Suncor Energy Inc

SU-T

TSE:SU

43.90
0.41 (0.93%)
Suncor Energy is a Canadian integrated energy company based in Calgary, Alberta. It specializes in production of synthetic crude from oil sands. Suncor ranks number 134 in the Forbes Global 2000 list.
More at Wikipedia

Analysis and Opinions about SU-T

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
January 10, 2020
oil Oil is tricky. It's a broken market that may or may not be coming back. Some have returned to gold too early. Over the decades, oil has risen and fallen largely due to spin (i.e. Peak Oil). He picks up a little oil when the stocks get cheap. Oil is a messy space. Of the juniors, WCP is his favourite. SU-T is the senior one he likes. But he really likes Advantage (but they deal in natural gas, not oil).
Show full opinionHide full opinion
Suncor Energy Inc (SU-T)
January 10, 2020
oil Oil is tricky. It's a broken market that may or may not be coming back. Some have returned to gold too early. Over the decades, oil has risen and fallen largely due to spin (i.e. Peak Oil). He picks up a little oil when the stocks get cheap. Oil is a messy space. Of the juniors, WCP is his favourite. SU-T is the senior one he likes. But he really likes Advantage (but they deal in natural gas, not oil).
HOLD
HOLD
January 9, 2020
The energy space is really tough. She likes things that are in management's control, which it is not here. There is growing interest in the energy space which has been left for dead. It will trade up with the whole group. They can grow cash flow without having the have the commodity grow and that is why she holds it.
Show full opinionHide full opinion
Suncor Energy Inc (SU-T)
January 9, 2020
The energy space is really tough. She likes things that are in management's control, which it is not here. There is growing interest in the energy space which has been left for dead. It will trade up with the whole group. They can grow cash flow without having the have the commodity grow and that is why she holds it.
TOP PICK
TOP PICK
January 8, 2020
It does not hurt to have a major integrated player. There will be some noise going forward as they have had some unplanned outages. Their production forecasts are a little lower than analysts expected and their capex requirements were a bit higher. A solid company that generates significant free cash flow -- they hope to increase that by $2 billion. The most broadly owned energy stock in Canada. Yield 3.8% (Analysts’ price target is $49.64)
Show full opinionHide full opinion
Suncor Energy Inc (SU-T)
January 8, 2020
It does not hurt to have a major integrated player. There will be some noise going forward as they have had some unplanned outages. Their production forecasts are a little lower than analysts expected and their capex requirements were a bit higher. A solid company that generates significant free cash flow -- they hope to increase that by $2 billion. The most broadly owned energy stock in Canada. Yield 3.8% (Analysts’ price target is $49.64)
BUY
BUY
January 8, 2020

He owns CNQ that and SU are the top two large energy companies. SU continues to buyback shares and raise their dividend. They've made astute acquisitions. SU is also increasing cash flow. But they're under pressure from climate change. SU will continue to cut costs, increase cash flow and raise their dividend. A great company and well-run.

Show full opinionHide full opinion
Suncor Energy Inc (SU-T)
January 8, 2020

He owns CNQ that and SU are the top two large energy companies. SU continues to buyback shares and raise their dividend. They've made astute acquisitions. SU is also increasing cash flow. But they're under pressure from climate change. SU will continue to cut costs, increase cash flow and raise their dividend. A great company and well-run.

COMMENT
COMMENT
January 6, 2020
CNQ-T vs. SU-T. He thinks we are at the point where we have peak demand for carbon-based energy. By 2025 every car manufacturer will at least have a hybrid. There will always be at last a little demand for carbon-based energy. Right now we are generating more energy from solar than from coal, so we are moving in the right direction. He is indifferent to the two stocks.
Show full opinionHide full opinion
Suncor Energy Inc (SU-T)
January 6, 2020
CNQ-T vs. SU-T. He thinks we are at the point where we have peak demand for carbon-based energy. By 2025 every car manufacturer will at least have a hybrid. There will always be at last a little demand for carbon-based energy. Right now we are generating more energy from solar than from coal, so we are moving in the right direction. He is indifferent to the two stocks.
TOP PICK
TOP PICK
January 3, 2020
In the fall, Suncor actually lagged the performance of the energy space, so he sees there is opportunity to play catch up. Free cash flow is up to $1 billion per year. He expects higher dividends and greater efficiency. Yield 3.91% (Analysts’ price target is $49.53)
Show full opinionHide full opinion
Suncor Energy Inc (SU-T)
January 3, 2020
In the fall, Suncor actually lagged the performance of the energy space, so he sees there is opportunity to play catch up. Free cash flow is up to $1 billion per year. He expects higher dividends and greater efficiency. Yield 3.91% (Analysts’ price target is $49.53)
BUY
BUY
December 31, 2019
SU vs. CNQ He owns CNQ; with CU, they are the two best-run Canadian oil companies. They've maintained decent share prices as its peers got washed out. SU has benefitted from the diversity of their refining assets when the WTI price differential widened CNQ is a cash-flow machine, decreasing debt and costs. You can own SU or CNQ, not both. CNQ is in a better position of returning shareholder dollars through share buybacks and/or raising the dividend. Caveat: if oil prices rise in 2020, these two giants won't benefit as much as its smaller peers (e.g. WCP) which have fallen further.
Show full opinionHide full opinion
Suncor Energy Inc (SU-T)
December 31, 2019
SU vs. CNQ He owns CNQ; with CU, they are the two best-run Canadian oil companies. They've maintained decent share prices as its peers got washed out. SU has benefitted from the diversity of their refining assets when the WTI price differential widened CNQ is a cash-flow machine, decreasing debt and costs. You can own SU or CNQ, not both. CNQ is in a better position of returning shareholder dollars through share buybacks and/or raising the dividend. Caveat: if oil prices rise in 2020, these two giants won't benefit as much as its smaller peers (e.g. WCP) which have fallen further.
DON'T BUY
DON'T BUY
December 19, 2019

He would not own it. We just went through the worst bear market for energy stocks. If you had to own energy stocks, you owned SU-T. Now people will use it to raise money to buy mid-caps.

Show full opinionHide full opinion
Suncor Energy Inc (SU-T)
December 19, 2019

He would not own it. We just went through the worst bear market for energy stocks. If you had to own energy stocks, you owned SU-T. Now people will use it to raise money to buy mid-caps.

BUY
BUY
December 19, 2019

He owns CNQ, instead. Oil stocks have moved up recently with the oil price. SU has executed well with its acquisitions. The question is where does oil go with people not wanting carbon energy. SU is doing a good job reducing its carbon footprint. Okay to own this for the next while.

Show full opinionHide full opinion
Suncor Energy Inc (SU-T)
December 19, 2019

He owns CNQ, instead. Oil stocks have moved up recently with the oil price. SU has executed well with its acquisitions. The question is where does oil go with people not wanting carbon energy. SU is doing a good job reducing its carbon footprint. Okay to own this for the next while.

BUY
BUY
December 18, 2019
Money seems to want to return to the Canadian oil sector. He owns Suncor and would put more money into it. They are shareholder friendly, paying good dividends and buying back stock.
Show full opinionHide full opinion
Suncor Energy Inc (SU-T)
December 18, 2019
Money seems to want to return to the Canadian oil sector. He owns Suncor and would put more money into it. They are shareholder friendly, paying good dividends and buying back stock.
HOLD
HOLD
December 3, 2019
A big holding. SU has held in well in an unloved industry (capex has slid). SU is a core energy holding in Canada. It balance upstream and downstream, so fully integrated. Hold onto it and collect the dividend over 4%. SU will do well going forward. SU will invest in capex yet watch operating expenses. This remains a core holding of his.
Show full opinionHide full opinion
Suncor Energy Inc (SU-T)
December 3, 2019
A big holding. SU has held in well in an unloved industry (capex has slid). SU is a core energy holding in Canada. It balance upstream and downstream, so fully integrated. Hold onto it and collect the dividend over 4%. SU will do well going forward. SU will invest in capex yet watch operating expenses. This remains a core holding of his.
BUY
BUY
November 21, 2019
It is a cash machine. They are buying back their shares whenever their stock is cheap. They pay a nice dividend.
Show full opinionHide full opinion
Suncor Energy Inc (SU-T)
November 21, 2019
It is a cash machine. They are buying back their shares whenever their stock is cheap. They pay a nice dividend.
DON'T BUY
DON'T BUY
November 19, 2019
He does not follow energy companies any more. He won't invest because they can't control the price of oil.
Show full opinionHide full opinion
Suncor Energy Inc (SU-T)
November 19, 2019
He does not follow energy companies any more. He won't invest because they can't control the price of oil.
PAST TOP PICK
PAST TOP PICK
November 19, 2019
(A Top Pick Sep 09/19, Up 9%) He likes the oil space and would buy SU now. SU has good volumes.
Show full opinionHide full opinion
Suncor Energy Inc (SU-T)
November 19, 2019
(A Top Pick Sep 09/19, Up 9%) He likes the oil space and would buy SU now. SU has good volumes.
BUY
BUY
November 14, 2019
The chart is not very good as a cup and handle pattern since July. Where we are now, if we can get through that, then the highs of $45 will be challenged. This will be one of the leaders in the space.
Show full opinionHide full opinion
Suncor Energy Inc (SU-T)
November 14, 2019
The chart is not very good as a cup and handle pattern since July. Where we are now, if we can get through that, then the highs of $45 will be challenged. This will be one of the leaders in the space.
Showing 1 to 15 of 1,760 entries