in Canada. Has building growth. Management team has improved capital efficiencies and became more friendly to shareholders. In the near-term, they may have to consolidate a little bit. If you hold this, you will have increasing dividends and incremental growth. Thinks the next level will be $40-$45.


Price:
$42.800
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-05-07 WEAK BUY Douglas Kee

Prefers CVE and CNQ.  There is nothing wrong with SU.  Well managed.  Free cash flow is starting to get thrown off, they are increasing their dividend and buying back shares.  Likes CPG because it is leveraged to light oil and has a large dividend.


Price:
$43.150
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
No
2014-05-06 COMMENT Mike S. Newton, CIM FCSI

Between dividends and buybacks, they have returned something like $750 million in the near-term. Thinks it will remain strong and will probably eclipse its old high. The big warning he would give anybody is that these names are cyclical.


Price:
$43.400
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2014-05-02 COMMENT Bruce Campbell (1)

Reported a good quarter. There is some 6%-8% oily growth.


Price:
$43.220
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
No
2014-05-01 BUY David Burrows

A recent add to portfolios.  We are starting to see the reduction in the discount from heavy to light oil because of increased capacity to get oil to the gulf.  He has more CNQ than SU.  Weak Canadian dollar is beneficial for this group.


Price:
$42.530
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-28 WEAK BUY Larry Berman CFA, CMT, CTA

Stock vs. Stock: CVE, CNQ or SU for an oil sands play.  Not a pure oil sands play.  A more diversified oil company.  Prefers Hess Corp.


Price:
$41.340
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-04-28 BUY on WEAKNESS Peter Brieger

He is waiting to see what happens with the west to east pipeline and what happens to the Keystone pipeline.  Would like to see it below $40 before he would buy it.


Price:
$41.340
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-04-24 WEAK BUY Mason Granger

It looks like you will get a break-out.  Likes the oil focus and their practice of returning capital to shareholders.  They are making a lot of the right names.  Prefers TOU-T


Price:
$40.960
Subject:
OIL & GAS
Bias:
BULL on OIL
Owned:
No
2014-04-22 HOLD Colin Stewart

The whole energy patch has done well so far this year. It’s been the hot sector in Canada this year. This stock languished for a long time and feels it is still trading at a reasonable valuation. Pays a dividend. A blue chip way of getting exposure to energy in Canada.


Price:
$40.320
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
BULLISH on US ECONOMY
Owned:
No
2014-04-15 HOLD Keith Richards

Has had a lot of volatility over the last few years. The lid of around $35 which was containing this stock was broken in mid-2013. That was pretty good news. This was followed by another level of consolidation and it seems to be breaking that right now. The bigger picture so far is healthy. As long as it keeps keeping the bridges as it moves out, he would continue to hold it.


Price:
$39.370
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2014-04-14 BUY on WEAKNESS Josef Schachter

94% oil / 6% Nat Gas.  If you can get it in the low $30s buy, but don’t chase it.  There is no urgency to buy it now.


Price:
$39.500
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Unknown
2014-04-11 PAST TOP PICK Martin Davies

(Top Pick Apr 30/13, Up 27.96%) Seeing a very large change in the economics of Natural Gas.  He has deployed some profits to the Nat Gas side to diversify.


Price:
$39.470
Subject:
CANADIAN OIL & GAS
Bias:
BULLISH on NATURAL GAS
Owned:
Yes
2014-04-09 BUY Stan Wong

Energy names in Canada are starting to break out a bit.  Hold onto this particular stock.  Thinks it will start to perform.


Price:
$39.620
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
No
2014-04-04 BUY Genevieve Roch-Decter

Has done a good job of generating tons of free cash flow and are on a trajectory of increasing their dividend.


Price:
$39.550
Subject:
NORTH AMERICAN ENERGY INFRASTRUCTURE
Bias:
BULL on ENERGY
Owned:
Yes
2014-04-03 COMMENT Jaime Carrasco

Hasn’t owned this for a long time, but only because of the yield. He has it with a $48 target.


Price:
$39.210
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
No
2014-03-31 HOLD Mike S. Newton, CIM FCSI

Going to continue to hold this.


Price:
$38.610
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-03-26 COMMENT Brian Acker, CA

His Fair Market Value on this is $70, a 90% upside. Pays out 2.5% dividend yield. This is one of those stocks that is a perfect portfolio stock, so if you have a portfolio of 40 names, it is a perfect company to have in there. Thinks this grows along with its balance sheet. It is looking for a catalyst in terms of harnessing all the upside value and it will happen.


Price:
$36.610
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-03-21 BUY Norman Levine

Has been a disappointment along with most oil sands producers. Has been kind of just treading water and going sideways however, some of them have started to stick their nose up now, which he is very happy about. Would have no problem buying this. Thinks it has a great future. It has to break out of its sideways pattern. (See Top Picks.)


Price:
$36.340
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-03-20 PAST TOP PICK Greg Newman

(A Top Pick April 10/13. Up 23.78%.) Not doing a very good job at growing their cash flow per share growth right now. It’s only about 2.5% over the next couple years. Part of that is because, he assumes, they are not going to get anything from their Libyan production. Longer-term, this is a good company with a lot of catalysts. Does not see a compelling reason to buy this one over something else.


Price:
$36.470
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
2014-03-18 COMMENT Bill Carrigan

Chart shows a disappointing period from late 2011 into early 2013 with a lot of congestion. It finally broke out in mid-2013 and he doesn’t feel it would do you any harm. Doesn’t see any more upside than what is already there. Imperial (IMO-T) and Husky (HSE-T) both tried a breakout and ran into resistance. If you’re happy with the yield, you are probably going to be okay with this but there are probably better places to be.


Price:
$36.350
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
Unknown
2014-03-17 BUY John Zechner

Likes the story, where they are in the oil sands.  Sees more US interest in the oil sands.  Not his Top Pick but a stable one.  It needs a move in the group overall and more positive sentiment for the oil sands.


Price:
$36.130
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-03-14 TOP PICK Ross Healy

Trading at about 1.25X Book. Against its own history, that is cheap. Decent earnings and good upside potential if the energy sector can get going. If it can’t, you are in bed and the mattress is right there, safe and solid. Very little downside risk. Yield of 2.54%.


Price:
$36.240
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-03-13 DON'T BUY Don Vialoux

This is in a period of seasonal strength, 3rd week of January right through until May of each year. Chart shows that it is not doing it this year. Technically it is underperforming the energy sector in general. Also, slightly underperforming the market. If it moves above its resistance of around the $38 level, this gives it a more positive technical picture and you could consider it at that time. Go with the ones that have the best momentum.


Price:
$36.250
Subject:
SEASONAL & TECHNICAL
Bias:
UNKNOWN
Owned:
Unknown
2014-03-12 DON'T BUY Lyle Stein

Had a really nice run over the course of the last 12 months as a result of the Warren Buffett’s stock purchase. This is an American name now because Warren likes it. Canada has really been hurting from oil differentials that have widened out. There is a discount being applied to the oil sands. This hasn’t been an area which investors favour. Wouldn’t add to this one anytime soon because there are other better plays out there. (See Top Picks.)


Price:
$36.700
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2014-03-12 HOLD Bruce Campbell (1)

Has good 8%-10% production growth over a decade. This is the one that Americans come to first because it is the largest one with the biggest market. He thinks there is better value elsewhere. It is not cheap enough for him to repurchase what he sold. (See Top Picks.)


Price:
$36.700
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
No
2014-03-10 BUY David Baskin

If you are going to own only one large cap energy company in Canada, it should probably be this one. You’ve got the vertical integration working for you. Nobody is building refineries. They’ve got retail outlets and, of course, a lot of production. Have a very long lived resource in the oil sands. Their production and efficiency keeps improving. Still attractively priced. The cloud hanging over the company is of course transportation. We have all learned that rail transport is not a great solution and pipelines are vastly to be preferred. That oil will get to market one way or another. He feels the fair value is in the mid-$40s. If there was a solution on the Keystone pipeline, that would help.


Price:
$36.940
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR on COMMODITIES
Owned:
Unknown
2014-03-07 BUY Michael Sprung

One of his largest holdings in the oil and gas sector.  The largest Canadian company.  Exposure to conventional, oil sands and downstream operations.  Sees potential for increased dividends.  Recommends it, even at today’s valuation.


Price:
$36.910
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-03-04 HOLD Bill Harris, CFA

They are still suffering from the Western Canadian Oil price.  Bought it last summer, but thinks he can get 8-10% rate of return.  Were struggling when they bought PetroCan.  The stock has not gone anywhere, but they have done an awful lot of fixing internally.  Now you are just entering a period where you have free cash flow with nothing to do with it.  He thinks he can capture the dividend and a couple of dollars of share price appreciation by year end.  It is in great shape for a long term hold.


Price:
$36.720
Subject:
RESOURCE
Bias:
SELECTIVE
Owned:
Yes
2014-03-03 SELL ON STRENGTH Larry Berman CFA, CMT, CTA

A short term active trader can chase this.  The spike in energy prices does not get reflected in the energy stocks.  Energy stocks are range bound and so should be sold on strength. 


Price:
$36.650
Subject:
MINING
Bias:
CAUTIOUS
Owned:
Unknown
2014-03-03 WEAK BUY John Stephenson

A cash generating machine.  Will have to spend some money in the future and will eat up some of the cash that could come back to shareholders.  Prefers CNQ.


Price:
$36.650
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BEARISH
Owned:
Unknown
2014-02-24 DON'T BUY Peter Brieger

He likes it longer term but would like to see great production increases which will come when oil is shipped by rail or pipeline.  He would avoid it until then.


Price:
$36.970
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-02-21 HOLD David Cockfield

Nothing wrong with it.  CNQ has been outperforming everybody. The big seniors like SU have been on the shelf recently partly because of pretty steady selling by people convinced that production of oil is going to swamp the price, like Gas going from $6 to $2.  He thinks this theory is wrong.  We have huge imports that we can stop.  Thinks WTI will go up and beat Brent.


Price:
$36.650
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Unknown
Showing 1 to 60 of 1,365 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.