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Suncor Energy Inc Stock Symbol: SU-T

Notes:Oil Sands. Oil weighted

Last Price Recorded: $37.9000 on 2015-01-31

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Date Signal Expert Opinion Price
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
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
2014-10-30 BUY Michael Bowman

Likes it.  He would buy it here because oil is coming down to the $80 dollar mark and the question is where it is going from here.  He prefers this kind of company because he is comfortable holding companies that are completely integrated.  It is all about operating net backs. 


Price:
$39.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULL
Owned:
Yes
2014-10-28 COMMENT Mike S. Newton, CIM FCSI

The problem that most Canadians have had is that 20%-30% of the TSX composite is made up of energy and commodities. You shouldn’t have to pay that much as far as multiples expanding and going up and down. Very cyclical. Nobody seems to know when to sell these. Doesn't feel it is a buy-and-hold.


Price:
$39.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Unknown
2014-10-28 COMMENT Brooke Thackray

Suncor (SU-T) or Crescent Point (CPG-T)? Two totally different stocks. We might still see oil production pushing down here a little bit, but that will take a little while for it to roll through. He looks at this from a seasonal perspective. If the oil sector really starts to ramp up here, you are going to get more bang for your buck out of Crescent Point. Because the energy sector is out of its seasonal period, he would be going with a more defensive oil play, which is Suncor.


Price:
$39.000
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
Unknown
2014-10-27 WAIT Peter Brieger

When you see the West to East pipeline, which he hopes comes to pass, you are going to see an awful lot of increase in refining activity in Québec and points east, and this company will benefit from that. Wait to see more progress on the pipeline.


Price:
$38.150
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-10-23 BUY Bill Harris, CFA

He waited 3 years after the Petro Canada acquisition to see if they could digest it.  This now a fantastic investment in the energy space.  Thinks it is a stock he can own for a long time.  It is throwing off free cash flow for the first time.


Price:
$38.980
Subject:
RESOURCE
Bias:
BULL on OIL
Owned:
Yes
2014-10-20 WATCH Chris Hensen

There is no way to know where the oil price will go in a couple of years.  It is hard to invest in this area.  It is a high cost producer with the majority of assets tied up in the tar sands so when oil sells off it gets hit more.  But he likes their integrated structure with the upstream and downstream.  He just doesn’t see a lot of upside here.  He would like to see it a lot lower before adding to it.


Price:
$38.100
Subject:
NORTH AMERICAN
Bias:
SELECTIVELY BULLISH
Owned:
Yes
2014-10-16 BUY Stan Wong

Baytex Energy (BTE-T) or Suncor (SU-T)? Certainly 2 very different names. Baytex gives you an 8% yield while you don’t get that with this. For yield hunters, Baytex is one that he would look at. He actually likes and owns both names, and they are both fine. You are probably getting a little bit more leverage in terms of the movement in oil price relative to the stock price with Baytex, where this one might be a little bit steadier being in the oil Sands space.


Price:
$37.140
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-15 COMMENT Barry Schwartz

Growing its production, and has wonderful reserves. Even at $80 oil, he feels they are still profitable.


Price:
$36.310
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-14 PAST TOP PICK Brian Acker, CA

(A Top Pick Oct 15/13. Down 1.44%.) In all probability this could go down to the $30 level. If so, he will be there buying it.


Price:
$36.100
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2014-10-10 COMMENT David Cockfield

Sell some Toronto Dominion (TD-T) and get into this? He likes TD, one of his favourite banks, and he has lots of it. He doesn’t know that he would like to sell his bank and would probably Hold them both.


Price:
$36.660
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-10-10 BUY David Cockfield

This has tended to be a favourite in the US which is probably one of the reasons why it has been pounded so badly. It has a lot of heavy oil and that is where price stability is these days. Thinks it is in a Buy range here.


Price:
$36.660
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Unknown
2014-10-09 DON'T BUY David Burrows

We broke a 12 year trend in commodities.  Oil has followed.  He prefers companies that benefit from falling oil prices.


Price:
$37.510
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Unknown
2014-10-08 TOP PICK Michael Sprung

Canada’s largest integrated oil/gas company. With energy being hit the way it has, this is a really good opportunity to step in. We are going to see some cash flow estimates come down, but nonetheless, this company should be earning around $5 or $5 plus cash flow over the next couple of years. A very inexpensive stock. You are getting the benefit of both the upstream and the downstream operations. Dividend yield of 2.99%.


Price:
$38.240
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-07 HOLD Rob Stabile

Solid management and a very good allocator of capital. Expects there will be dividend increases over time. The beauty with oil sands projects and oil sands operators is that once they spend capital to get a project going, there is very little decline and very little maintenance capital to be spent. You will see this company building more projects and expanding, but there will be a significant amount of cash flow being returned to shareholders in the form of dividends.


Price:
$38.530
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-07 COMMENT Christine Poole

This is on her Watch List. All of the oil producers have come back quite a bit. This is probably the best name for oil sands exposure. This becomes a call on crude, which she thinks is near the floor.


Price:
$38.530
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-10-06 COMMENT Zachary Curry

They are shedding assets that they deem to be non-core, which has done them well over the past year plus. Focused on the oil sands and long-term assets. Have done dispositions to help their balance sheet and rewarding shareholders. He can definitely see a time when he would be an owner of this.


Price:
$39.550
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2014-09-29 WEAK BUY Norman Levine

He sold his COS-T to decrease his exposure to oil.  This is his remaining exposure to oil sands.  As much as environmentalists are trying to shut down additional pipelines, he feels oil will go out via other means.  Don’t hold a huge position.


Price:
$40.230
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2014-09-26 BUY Michael Bowman

With oil by rail, maybe Keystone does not matter.  They are a refiner with upstream and downstream operations.  This is a very conservative company.  They had very good dividend increases.  Worth buying here.


Price:
$40.690
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH on OIL SERVICES COMPANIES
Owned:
Unknown
2014-09-25 BUY Michele Robitaille

Likes that they have a very integrated strategy.  They can access non-North American pricing for 90% of their product.  Growth in cash flow over the next number of years is tremendous.  The one knock is Fort Hills, but it is still a high quality project that will work for them over the long term.


Price:
$40.290
Subject:
HIGH YIELD EQUITIES & REITS
Bias:
CAUTIOUS
Owned:
Yes
2014-09-19 BUY Greg Newman

Suncor (SU-T) or Canadian Natural Resources (CNQ-T) for the growth? These are both excellent choices. Thinks CNQ is slightly better. This one throws off huge free cash flow growth and you are going to have nice dividend growth as a result. A quality name and a good balance sheet. (See Top Picks.)


Price:
$41.990
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Unknown
2014-09-17 PAST TOP PICK Brian Acker, CA

(A Top Pick Oct 15/13. Up 18.72%.) His model price is $79, an upside of 81%. He is willing to be patient and wait for the value to be created.


Price:
$43.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2014-09-16 COMMENT John O'Connell, CFA

Switch to another oil such as Canadian Natural Resources (CNQ-T)? These are 2 really good companies. Both are very well run and if you wanted to own 2 large cap names, these would be the 2 you want to own. Doesn’t think the trade would be worth it because of the possible tax implications and transaction costs.


Price:
$43.470
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-09-15 HOLD John Zechner

It is more of a gas play.  You are playing the winter weather story.  He would not necessarily be selling although he reduced his position recently.  It is stable and generates a lot of cash flows.  He would not throw more money at it, however.


Price:
$43.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2014-09-05 BUY Norman Levine

Likes it.  Even though he thinks oil prices are vulnerable, SU-T looks attractive in the long term.  You can expect very good dividend growth going forward.


Price:
$44.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Yes
2014-09-03 COMMENT Philippe Capelle

Looking for increasing free cash flow generation with their good production growth. Also, thinks the dividend will increase over time. This is a great story to own. An integrated, so they have upstream production as well as the downstream integrated. In the event of volatile oil prices, they make money on the downstream.


Price:
$44.110
Subject:
CANADIAN LARGE (RESOURCE)
Bias:
BULLISH on ENERGY
Owned:
Yes
2014-09-03 BUY Jim Huang

This has been his favourite for a long time. A premier oil sand company in Canada. Well respected management which focuses on returning cash to shareholders either through dividends or buybacks. That will continue. Expect they will continue to raise their dividends. Over the long term they will create value.


Price:
$44.110
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
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
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