Huge reserves of inventory, with growing demand and shrinking supply. Recent aquisition of Petro Can with great results, strong environmental policies and a Top 100 Employer. For a 15% return, there is a 9.03% Margin of Safety. Suncor is a good pick.
Meaning: Suncor’s vision is to be Canada’s premier integrated energy company focused on operational excellence and high growth, with the assets, people, and financial strength to compete globally
Moat: They have 7.2 bil barrels of proven oil reserves, the most in Canada
Management: Rick George, “Outstanding CEO of the Year” in 1999 and Canadian Business Leader Award in 2000. Retiring Spring 2012
MOS: There is currently a 9.5% Margin of Safety