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Canadian Natural Rsrcs Stock Symbol: CNQ-T

Notes:70% oil 30% gas

Last Price Recorded: $41.7000 on 2017-10-20

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Date Signal Expert Opinion Price
2017-10-11 HOLD Christine Poole

A name she would potentially add to her portfolios if she wanted to increase her energy exposures. There is very little visibility in the next 12 months, because everyone is questioning if oil prices are going to move up. This one has held up relatively better than most of the producers.


Price:
$41.500
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2017-09-26 COMMENT Lyle Stein

Recently sold this as he trimmed oil stocks. He likes the company and its management. They are buying assets at what he thinks are cheap prices from distressed sellers. Likes the way it’s managed and the exposure they have. A well-run company, but he is a little concerned about the oil patch today. Prefers PrairieSky Royalty (PSK-T) which doesn’t have any operational risks.


Price:
$42.070
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-09-22 BUY Paul Harris, CFA

One of the premier oil companies in Canada. They are very astute at making acquisitions and integrating them, and have made a bunch in the last little while. Also, every time they have worked on a project through the years, they have always been on time. At this level, this should be okay.


Price:
$42.090
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-09-19 HOLD Nick Majendie

Suncor (SU-T) or Canadian Natural Resources (CNQ-T)? Both companies, relative to the other stocks in the energy index, have performed pretty well. From this point on, he likes both, and is hard-pressed to tell you which one he would choose. Both have very good growth profiles. This one has made acquisitions recently. They are both very good on M&A on an opportunistic basis. Their balance sheets have been improving steadily. Because they have both held their ground so well, there are better opportunities in some of the intermediate space, in terms of capital gains.


Price:
$40.490
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-13 BUY Michael Sprung

He likes this a lot and admires its management. Probably the foremost producer in Canada without being integrated. A real benchmark for the energy industry. Superbly run, and has always maintained a good solid balance sheet. That allows them to take advantage when opportunities arise. Lately they’ve made some significant acquisitions, and he expects that will continue going forward.


Price:
$40.220
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-08-24 WEAK BUY Rick Stuchberry

This is a great Canadian company with fabulous properties and it is well managed.  You need energy to start to do something.  If you are optimistic on the energy price and have a long time horizon then this is a great stock.


Price:
$38.710
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
DEFENSIVE
Owned:
Unknown
2017-08-23 TOP PICK Douglas Kee

They did a good job of making acquisitions. There is an overhang of 4 billion of stock to come out at some point.  They can pay down debt, increase the dividend and buy back shares with it.  (Analysts’ target: $48.00).


Price:
$38.720
Subject:
CANADIAN DIVIDEND
Bias:
SELECTIVE
Owned:
Yes
2017-08-21 TOP PICK Fabrice Taylor

It is safe here.  It does not rely on higher oil prices.  Once their project is done they will have a lot more cash to throw around.  The downside does not look too bad. (Analysts’ target: $48.11).


Price:
$38.000
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2017-07-28 COMMENT Greg Newman

He is modelling a 69% 2017 estimated payout ratio at $53 WTI, which is probably approaching 80% right now. This company has outstanding growth. They just did an acquisition. He is modelling 20% production growth and 40% cash flow per share growth over the next couple of years. The acquisition is very accretive, but for it to work you need oil prices to cooperate. You need to have $50+ oil. He would be looking for oil companies with balance sheets closer to 1X EV to cash flow.


Price:
$38.490
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Unknown
2017-07-19 HOLD Veronika Hirsch

(Market Call Minute.) This is a hold.


Price:
$38.390
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-07-10 BUY Gerard Ferguson

They have struggled recently.  They are digesting an acquisition. It is going to be a play on energy prices.


Price:
$36.950
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Unknown
2017-07-05 COMMENT Daniel Lloyd

He is Short this, but it is more of a generic Short in that he needed a hedge being Long on energy. If he is wrong on energy, this company will be harmed quite a bit by a very enormous debt load.


Price:
$36.830
Subject:
CANADIAN
Bias:
BULLISH on ENERGY
Owned:
Yes
2017-06-26 BUY on WEAKNESS Larry Berman CFA, CMT, CTA

Energy is his biggest weight in his portfolios and has been for a couple of weeks.  We are at the lower end of the oil price range.  CNQ-T has held up well over the last 5 years.  He does not see the tail risk currently.  You want to buy a quarter or a third into a position and do so on weakness.


Price:
$37.530
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-06-14 TOP PICK Bill Harris, CFA

As energy pulled off, he added to this in the last 48 hours. In a perfect world, he would have waited until it was in the low $30s. Likes the acquisition they’ve done. With the positive energy outlook, he thinks it will throw off fantastic amounts of money in a couple of year’s time. In this bad market, this is one he would add to. Dividend yield of 2.8%. (Analysts’ price target is $52.50.)


Price:
$37.360
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-06-12 COMMENT Josef Schachter

Has a BV of $25.17 at the end of Q4. They did the big Shell deal, and the stock dropped from around $44 to $39. Debt is now a $25 billion, and equity is about $30 billion, so the balance sheet is very leveraged. They are planning to sell some non-core assets. This deal is more well received than what the Cenovus was with Conoco Phillips. However, it is oil sands and a large part of their production is there. If oil prices go below $40, this stock will probably get hit, so you will have a chance to buy even cheaper. A great name to own for the next cycle, but is trading expensively.


Price:
$39.170
Subject:
ENERGY & ENERGY SERVICE STOCKS
Bias:
BEARISH on ENERGY
Owned:
No
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