
TSE:SU
This summary was created by AI, based on 17 opinions in the last 12 months.
Suncor Energy Inc (SU-T) has garnered a favorable outlook from various experts, highlighting a remarkable turnaround and strong potential due to the vast reserves of oil sands in Canada. Many reviews praise its management, particularly the CEO, indicating a confident path forward with solid cash flow generation and shareholder returns. The consensus is that SU has a robust valuation compared to global super-majors, with strong upside potential particularly linked to the dynamics of oil prices. While some experts recognize challenges including external geopolitical factors and regulatory environments, the company remains a core holding for long-term investors looking for dividend stability and growth. Overall, the stock is seen as a sound investment in the context of rising infrastructure development in Canada and a favorable commodity backdrop.
Tied into the oil sands in a big way and also has a network of gasoline stations so it is an integrated. Not a huge amount of risk and looks reasonably well priced at these levels. He is not particularly keen on integrateds these days. Would prefer Crescent Point (CPG-T) or Baytex (BTE-T), both of which have higher yields and are shipping heavy oil by rail.
Is one of her larges positions so it is still a buy in here. Way below where it was earlier this year. Did not participate in the rise of the commodity prices this year and yet the fundamentals are quite good. The downstream is helping them also. One of the leading in this space.