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
PAST TOP PICK
PAST TOP PICK
June 13, 2019
(A Top Pick Jun 28/18, Down 19%) He has been disappointed. They don't have control over oil price. operationally they have grown their earnings 2% YoY and production is up 11% YoY. Their refineries are running very well. Great operator. 40 years + reserves. Best of breed integrated oil company.
Show full opinionHide full opinion
(A Top Pick Jun 28/18, Down 19%) He has been disappointed. They don't have control over oil price. operationally they have grown their earnings 2% YoY and production is up 11% YoY. Their refineries are running very well. Great operator. 40 years + reserves. Best of breed integrated oil company.
PARTIAL SELL
PARTIAL SELL
June 4, 2019
One of the few Canadian companies he'd include in a group of oil companies, as they're so big. If you own it, be cautious because of oil prices and the slowing world economy. If you're overweight, definitely take money off. In a rebound, SU is the first place money will drift in.
Show full opinionHide full opinion
One of the few Canadian companies he'd include in a group of oil companies, as they're so big. If you own it, be cautious because of oil prices and the slowing world economy. If you're overweight, definitely take money off. In a rebound, SU is the first place money will drift in.
DON'T BUY
DON'T BUY
May 31, 2019

There is a black cloud over the energy sector. Until the market starts to care about this sector, he is avoiding the energy market. It seems like real value does not matter any more in this sector. He may look at something with a higher yield such as VET

Show full opinionHide full opinion

There is a black cloud over the energy sector. Until the market starts to care about this sector, he is avoiding the energy market. It seems like real value does not matter any more in this sector. He may look at something with a higher yield such as VET

COMMENT
COMMENT
May 28, 2019
He is bearish on commodities and has been for several years now. Last few years has been considerable underweight to commodities. He has held Suncor however, to get exposure to energy. This is a conservative way if looking to have exposure to energy. Again, need to look at over all portfolio from a sector perspective.
Show full opinionHide full opinion
He is bearish on commodities and has been for several years now. Last few years has been considerable underweight to commodities. He has held Suncor however, to get exposure to energy. This is a conservative way if looking to have exposure to energy. Again, need to look at over all portfolio from a sector perspective.
TOP PICK
TOP PICK
May 28, 2019
Integrated is helpful as it is kind of a pass-through. Downside protection if oil goes down. Like a billion dollar in free cash flow. P/E is 12 and dividend yield is 4%. Toe in the water in the energy sector but in a chicken kind of way. (Analysts’ price target is $54.50)
Show full opinionHide full opinion
Integrated is helpful as it is kind of a pass-through. Downside protection if oil goes down. Like a billion dollar in free cash flow. P/E is 12 and dividend yield is 4%. Toe in the water in the energy sector but in a chicken kind of way. (Analysts’ price target is $54.50)
COMMENT
COMMENT
May 24, 2019
CNQ vs SU Both have excellent management teams and are generating free cash flow. Both pay dividends. CNQ-T does not have refining assets. Both are the go to names for investors out of Canada. On a value basis, neither are great value right now. There are more exciting names to own.
Show full opinionHide full opinion
CNQ vs SU Both have excellent management teams and are generating free cash flow. Both pay dividends. CNQ-T does not have refining assets. Both are the go to names for investors out of Canada. On a value basis, neither are great value right now. There are more exciting names to own.
TOP PICK
TOP PICK
May 15, 2019
It generates $10 billion in cash flow -- $6 billion into developing the resources, the rest is free cash flow. Yield 3.91% (Analysts’ price target is $54.50)
Show full opinionHide full opinion
It generates $10 billion in cash flow -- $6 billion into developing the resources, the rest is free cash flow. Yield 3.91% (Analysts’ price target is $54.50)
BUY
BUY
May 13, 2019
Likes it. Very well run. Thinks energy prices are sustainable at these levels. Nice consistent long-term cash flows. Attractive long-term investment. But realize that it's going to go up and down with the oil/gas quote. Nice dividend, decent valuations.
Show full opinionHide full opinion
Likes it. Very well run. Thinks energy prices are sustainable at these levels. Nice consistent long-term cash flows. Attractive long-term investment. But realize that it's going to go up and down with the oil/gas quote. Nice dividend, decent valuations.
PAST TOP PICK
PAST TOP PICK
May 10, 2019
(A Top Pick Feb 08/19, Up 1%) Played it for the seasonal trade. Came up to the 200-day moving average twice, and rolled over. So he got out. January - May is the optimal time to own. Might have a secondary run in July, August, September.
Show full opinionHide full opinion
(A Top Pick Feb 08/19, Up 1%) Played it for the seasonal trade. Came up to the 200-day moving average twice, and rolled over. So he got out. January - May is the optimal time to own. Might have a secondary run in July, August, September.
BUY
BUY
May 2, 2019
Good balance sheet. Trading at decent valuation. Growth of 12%. They beat on EPS. He likes it.
Show full opinionHide full opinion
Good balance sheet. Trading at decent valuation. Growth of 12%. They beat on EPS. He likes it.
HOLD
HOLD
May 1, 2019
Will rail benefit? He thinks rail and the new Alberta government will benefit them. Pipelines are safer, but oil needs to move. SU-T is their primarily holding in the energy space. A fully integrated company that benefits from production and refining. Yield 3.5%.
Show full opinionHide full opinion
Will rail benefit? He thinks rail and the new Alberta government will benefit them. Pipelines are safer, but oil needs to move. SU-T is their primarily holding in the energy space. A fully integrated company that benefits from production and refining. Yield 3.5%.
DON'T BUY
DON'T BUY
April 26, 2019
Defensive? Suncor and CNRL are the predominate weights in the Energy Index. Money has been hiding here and inflating valuations. As Suncor is integrated it is defensive, but we are into year 5 of a wicked bear market for energy stocks. New money will not likely go here, it would be attracted to companies at a fraction of the valuation. He would not own it.
Show full opinionHide full opinion
Defensive? Suncor and CNRL are the predominate weights in the Energy Index. Money has been hiding here and inflating valuations. As Suncor is integrated it is defensive, but we are into year 5 of a wicked bear market for energy stocks. New money will not likely go here, it would be attracted to companies at a fraction of the valuation. He would not own it.
TOP PICK
TOP PICK
April 25, 2019
Integrateds have done very well. They've grown their dividend nicely. They have diversified operations, but insulated from the WCS differential. Fine in the long term. Good valuation. (Analysts’ price target is $54.95)
Show full opinionHide full opinion
Integrateds have done very well. They've grown their dividend nicely. They have diversified operations, but insulated from the WCS differential. Fine in the long term. Good valuation. (Analysts’ price target is $54.95)
HOLD
HOLD
April 24, 2019
This company has its good and its bad. For exposure in oil, this is a defensive holding. It won't correlate to outright oil prices exactly, but it will be more stable if oil prices consolidate. He likes their integrated nature. It you feel oil prices are going higher, you may want to own a producer.
Show full opinionHide full opinion
This company has its good and its bad. For exposure in oil, this is a defensive holding. It won't correlate to outright oil prices exactly, but it will be more stable if oil prices consolidate. He likes their integrated nature. It you feel oil prices are going higher, you may want to own a producer.
WEAK BUY
WEAK BUY
April 22, 2019
$60.37 is his target price. You can enter it now. It will benefit from rising oil prices. It's a low-risk trade.
Show full opinionHide full opinion
$60.37 is his target price. You can enter it now. It will benefit from rising oil prices. It's a low-risk trade.
Showing 61 to 75 of 1,767 entries