TSE:SU

Suncor Energy Inc (SU.TO)

91.44
+0.21 (0.23%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconAug 14, 2026, 12:00 am

This summary was created by AI, based on 16 opinions in the last 12 months.

Suncor Energy Inc (SU) has garnered a range of positive reviews from various experts, many of whom highlight its strong performance under new management and its potential for significant growth. The company is noted for its solid fundamentals, particularly within the oil sands sector, and experts see it as a long-term play benefiting from Canada's energy infrastructure development. Although some express caution about current valuations and recent leadership changes, the overall sentiment leans towards optimism, anticipating a continued upside in share prices. The company is expected to maintain strong cash flow generation, with potential for increased shareholder returns through dividends and buybacks. Despite some recent underperformance, many believe that its strategic initiatives position Suncor well for future success.

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Consensus
Positive
valuation icon
Valuation
Fair Value
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Similar
CNRL, CNQ
COMMENT
Oil sands’ names are really a bet on oil prices. Oil is correlated to global growth. Near term, there is weakness and fear on the lack of growth in the US and globally. Next few quarters, oil will be suppressed a little. Sees marginal cost of production around $85 a barrel. Okay for a 3-5 year time horizon.
DON'T BUY
Hasn't been following it seasonal trend in the last year. Seasonal strength is usually from mid-Jan through to of both September of each year.
BUY
Still trading at a premium to book value. Doesn’t know why a company would by back stock above book value. Close to its downside levels. We are finding out if market is valuing Suncor as just Suncor or as Petro Can as well. Likes it and it is cheap.
BUY
Dividend is safe and expects they will increases over time but won't be big as they are trying to plow the money back into the business. Well managed. Will do well over time.
TOP PICK
Oil has been hit with a double whammy with the stock market coming off and oil prices have dropped. Oil stocks have been overly punished.
STRONG BUY
Terrific buy. Oil around $80-$90 a barrel they should be $40. Have interests in Libya. May get assets back in Libya. Doesn’t think environmental protestors will shut down oil sands. He has been buying it.
BUY
One of his largest holdings and almost a top pick tonight. Offers compelling value. Extremely diversified play. Downstream operations, oil and gas, some of the best properties in North America. Good balance sheet. Excellently managed company and sells at a slight premium as always.
STRONG BUY
This is a very good time to buy. Even if oil goes lower, their balance sheet is very good and their CapX will not be affected.
DON'T BUY
Chart really looks bad. Have support last year at around $31 and it has broken through this with gusto and has not found in the great support yet. The only support he sees is at around $24.
DON'T BUY
Problem from a trading standpoint is that if the US people get real enthused about it, they can push it up significantly. Yield is not very exciting. As an integrated, it is into the problems that you get in the downstream on margins. These have been pretty good but think they will be limited in the near term. Sold his holdings and prefers others.
BUY
Has come down in terms of cash flow multiples. Used to be 10 to 12 times and is now down to about 8. Very attractive.
TOP PICK
Likes energy and continually looks for ways to get cheap exposure. Has been punished significantly. Very cheap at this price. Oil Sands assets of about $30 NAV and conventional gas of about $8 NAV. Yield of about 1.4%.
BUY
Current price is about as low as it is going to go. 8%-10% production growth for at least 10 years. Probably the best senior oil sands play. Highest percentage of US ownership of a Canadian oil so it tends to swing more as US investors trade more than we do. Cheap.
BUY
Just came through a 6 week turnaround and June-July production was about 95% of their capacity. Thinks there will be some pretty solid operating performances. Trading at a slight discount to its peers.
COMMENT
One of the large Canadian blue-chip integrated oils. With recent sell off in the stock and energy, it looks very cheap. Has a bit of a dividend. Not enough growth for him. If you like this company, you could hedge your position by shorting the energy index against it, which would give you a basket of larger cap names.
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