Suncor Energy Inc (SU.TO)

(A Top Pick July 29/15. Up 8.51%.) He still likes this. This is the benchmark of the Canadian energy market. When there is weakness in the stock, take it is a buying opportunity.

This is big and liquid. It is the Canadian oil company that Americans Buy when they want to come in. Not cheap. He feels that oil prices do work their way higher somewhat into the low to mid $50 a year out. If you want to be "cute", you could try to buy it at $35, which would be better.

It moved up right into May. After this period of seasonal strength it goes lower and it is doing so again this year. You may want to take some profits off the table. This is a high quality company, but you don’t necessarily want to own these companies for a long term.

Suncor (SU-T) or Canadian Natural Resources (CNQ-T). Doesn’t own this, but it is on his potential Buy list. Thinks very highly of management. If he had to choose just one, he would probably go with CNQ.

Just did a big equity issue last week to shore up their balance sheet. Because the stock has done quite well, she is waiting for a pullback in energy. A good long term holding. Dividend yield of 3.4%.

Crescent Point (CPG-T) or Suncor (SU-T)? He would choose this one because it is more defensive being integrated and has the refinery assets. Also, if you look at the recent deal that it did, it was just snapped up by the street, so clearly very strong.

Enbridge (ENB-T) or Suncor (SU-T) for a TFSA? With registered money, you put dividend yielders in, and Enbridge is a classic example of a dividend grower, so he would stick with it. This is a good company, but it is an energy company giving you the ups and downs of the oil price.

Thinks energy prices have bottomed. They bought a very large Canadian Oil Sands (COS-T) Syncrude asset, and then bought out another interest in this company right at the bottom. Thinks this has been held back because of the Canadian wildfire, but that is temporary and they will get operations back to normal. This has tons of leverage to higher oil prices.

(Market Call Minute.) Thinks this company is going to have a few challenges in integrating their Syncrude assets. It is going to look like a really smart buy if oil prices go materially higher, but without that it is going to just be cash flow.

(A Top Pick July 28/15. Up 5.82%.) These picks were based on survivability, not a growth. He still likes this and thinks it is really making money and reinvesting at a great rate of return. 3.4% dividend yield.

(Market Call Minute.) A great, long term story. Pristine balance sheet and $4 billion in cash. Any time the stock gets to $30, it is a great, long term hold.

Has rallied with the rallying in crude. All energy stocks probably got oversold when crude went below $30. The market is looking ahead thinking that in the back half of the year there is going to be a recovery. This is the premier oil sands company and very leveraged to crude oil prices. Good operator. She is not yet convinced that this is a sustainable rally, and wouldn’t step in here because of the strength in energy names. Wait for another pullback and there may be a more sustainable rally going into the back half of the year.

(Market call minute.) He would be fine owning this. Good balance sheet and are going to weather the storm and make some good acquisitions along the way.

He has no opinion on oil, or at least where it is going. You could have bought this one at $27 and now it is $35. He thinks the high will be $40 so you could trim here.

The new acquisition bringing COS-T into their mix changes their revenue stream to be more balanced so it will have more volatility to it because their revenue is more evenly split between exploration and refining & marketing. They are still very diversified. Right here, right now he does not like. In the low $30s he would like it. He thinks it will hit lows later in the year.