Suncor Energy Inc (SU-T) Stock Predictions - Stockchase
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Suncor Energy Inc (SU-T)

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Oil Sands. Oil weighted

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Suncor Energy Inc

SU-T

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Suncor Energy Inc (SU-T) SAVE Feb, 15, 2019, 5:14 pm

44.88 1.64 (3.79%)

About Suncor Energy Inc (SU-T)

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

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WEAK BUY
Suncor Energy Inc(SU-T) 

February 8, 2019

If you hold any energy stock, this is the one. He does own it. He sees about a 36% upside for the stock, so he would be a buyer -- although the would target $36 for an entry.
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If you hold any energy stock, this is the one. He does own it. He sees about a 36% upside for the stock, so he would be a buyer -- although the would target $36 for an entry.
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$42.810
Owned Owned
Yes

TOP PICK
Suncor Energy Inc(SU-T) 

February 8, 2019

Within seasonality for oil through the spring into the driving season. We're seeing that now. Gas demand is stronger than usual this year and should eat away at the oil overhang. SU's seasonality is January to May, and it's starting to move up after recently bottoming. (Analysts’ price target is $53.26)
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Within seasonality for oil through the spring into the driving season. We're seeing that now. Gas demand is stronger than usual this year and should eat away at the oil overhang. SU's seasonality is January to May, and it's starting to move up after recently bottoming. (Analysts’ price target is $53.26)
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Jon Vialoux

Research A, CastleMoore Inc....

Price Price
$42.810
Owned Owned
Yes

TOP PICK
Suncor Energy Inc(SU-T) 

January 28, 2019

It sold off into a huge support line and has held. It's poised to bounce (has started to). He expects a good period for oil for the next 2-3 months. (Analysts’ price target is $52.87)
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It sold off into a huge support line and has held. It's poised to bounce (has started to). He expects a good period for oil for the next 2-3 months. (Analysts’ price target is $52.87)
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Elliott Fishman

Director o, Trading Services Gro...

Price Price
$42.050
Owned Owned
Yes

HOLD
Suncor Energy Inc(SU-T) 

January 25, 2019

So little interest in the sector, but 70% of the index is in 7 names and Suncor is the largest. No fund manager would ever be fired for holding Suncor. The new CEO is liked by the street. It is a free cash flow story and share buybacks. If you are bullish on oil going forward, this is not the one to one -- there are higher beta names out there.
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So little interest in the sector, but 70% of the index is in 7 names and Suncor is the largest. No fund manager would ever be fired for holding Suncor. The new CEO is liked by the street. It is a free cash flow story and share buybacks. If you are bullish on oil going forward, this is not the one to one -- there are higher beta names out there.
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Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$42.350
Owned Owned
Unknown

BUY
Suncor Energy Inc(SU-T) 

January 9, 2019

A premiere holding in the Canadian energy space and a core holding. They are now over the big capex spend for the Fort Hills project and now should benefit from free cash-flow for the next few years. He likes where they are positioned. They are more expensive than others and he likes the growing dividend. You buy this and tuck it away.
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A premiere holding in the Canadian energy space and a core holding. They are now over the big capex spend for the Fort Hills project and now should benefit from free cash-flow for the next few years. He likes where they are positioned. They are more expensive than others and he likes the growing dividend. You buy this and tuck it away.
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$40.560
Owned Owned
Yes

TOP PICK
Suncor Energy Inc(SU-T) 

January 3, 2019

If oil recovers this one will give you less torque. But when oil recovers this is the one people will flock to. He likes it because of its hedged position. It sells to the US refineries. It is a cash machine. This company generates a lot of cash flow. It goes to debt, share buy backs, dividends and some to operations. (Analysts’ price target is $56.56)
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If oil recovers this one will give you less torque. But when oil recovers this is the one people will flock to. He likes it because of its hedged position. It sells to the US refineries. It is a cash machine. This company generates a lot of cash flow. It goes to debt, share buy backs, dividends and some to operations. (Analysts’ price target is $56.56)
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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$38.070
Owned Owned
Yes

COMMENT
Suncor Energy Inc(SU-T) 

December 21, 2018

A fundamental fund manager would want to get back in if it's earning money, and the PE will be higher in 5 years. They wouldn't worry about the 200-day moving average, which he does.
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A fundamental fund manager would want to get back in if it's earning money, and the PE will be higher in 5 years. They wouldn't worry about the 200-day moving average, which he does.
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Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$36.330
Owned Owned
Unknown

BUY
Suncor Energy Inc(SU-T) 

December 18, 2018

He's watching it. Likes it. They are hedged because they have their own refinery capacity. Good buy at this price.
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He's watching it. Likes it. They are hedged because they have their own refinery capacity. Good buy at this price.
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$38.980
Owned Owned
No

COMMENT
Suncor Energy Inc(SU-T) 

December 14, 2018

Steady income? He thinks the recent budget for SU-T showing production growth with refining assets makes them pretty stable. He thinks there are lots of others that will recover much quicker -- like Cenovus (CVE-T). Yield 3.6%
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Steady income? He thinks the recent budget for SU-T showing production growth with refining assets makes them pretty stable. He thinks there are lots of others that will recover much quicker -- like Cenovus (CVE-T). Yield 3.6%
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Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$39.620
Owned Owned
Unknown

BUY
Suncor Energy Inc(SU-T) 

December 13, 2018

CNQ-T vs. SU-T. It depends on your appetite for volatility and your expectations for returns. CNQ-T is a bet on oil. SU-T is more defensive but with less upside if you get the timing right on the price of oil. SU-T has a good opportunity to step in.
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CNQ-T vs. SU-T. It depends on your appetite for volatility and your expectations for returns. CNQ-T is a bet on oil. SU-T is more defensive but with less upside if you get the timing right on the price of oil. SU-T has a good opportunity to step in.
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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$40.960
Owned Owned
Unknown

PAST TOP PICK
Suncor Energy Inc(SU-T) 

December 10, 2018

(A Top Pick Oct 25/17, Up 2%) Financially strong and well-managed and well-diversified (up and downstream). Solid balance sheet. This could be a consolidator if things get worse in this sector.
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(A Top Pick Oct 25/17, Up 2%) Financially strong and well-managed and well-diversified (up and downstream). Solid balance sheet. This could be a consolidator if things get worse in this sector.
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Michael Sprung

President, Sprung Investment Ma...

Price Price
$41.750
Owned Owned
Yes

TOP PICK
Suncor Energy Inc(SU-T) 

December 4, 2018

Canada's largest integrated oil company, including long-running assets in the Oil Sands. It's one of the few oil producers he owns. Suncor is insulated from WCS price drops. They own four refineries and 1,750 gas stations. (Analysts’ price target is $59.48)
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Canada's largest integrated oil company, including long-running assets in the Oil Sands. It's one of the few oil producers he owns. Suncor is insulated from WCS price drops. They own four refineries and 1,750 gas stations. (Analysts’ price target is $59.48)
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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$42.610
Owned Owned
Yes

STRONG BUY
Suncor Energy Inc(SU-T) 

November 28, 2018

It is a great time to buy. With a refinery they are not impacted to the same differential issues. He thinks oil prices will be supported with growing global demand and he thinks the Canadian heavy oil differentials with tighten next year. Yield 3.5%.
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It is a great time to buy. With a refinery they are not impacted to the same differential issues. He thinks oil prices will be supported with growing global demand and he thinks the Canadian heavy oil differentials with tighten next year. Yield 3.5%.
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Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$43.250
Owned Owned
No

BUY
Suncor Energy Inc(SU-T) 

November 26, 2018

Enbridge vs. Suncor He's long both. Suncor is the go-to oil player in Canada. Well-managed with good growth. But he's negative on Enbridge, because they're so levered, and the stock has come well off. They are at least starting to sell off assets. They had a good dividend but were paying out over 100% of earnings. Payout ratio and the balance sheet is now a little better. Neither is high-risk.
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Enbridge vs. Suncor He's long both. Suncor is the go-to oil player in Canada. Well-managed with good growth. But he's negative on Enbridge, because they're so levered, and the stock has come well off. They are at least starting to sell off assets. They had a good dividend but were paying out over 100% of earnings. Payout ratio and the balance sheet is now a little better. Neither is high-risk.
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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$43.150
Owned Owned
Yes

WEAK BUY
Suncor Energy Inc(SU-T) 

November 26, 2018

This is a global player in energy. He expects the stock will go mainly sideways. You get a dividend. He would not expect a large appreciation in stock price but should be part of a balanced portfolio.
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This is a global player in energy. He expects the stock will go mainly sideways. You get a dividend. He would not expect a large appreciation in stock price but should be part of a balanced portfolio.
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Matt Kacur

President, FSA Financial Scienc...

Price Price
$43.150
Owned Owned
No

BUY
Suncor Energy Inc(SU-T) 

November 19, 2018

This company is throwing off cash like crazy. They have historically raised the dividend. They are down because of differentials. It is getting very cheap. The total return story is attractive. It is probably the best of all the names on the list.
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This company is throwing off cash like crazy. They have historically raised the dividend. They are down because of differentials. It is getting very cheap. The total return story is attractive. It is probably the best of all the names on the list.
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Josef Schachter

President, Schachter Asset Mana...

Price Price
$43.180
Owned Owned
Unknown

BUY
Suncor Energy Inc(SU-T) 

November 19, 2018

He doesn't like the energy space, but this is among the best in this sector. Integrated, and well-run, with an upstream and a downstream business. They have more than one way to make money. Boast a solid balance sheet. Good dividend. We are close to the bottom of pessimism about Canadian oil. He's confident about the new CEO.
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He doesn't like the energy space, but this is among the best in this sector. Integrated, and well-run, with an upstream and a downstream business. They have more than one way to make money. Boast a solid balance sheet. Good dividend. We are close to the bottom of pessimism about Canadian oil. He's confident about the new CEO.
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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$43.180
Owned Owned
No

BUY
Suncor Energy Inc(SU-T) 

November 14, 2018

If you want more oilsands, less debt and more valuation, go with Suncor. CNQ is less oilsands, slightly more debt, and slightly less valuation. Both are on watch list. They will have tremendous free cash flows in the coming years as the oil differentials tighten. Both are low cost operators. Both are good buys, but would slightly prefer CNQ.
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If you want more oilsands, less debt and more valuation, go with Suncor. CNQ is less oilsands, slightly more debt, and slightly less valuation. Both are on watch list. They will have tremendous free cash flows in the coming years as the oil differentials tighten. Both are low cost operators. Both are good buys, but would slightly prefer CNQ.
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Joanne A. Hrusk

Market Str, Integral Wealth Secu...

Price Price
$44.260
Owned Owned
No

COMMENT
Suncor Energy Inc(SU-T) 

November 14, 2018

Breaking news: the CEO is stepping down It looks like a regular transition. They just completed the Ft. Hills oil sands deal, so it's likely a good, calm time to change CEOs before things get busier.
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Breaking news: the CEO is stepping down It looks like a regular transition. They just completed the Ft. Hills oil sands deal, so it's likely a good, calm time to change CEOs before things get busier.
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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$44.260
Owned Owned
Unknown

TOP PICK
Suncor Energy Inc(SU-T) 

November 9, 2018

He is bullish short term on energy. You want to buy the best names when you think there will be a bounce back. They have integrated assets which allow them some protection. He has a $67 target price. The dividend is very safe and are buying back a tonne of stock. Yield = 3.3%. (Analysts’ price target is $61.11)
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He is bullish short term on energy. You want to buy the best names when you think there will be a bounce back. They have integrated assets which allow them some protection. He has a $67 target price. The dividend is very safe and are buying back a tonne of stock. Yield = 3.3%. (Analysts’ price target is $61.11)
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Rob Tetrault

Portfolio , Tetrault Wealth Advi...

Price Price
$44.410
Owned Owned
Yes

DON'T BUY
Suncor Energy Inc(SU-T) 

November 6, 2018

Very leveraged to the heavy oil scene and handcuffed by the lack of pipelines. A well-run company and victim of Canadian and American politics, American because they prefer Venezuelan heavy oil as opposed to ours.
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Very leveraged to the heavy oil scene and handcuffed by the lack of pipelines. A well-run company and victim of Canadian and American politics, American because they prefer Venezuelan heavy oil as opposed to ours.
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Rick Rule

Pres. & C, Sprott USA...

Price Price
$45.070
Owned Owned
Unknown

WAIT
Suncor Energy Inc(SU-T) 

October 29, 2018

The integrateds have held up better than the producers, though they have struggled lately. Canada has a huge problem with WCS with its heavy price discount. SU is very low- cost, but you still have to wait well into next year before the lack of capacity (Canadian pipelines) is fixed). This stock is flat, so you're essentially earning only the dividend.

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The integrateds have held up better than the producers, though they have struggled lately. Canada has a huge problem with WCS with its heavy price discount. SU is very low- cost, but you still have to wait well into next year before the lack of capacity (Canadian pipelines) is fixed). This stock is flat, so you're essentially earning only the dividend.

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$43.490
Owned Owned
Unknown

WATCH
Suncor Energy Inc(SU-T) 

October 25, 2018

He is not positive on the energy complex because it tends not to do well until mid-December.  This is the stock he would recommend in this space.  Support is about $40.  He thinks it will start to rise in mid-December.

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He is not positive on the energy complex because it tends not to do well until mid-December.  This is the stock he would recommend in this space.  Support is about $40.  He thinks it will start to rise in mid-December.

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Brooke Thackray

Research A, Horizons ETFs (Canad...

Price Price
$43.980
Owned Owned
Unknown

TOP PICK
Suncor Energy Inc(SU-T) 

October 24, 2018

OIl and gas has been under a cloud. SU is now very inexpensive and an excellent buying opportunity. It has some of the best assets in Canada, especially downstream, and is the most profitable refiner. Margins are improving and they are buying back stock. Dividends should improve in the next few years.  (3.2% dividend, Analysts price target: $61.63)

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OIl and gas has been under a cloud. SU is now very inexpensive and an excellent buying opportunity. It has some of the best assets in Canada, especially downstream, and is the most profitable refiner. Margins are improving and they are buying back stock. Dividends should improve in the next few years.  (3.2% dividend, Analysts price target: $61.63)

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Michael Sprung

President, Sprung Investment Ma...

Price Price
$43.440
Owned Owned
Yes

DON'T BUY
Suncor Energy Inc(SU-T) 

October 23, 2018

He doesn’t have any exposure to the Canadian producers as they are getting 45-50 dollars less for each barrel of oil compared to international prices. It eventually will do very well.   

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He doesn’t have any exposure to the Canadian producers as they are getting 45-50 dollars less for each barrel of oil compared to international prices. It eventually will do very well.   

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Andrew Pink

Portfolio , LDIC...

Price Price
$45.190
Owned Owned
No

BUY
Suncor Energy Inc(SU-T) 

October 19, 2018

Their refining business has been strong this year and have benefitted from this.  One of the great Canadian energy names. It is not trading at an expensive valuation.   He prefers CNQ right now.  Suncor is a great long term business.  Would definitely benefit if the Canadian crude spread tightened up.

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Their refining business has been strong this year and have benefitted from this.  One of the great Canadian energy names. It is not trading at an expensive valuation.   He prefers CNQ right now.  Suncor is a great long term business.  Would definitely benefit if the Canadian crude spread tightened up.

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Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$46.850
Owned Owned
No

HOLD
Suncor Energy Inc(SU-T) 

September 28, 2018

This is a core senior holding for them.  Operationally, they are second to none and Fort Hills is progressing well.  Horizon is operating and creating free cash flow.  He loves getting the dividend and sees the assets providing a long term sustainable income stream.  

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This is a core senior holding for them.  Operationally, they are second to none and Fort Hills is progressing well.  Horizon is operating and creating free cash flow.  He loves getting the dividend and sees the assets providing a long term sustainable income stream.  

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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$49.980
Owned Owned
Yes

HOLD
Suncor Energy Inc(SU-T) 

September 19, 2018

With the company completing their major maintenance projects, he believes the returns will come.  It will come down to where oil prices go.  It has out-performed most of the other oil and gas stocks.  He thinks the fact they have made their major capital investments, they can now sit back and reap the benefits.  

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With the company completing their major maintenance projects, he believes the returns will come.  It will come down to where oil prices go.  It has out-performed most of the other oil and gas stocks.  He thinks the fact they have made their major capital investments, they can now sit back and reap the benefits.  

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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$50.590
Owned Owned
No

BUY on WEAKNESS
Suncor Energy Inc(SU-T) 

September 17, 2018

The Cadillac of the oil patch. They have a lot of refining, so that's a natural hedge, with all this worry about getting Canadian oil to the U.S. They've made good purchases. The stock has gone down, but $48-50 is a good place to buy. Generates a lot of cash flow.

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The Cadillac of the oil patch. They have a lot of refining, so that's a natural hedge, with all this worry about getting Canadian oil to the U.S. They've made good purchases. The stock has gone down, but $48-50 is a good place to buy. Generates a lot of cash flow.

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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$49.770
Owned Owned
Unknown

COMMENT
Suncor Energy Inc(SU-T) 

September 11, 2018

Asked to compare her level of interest in Suncor versus pipeline companies, she said that at this time, she prefers pipelines and infrastructure plays to producers. She owns Enbridge and Pembina.

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Asked to compare her level of interest in Suncor versus pipeline companies, she said that at this time, she prefers pipelines and infrastructure plays to producers. She owns Enbridge and Pembina.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$50.630
Owned Owned
No

HOLD
Suncor Energy Inc(SU-T) 

September 5, 2018

Suncor has dealt with two difficult years in the patch.  They have a strong balance sheet.  We need money to flow back into the energy sector to get things moving.  As the biggest in the sector they will benefit first.  If you think oil is going to $50, then this is not a buy.  

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Suncor has dealt with two difficult years in the patch.  They have a strong balance sheet.  We need money to flow back into the energy sector to get things moving.  As the biggest in the sector they will benefit first.  If you think oil is going to $50, then this is not a buy.  

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Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$52.730
Owned Owned
No

PAST TOP PICK
Suncor Energy Inc(SU-T) 

August 23, 2018

(A Top Pick July 7/17, Up 50%)  It does not always perform like it has over the last year but it was a value play.  It is among the more conservative ways to play the oil space.  It is integrated so you have some diversification.  It is one of the only commodity names he owns.  He liked it on a valuation basis and is continuing to buy it for new clients.

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(A Top Pick July 7/17, Up 50%)  It does not always perform like it has over the last year but it was a value play.  It is among the more conservative ways to play the oil space.  It is integrated so you have some diversification.  It is one of the only commodity names he owns.  He liked it on a valuation basis and is continuing to buy it for new clients.

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$53.640
Owned Owned
Yes

DON'T BUY
Suncor Energy Inc(SU-T) 

August 14, 2018

In energy, he's looking outside Canada, and a portfolio needs some energy. The lack of pipelines may continue to limit Canadian energy stocks. The dividend is sustainable though.

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In energy, he's looking outside Canada, and a portfolio needs some energy. The lack of pipelines may continue to limit Canadian energy stocks. The dividend is sustainable though.

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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$53.840
Owned Owned
No

COMMENT
Suncor Energy Inc(SU-T) 

August 13, 2018

Canadian Natural Resources (CNQ-T)  vs Suncor (SU-T). Both are trophy stories of Canada.  CNQ is in 2 businesses and Suncor is in 3 businesses.  CNQ is in the oilsands.  Suncor is in the oilsands plus the production side, and the refining business.  Both are generating free cash flow.  CNQ is looking at expansion in their Horizon project.  Suncor has been increasing dividends and buying back stock.  On weakness on either, both would be great to own.

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Canadian Natural Resources (CNQ-T)  vs Suncor (SU-T). Both are trophy stories of Canada.  CNQ is in 2 businesses and Suncor is in 3 businesses.  CNQ is in the oilsands.  Suncor is in the oilsands plus the production side, and the refining business.  Both are generating free cash flow.  CNQ is looking at expansion in their Horizon project.  Suncor has been increasing dividends and buying back stock.  On weakness on either, both would be great to own.

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Josef Schachter

President, Schachter Asset Mana...

Price Price
$53.160
Owned Owned
Unknown

DON'T BUY
Suncor Energy Inc(SU-T) 

July 30, 2018

VET-T vs. SU-T vs. CNQ–T.  CNQ-T is the cheapest of the three in terms of price to book.  It has a nice upside potential of 40% on current earnings, which have been rising at a nice clip.  Buy the cheapest of the three.

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VET-T vs. SU-T vs. CNQ–T.  CNQ-T is the cheapest of the three in terms of price to book.  It has a nice upside potential of 40% on current earnings, which have been rising at a nice clip.  Buy the cheapest of the three.

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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$55.090
Owned Owned
Unknown

DON'T BUY

SU-T vs. MFC-T.  As interest rates rise, this is better for insurance companies.  This will cease to be the case if the central banks tighten so much that it sparks a recession.  These companies get hit more during economic downturns.  Insurance companies will not do as well this late in the cycle.

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SU-T vs. MFC-T.  As interest rates rise, this is better for insurance companies.  This will cease to be the case if the central banks tighten so much that it sparks a recession.  These companies get hit more during economic downturns.  Insurance companies will not do as well this late in the cycle.

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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$54.010
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick May 9/17, Up 30%)  It is behaving well because of the oil price.  They have long lifed assets and this thing is becoming a cash machine.  The only issue is getting production out of the country.  Their issue in the oil sands is a short term issue.

integrated oils
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(A Top Pick May 9/17, Up 30%)  It is behaving well because of the oil price.  They have long lifed assets and this thing is becoming a cash machine.  The only issue is getting production out of the country.  Their issue in the oil sands is a short term issue.

integrated oils
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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$53.800
Owned Owned
Yes

DON'T BUY

He thinks they have Syncrude operational issues and thinks it will continue to become more unreliable – especially now that Suncor is operating it. The refining exposure is good to battle with heavy oil differentials. He prefers CNQ-T based on free cash flow and dividend growth.

integrated oils
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He thinks they have Syncrude operational issues and thinks it will continue to become more unreliable – especially now that Suncor is operating it. The refining exposure is good to battle with heavy oil differentials. He prefers CNQ-T based on free cash flow and dividend growth.

integrated oils
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Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$53.300
Owned Owned
No

HOLD
Suncor Energy Inc(SU-T) 

June 29, 2018

He views this as the largest energy company in Canada and suggests it will react to positive cash flows faster than any other energy stock and sees the balance sheet as well balanced.  He likes holding it, but he has gone lower down to the smaller cap energy stocks to get a better yield, such as Vermilion (VET-T).  (Analysts’ price target is $57.67)

integrated oils
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He views this as the largest energy company in Canada and suggests it will react to positive cash flows faster than any other energy stock and sees the balance sheet as well balanced.  He likes holding it, but he has gone lower down to the smaller cap energy stocks to get a better yield, such as Vermilion (VET-T).  (Analysts’ price target is $57.67)

integrated oils
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$53.500
Owned Owned
No

BUY
Suncor Energy Inc(SU-T) 

June 29, 2018

Suncor vs. Husky (HSE -T) Which has more room to grow? Both in same wheelhouse. Both have done well in downturn, Suncor a bit better, with decent dividend, good free cash flow, buying back stock. You could own Suncor and be happy. If you want the income, go with Suncor. Husky has less actual growth, but more upside, so if you want the appreciation go with Husky. You can’t lose with either, they’re both great.

integrated oils
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Suncor vs. Husky (HSE -T) Which has more room to grow? Both in same wheelhouse. Both have done well in downturn, Suncor a bit better, with decent dividend, good free cash flow, buying back stock. You could own Suncor and be happy. If you want the income, go with Suncor. Husky has less actual growth, but more upside, so if you want the appreciation go with Husky. You can’t lose with either, they’re both great.

integrated oils
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Scott Willis

Head of Re, Grizzle...

Price Price
$53.500
Owned Owned
Unknown

TOP PICK
Suncor Energy Inc(SU-T) 

June 28, 2018

There was unwelcomed news earlier in the week that took a facility off line in the oil sands until later in July.  They are a pioneer in Canada.  They have a 36 year reserve life so one month of lost production is nothing.  They produce crude oil and then upgrade it and refine it.  This integration and their refineries and network of 1750 gas stations allows them to avoid the vagaries of oil price variations.  Their capital expenditures are stepping down meaningfully this year.  This facilitates their ongoing pace of dividend growth and allows the buyback of more shares.  (Analysts’ target: $57.35).

integrated oils
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There was unwelcomed news earlier in the week that took a facility off line in the oil sands until later in July.  They are a pioneer in Canada.  They have a 36 year reserve life so one month of lost production is nothing.  They produce crude oil and then upgrade it and refine it.  This integration and their refineries and network of 1750 gas stations allows them to avoid the vagaries of oil price variations.  Their capital expenditures are stepping down meaningfully this year.  This facilitates their ongoing pace of dividend growth and allows the buyback of more shares.  (Analysts’ target: $57.35).

integrated oils
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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$52.930
Owned Owned
Yes

BUY on WEAKNESS
Suncor Energy Inc(SU-T) 

June 26, 2018

He thinks the company will peak at 58 and might pull back to $42, which is where he would buy it. PAST TOP PICK

integrated oils
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He thinks the company will peak at 58 and might pull back to $42, which is where he would buy it. PAST TOP PICK

integrated oils
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$53.150
Owned Owned
No

COMMENT
Suncor Energy Inc(SU-T) 

June 22, 2018

Their fortunes are tied to oil. Largely at his target trading at a premium compared to its integrated peers. What is good is that they beat by 3% last quarter. Balance sheet is great. Dividend is very safe with a payout ratio of 53%. Everything is good with this name except the price. At this level he would sell a call. If it pulls back, he would accumulate it by writing a put.

integrated oils
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Their fortunes are tied to oil. Largely at his target trading at a premium compared to its integrated peers. What is good is that they beat by 3% last quarter. Balance sheet is great. Dividend is very safe with a payout ratio of 53%. Everything is good with this name except the price. At this level he would sell a call. If it pulls back, he would accumulate it by writing a put.

integrated oils
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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$52.190
Owned Owned
No

BUY on WEAKNESS
Suncor Energy Inc(SU-T) 

June 18, 2018

You are sitting in some euphoria.  He would wait for a pull back to get in.  You might want to buy it then.  This is a great success story.

integrated oils
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You are sitting in some euphoria.  He would wait for a pull back to get in.  You might want to buy it then.  This is a great success story.

integrated oils
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Josef Schachter

President, Schachter Asset Mana...

Price Price
$52.440
Owned Owned
Unknown

BUY

It's one of the best integrated oil ompanies. Great balance sheet. Always improving their cost structure. Not an expensive stock. He used to own it. Well-run. Great company. As for oil, it's stuck between $60-80, and oil dynamics are really hard to predict, especially with shale oil coming on as the price falls. In Canada, we have a huge differential because we can't get oil out without more pipelines.

integrated oils
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It's one of the best integrated oil ompanies. Great balance sheet. Always improving their cost structure. Not an expensive stock. He used to own it. Well-run. Great company. As for oil, it's stuck between $60-80, and oil dynamics are really hard to predict, especially with shale oil coming on as the price falls. In Canada, we have a huge differential because we can't get oil out without more pipelines.

integrated oils
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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$52.520
Owned Owned
No

PAST TOP PICK

(A Top Pick April 28/17 Up 25%)   He still likes holding and is his largest exposure to the energy sector.  They are the benchmark for the Canadian energy industry being diversified and integrated.  This remains a core holding.  This will benefit if the recent pipeline decision will bring favour back to the sector.  Yield 3%. 

integrated oils
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(A Top Pick April 28/17 Up 25%)   He still likes holding and is his largest exposure to the energy sector.  They are the benchmark for the Canadian energy industry being diversified and integrated.  This remains a core holding.  This will benefit if the recent pipeline decision will bring favour back to the sector.  Yield 3%. 

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Michael Sprung

President, Sprung Investment Ma...

Price Price
$51.720
Owned Owned
Yes

HOLD

Don't add to a losing position or sell it here given the recent drop in oil. He likes this name.

integrated oils
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Don't add to a losing position or sell it here given the recent drop in oil. He likes this name.

integrated oils
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Wolfgang Klein

Senior inv, Canaccord Genuity We...

Price Price
$50.170
Owned Owned
Unknown

COMMENT

It will act differently from the oil producers, because they operate refineries. If you expect WTI to reach $80, Suncor is not the best good bet, though it's a safe bet due to their refining and marketing operations. He expects SU to hit $55 in a year. But if you want serious upside, buy something else.

integrated oils
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It will act differently from the oil producers, because they operate refineries. If you expect WTI to reach $80, Suncor is not the best good bet, though it's a safe bet due to their refining and marketing operations. He expects SU to hit $55 in a year. But if you want serious upside, buy something else.

integrated oils
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$50.760
Owned Owned
Yes

DON'T BUY

Reasonably positive on the oils. Oil is going to stay in the $60 to $70 range. His concern is oil sands vs shale south of the border. Expensive sector of the market. Until the pipeline is not sorted out there is a big question mark. Good company. You get some of the downstream advantages.

integrated oils
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Reasonably positive on the oils. Oil is going to stay in the $60 to $70 range. His concern is oil sands vs shale south of the border. Expensive sector of the market. Until the pipeline is not sorted out there is a big question mark. Good company. You get some of the downstream advantages.

integrated oils
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David Cockfield

Managing D, Northland Wealth Man...

Price Price
$50.760
Owned Owned
No

BUY

He avoided energy for years until last February. In Canada, his largest position has been in the oil sands, because these companies have invested in past years and are now looking profitable. Suncor has low decline rates in its production compares to its peers. With oil at $60-70, this will do well and attract global buyers. But remember: oil is cyclical and addition supply can come on from other sources. Overall, he likes Suncor.

integrated oils
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He avoided energy for years until last February. In Canada, his largest position has been in the oil sands, because these companies have invested in past years and are now looking profitable. Suncor has low decline rates in its production compares to its peers. With oil at $60-70, this will do well and attract global buyers. But remember: oil is cyclical and addition supply can come on from other sources. Overall, he likes Suncor.

integrated oils
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David Burrows

President , Barometer Capital Ma...

Price Price
$52.210
Owned Owned
Unknown

BUY

When to take profits? Take profits when a stock makes up a dispoportionate part of your portfolio. This is a core holding of his. It's the best oil sands stock in Canada. It's has a fine integration operation, meaning they own refineries. They also boast dividend growth and a share buyback program. This stock can go higher.

integrated oils
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When to take profits? Take profits when a stock makes up a dispoportionate part of your portfolio. This is a core holding of his. It's the best oil sands stock in Canada. It's has a fine integration operation, meaning they own refineries. They also boast dividend growth and a share buyback program. This stock can go higher.

integrated oils
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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$52.440
Owned Owned
Yes

BUY

Excellent company. They had own it for a couple of years. The entire energy space is dramatically underpriced. 

integrated oils
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0 comments

Excellent company. They had own it for a couple of years. The entire energy space is dramatically underpriced. 

integrated oils
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Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$50.920
Owned Owned
No

BUY

If oil goes to 80 dollars a barrel would the stock go to 60 dollars? That is a big move. It is not there. He wouldn’t rule it out. He continues to buy on these levels. (Analysts’ price target is $55)

integrated oils
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If oil goes to 80 dollars a barrel would the stock go to 60 dollars? That is a big move. It is not there. He wouldn’t rule it out. He continues to buy on these levels. (Analysts’ price target is $55)

integrated oils
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Elliott Fishman

Director o, Trading Services Gro...

Price Price
$50.370
Owned Owned
Yes

BUY on WEAKNESS

A stable oil stock. It's a cash-flow machine  He prefers CNQ, but there's nothing wrong with Suncor. He predicts an oil pullback to the $50s at some point, and Canadian differentials will widen again. Buy this on a dip. They continue to grow their dividend.

integrated oils
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A stable oil stock. It's a cash-flow machine  He prefers CNQ, but there's nothing wrong with Suncor. He predicts an oil pullback to the $50s at some point, and Canadian differentials will widen again. Buy this on a dip. They continue to grow their dividend.

integrated oils
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Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$49.550
Owned Owned
No

COMMENT

This is the star of the industry. They push a million barrels a day. The company has generated a lot of excess cash flow and have been using it to buy back stock. They will generate $10 billion cash flow this year and will spend $5 to 5.5 billion. They’ve increased the dividend to $1.44 and are doing buybacks. They are bringing in over 4 billion discretionary cash this year. They’ve repaired their balance sheet. Debt is down to $13.3 billion at the end of December compared to $16.1 the year before. Their equity base is $45 billion. The one problem for them is their operating cost. They have a large stake in Syncrude, and its costs are about $20 higher per barrel than Suncor’s own costs.

integrated oils
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This is the star of the industry. They push a million barrels a day. The company has generated a lot of excess cash flow and have been using it to buy back stock. They will generate $10 billion cash flow this year and will spend $5 to 5.5 billion. They’ve increased the dividend to $1.44 and are doing buybacks. They are bringing in over 4 billion discretionary cash this year. They’ve repaired their balance sheet. Debt is down to $13.3 billion at the end of December compared to $16.1 the year before. Their equity base is $45 billion. The one problem for them is their operating cost. They have a large stake in Syncrude, and its costs are about $20 higher per barrel than Suncor’s own costs.

integrated oils
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Josef Schachter

President, Schachter Asset Mana...

Price Price
$48.840
Owned Owned
Unknown

HOLD
Suncor Energy Inc(SU-T) 

April 20, 2018

The narrowing in heavy oil differentials is helping this.  This is a great long term stable stock to hold.  He expects the dividend could rise over the next few years.  This is trading over 7 times cash flow, so it is a bit expensive.  He might prefer CNQ-T as it trades at lower multiples. 

integrated oils
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The narrowing in heavy oil differentials is helping this.  This is a great long term stable stock to hold.  He expects the dividend could rise over the next few years.  This is trading over 7 times cash flow, so it is a bit expensive.  He might prefer CNQ-T as it trades at lower multiples. 

integrated oils
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Don Lato

President, Padlock Investment M...

Price Price
$48.800
Owned Owned
No

BUY
Suncor Energy Inc(SU-T) 

April 16, 2018

SU-T vs. EMA-T.  EMA-T has a higher dividend.  He thinks there is more capital appreciation potential with SU-T, however.

integrated oils
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SU-T vs. EMA-T.  EMA-T has a higher dividend.  He thinks there is more capital appreciation potential with SU-T, however.

integrated oils
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Michael Sprung

President, Sprung Investment Ma...

Price Price
$47.160
Owned Owned
Yes

BUY
Suncor Energy Inc(SU-T) 

April 12, 2018

It would be a good company to own and it is the first time in three years when he has said to buy an oil producer.  Oil recently broke out. 

integrated oils
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It would be a good company to own and it is the first time in three years when he has said to buy an oil producer.  Oil recently broke out. 

integrated oils
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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$47.190
Owned Owned
No

BUY
Suncor Energy Inc(SU-T) 

March 27, 2018

Likes the Canadian energy sector, and Suncor is a leader. A low-cost producer with good future growth. Well-positioned. This sector is under-owned. Oil prices will perform a little better than many expect. Bullish on Canadian oil.

integrated oils
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0 comments

Likes the Canadian energy sector, and Suncor is a leader. A low-cost producer with good future growth. Well-positioned. This sector is under-owned. Oil prices will perform a little better than many expect. Bullish on Canadian oil.

integrated oils
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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$44.410
Owned Owned
Yes

COMMENT
Suncor Energy Inc(SU-T) 

March 21, 2018

CNQ-T versus SU-T  – They both rank well in his model.  In a rising interest rate world, energy stocks do well.  CNQ ranks slightly higher as share earnings will grow 100% in 2018 with a 16 times P/E.  He does not own either stock.

integrated oils
0 0 0 0 0
0 comments

CNQ-T versus SU-T  – They both rank well in his model.  In a rising interest rate world, energy stocks do well.  CNQ ranks slightly higher as share earnings will grow 100% in 2018 with a 16 times P/E.  He does not own either stock.

integrated oils
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0 comments
Robert McWhirte

President, Selective Asset Mana...

Price Price
$43.600
Owned Owned
Unknown

COMMENT
Suncor Energy Inc(SU-T) 

March 21, 2018

In a rising interest rate world, energy stocks do well.  CNQ ranks slightly higher as share earnings will grow 100% in 2018 with a 16 times P/E.  He does not own either stock.  (Analysts’ price target is $51.50 )

integrated oils
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0 comments

In a rising interest rate world, energy stocks do well.  CNQ ranks slightly higher as share earnings will grow 100% in 2018 with a 16 times P/E.  He does not own either stock.  (Analysts’ price target is $51.50 )

integrated oils
0 0 0 0 0
0 comments
Robert McWhirte

President, Selective Asset Mana...

Price Price
$43.600
Owned Owned
No

COMMENT
Suncor Energy Inc(SU-T) 

March 16, 2018

Would you purchase CNQ-T or SU-T? He thinks both are great companies, but they have a high beta to an oil price decline. Suncor would be a good buy in the mid-$30s. CNQ is producing almost 1 million barrels a day and are a great success. (Analysts’ price target is $51)

integrated oils
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Would you purchase CNQ-T or SU-T? He thinks both are great companies, but they have a high beta to an oil price decline. Suncor would be a good buy in the mid-$30s. CNQ is producing almost 1 million barrels a day and are a great success. (Analysts’ price target is $51)

integrated oils
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0 comments
Josef Schachter

President, Schachter Asset Mana...

Price Price
$42.910
Owned Owned
Unknown

BUY
Suncor Energy Inc(SU-T) 

February 20, 2018

Not a fan of Canadian energy, though Suncor is one of the best names here and probably a buy here. Prefers playing energy through ZEO or XEG ETFs. ETFs are used for renting names, particularly cyclical stocks, and energy is highly cyclical.

integrated oils
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Not a fan of Canadian energy, though Suncor is one of the best names here and probably a buy here. Prefers playing energy through ZEO or XEG ETFs. ETFs are used for renting names, particularly cyclical stocks, and energy is highly cyclical.

integrated oils
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0 comments
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$43.840
Owned Owned
No

WEAK BUY
Suncor Energy Inc(SU-T) 

February 15, 2018

VET-T vs. SU-T.  He would more toward SU-T because it is longer term and you get a higher discount.  His money has gone toward the drillers recently.

integrated oils
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0 comments

VET-T vs. SU-T.  He would more toward SU-T because it is longer term and you get a higher discount.  His money has gone toward the drillers recently.

integrated oils
0 0 0 0 0
0 comments
John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$42.410
Owned Owned
Unknown

BUY
Suncor Energy Inc(SU-T) 

February 7, 2018

CNQ-T vs SU-T. Both companies suffer from wider heavy oil differentials. He really likes CNQ over Suncor because it is gushing with free cash flow (he estimates $2.3 billion this year). CNQ Horizon expansion added 70,000 bpd of production. He owns CNQ bonds and equity. (Analysts’ price target for CNQ-T is $52 )

integrated oils
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0 comments

CNQ-T vs SU-T. Both companies suffer from wider heavy oil differentials. He really likes CNQ over Suncor because it is gushing with free cash flow (he estimates $2.3 billion this year). CNQ Horizon expansion added 70,000 bpd of production. He owns CNQ bonds and equity. (Analysts’ price target for CNQ-T is $52 )

integrated oils
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0 comments
Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$42.450
Owned Owned
No

BUY on WEAKNESS
Suncor Energy Inc(SU-T) 

January 26, 2018

In spite of lower energy prices, he is still modelling 4% Cash Flow per Share Growth and 8% Production Growth 2017-2019. This company has an awesome balance sheet. However, it is a little expensive, trading at 8.2% 2019 estimates, versus 7.1% the integrated peer average. If you like oil, this is a name you can buy on a pullback.

integrated oils
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0 comments

In spite of lower energy prices, he is still modelling 4% Cash Flow per Share Growth and 8% Production Growth 2017-2019. This company has an awesome balance sheet. However, it is a little expensive, trading at 8.2% 2019 estimates, versus 7.1% the integrated peer average. If you like oil, this is a name you can buy on a pullback.

integrated oils
0 0 0 0 0
0 comments
Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$46.200
Owned Owned
Unknown

COMMENT
Suncor Energy Inc(SU-T) 

January 17, 2018

Not a big fan of commodity and cyclical spaces for energy, oil, gold, metals, minerals. The problem with most of these names, and Suncor specifically, is that it gives and takes away over and over again. He would prefer the ZEL-T ETF.

integrated oils
0 0 0 0 0
0 comments

Not a big fan of commodity and cyclical spaces for energy, oil, gold, metals, minerals. The problem with most of these names, and Suncor specifically, is that it gives and takes away over and over again. He would prefer the ZEL-T ETF.

integrated oils
0 0 0 0 0
0 comments
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$47.340
Owned Owned
No

BUY on WEAKNESS
Suncor Energy Inc(SU-T) 

January 15, 2018

When it gets to book value just under $28 at present, it is a buy, historically.  In 2017 the price of oil was up 7% and this one did very well.  Nat gas went down 20%.  Mother nature could close their value gap very quickly with a cold winter.

integrated oils
0 0 0 0 0
0 comments

When it gets to book value just under $28 at present, it is a buy, historically.  In 2017 the price of oil was up 7% and this one did very well.  Nat gas went down 20%.  Mother nature could close their value gap very quickly with a cold winter.

integrated oils
0 0 0 0 0
0 comments
Josef Schachter

President, Schachter Asset Mana...

Price Price
$47.280
Owned Owned
Unknown

BUY
Suncor Energy Inc(SU-T) 

January 10, 2018

Has this as a core holding. Their margins have stayed pretty healthy on the refined products side. He likes this because it gives you more of a safe, less volatile way to play energy. Pays a great dividend. They should put up anywhere from 5% to 10% growth every year, depending on crude oil prices.

integrated oils
0 0 0 0 0
0 comments

Has this as a core holding. Their margins have stayed pretty healthy on the refined products side. He likes this because it gives you more of a safe, less volatile way to play energy. Pays a great dividend. They should put up anywhere from 5% to 10% growth every year, depending on crude oil prices.

integrated oils
0 0 0 0 0
0 comments
Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$47.000
Owned Owned
Yes

HOLD
Suncor Energy Inc(SU-T) 

January 9, 2018

If she were adding from the sector, this would be one of the ones she would be looking at. In the near term, you just don't have to be here given the pricing dynamics in Western Canada. This company is a very good oil sands operator.

integrated oils
0 0 0 0 0
0 comments

If she were adding from the sector, this would be one of the ones she would be looking at. In the near term, you just don't have to be here given the pricing dynamics in Western Canada. This company is a very good oil sands operator.

integrated oils
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$47.000
Owned Owned
No

PARTIAL SELL
Suncor Energy Inc(SU-T) 

January 8, 2018

ZWB-T vs. SU-T, which to sell.  There is nothing wrong with Canadian banks long term.  ZWB-T is his preferred way to play it.  He got out of it when it retested last year’s resistance.  He thinks we will test last year’s lows and then he would be a buyer.  SU-T is a bellwether of the market but will underperform a lot of global oil plays.  He would trim exposure and then look to buy it 10-15% lower.  He would trim both here and look to buy them back.

integrated oils
0 0 0 0 0
0 comments

ZWB-T vs. SU-T, which to sell.  There is nothing wrong with Canadian banks long term.  ZWB-T is his preferred way to play it.  He got out of it when it retested last year’s resistance.  He thinks we will test last year’s lows and then he would be a buyer.  SU-T is a bellwether of the market but will underperform a lot of global oil plays.  He would trim exposure and then look to buy it 10-15% lower.  He would trim both here and look to buy them back.

integrated oils
0 0 0 0 0
0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$46.850
Owned Owned
Unknown

COMMENT
Suncor Energy Inc(SU-T) 

December 27, 2017

Doesn’t own. Owns Canadian Natural Resources (CNQ-T). The two are comparable, two bellwethers in Canada. Suncor is more into refining with production assets that are a little bit higher quality. They’ve been with CNQ-T historically and continues to hold.

integrated oils
0 0 0 0 0
0 comments

Doesn’t own. Owns Canadian Natural Resources (CNQ-T). The two are comparable, two bellwethers in Canada. Suncor is more into refining with production assets that are a little bit higher quality. They’ve been with CNQ-T historically and continues to hold.

integrated oils
0 0 0 0 0
0 comments
Geoff Scott

Institutio, Cambridge Global Ass...

Price Price
$45.820
Owned Owned
No

WEAK BUY
Suncor Energy Inc(SU-T) 

December 18, 2017

It is sitting with good production volumes and they have done very well in refining.  Production is improving but there is nowhere for the additional oil to go.  If it backs off below $40 then it would be interesting and a table pounding buy at book value.  He has nothing against it.

integrated oils
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It is sitting with good production volumes and they have done very well in refining.  Production is improving but there is nowhere for the additional oil to go.  If it backs off below $40 then it would be interesting and a table pounding buy at book value.  He has nothing against it.

integrated oils
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Josef Schachter

President, Schachter Asset Mana...

Price Price
$44.240
Owned Owned
Unknown

BUY
Suncor Energy Inc(SU-T) 

December 13, 2017

Canadian Natural Resources (CNQ-T) or Suncor (SU-T) for a longer outlook for gains? They are almost interchangeable. They are the 2 quality companies in the Canadian oil patch, and the 2 that have been able to purchase assets at good prices, while other companies were down. He owns both, and it is a coin toss as to which would do better in the next couple of years. He would be a buyer of both.

integrated oils
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Canadian Natural Resources (CNQ-T) or Suncor (SU-T) for a longer outlook for gains? They are almost interchangeable. They are the 2 quality companies in the Canadian oil patch, and the 2 that have been able to purchase assets at good prices, while other companies were down. He owns both, and it is a coin toss as to which would do better in the next couple of years. He would be a buyer of both.

integrated oils
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David Burrows

President , Barometer Capital Ma...

Price Price
$44.000
Owned Owned
Yes

COMMENT
Suncor Energy Inc(SU-T) 

December 8, 2017

His preferred way to play the energy space right. He likes that they have a very stable balance sheet. At $55-$60 oil, they are cranking out a good amount of cash flow out of the oil sands. They are diversified with downstream operations, which moves out the cash flow profile. They’re returning cash back to shareholders. A good holding.

integrated oils
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His preferred way to play the energy space right. He likes that they have a very stable balance sheet. At $55-$60 oil, they are cranking out a good amount of cash flow out of the oil sands. They are diversified with downstream operations, which moves out the cash flow profile. They’re returning cash back to shareholders. A good holding.

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Veeral Khatri

Partner an, JC Clark...

Price Price
$44.250
Owned Owned
Yes

HOLD
Suncor Energy Inc(SU-T) 

December 6, 2017

A great company. They have the Fort Hills coming on, probably the last big project in the oil sands. A free cash flow story. The question is, what do they do with the money. His hope is that they give it back to shareholders in the form of dividends. Dividend yield of 2.9%.

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A great company. They have the Fort Hills coming on, probably the last big project in the oil sands. A free cash flow story. The question is, what do they do with the money. His hope is that they give it back to shareholders in the form of dividends. Dividend yield of 2.9%.

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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$43.550
Owned Owned
No

DON'T BUY
Suncor Energy Inc(SU-T) 

November 30, 2017

SU-T vs. CNQ-T.  SU-T is a great company.  With CNQ-T they are the two big guys in the field.  He owns neither one but he would lean a little more to CNQ-T because of better valuation.  The yield is not as great but they have more potential to bump the dividend up.  Unit we get a better energy environment in Canada the growth will be limited.

integrated oils
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SU-T vs. CNQ-T.  SU-T is a great company.  With CNQ-T they are the two big guys in the field.  He owns neither one but he would lean a little more to CNQ-T because of better valuation.  The yield is not as great but they have more potential to bump the dividend up.  Unit we get a better energy environment in Canada the growth will be limited.

integrated oils
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Don Lato

President, Padlock Investment M...

Price Price
$44.750
Owned Owned
No

WAIT
Suncor Energy Inc(SU-T) 

November 28, 2017

Just announced they are starting production on their Hebron project off the east coast. Seasonally, this has a period of seasonal strength from approximately mid-Jan right through until May each year. Technically, the stock is getting into gear, but still a little early for a seasonal trade.

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Just announced they are starting production on their Hebron project off the east coast. Seasonally, this has a period of seasonal strength from approximately mid-Jan right through until May each year. Technically, the stock is getting into gear, but still a little early for a seasonal trade.

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Don Vialoux

Research A, TimingTheMarket.CA &...

Price Price
$44.450
Owned Owned
Unknown

COMMENT
Suncor Energy Inc(SU-T) 

November 23, 2017

The old highs are always bullish and we are now testing a 3rd high. Expects it will go higher. There are still uncertainties in the oil market. Crude has recovered and is now $57-$58, but you have the American shale producers that have lots of capacity. During uncertainty, you want to buy the strongest company in the sector, and this company is definitely benefiting from that.

integrated oils
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The old highs are always bullish and we are now testing a 3rd high. Expects it will go higher. There are still uncertainties in the oil market. Crude has recovered and is now $57-$58, but you have the American shale producers that have lots of capacity. During uncertainty, you want to buy the strongest company in the sector, and this company is definitely benefiting from that.

integrated oils
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William Chin

Portfolio , Caldwell Investment ...

Price Price
$44.820
Owned Owned
Unknown

HOLD
Suncor Energy Inc(SU-T) 

November 17, 2017

Bought this when he thought a pro-growth theme was evolving. The chart shows there was a little resistance but it got through that around the $44 mark. Now you want to see it push higher with strength. The producer, not the crude, will lead on the way up. It should run up to $50 next year before there is any resistance.

integrated oils
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Bought this when he thought a pro-growth theme was evolving. The chart shows there was a little resistance but it got through that around the $44 mark. Now you want to see it push higher with strength. The producer, not the crude, will lead on the way up. It should run up to $50 next year before there is any resistance.

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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$45.210
Owned Owned
Yes

COMMENT
Suncor Energy Inc(SU-T) 

November 13, 2017

Not bullish on oil for the longer-term. The Western world is moving away from oil. World oil production was expanded massively to bring China on the last 20 years. Now Russia, Iran, Iraq, etc., etc. are needing money. There is a lot of oil in the globe to be brought on by people who are really desperate to drive their economies forward. Then you have the great shale boom in the US where hundreds of barrels of oil have been on lock by the shale technology. It’s coming out at $50 a barrel and they’re making money. You don’t want to invest in oil unless you have a company that can truly make money at that level. Suncor can make money at these levels, but a lot of that is because they have an old plant that was built over the last 40-50 years at different costs. He doesn’t see exciting upside in this company.

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Not bullish on oil for the longer-term. The Western world is moving away from oil. World oil production was expanded massively to bring China on the last 20 years. Now Russia, Iran, Iraq, etc., etc. are needing money. There is a lot of oil in the globe to be brought on by people who are really desperate to drive their economies forward. Then you have the great shale boom in the US where hundreds of barrels of oil have been on lock by the shale technology. It’s coming out at $50 a barrel and they’re making money. You don’t want to invest in oil unless you have a company that can truly make money at that level. Suncor can make money at these levels, but a lot of that is because they have an old plant that was built over the last 40-50 years at different costs. He doesn’t see exciting upside in this company.

integrated oils
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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$46.220
Owned Owned
No

WAIT
Suncor Energy Inc(SU-T) 

November 9, 2017

CNQ-T vs. SU-T.  Both are up for the year because the profits are in refining.  They will both generate significant cash flow.  They could buy back shares or make an acquisition.  Both are good for the long term but there could be weakness during tax loss selling.  SU-T gives you refining stability and CNQ-T gives you oil sands growth.

integrated oils
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CNQ-T vs. SU-T.  Both are up for the year because the profits are in refining.  They will both generate significant cash flow.  They could buy back shares or make an acquisition.  Both are good for the long term but there could be weakness during tax loss selling.  SU-T gives you refining stability and CNQ-T gives you oil sands growth.

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Josef Schachter

President, Schachter Asset Mana...

Price Price
$45.820
Owned Owned
Unknown

WEAK BUY
Suncor Energy Inc(SU-T) 

November 2, 2017

It is moving up with the group and is a safe way to get energy exposure.  If you think oil goes up theis is upside, bit it will go down less when the group goes down.

integrated oils
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It is moving up with the group and is a safe way to get energy exposure.  If you think oil goes up theis is upside, bit it will go down less when the group goes down.

integrated oils
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$44.620
Owned Owned
Unknown

COMMENT
Suncor Energy Inc(SU-T) 

October 27, 2017

Just released fantastic results. This has performed well amongst the energy patch. An integrated company, and has done very well on the refinery side. A good long-term hold. With higher oil prices you could get some capital gain.

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Just released fantastic results. This has performed well amongst the energy patch. An integrated company, and has done very well on the refinery side. A good long-term hold. With higher oil prices you could get some capital gain.

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David Cockfield

Managing D, Northland Wealth Man...

Price Price
$43.300
Owned Owned
Unknown

COMMENT
Suncor Energy Inc(SU-T) 

October 25, 2017

One of the blue-chip names in the industry, and has withheld the storm better than most. Has diversity in their upstream, midstream and downstream assets. If oil goes down, but are still charging the same at the pump, they end up insulating themselves. If uncertain about where oil is heading, this is a good name to own. It isn’t going to have as much torque though, when oil does move up.

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One of the blue-chip names in the industry, and has withheld the storm better than most. Has diversity in their upstream, midstream and downstream assets. If oil goes down, but are still charging the same at the pump, they end up insulating themselves. If uncertain about where oil is heading, this is a good name to own. It isn’t going to have as much torque though, when oil does move up.

integrated oils
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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$42.150
Owned Owned
Unknown

TOP PICK
Suncor Energy Inc(SU-T) 

October 25, 2017

In the current environment you want to play safe, with good quality and long term assets. Has a very strong balance sheet and limited downside risk.

integrated oils
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In the current environment you want to play safe, with good quality and long term assets. Has a very strong balance sheet and limited downside risk.

integrated oils
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Michael Sprung

President, Sprung Investment Ma...

Price Price
$42.150
Owned Owned
Unknown

BUY
Suncor Energy Inc(SU-T) 

October 18, 2017

It is one of his preferred names in the oil patch.  Canada’s largest integrated oil producer.  They are at the end of a very capital intensive phase in their company.  Fort Hills is coming to fruition.  It has long life, high quality reserves that are past the peak of capital spending.  He expects that the company will be in capital return to shareholder mode in the year ahead.  There could be dividend increases and share buyback to do this.

integrated oils
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It is one of his preferred names in the oil patch.  Canada’s largest integrated oil producer.  They are at the end of a very capital intensive phase in their company.  Fort Hills is coming to fruition.  It has long life, high quality reserves that are past the peak of capital spending.  He expects that the company will be in capital return to shareholder mode in the year ahead.  There could be dividend increases and share buyback to do this.

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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$42.080
Owned Owned
Unknown

COMMENT
Suncor Energy Inc(SU-T) 

October 13, 2017

A good, high quality company. You get a little bit of dividend while you wait. It is certainly not in the best of times at the moment. However, it looks like it is coming out of a bottom on its fundamentals. He sees ROC declining for about 5-6 years, but in the last couple of quarters it has started to rebound from -1% to +1%, which is a great sign. It’s not that expensive.

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A good, high quality company. You get a little bit of dividend while you wait. It is certainly not in the best of times at the moment. However, it looks like it is coming out of a bottom on its fundamentals. He sees ROC declining for about 5-6 years, but in the last couple of quarters it has started to rebound from -1% to +1%, which is a great sign. It’s not that expensive.

integrated oils
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Matt Kacur

President, FSA Financial Scienc...

Price Price
$42.120
Owned Owned
Unknown

COMMENT
Suncor Energy Inc(SU-T) 

October 11, 2017

Buy or Sell?The chart shows that it is a very frustrating stock to own, but a great company. He prefers owning the BMO S&P/TSX Oil & Gas ETF (ZEO-T). Or you could buy the iUnits S&P/TSX Capped Energy ETF (XEG-T), which is 26% Suncor. If you are interested in the energy space and want to make a lot of torque, look at the energy space in the small energy names.

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Buy or Sell?The chart shows that it is a very frustrating stock to own, but a great company. He prefers owning the BMO S&P/TSX Oil & Gas ETF (ZEO-T). Or you could buy the iUnits S&P/TSX Capped Energy ETF (XEG-T), which is 26% Suncor. If you are interested in the energy space and want to make a lot of torque, look at the energy space in the small energy names.

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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$42.990
Owned Owned
No

COMMENT
Suncor Energy Inc(SU-T) 

October 3, 2017

Has never really liked the assets they’ve accumulated. They’ve always been at higher costs. The market likes it though, as it has been one of the best performers out of the Canadian integrateds.

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Has never really liked the assets they’ve accumulated. They’ve always been at higher costs. The market likes it though, as it has been one of the best performers out of the Canadian integrateds.

integrated oils
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Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$43.490
Owned Owned
No

SELL
Suncor Energy Inc(SU-T) 

September 29, 2017

Sell?The predominant period of seasonal strength for the broader energy sector is from about the end of January all the way through to May, the run-up into the summer driving season. Between Jan 12 and April 24 are the optimal dates, 9.25% above the benchmark rate. This has been positive in the past 20 periods. There is also another period of seasonal strength, mid-August to mid-Sept, which is going into hurricane season and maintenance season. This is now just kind of falling out, and the energy is starting to leach out of these energy names. Technically, there is resistance at $44. You might be able to pick this up on the cheap in December, for the big push into the new year. He has been trimming his energy exposure.

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Sell?The predominant period of seasonal strength for the broader energy sector is from about the end of January all the way through to May, the run-up into the summer driving season. Between Jan 12 and April 24 are the optimal dates, 9.25% above the benchmark rate. This has been positive in the past 20 periods. There is also another period of seasonal strength, mid-August to mid-Sept, which is going into hurricane season and maintenance season. This is now just kind of falling out, and the energy is starting to leach out of these energy names. Technically, there is resistance at $44. You might be able to pick this up on the cheap in December, for the big push into the new year. He has been trimming his energy exposure.

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Jon Vialoux

Research A, CastleMoore Inc....

Price Price
$43.730
Owned Owned
Unknown

COMMENT
Suncor Energy Inc(SU-T) 

September 27, 2017

Has owned this for some time. Bought it during the financial crisis when people were basically giving away shares of financial companies. It has diversified, being almost more of a money manager than a lifeco. It is growing its life business both in Canada and the US as well as in Asia. Like most financial stocks, this responds to higher interest rates. The 10-year US bond is starting to have strength, which is positive for lifecos. He is positive on this company.

integrated oils
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Has owned this for some time. Bought it during the financial crisis when people were basically giving away shares of financial companies. It has diversified, being almost more of a money manager than a lifeco. It is growing its life business both in Canada and the US as well as in Asia. Like most financial stocks, this responds to higher interest rates. The 10-year US bond is starting to have strength, which is positive for lifecos. He is positive on this company.

integrated oils
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Norman Levine

Managing D, Portfolio Management...

Price Price
$43.350
Owned Owned
Yes

COMMENT
Suncor Energy Inc(SU-T) 

September 26, 2017

Had owned this for a long time, but recently sold it. A bigger portion of their business is tied to heavy oil. Prefers Canadian Natural Resources (CNQ-T).

integrated oils
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Had owned this for a long time, but recently sold it. A bigger portion of their business is tied to heavy oil. Prefers Canadian Natural Resources (CNQ-T).

integrated oils
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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$42.660
Owned Owned
No

DON'T BUY
Suncor Energy Inc(SU-T) 

September 20, 2017

Oil is very cyclical on very long cycles. The last time oil rallied big time was in the 1970s when Japan industrialized. It rallied again when China industrialized. China appears to be done industrializing. The commodity infrastructure has been built globally, up to a point where we can supply the demand for energy. We have had technology changes that have allowed for the shale plays to come. The US mid-continent is loaded with shale oil and companies are able to produce the stuff for sub-$50 a barrel. There are millions and millions of barrels that can be brought on. The other big play that is happening is in the Marsalis shale in Ohio, which is hammering gas and natural gas liquids. Energy is going to be under assault for a long time. On top of that you have shales in other parts of the world and the technology will be transferable. Also, a lot of oil producing countries need money, so you are going to see a lot of oil coming at you. This company, unfortunately, is the high cost oil, the dirtiest oil, at the end of the pipeline. They will survive, because their cash costs are about $25 a barrel. He wouldn’t put his money here for the next 10 years.

integrated oils
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Oil is very cyclical on very long cycles. The last time oil rallied big time was in the 1970s when Japan industrialized. It rallied again when China industrialized. China appears to be done industrializing. The commodity infrastructure has been built globally, up to a point where we can supply the demand for energy. We have had technology changes that have allowed for the shale plays to come. The US mid-continent is loaded with shale oil and companies are able to produce the stuff for sub-$50 a barrel. There are millions and millions of barrels that can be brought on. The other big play that is happening is in the Marsalis shale in Ohio, which is hammering gas and natural gas liquids. Energy is going to be under assault for a long time. On top of that you have shales in other parts of the world and the technology will be transferable. Also, a lot of oil producing countries need money, so you are going to see a lot of oil coming at you. This company, unfortunately, is the high cost oil, the dirtiest oil, at the end of the pipeline. They will survive, because their cash costs are about $25 a barrel. He wouldn’t put his money here for the next 10 years.

integrated oils
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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$42.130
Owned Owned
No

HOLD
Suncor Energy Inc(SU-T) 

September 19, 2017

Suncor (SU-T) or Canadian Natural Resources (CNQ-T)? Both companies, relative to the other stocks in the energy index, have performed pretty well. From this point on, he likes both, and is hard-pressed to tell you which he would choose. Both have very good growth profiles. They are both very good on M&A on an opportunistic basis. Balance sheets have been improving steadily. This one is bringing Fort Hills on stream by the end of this year, which will be a significant contributor to cash flow growth. Because they have both held their ground so well, there are better opportunities in some of the intermediate space, in terms of capital gains.

integrated oils
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Suncor (SU-T) or Canadian Natural Resources (CNQ-T)? Both companies, relative to the other stocks in the energy index, have performed pretty well. From this point on, he likes both, and is hard-pressed to tell you which he would choose. Both have very good growth profiles. They are both very good on M&A on an opportunistic basis. Balance sheets have been improving steadily. This one is bringing Fort Hills on stream by the end of this year, which will be a significant contributor to cash flow growth. Because they have both held their ground so well, there are better opportunities in some of the intermediate space, in terms of capital gains.

integrated oils
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Nick Majendie

Director &, Scotia Wealth Manage...

Price Price
$41.660
Owned Owned
Yes

COMMENT
Suncor Energy Inc(SU-T) 

August 30, 2017

A tough name to own because of volatility. Oil cannot get a break. He is setting up for an oil rally. Prefers renting the space through an ETF. The Suncor story is all about Fort Hills which is 90% complete. They expect to be testing on it and get it up and running in 2018.

integrated oils
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A tough name to own because of volatility. Oil cannot get a break. He is setting up for an oil rally. Prefers renting the space through an ETF. The Suncor story is all about Fort Hills which is 90% complete. They expect to be testing on it and get it up and running in 2018.

integrated oils
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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$39.350
Owned Owned
No

WATCH
Suncor Energy Inc(SU-T) 

August 25, 2017

If the oil price hit $75 in three years this would be quite positive for it.  The dividend is well covered.  They had a negative earnings surprise in their July earnings report.  Earnings are expected to grow significantly compared to last year.  If oil gets above $52 then the game is back on.

integrated oils
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If the oil price hit $75 in three years this would be quite positive for it.  The dividend is well covered.  They had a negative earnings surprise in their July earnings report.  Earnings are expected to grow significantly compared to last year.  If oil gets above $52 then the game is back on.

integrated oils
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Robert McWhirte

President, Selective Asset Mana...

Price Price
$39.180
Owned Owned
Yes

COMMENT
Suncor Energy Inc(SU-T) 

August 17, 2017

Oil.  SU-T vs. VET-T.  They are getting a well developed trading range.  Oil could have $55 on the upside.  If oil goes back to the $50s then the sector is quite oversold.  SU-T protects you and has held up rather well.  But it does not have the same upside as VET-T.

integrated oils
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Oil.  SU-T vs. VET-T.  They are getting a well developed trading range.  Oil could have $55 on the upside.  If oil goes back to the $50s then the sector is quite oversold.  SU-T protects you and has held up rather well.  But it does not have the same upside as VET-T.

integrated oils
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0 comments
Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$39.580
Owned Owned
Unknown

COMMENT
Suncor Energy Inc(SU-T) 

August 4, 2017

The period of seasonal strength for energy stocks is from January to May of each year. We have now passed the period of seasonal strength for energy, and it has a tendency to either go flat or lower. This is not a time when you want to be an owner. The time for repurchasing the stock would be probably in January.

integrated oils
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The period of seasonal strength for energy stocks is from January to May of each year. We have now passed the period of seasonal strength for energy, and it has a tendency to either go flat or lower. This is not a time when you want to be an owner. The time for repurchasing the stock would be probably in January.

integrated oils
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0 comments
Don Vialoux

Research A, TimingTheMarket.CA &...

Price Price
$41.730
Owned Owned
Unknown

DON'T BUY
Suncor Energy Inc(SU-T) 

August 1, 2017

Not a big fan of energy. Canada is the high cost producer at the end of the pipeline, and this company is at the end of that pipeline. They own assets that have been bankrupt 2 or 3 times in the past, so they don’t have cash depreciation costs on a lot of them. Cost per barrel is in the $20-$25 range, so they are getting cash flow, but they are really not covering depreciation on the plants. He wouldn’t own this.

integrated oils
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Not a big fan of energy. Canada is the high cost producer at the end of the pipeline, and this company is at the end of that pipeline. They own assets that have been bankrupt 2 or 3 times in the past, so they don’t have cash depreciation costs on a lot of them. Cost per barrel is in the $20-$25 range, so they are getting cash flow, but they are really not covering depreciation on the plants. He wouldn’t own this.

integrated oils
0 0 0 0 0
0 comments
Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$40.360
Owned Owned
No

COMMENT
Suncor Energy Inc(SU-T) 

July 28, 2017

Buy, Sell or Hold? This has had excellent production growth since 2014. Their major projects remain on track. Their recent earnings were in line. He is modelling 10% production growth 2017-2019. 4% cash flow per share growth. Good balance sheet. The payout ratio for 2017 is about 109%. A blue-chip name in the Canadian oil space.

integrated oils
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Buy, Sell or Hold? This has had excellent production growth since 2014. Their major projects remain on track. Their recent earnings were in line. He is modelling 10% production growth 2017-2019. 4% cash flow per share growth. Good balance sheet. The payout ratio for 2017 is about 109%. A blue-chip name in the Canadian oil space.

integrated oils
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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$40.360
Owned Owned
Unknown

PAST TOP PICK
Suncor Energy Inc(SU-T) 

July 21, 2017

(A Top Pick Aug 24/16. Up 9.04%.) He considers this to be the benchmark of the Canadian industry. This is still a Buy.

integrated oils
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(A Top Pick Aug 24/16. Up 9.04%.) He considers this to be the benchmark of the Canadian industry. This is still a Buy.

integrated oils
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Michael Sprung

President, Sprung Investment Ma...

Price Price
$38.420
Owned Owned
Yes

TOP PICK

He’s been very light in this space for several years now, and started to add this about a year ago. Although he doesn’t believe oil is going up anytime soon, you want to have some exposure, and this is a conservative way of having some. Dividend yield of 3.4%. (Analysts’ price target is $50.)

integrated oils
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He’s been very light in this space for several years now, and started to add this about a year ago. Although he doesn’t believe oil is going up anytime soon, you want to have some exposure, and this is a conservative way of having some. Dividend yield of 3.4%. (Analysts’ price target is $50.)

integrated oils
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0 comments
Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$37.540
Owned Owned
Yes

PAST TOP PICK
Suncor Energy Inc(SU-T) 

June 28, 2017

(A Top Pick March 2/17. Down 3.67%.) The period of seasonal strength for some of these energy stocks, this one in particular, is from late January all the way through to mid-May. The average gain for that time frame is about 14.6%, and has been positive 75% of the time over the past 20 years. This was probably the only oil/energy stock that was positive over that time frame.

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(A Top Pick March 2/17. Down 3.67%.) The period of seasonal strength for some of these energy stocks, this one in particular, is from late January all the way through to mid-May. The average gain for that time frame is about 14.6%, and has been positive 75% of the time over the past 20 years. This was probably the only oil/energy stock that was positive over that time frame.

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Jon Vialoux

Research A, CastleMoore Inc....

Price Price
$38.530
Owned Owned
No

TOP PICK

If you want exposure to energy, but don’t want to lose your shirt if oil prices go down, this is the way to do it. Year-to-date oil is down about 10%, and this one is down about 5%. A good way to participate. It is integrated. They are exploring, refining and selling it at the pumps. A conservative way to play energy. Dividend yield of 3%. (Analysts’ price target is $50.)

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If you want exposure to energy, but don’t want to lose your shirt if oil prices go down, this is the way to do it. Year-to-date oil is down about 10%, and this one is down about 5%. A good way to participate. It is integrated. They are exploring, refining and selling it at the pumps. A conservative way to play energy. Dividend yield of 3%. (Analysts’ price target is $50.)

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$41.140
Owned Owned
Yes

BUY

This closed at $42.32, and he has model price of $57.71, a 36% upside. Has a 3% dividend. The mean estimates for earnings is $1.96.

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This closed at $42.32, and he has model price of $57.71, a 36% upside. Has a 3% dividend. The mean estimates for earnings is $1.96.

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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$41.940
Owned Owned
Yes

HOLD

Canada’s largest oil producer. Solid, solid company. This has done really well over the last year, and is probably going to be in a holding pattern for a while. Relatively expensive compared to other stocks in the sector. Depending on commodity prices, it should gravitate upwards.

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Canada’s largest oil producer. Solid, solid company. This has done really well over the last year, and is probably going to be in a holding pattern for a while. Relatively expensive compared to other stocks in the sector. Depending on commodity prices, it should gravitate upwards.

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Alex Ruus

Portfolio , Arrow Capital Manage...

Price Price
$43.850
Owned Owned
Unknown

TOP PICK

He is dramatically underrepresented in the “energy producer” sector, and wants to get money back into oils. The best place to start is in a big cap liquid name that pays a dividend. He is not looking for torque yet, because he can’t quite see the beauty of the recovery, but he wants to have exposure, simply because on a value basis these things are cheap and this is levered to oil, and has actually outperformed oil in its existence. Dividend yield of 3%. (Analysts’ price target is $50.)

integrated oils
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He is dramatically underrepresented in the “energy producer” sector, and wants to get money back into oils. The best place to start is in a big cap liquid name that pays a dividend. He is not looking for torque yet, because he can’t quite see the beauty of the recovery, but he wants to have exposure, simply because on a value basis these things are cheap and this is levered to oil, and has actually outperformed oil in its existence. Dividend yield of 3%. (Analysts’ price target is $50.)

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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$43.110
Owned Owned
Yes

TOP PICK