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Suncor Energy Inc Stock Symbol: SU-T

Notes:Oil Sands. Oil weighted

Last Price Recorded: $40.5300 on 2014-09-30 20:40:06

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Date Signal Expert Opinion Price
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
Showing 31 to 45 of 1,375 entries

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