Canadian Natural Rsrcs (CNQ.TO)

One of the best Canadian oil companies. Oil prices will stay at these levels given geopolitics, and oil demand will increase as societies normalize. Such companies are investing in de-carbonization, but are given a bad rap about the environment.

Energy is still an attractive place to invest. One of the most reputable and well-run energy companies in Canada. Energy prices will swing, but the whole renewables process will take a long time. Oil demand will remain high, especially with emerging economies like India and China.

It broke resistance at $80. Possibly, it could return to $80 (he recently took profits on his oil stocks). A great chart. You can take profits. But if it pulls back, he's be all over it.

Owns shares in company. High quality energy stock. Excellent management team. Good for long term investors. Massive share buybacks & falling debt levels. ~$100 Canadian oil prices very strong. OPEC spare capacity will be managed well. Never cut dividend that has been raised consistently.
 

Spitting out cash. Lots of free cashflow. Buybacks. Once debt gets below $10B, 100% of free cashflow will be returned to shareholders. Get exposure to a company that's just printing cash. Yield is 4.32%.

Canadian energy will remain strong; the smaller players will get more bang for the buck.  The Saudis and Russian are colluding to keep energy prices high, which will continue for the short term, at least.

It is both liquid and natural gas. It should generate good returns for the next several years.

Yield is 4.1% and will grow, probably about 3-4% going forward. Will probably do more share buybacks. Higher highs and lows, recently broke out. Oil supply will remain constrained, demand will steadily increase.

Very good company with excellent management team.
Expecting strength in energy industry.
Historically a very good capital allocation process.
Permian production peaking sooner than thought (good for oil prices).
Waiting for shares to rise further before selling.
Very safe dividend yield. 

Consistent dividend payer over time. If he were to invest in oil/gas, this would be at the top of the list. You want to step in when oil prices are weak, and that's not now.

Energy prices should remain firm. Oil usage at all-time high, have to build US reserves again. In the sector, he prefers CNQ and TOU for growth, though dividends are not as high as some other companies.

Technical opportunity in the energy space. Oil topping $80/barrel gives it industry-leading free cashflow. Robust, sustainable business and dividend. Well run, amazing revenue growth. Good value with more upside. Target price of $91. Weaker USD will benefit all commodities. Yield is 4.24%.

All the oil/gas companies have reserves reviewed annually, which evaluates inventory depth. He scrutinizes operating costs. CNQ has extreme inventory depth on oil, in addition to longer-term optionality on natural gas. Massive insider ownership. May just win the race to reach the inflection point of returning 100% of free cashflow to investors.

In oil, buy at home, but Canadians, because they're much cheaper and are more likely to hike dividends like CNQ, Suncor or TOU-T. Great cash flows and buying back shares. Even if oil is above $70, these stocks remain cheap.