Suncor Energy Inc | StockChase
1604
Suncor Energy Inc (SU-T)

Last Price Recorded: $43.6600 on 2017-12-15

ON STOCKCHASE SINCE Oct 2000

Oil Sands. Oil weighted

integrated oils
1604
Suncor Energy Inc (SU-T)

Last Price Recorded: $43.6600 on 2017-12-15

ON STOCKCHASE SINCE Oct 2000

Oil Sands. Oil weighted

integrated oils

Suncor Energy Inc


Signal Opinion Expert
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

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
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$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

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
Veeral Khatri

Partner and Portfolio Manager, JC Clark...

PricePrice
$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%.

integrated oils

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%.

integrated oils
Douglas Kee

Chief Investment Officer, Leon Frazer & Associ...

PricePrice
$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

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
Don Lato

President, Padlock Investment M...

PricePrice
$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.

integrated oils

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.

integrated oils
Don Vialoux

Research Analyst, TimingTheMarket.CA &...

PricePrice
$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

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
William Chin

Portfolio manager, Caldwell Investment ...

PricePrice
$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

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
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc....

PricePrice
$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.

integrated oils

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
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Gr...

PricePrice
$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

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
Josef Schachter

President, Schachter Asset Mana...

PricePrice
$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

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
Bruce Campbell (1)

President, Campbell and Lee Inv...

PricePrice
$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.

integrated oils

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.

integrated oils
David Cockfield

Managing Director, Northland Wealth Man...

PricePrice
$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.

integrated oils

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
Cole Kachur

Senior Wealth Advisor, ScotiaWealth Managem...

PricePrice
$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

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
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$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

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
Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment ...

PricePrice
$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.

integrated oils

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
Matt Kacur

President, FSA Financial Scienc...

PricePrice
$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.

integrated oils

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.

integrated oils
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$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.

integrated oils

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
Ryan Bushell

V. P. & Portfolio Manager, Leon Frazer and Asso...

PricePrice
$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.

integrated oils

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.

integrated oils
Jon Vialoux

Research Analyst, Timingthemarket.ca &...

PricePrice
$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

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
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$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

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
Lyle Stein

Sr. Portfolio & Managing Director, Vestcap Investment M...

PricePrice
$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

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
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Gr...

PricePrice
$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

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
Nick Majendie

Director & Senior Portfolio Manager, Scotia Wealth Manage...

PricePrice
$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

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
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$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

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
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$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

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
Bruce Campbell (1)

President, Campbell and Lee Inv...

PricePrice
$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

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
Don Vialoux

Research Analyst, TimingTheMarket.CA &...

PricePrice
$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

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
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Gr...

PricePrice
$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

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
Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$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

(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
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$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

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
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisor...

PricePrice
$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.

integrated oils

(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.

integrated oils
Jon Vialoux

Research Analyst, Timingthemarket.ca &...

PricePrice
$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.)

integrated oils

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.)

integrated oils
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisor...

PricePrice
$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.

integrated oils

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.

integrated oils
Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc....

PricePrice
$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.

integrated oils

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.

integrated oils
Alex Ruus

Portfolio Manager, Arrow Capital Manage...

PricePrice
$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

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
Lyle Stein

Sr. Portfolio & Managing Director, Vestcap Investment M...

PricePrice
$43.110
Owned Owned
Yes

TOP PICK
Suncor Energy Inc(SU-T) 

April 28, 2017

There have been a string of mergers and acquisitions in the oil patch, and this company is going to reap the benefit of that. Has a great balance sheet, which they will be using for share buyback and possible dividend increases. They have great growth prospects going forward. Dividend yield of 3.1%. (Analysts’ price target is $49.)

integrated oils

There have been a string of mergers and acquisitions in the oil patch, and this company is going to reap the benefit of that. Has a great balance sheet, which they will be using for share buyback and possible dividend increases. They have great growth prospects going forward. Dividend yield of 3.1%. (Analysts’ price target is $49.)

integrated oils
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$42.860
Owned Owned
Yes

BUY on WEAKNESS
Suncor Energy Inc(SU-T) 

April 27, 2017

Arguably one of his favourite names in the energy sector.  This would be the premium name to go with because of their ability to deliver results and increase cash flows.  They have added amounts of cash flow to be coming soon.  This is why they announced a $Million share buyback to come soon.

integrated oils

Arguably one of his favourite names in the energy sector.  This would be the premium name to go with because of their ability to deliver results and increase cash flows.  They have added amounts of cash flow to be coming soon.  This is why they announced a $Million share buyback to come soon.

integrated oils
Mohsin Bashir

VP Investments, Stone Asset Manageme...

PricePrice
$41.750
Owned Owned
Unknown

BUY on WEAKNESS
Suncor Energy Inc(SU-T) 

April 7, 2017

This has been one of the great success stories. BV is $26.76. It got below that in Q1 of 2016. These companies are sitting very leveraged to the price of oil, so while they make money at $30 US oil, the stocks usually gets hit at that price. They have $16 billion in debt against $45 billion of equity, so they’re in pretty good shape. His view is that the stock will back off. If you can buy at under $30, that would be a great buy.

integrated oils

This has been one of the great success stories. BV is $26.76. It got below that in Q1 of 2016. These companies are sitting very leveraged to the price of oil, so while they make money at $30 US oil, the stocks usually gets hit at that price. They have $16 billion in debt against $45 billion of equity, so they’re in pretty good shape. His view is that the stock will back off. If you can buy at under $30, that would be a great buy.

integrated oils
Josef Schachter

President, Schachter Asset Mana...

PricePrice
$41.540
Owned Owned
Unknown

BUY
Suncor Energy Inc(SU-T) 

March 28, 2017

She likes it.  Pay attention to free cash flow yield in integrated companies.  Current projects will bring in some lumpy growth.  She is looking for them to increase dividends and buy back shares.  It ranks really well globally.

integrated oils

She likes it.  Pay attention to free cash flow yield in integrated companies.  Current projects will bring in some lumpy growth.  She is looking for them to increase dividends and buy back shares.  It ranks really well globally.

integrated oils
Swanzy Quarshie

Portfolio Manager, Sentry Investments...

PricePrice
$41.420
Owned Owned
No

PAST TOP PICK
Suncor Energy Inc(SU-T) 

March 23, 2017

(Top Pick Mar 22/16, Up 16%)  They made that acquisition of COS-T at very low prices.  It helps bring down the overall cost of production.  Energy stocks got way ahead of the price of crude and that is why they have not done as well so far this year as earlier.

integrated oils

(Top Pick Mar 22/16, Up 16%)  They made that acquisition of COS-T at very low prices.  It helps bring down the overall cost of production.  Energy stocks got way ahead of the price of crude and that is why they have not done as well so far this year as earlier.

integrated oils
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$40.860
Owned Owned
Yes

TOP PICK
Suncor Energy Inc(SU-T) 

March 2, 2017

You want to be wary about becoming too aggressive in energy stocks yet. We are seeing supply ramp up again. There was a big drawdown in the price of oil today. If it breaks $52, some of these oil stocks will be hit. This is the time of year for oil stocks. Between January and mid-May, the stock has gained about an average of 14.68%, and has been positive in 75% of the periods over the past 20 years. It did gap higher following its earnings in February by about $41. Dividend yield of 3.07%. (Analysts’ price target is $49.)

integrated oils

You want to be wary about becoming too aggressive in energy stocks yet. We are seeing supply ramp up again. There was a big drawdown in the price of oil today. If it breaks $52, some of these oil stocks will be hit. This is the time of year for oil stocks. Between January and mid-May, the stock has gained about an average of 14.68%, and has been positive in 75% of the periods over the past 20 years. It did gap higher following its earnings in February by about $41. Dividend yield of 3.07%. (Analysts’ price target is $49.)

integrated oils
Jon Vialoux

Research Analyst, Timingthemarket.ca &...

PricePrice
$41.430
Owned Owned
No

COMMENT
Suncor Energy Inc(SU-T) 

February 14, 2017

This is more of a cyclical trade than a long-term secular trade.

integrated oils

This is more of a cyclical trade than a long-term secular trade.

integrated oils
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$41.830
Owned Owned
Unknown

BUY
Suncor Energy Inc(SU-T) 

February 13, 2017

3.1% yield.  You should own the larger cap names given the uncertainty with what Trump will do.  Their cash costs of oil extraction have been coming down over the last little while.  They did a good job of making acquisitions at the right time.  They will drive their costs down even further.  They can increase their dividend.

integrated oils

3.1% yield.  You should own the larger cap names given the uncertainty with what Trump will do.  Their cash costs of oil extraction have been coming down over the last little while.  They did a good job of making acquisitions at the right time.  They will drive their costs down even further.  They can increase their dividend.

integrated oils
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$41.720
Owned Owned
Unknown

BUY
Suncor Energy Inc(SU-T) 

February 2, 2017

The issue is the oil price and the ability to extract oil at a low cost and move it into the market.  They did a good job of being able to get it out of the oil sands.  Fort Hills is coming on.  Everything is favourable.  He owns it and likes it and they pay a nice dividend.  If oil prices stay at nice levels this will be a great name to own.  He wants to own the ability of the assets to earn cash flows for his clients.

integrated oils

The issue is the oil price and the ability to extract oil at a low cost and move it into the market.  They did a good job of being able to get it out of the oil sands.  Fort Hills is coming on.  Everything is favourable.  He owns it and likes it and they pay a nice dividend.  If oil prices stay at nice levels this will be a great name to own.  He wants to own the ability of the assets to earn cash flows for his clients.

integrated oils
Lyle Stein

Sr. Portfolio & Managing Director, Vestcap Investment M...

PricePrice
$40.520
Owned Owned
Yes

COMMENT
Suncor Energy Inc(SU-T) 

February 1, 2017

The absolute winner in the Canadian energy play. The stock has done very well and has not been hit like many of the others. They have the balance sheet, they have the assets, and they are in a position of either high energy prices or low energy prices to continue to build their company, and acquire good properties on the cheap. He still likes this.

integrated oils

The absolute winner in the Canadian energy play. The stock has done very well and has not been hit like many of the others. They have the balance sheet, they have the assets, and they are in a position of either high energy prices or low energy prices to continue to build their company, and acquire good properties on the cheap. He still likes this.

integrated oils
Brendan Caldwell

President, Caldwell Securities...

PricePrice
$40.530
Owned Owned
Yes

PAST TOP PICK
Suncor Energy Inc(SU-T) 

February 1, 2017

(A Top Pick Jan 7/16. Up 25.58%.) Still one of his favourites. Sort of the benchmark in the Canadian industry. It is the largest and most diversified. An extremely well-managed company. At the current price, he wouldn’t be running out to buy it. Prefers to get it in the mid-$30.

integrated oils

(A Top Pick Jan 7/16. Up 25.58%.) Still one of his favourites. Sort of the benchmark in the Canadian industry. It is the largest and most diversified. An extremely well-managed company. At the current price, he wouldn’t be running out to buy it. Prefers to get it in the mid-$30.

integrated oils
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$40.530
Owned Owned
Yes

COMMENT
Suncor Energy Inc(SU-T) 

January 31, 2017

His bias is towards smaller companies of $3-$5 billion. This is the largest constituent of the index. When he looks at this, he thinks of boring, low growth, a company with a lack of meaningful take away capacity, a company imposing massive carbon taxes. He would prefer a smaller, more nimbler company with a higher ability to grow production such as Cardinal Energy (CJ-T) or Whitecap (WCP-T).

integrated oils

His bias is towards smaller companies of $3-$5 billion. This is the largest constituent of the index. When he looks at this, he thinks of boring, low growth, a company with a lack of meaningful take away capacity, a company imposing massive carbon taxes. He would prefer a smaller, more nimbler company with a higher ability to grow production such as Cardinal Energy (CJ-T) or Whitecap (WCP-T).

integrated oils
Eric Nuttall

Senior Portfolio Manager, Ninepoint Partners...

PricePrice
$40.360
Owned Owned
No

COMMENT
Suncor Energy Inc(SU-T) 

January 25, 2017

The large player in the Canadian oil/gas sector. If you think oil prices are going to continue to trend up, then it is one you want to invest in. He tends to look for companies that have a more accelerated growth profile, so he goes into smaller companies that have more of a production growth profile.

integrated oils

The large player in the Canadian oil/gas sector. If you think oil prices are going to continue to trend up, then it is one you want to invest in. He tends to look for companies that have a more accelerated growth profile, so he goes into smaller companies that have more of a production growth profile.

integrated oils
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investm...

PricePrice
$42.190
Owned Owned
No

BUY on WEAKNESS
Suncor Energy Inc(SU-T) 

January 18, 2017

He sees this having 16% production growth from 2016 to 2018, resulting in 22% cash flow per share growth. They easily pay their dividend. The only thing he doesn’t like is that it is trading above its peers at 8.8X, versus its peer average of 7.9X. Try to buy at a slightly lower level.

integrated oils

He sees this having 16% production growth from 2016 to 2018, resulting in 22% cash flow per share growth. They easily pay their dividend. The only thing he doesn’t like is that it is trading above its peers at 8.8X, versus its peer average of 7.9X. Try to buy at a slightly lower level.

integrated oils
Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$42.430
Owned Owned
Unknown

PAST TOP PICK
Suncor Energy Inc(SU-T) 

January 10, 2017

(A Top Pick Aug 17/16. Up 21.34%.) This had really terrific results shortly after he had recommended it. A very well-run company. It doesn’t face a lot of the same type of problems that a lot of energy companies face. A very disciplined and well run company.

integrated oils

(A Top Pick Aug 17/16. Up 21.34%.) This had really terrific results shortly after he had recommended it. A very well-run company. It doesn’t face a lot of the same type of problems that a lot of energy companies face. A very disciplined and well run company.

integrated oils
Bruce Tatters

Founding Partner and CIO, Triumph Asset Manage...

PricePrice
$43.010
Owned Owned
Yes

WAIT
Suncor Energy Inc(SU-T) 

January 9, 2017

This is the goto name, the largest cap name and one that Americans love to own.  Fort Hills is just being finished up and will give them a bounce in the volume this year. They have done a very good job of driving costs down.  If we break $40 oil then you will have another great purchasing opportunity.

integrated oils

This is the goto name, the largest cap name and one that Americans love to own.  Fort Hills is just being finished up and will give them a bounce in the volume this year. They have done a very good job of driving costs down.  If we break $40 oil then you will have another great purchasing opportunity.

integrated oils
Josef Schachter

President, Schachter Asset Mana...

PricePrice
$43.490
Owned Owned
Unknown

DON'T BUY
Suncor Energy Inc(SU-T) 

January 9, 2017

Long term it is probably not that great.  He used to be short, but covered it when he became a little more constructive on oil.  The long term picture for someone in the oil sands is not that great.

integrated oils

Long term it is probably not that great.  He used to be short, but covered it when he became a little more constructive on oil.  The long term picture for someone in the oil sands is not that great.

integrated oils
Daniel Lloyd

Portfolio Manager, Forge First Asset Ma...

PricePrice
$43.490
Owned Owned
No

PAST TOP PICK
Suncor Energy Inc(SU-T) 

January 6, 2017

(A Top Pick Nov 22/16. Up 4.17%.) A really solid oil/gas, and he thinks the oil/gas area is a good place to be.

integrated oils

(A Top Pick Nov 22/16. Up 4.17%.) A really solid oil/gas, and he thinks the oil/gas area is a good place to be.

integrated oils
Matt Kacur

President, FSA Financial Scienc...

PricePrice
$44.110
Owned Owned
Yes

COMMENT
Suncor Energy Inc(SU-T) 

December 21, 2016

The benchmark in the Canadian energy industry. It is the most integrated having both upstream and downstream, oil sands/conventional. Extremely well-managed. For years and years, this always sold at a discount relative to the group. They have some of the best assets, and are in the best position as well as being the most diversified. If you have long-term faith in the energy industry, this is a stock you want to own.

integrated oils

The benchmark in the Canadian energy industry. It is the most integrated having both upstream and downstream, oil sands/conventional. Extremely well-managed. For years and years, this always sold at a discount relative to the group. They have some of the best assets, and are in the best position as well as being the most diversified. If you have long-term faith in the energy industry, this is a stock you want to own.

integrated oils
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$43.970
Owned Owned
Yes

TOP PICK
Suncor Energy Inc(SU-T) 

December 12, 2016

Has been negative on energy for several years now. The good news is that oil is no longer in free fall and has set a bottom, and is starting to creep back up. However, we are not out of the woods yet. There could be continued pressure in oil prices. This company is a great way to take a conservative step into energy. They are fully integrated, which helps to add some balance to their earnings. Dividend yield of 2.71%. (Analysts’ price target is $47.60.)

integrated oils

Has been negative on energy for several years now. The good news is that oil is no longer in free fall and has set a bottom, and is starting to creep back up. However, we are not out of the woods yet. There could be continued pressure in oil prices. This company is a great way to take a conservative step into energy. They are fully integrated, which helps to add some balance to their earnings. Dividend yield of 2.71%. (Analysts’ price target is $47.60.)

integrated oils
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisor...

PricePrice
$42.770
Owned Owned
Yes

COMMENT
Suncor Energy Inc(SU-T) 

December 6, 2016

Trading at about 7X on an enterprise value to debt adjusted cash flow. He can find companies that have a greater free cash flow profile and cash flow growth profile than a large cap like this. Syncrude, which has actually been a pretty poor performer in terms of reliability, managed to have a 98% reliability in Q3, which is pretty good for them. Comfortable that about 70% of Fort Hills is complete, and that it and Hebron are both expected at the end of 2017.

integrated oils

Trading at about 7X on an enterprise value to debt adjusted cash flow. He can find companies that have a greater free cash flow profile and cash flow growth profile than a large cap like this. Syncrude, which has actually been a pretty poor performer in terms of reliability, managed to have a 98% reliability in Q3, which is pretty good for them. Comfortable that about 70% of Fort Hills is complete, and that it and Hebron are both expected at the end of 2017.

integrated oils
Mason Granger

Portfolio Manager, Sentry Investments...

PricePrice
$42.970
Owned Owned
No

COMMENT
Suncor Energy Inc(SU-T) 

December 2, 2016

If you are late into the oil sector, this company with its refining assets is the solid citizen of the pack. You are not going to get a huge lift. The stock has been more sideways and volatile on a week to week basis. That reflects a very high quality, well-managed, good debt ratio oil company. If you are very cautious, this is probably not a bad stock.

integrated oils

If you are late into the oil sector, this company with its refining assets is the solid citizen of the pack. You are not going to get a huge lift. The stock has been more sideways and volatile on a week to week basis. That reflects a very high quality, well-managed, good debt ratio oil company. If you are very cautious, this is probably not a bad stock.

integrated oils
David Cockfield

Managing Director, Northland Wealth Man...

PricePrice
$42.820
Owned Owned
Unknown

TOP PICK
Suncor Energy Inc(SU-T) 

November 22, 2016

A classic way to play a stronger oil market. Fully integrated, exploration all the way up to the pump. Very consistent company. However, at the moment it has the lowest ROC it has ever produced at -1%. If it can return to a 10% ROC, he thinks it is worth in the mid-$50s. Dividend yield of 2.7%. (Analysts’ price target is $46.09.)

integrated oils

A classic way to play a stronger oil market. Fully integrated, exploration all the way up to the pump. Very consistent company. However, at the moment it has the lowest ROC it has ever produced at -1%. If it can return to a 10% ROC, he thinks it is worth in the mid-$50s. Dividend yield of 2.7%. (Analysts’ price target is $46.09.)

integrated oils
Matt Kacur

President, FSA Financial Scienc...

PricePrice
$42.630
Owned Owned
No

COMMENT
Suncor Energy Inc(SU-T) 

November 21, 2016

The largest oil company in Canada. The growth is going to come next year. There are a couple of projects coming on at the end of 2017. They’ll start to get the cash flow towards the end of next year. Being a large company, it is not going to have the torque that a lot of small companies have. He still thinks there is opportunity in this company. It should protect you in a down market.

integrated oils

The largest oil company in Canada. The growth is going to come next year. There are a couple of projects coming on at the end of 2017. They’ll start to get the cash flow towards the end of next year. Being a large company, it is not going to have the torque that a lot of small companies have. He still thinks there is opportunity in this company. It should protect you in a down market.

integrated oils
Craig Porter

Senior Portfolio Manager, LOGiQ Asset Manageme...

PricePrice
$42.800
Owned Owned
Unknown

COMMENT
Suncor Energy Inc(SU-T) 

November 8, 2016

This has had a good year, and is the best in class. You really have to have a view on what is going on with energy specifically. They bought Canadian Oil Sands to operate the Syncrude project, and that is going to give them a lot of torque if we get some visibility on where energy is going. He prefers the BMO equal weight oil and gas ETF (ZEO-T), or you can buy XEG which has a 20% weight in this company.

integrated oils

This has had a good year, and is the best in class. You really have to have a view on what is going on with energy specifically. They bought Canadian Oil Sands to operate the Syncrude project, and that is going to give them a lot of torque if we get some visibility on where energy is going. He prefers the BMO equal weight oil and gas ETF (ZEO-T), or you can buy XEG which has a 20% weight in this company.

integrated oils
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$40.150
Owned Owned
No

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