Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

TSE:SU

Suncor Energy Inc (SU.TO)

78.32
+0.14 (0.18%)
as of Jun 19, 2026, 8:00:00 pm Market Open.
834 watching
0
WAIT
Why selling gas stations? Activist investor is looking for ways to unlock value in the shares. He prefers CNQ in the large cap space, a more disciplined capital allocator. This one's in wait-and-see mode.
Unspecified
It is a multi-faceted company and has held up in spite of the short-term drop in oil prices. Favourable in the near term but in the long term it is questionable where oil will go.
TOP PICK
Not concerned about recent turnover in management. Generational assets with extremely long reserve life. Believes assets are very undervalued. Rise in energy prices creating record cash flow and profitability. Share price presenting very good buying opportunity.
TOP PICK
Largest integrated company in Canada. Shares down to 200-day MA, due to safety issues, an opportunity. Sale of retail unit would unlock shareholder value. Energy prices will remain firm over many years. Saudis surprise-announced they have a ceiling on production capacity. Yield is 4.62%. (Analysts’ price target is $57.77)
TOP PICK
Attractive dividend, 35% free cashflow. Activist investor is making positive changes such as new CEO, board seats, and selling down retail. Oil has run, but the Ukraine conflict is not over. Having some exposure to commodities, and oil in particular, in an inflationary environment makes some sense. Yield is 4.66%. (Analysts’ price target is $58.07)
DON'T BUY
Sadly, 5th fatality since 2021. Needs to be a real change in culture to improve safety, which is creating a disconnect from what underlying commodities are doing. Shareholder activism has produced good returns. Near-term challenges.
HOLD
Generating huge free cash and returning it to shareholders. Getting over operational issues. Huge valuation gap from its larger peers. Balance sheet's in great condition. Continue to hold if you believe, as he does, that energy prices will remain elevated.
HOLD
John: Shareholder activism has come to SU, and this should help the valuation. Likes oil more than nat gas, as oil is in a structural shortage. Oil players are extremely cheap, with 30% cashflow yields, 2x operating cashflow. Perhaps not a hold for the next 5-10 years, but a good rental.
BUY
Company shares trading higher as a result of shareholder activism. Stock trading at a discount compare to other majors. 23% free cash flow yield. Expecting 52% upside, but can do better in other names. If own shares, hold them.
HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The activist investor could be positive overall. The long term impact will depend if things change. However, the stock has lagged the sector, and management could use a refresh. Cost savings could be implemented and growth could improve. Unlock Premium - Try 5i Free

BUY
Thinks company is a quality name even with activist pressures. Strong dividend with reasonable trading multiple. Investors can collect dividend while operations are straitened out. Good time to buy shares.
PAST TOP PICK
(A Top Pick Apr 21/21, Up 65%) Still likes it. With CNQ, a benchmark energy stock in Canada. We're in a very good market for Canadian energy producers. Potential for greater dividends or share buybacks. Core holding. Yield is over 4%.
BUY
It's benefitting from rising energy prices and the Russian war, but he wouldn't hold this long term. He likes it because it is getting into solar and wind energy. The world is moving towards alternative energy.
COMMENT
Suncor vs. Keyera Very different companies. SU is huge, vertically integrated. KEY is a midstream that processes and distributes nat gas. Keyera is paid by the volume they produce, so it's a steady business. But SU relies on the price of oil, which is high now, but was low 24 months ago. SU also has refinery operations and retail, so there are revenues there too, and slightly less dependent on crude oil prices. Do you have the highs and lows of Suncor or the steadiness of Keyera?
TOP PICK
Well positioned in both upstream and downstream operations. Strong financials and management team. Investing in renewables (carbon capture and diesel technology). Share price at attractive level. Bullish long term on the energy sector (10 years).
Showing 76 to 90 of 1,973 entries