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Suncor Energy Inc Stock Symbol: SU-T

Notes:Oil Sands. Oil weighted

Last Price Recorded: 40.4700 on 2014-04-19 01:14:15

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Date Signal Expert Opinion Price
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
2014-02-13 BUY John Stephenson

Feels the story is “Grow” but not at any price. This has been the case for some time. Doing a good job of transforming this. It will take a little time to see it grow, but looking at what it is free cash flowing, about $8 billion per year, no one else can compare. He would think 10% upside would be very reasonable.


Price:
$36.800
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Yes
2014-02-12 DON'T BUY Bill Bonner

Husky (HSE-T) versus Suncor (SU-T)? He wouldn’t go to either one of these if he wanted to optimize his heavy oil exposure. Both of these are in the refining business and refiners are great when crude prices are low and gasoline prices are high. Thinks we are entering a period where the inverse may potentially happen so there will be compression on the refining margins.


Price:
$36.160
Subject:
CANADIAN ENERGY
Bias:
OPTIMISTIC on ENERGY
Owned:
Unknown
2014-02-06 BUY Teal Linde

Came out with their guidance recently with growth not that high (about 4%).  And with similar dividend it is about 8% total return.  In April 2011 he advised getting out of resource and has only recently advised getting back in.


Price:
$35.790
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2014-02-06 COMMENT Mike S. Newton, CIM FCSI

Is this a good one for a TFSA? One of the issues that you always run into with energy names is that they are cyclical in nature. You could go quite some time with a sideways movement. This would not be his top pick for a TFSA. He would rather have a non-cyclical good dividend paying company that runs smoothly with low volatility.


Price:
$35.790
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2014-02-03 WATCH Don Vialoux

In a trading range.  You are looking for a move above the range, which would be a buy signal. 


Price:
$35.640
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-01-30 BUY Dennis Da Silva

(Market Call Minute) Buffet likes it.  The defecto integrated oil sands growth.  Subdued growth.


Price:
$36.500
Subject:
CANADIAN RESOURCE
Bias:
BULLISH on NATURAL GAS
Owned:
Yes
2014-01-27 TOP PICK Bill Harris, CFA

He is not that enthusiastic about any of the stocks this week.  Over the last 4-5 years he sees much more cost discipline.  Thinks he can get something from this big stable company.


Price:
$36.320
Subject:
RESOURCE
Bias:
CAUTIOUS
Owned:
Yes
2014-01-27 BUY on WEAKNESS Peter Brieger

Hasn’t owned this for quite some time. A great story once you are a bit further down the way in terms of the East-West pipeline and the potential incremental refining in Montréal, and perhaps further east. Very cheap at 5X cash flow but his current problem is that he doesn’t see much growth over the next year or 2. If it took a hit for some reason, then he would be a buyer.


Price:
$36.320
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-01-24 COMMENT Jaime Carrasco

If this had a bigger dividend, he’d be much happier buying it for his more conservative clients. From a volatility spectrum, it is perfect for older people that require more cash flow and capital safety.


Price:
$36.910
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
No
2014-01-22 HOLD Brian Huen

(Market Call Minute) Peck further down the food chain with smaller cap and higher growth.


Price:
$37.990
Subject:
MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias:
BULLISH US ECONOMY
Owned:
No
2014-01-22 COMMENT David Cockfield

Doesn’t hold this in large amounts. Perfectly good company. Integrated. Has certainly acted reasonably well over the last little while. Has been sort of stuck in the current range as almost all the integrateds have. Thinks it will probably break out. If we get the kind of growth rates they are talking about in the US and Canada, consumption of those products will go up. Good, long-term investment.


Price:
$37.990
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-01-20 PARTIAL SELL Larry Berman CFA, CMT, CTA

Energy stocks here are at the higher end of the range so he would tend to want to take some money off the table.  But years down the road it could be 20% higher. 


Price:
$37.540
Subject:
TECHNICAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2014-01-20 WATCH Ron Meisels

Energy stocks could be the surprise right now.  Developed an uptrend line and we are waiting for a break out.  If we get one it will be a significant event to bring it to $43.


Price:
$37.540
Subject:
TECHNICAL ANALYSIS - N.A. EQUITIES
Bias:
BULL on ENERGY
Owned:
Unknown
2014-01-17 BUY Rob Stabile

(Market Call Minute.) One of the better oil sands companies. Sees some significant dividend increases in February.


Price:
$37.380
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-01-15 COMMENT Ryan Bushell

Recently taken a different tack under the new CEO, to be returning more capital to shareholders. Still a pretty small dividend yield, but increasing rapidly. Relative to Cenovus (CVE-T), they have a bit higher cost of production. Upgrading facilities in terms of upgrading mine bitumen to synthetic crude oil are expensive and prone to breakdown. Definitely a stable company though, and you won’t go far wrong owning this.


Price:
$37.350
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
UNKNOWN
Owned:
Unknown
2014-01-14 COMMENT Brian Acker, CA

Stock closed yesterday at $37.25 and he has a model price of $71.26, a 91% upside. He doesn’t know what gets the stock going. Yield of about 2%. This should be a core position in a Canadian portfolio.


Price:
$37.240
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-01-13 PAST TOP PICK Eric Nuttall

(A Top Pick Jan 9/13. Up 14.41%.) Sold his holdings when he felt the easy money had been made. It might reach $40 at some point this year, giving you another 10%.


Price:
$37.270
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
No
2014-01-09 TOP PICK David Baskin

All the environmentalists hate the oil sands but the product is going to get produced. Feels it will get moved by pipeline as everyone probably sees the folly of moving this stuff by rail. There is at least 30 years of asset reserves at current output. Trading at about 5.5X cash flow. Downstream assets protect you when oil prices go down. Cost of production keeps getting lower and lower every year.


Price:
$37.290
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-01-08 COMMENT Martin Davies

A beneficiary of the tremendous difference between many other types of integrated companies. Have about 600,000 barrels a day of crude oil production and 400,000 barrels a day of refining capacity so there is a natural hedge. Has configured itself with the CEO to just go ahead and focus carefully on capital efficiencies in the types of projects that produce the longest term rates return. Throws out a tremendous amount of free cash flow, which allows them a huge amount of flexibility.


Price:
$37.470
Subject:
CANADIAN OIL & GAS
Bias:
BULLISH
Owned:
Yes
2013-12-30 BUY Norman Levine

Frustrating time to own it or any major oils in Canada, and oil sands exposure.  SU has a nice refining and market presence.  They have also been doing well on the East Coast.  Discount on oil sands oil should narrow going forward.


Price:
$36.880
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2013-12-18 COMMENT Michael Bowman

This is oil sands and there is a huge backlash globally on this. There are other Canadian companies that pay bigger yields and are dealing with light oil, which he would prefer.


Price:
$36.400
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2013-12-11 BUY Michael Sprung

This is his primary holding in the oil/gas area. Expects there will be significant capital appreciation. It is such a well diversified company with the oil sands, upstream and downstream operations and their retail operations.


Price:
$35.510
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-12-10 BUY Christine Hughes

On a macro picture, there is still a valuation mismatch between our shares and US shares. Feels that is just beginning to close and this company will benefit from that. On top of that there is a global economic growth and she thinks 2014 gets better, which will pull oil along. As well, Warren Buffett entered into the stock this summer, which gives it a halo effect.


Price:
$36.050
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2013-12-09 BUY John Stephenson

A long term play that will do very well.  Been weak the last month.  Thinks it is a core holding.  They are long term projects.  It is a patient play.


Price:
$35.810
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Yes
2013-12-04 BUY Robert Lauzon

This should be a name that you buy and put away. Likes that it is becoming more free cash flow positive and, is hinting to the markets, that dividends and greater dividends are important.


Price:
$37.110
Subject:
ENERGY
Bias:
BULLISH on ENERGY
Owned:
Yes
2013-12-02 PAST TOP PICK Jim Huang

(A Top Pick Nov 1/12. Up 9.66%.) This was a company that lost its way a little bit, but have really gotten back to basics by lowering costs, selling assets, reducing debt and focusing on free cash flow.


Price:
$36.930
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2013-11-28 BUY Genevieve Roch-Decter

A good investment in the producer space. The Fort Hills project has growth. Have commented to investors that they do not have any access to market issues for their growth. This is a free cash flow machine and is paying about $0.80 in dividends. Free cash flow next year will be about $1.80. Have been quite conservative with their capital.


Price:
$36.520
Subject:
NORTH AMERICAN ENERGY INFRASTRUCTURE
Bias:
BULLISH ON ENERGY INFRASTRUCTURE
Owned:
Unknown
2013-11-27 DON'T BUY Michael Bowman

You have to remember that there is a very strong global backlash against oil sands. That is another part of the whole complicated oil procedure. If you’ve held this one for 3 years, you have made no money on it. There is no upcoming trend in the market for this one. Small dividend.


Price:
$36.550
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Unknown
2013-11-27 BUY Don Lato

Pretty good value here. Buy it for the long-term. He is a little nervous about the short-term prospects for oil prices. Stock has sort of gone sideways for the last 2-3 months. Has overcome some of their problems earlier in the year. Production looks like it is going to increase again next year and cash flow is solid. Trading at about 5.5X next year’s cash flow. Prefers Canadian Natural Resources (CNQ-T) and Tourmaline (TOU-T).


Price:
$36.550
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2013-11-26 BUY Todd Johnson

Moved into this out of Petro Canada.  New CEO has had a bigger focus on returning cash to shareholders.  It can’t return to previous multiples.  Integrated producer so they can refine what they produce.  He worries about lower oil prices across the board.


Price:
$36.590
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-11-25 BUY Norman Levine

(Market Call Minute) It is undervalued and has huge cash flow that will allow repurchase of shares and an increase in dividend.


Price:
$37.240
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-11-20 BUY Jennifer Radman

Just put themselves in a position here they have very good cash flow.  Only Canadian one that will spin off cash while increasing production and while oil is falling.  Valuation is compelling. 


Price:
$37.850
Subject:
US EQUITIES
Bias:
BULLISH on US MARKET
Owned:
Yes
2013-11-15 COMMENT Josef Schachter

Had problems in refining and marketing in the quarter like everyone else but the oil sands side did $950 million in net earnings versus $537 million. Production volumes have gone up. BV is around $27.55. He feels a low $30 downside potentially if there is a drop in oil prices.


Price:
$37.360
Subject:
OIL & GAS
Bias:
CAUTIOUS on OIL
Owned:
Unknown
2013-11-12 BUY Nick Majendie

There are decent gains from here but has had a really good performance over the last 12 months. Very well run. Showing a lot of capital discipline. Great long-term growth prospects. Just sanctioned the Fort Hills project. This won’t be coming until late 2017 but there is lots of growth ahead of it and still reasonably priced. His target is $42 in the next 12 months.


Price:
$36.500
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2013-11-07 BUY Paul Harris, CFA

Has restructured because of their Petro Canada deal going through. Put the company together well. Management is really thinking about Return on Invested Capital and sold off assets that they don’t need. Also, have refining, which really helps them in this part of the cycle.


Price:
$36.090
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BULLISH
Owned:
Yes
2013-11-06 DON'T BUY Mike S. Newton, CIM FCSI

Has owned this for the 1st time in 2013 since 2008 when he got stopped out. This had needed an external jolt which came from Warren Buffett in the summer. Pretty fairly valued and there are cheaper names out there. 2.2% dividend.


Price:
$36.690
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2013-10-31 BUY David Baskin

(Market Call Minute.) He is supportive of the oil sands industry and this company in particular.


Price:
$37.890
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
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