Suncor Energy Inc

SU-T

TSE:SU

40.32
0.56 (1.41%)
Suncor Energy is a Canadian integrated energy company based in Calgary, Alberta. It specializes in production of synthetic crude from oil sands. Suncor ranks number 134 in the Forbes Global 2000 list.
More at Wikipedia

Analysis and Opinions about SU-T

Signal
Opinion
Expert
WEAK BUY
WEAK BUY
August 7, 2019
A great stock in an unloved sector. The market hates oil stocks, but the global oil addiction continues even with the prevalence of e-cars. SU yields over 4% that is grows regularly. Buffet is an investor. He likes its cost efficiency and most importantly they have downstream integration, so they can refine their own oil and get interntional pricing, not the low WCS price. Buy more if this? He can't say; it depends on your portfolio. Don't double-down because it's now cheap.
Show full opinionHide full opinion
A great stock in an unloved sector. The market hates oil stocks, but the global oil addiction continues even with the prevalence of e-cars. SU yields over 4% that is grows regularly. Buffet is an investor. He likes its cost efficiency and most importantly they have downstream integration, so they can refine their own oil and get interntional pricing, not the low WCS price. Buy more if this? He can't say; it depends on your portfolio. Don't double-down because it's now cheap.
DON'T BUY
DON'T BUY
July 31, 2019

There are higher oil prices, but oil stocks are hitting lows. This is a tremendous disconnected. Seasonlity is in the first half of the year, the run-up to summer driving when the oil price peaks. This year, we're not seeing the typical rally in SU-T. The tone is pessimistic, but there is a great buying opportunity coming up.

Show full opinionHide full opinion

There are higher oil prices, but oil stocks are hitting lows. This is a tremendous disconnected. Seasonlity is in the first half of the year, the run-up to summer driving when the oil price peaks. This year, we're not seeing the typical rally in SU-T. The tone is pessimistic, but there is a great buying opportunity coming up.

DON'T BUY
DON'T BUY
July 25, 2019
Well run. To make money in the long run, you have to be a counter-cyclical acquirer like Suncor. If you're holding it for income, you might want to stick with it. Resilient cash flow profile. But as a total return growth stock, better opportunities elsewhere. Shareholder friendly. Yield is north of 4%. One concern is oil prices. He'd be more defensive.
Show full opinionHide full opinion
Well run. To make money in the long run, you have to be a counter-cyclical acquirer like Suncor. If you're holding it for income, you might want to stick with it. Resilient cash flow profile. But as a total return growth stock, better opportunities elsewhere. Shareholder friendly. Yield is north of 4%. One concern is oil prices. He'd be more defensive.
HOLD
HOLD
July 24, 2019

He likes both SU-T and CNQ-T and has made it a Top Pick in the past. Both these stocks continue to be good to hold. SU-T will continue to be a core holding for him as he likes both their upstream and downstream assets.

Show full opinionHide full opinion

He likes both SU-T and CNQ-T and has made it a Top Pick in the past. Both these stocks continue to be good to hold. SU-T will continue to be a core holding for him as he likes both their upstream and downstream assets.

COMMENT
COMMENT
July 19, 2019
The weighting of energy on the TSX from the low-30s% to 18% and SU makes up a big part of that 18%. SU has been the go-to Canadian oil stock. You can make money on SU, but there are less risky stocks out there.
Show full opinionHide full opinion
The weighting of energy on the TSX from the low-30s% to 18% and SU makes up a big part of that 18%. SU has been the go-to Canadian oil stock. You can make money on SU, but there are less risky stocks out there.
HOLD
HOLD
July 18, 2019

Great company. Owns CNQ instead. Incredible assets. Very defensive. More dividends and buybacks, incredible free cash flow. If you own it, consider it a long-term hold. Perfectly fine to own in the current environment.

Show full opinionHide full opinion

Great company. Owns CNQ instead. Incredible assets. Very defensive. More dividends and buybacks, incredible free cash flow. If you own it, consider it a long-term hold. Perfectly fine to own in the current environment.

WEAK BUY
WEAK BUY
July 18, 2019
Modelling 0% cash flow per share growth. Nice dividend. Cheap. Balance sheet fine. If you like oil, it's a great place to be. There are better places to be. If you buy it here, fine for the long term.
Show full opinionHide full opinion
Modelling 0% cash flow per share growth. Nice dividend. Cheap. Balance sheet fine. If you like oil, it's a great place to be. There are better places to be. If you buy it here, fine for the long term.
BUY
BUY
July 11, 2019
He's owned this many years though it's been sideways. It's better than most oil names. The upstream assets have very long reserve lives, and so don't need much sustaining capital, which is different from conventional oil producers who constantly need to drill and spend. SU buys back many shares each year. It's the best integrated oil company in Canada. They have modest growth and the stock won't skyrocket, but you can sleep well owning this.
Show full opinionHide full opinion
He's owned this many years though it's been sideways. It's better than most oil names. The upstream assets have very long reserve lives, and so don't need much sustaining capital, which is different from conventional oil producers who constantly need to drill and spend. SU buys back many shares each year. It's the best integrated oil company in Canada. They have modest growth and the stock won't skyrocket, but you can sleep well owning this.
HOLD
HOLD
July 3, 2019
One of the three energy stocks he holds. A fabulously run company with great assets. The market really doesn't care that much until oil prices begin to rally again. The yield is good too and they continue to add to investor value. Yield 4.1%.
Show full opinionHide full opinion
One of the three energy stocks he holds. A fabulously run company with great assets. The market really doesn't care that much until oil prices begin to rally again. The yield is good too and they continue to add to investor value. Yield 4.1%.
COMMENT
COMMENT
July 3, 2019
Strategy or option plans in Canadian energy? Canadian oil is more volatile than the overall market. Look for big oil names that are very liquid, so you can trade options. Look at Suncor for a covered call, but don't expect growth prospects in oil stocks. There'll be headwinds, namely the growth of e-cars. We won't see $100 oil again.
Show full opinionHide full opinion
Strategy or option plans in Canadian energy? Canadian oil is more volatile than the overall market. Look for big oil names that are very liquid, so you can trade options. Look at Suncor for a covered call, but don't expect growth prospects in oil stocks. There'll be headwinds, namely the growth of e-cars. We won't see $100 oil again.
COMMENT
COMMENT
June 25, 2019

He does not own SU-T and remains underweight in energy. If the US dollar weakens, this could result in a higher oil price and good value for SU-T. There are just too many secular issues that are beyond the company's control. He owns VET-T because of its international assets.

Show full opinionHide full opinion

He does not own SU-T and remains underweight in energy. If the US dollar weakens, this could result in a higher oil price and good value for SU-T. There are just too many secular issues that are beyond the company's control. He owns VET-T because of its international assets.

COMMENT
COMMENT
June 21, 2019

Aside from Enbridge, he owns no energy, because he can't predict the price of oil due to geopolitics. If he were to buy oil, SU is one of two stocks he'd consider (and CNQ). SU is very good at capital allocation. A great production company. SU is as safe as you can get for an oil patch company.

Show full opinionHide full opinion

Aside from Enbridge, he owns no energy, because he can't predict the price of oil due to geopolitics. If he were to buy oil, SU is one of two stocks he'd consider (and CNQ). SU is very good at capital allocation. A great production company. SU is as safe as you can get for an oil patch company.

BUY
BUY
June 20, 2019
This and CNQ-T are the two trophy stocks in Canada. The company is a cash generating machine. If you are looking for total return then stay with it. You will see good returns if you are patient.
Show full opinionHide full opinion
This and CNQ-T are the two trophy stocks in Canada. The company is a cash generating machine. If you are looking for total return then stay with it. You will see good returns if you are patient.
TOP PICK
TOP PICK
June 18, 2019
The recent retracement back towards $40 is enticing, especially ahead of the usual seasonal rally. He would love to see more buying volume coming in to confirm the timing. Yield 4.01% (Analysts’ price target is $54.24)
Show full opinionHide full opinion
The recent retracement back towards $40 is enticing, especially ahead of the usual seasonal rally. He would love to see more buying volume coming in to confirm the timing. Yield 4.01% (Analysts’ price target is $54.24)
DON'T BUY
DON'T BUY
June 18, 2019
He holds zeo gas exploration, but if he had to own one, it would be this for its integration. The Oil Sands are a costly asset as the world moves away from fossil fuels. Oil prices may not reach the highs of a few years ago. He doesn't like commodities, because the market tells you what that commodity is worth. He doesn't like price-takers, but price-makers (like airlines).
Show full opinionHide full opinion
He holds zeo gas exploration, but if he had to own one, it would be this for its integration. The Oil Sands are a costly asset as the world moves away from fossil fuels. Oil prices may not reach the highs of a few years ago. He doesn't like commodities, because the market tells you what that commodity is worth. He doesn't like price-takers, but price-makers (like airlines).
Showing 46 to 60 of 1,767 entries