Suncor Energy Inc (SU.TO)

(Top Pick May 17/12. Up 19.61%.) At the time, he thought this company had to do some catching up on the oil prices. Fully integrated so it is able to capture some of the higher prices.

New CEO is focused on not only growth, but growth at a reasonable price. Inexpensive. Recently upped the dividend. This should be the mainstay of many people’s portfolios.

(A Top Pick Oct 11/11. Up 17.16%.)

Suncor (SU-T) or Canadian Natural Resources (CNQ-T)? Owns both but if he had to choose he would probably go with CNQ.

(A Top Pick Sept 20/11. Up 12.7%.) Extremely well run. Should continue to do well.

Has had a reasonable move of late off their lows. There is some support currently in the stock now with the company announcing a Normal Course Issuer Bid so there will be some buying support there. New CEO is taking a hard look at a lot of future projects. With his view of a possible economic slowdown, oil could subside and could see it easily trading in the low to mid $20’s as it did not that long ago.

This is his 2^nd favourite stock in this sector. The fact that it is oil sands it was hit earlier this year. Has recovered somewhat. Good price.

Buying back shares. Potential of a dividend increase is very strong. 1.6% dividend yield. If you believe in $95 oil, not only can they buy back their shares as well as pay a higher dividend but they can also pay down debt.

Over the last 12-18 months he has avoided oil sands companies. One of the issues was the very significant differential they were making on their oil versus West Texas. Recently the differential has been narrowing so it is becoming more profitable for them. Technically, this may have put in a double bottom and may be turning higher. Should energy firm up, this is a company he would take a good hard look at.

Seasonably speaking, this is the time of the year that you want to own oils, from September onwards. This has broken out above the 200 day moving average and the 50 day is just about to break above the 200 day.

At this price, it is definitely a long-term hold but is very dependent on what oil prices do. Has been recently adding to her holdings. Really likes how they handled the integration. They are able to defuse the differentials with some of their refining. Other companies are getting less of a price compared to WTI. Really compelling valuation.

Really cheap. Has visible growth. Had a bit of a rocky road with changes, fires, upgraders, etc. but this is a name that will definitely push much higher, certainly into the mid-$40s a year out.

(A Top Pick Aug 26/11. Up 5.96%.) Big exposure in the oil sands and there is a lot of controversy in this sector, which has hurt oil sands stocks. Really well-run company with great assets.

(Top Pick Aug 16/11, Flat) One of the core energy names in his portfolios. Pays a very modest dividend. Generates a tremendous amount of cash flow. Thinks we will see dividend increases as they match those of global players.

Suncor (SU-T) or Canadian Natural Resources (CNQ-T)? If he were going to own a 2^nd oil sands stock, it would be this one. These 2 are the cheapest. If things get tacky in the Middle East the price of oil will go up but markets could go down and he doesn’t see oil bucking the market (See Top Picks.).