stockchase picture

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

Suncor Energy Inc Stock Symbol: SU-T

Notes:Oil Sands. Oil weighted

Last Price Recorded: $31.8200 on 2016-02-05

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2016-02-04 BUY Brian Acker, CA

They just reported they are going to write off $2 Billion.  The $20 model price does not include this.  It is trading at book value so it is cheap compared to where it has been.  We could have a trade to $35.58 or if it broke below his EBV level of $29 then sell.


Price:
$31.820
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2016-01-18 BUY John Wilson

With the COS-T agreement they reached today it will be quite accretive.  He thinks there are more synergies than they told people about.  They have the downstream assets to support the business and now they have the oil sands.


Price:
$29.770
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-01-14 TOP PICK Dennis Da Silva

It is seen as a safe harbour.  The COS-T acquision has been a bit of an overhang.  It gives you a chance to buy.  The balance sheet is in good shape.  It is a great place to hide during this down turn.


Price:
$32.390
Subject:
CANADIAN RESOURCES
Bias:
BEAR on COMMODITIES
Owned:
Yes
2016-01-12 DON'T BUY Lorne Steinberg

Doesn’t like the Canadian energy sector. Has no idea where energy prices go, but if they don’t rise above $50, then companies like this have further downside to the stock price. An incredibly well-managed company and well financed, and will be a survivor.


Price:
$32.420
Subject:
Deep Value Global Equities
Bias:
UNKNOWN
Owned:
No
2016-01-07 TOP PICK Michael Sprung

In energy you want to buy the strong players, and in Canada this is the behemoth. It is an integrated company, so it gives you diversification. Owns wonderful assets and has a good balance sheet. Well-managed. The recent bid they made for Canadian Oil Sands (COS-T) illustrates that they are willing to be opportunistic. It could be a positive if they get it, but they don’t really need it. Dividend yield of 3.48%.


Price:
$33.300
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-01-04 DON'T BUY Larry Berman CFA, CMT, CTA

ZEO and ZEG probably outperform SU-T this year.  SU-T will underperform as oil recovers.


Price:
$35.280
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-12-30 PAST TOP PICK Norman Levine

(A Top Pick Dec 4/14. Up 2.87%.) Like most of the big majors, this has been very successful in lowering their costs. Secondly they have refineries and gas stations.


Price:
$35.780
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-12-29 COMMENT Robert McWhirter

Has a 23% payout on a 3.1% dividend yield, which looks good. It is surprising to have an oil company with an expectation in earnings, going from $1.15 to $1.38 in 2016. If you want to play an oil turnaround in commodities, then this is a good opportunity.


Price:
$36.460
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Unknown
2015-12-14 DON'T BUY Teal Linde

They have done really well according to their recent results.  He would not hold through 2017, because the earnings and cash flow have been falling as oil dropped, even if the stock price has held up.  It will either go sideways or down.


Price:
$34.550
Subject:
NORTH AMERICAN
Bias:
BEARISH
Owned:
Unknown
2015-12-02 BUY Swanzy Quarshie

Richly valued, but for a reason. An excellent quality company. If cautious about oil, but still want to participate, this valuation is worth it. Keep in mind that this is an integrated company, which tends to outperform other companies because they have the offset on the refinery side.


Price:
$36.770
Subject:
OIL & GAS
Bias:
OPTIMISTIC on OIL
Owned:
Unknown
2015-11-26 COMMENT Hap (Robert) Sneddon FCSI

Right now this is in a no man’s land of a range of $29-$42. Damage has not been done nearly as bad as some other names. You could trade it within that range, or watch a break out at around $41 looking for resistance at around $48.


Price:
$36.420
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2015-11-20 SELL Eric Nuttall

He would sell this, or even maybe Short it. Trading at ridiculous valuations. If you own this to benefit from a rally in the oil price headline, you are already paying for it. Looking at historical multiples, this is through the roof at 31X forward earnings. If you own Canadian Oil Sands (COS-T), he would Sell that too, because you have already benefited from their bid. The average Canadian portfolio manager has been underweight energy, which has been the right call. However, they need to have some energy exposure, so they buy this company, the largest component of the energy index. As oil recovers, this will be the very 1st source of funds for portfolio managers in order to buy other oil stocks.


Price:
$36.600
Subject:
CANADIAN SMALL & ENERGY
Bias:
UNKNOWN
Owned:
No
2015-11-18 PAST TOP PICK David Baskin

(A Top Pick Dec 17/14. Up 7.6%.) He disposed of his holdings 9 months ago and is currently zero weight in energy.


Price:
$37.480
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-11-16 COMMENT Larry Berman CFA, CMT, CTA

2/3rds of revenue are from refining.  Margins have been massive since oil prices came down. 


Price:
$38.320
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-11-10 PAST TOP PICK Jim Huang

(Top Pick Jan 6/15, Up 13.48%) The premium oil sands company.  They managed the company well and will be one of the survivors.  You can hold it for the long term.  The second half of 2016 is where he sees more upside to the oil price.


Price:
$39.110
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Yes
Showing 1 to 15 of 1,496 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.