RE:RE:Getting Back to First PrinciplesA couple of comments....
1....if all you want/need is a 5% total return each year there are safer and less risky investments
2....it is not clear that SU has decades of production at the current level since they require environmental approval for the base plant extension in less than 10 years or else their production level will fall. In the current political environment this approval will be a challenge. They have been working on this approval for years and the fact that they bought the Teck share of Fort Hills suggests that they have a low confidence level of getting that approval.
All that said, enjoy your time down south!!