Canadian Natural Rsrcs (CNQ.TO)

Can do either. In Canada, he choose CNQ, and EOG in the U.S. CNQ acts like an annuity, requiring massive upfront investment, but cash flows for a long time. EOG has unique assets. But he wouldn't buy energy now. The supply chain problems now won't last forever. You can buy either stock on a pullback.

Returning capital to shareholders via buybacks and dividends. Really nice free cashflow. As soon as oil spikes, it flows almost immediately to top and bottom lines. Recent acquisition should add synergies and volumes. Cutting capex should boost margin profile.

Buy now if you’re in it for the long runway. Waiting for a pullback makes more sense if you think oil will plummet on a definitive ceasefire in Middle East.

Oil and gas have gone parabolic, Since CNQ has done so well it is time to take 25 to 50% profit.

The question was on how much to trim when reducing a position. With CNQ it has had a phenomenal move up - about 50% year to date so you could be more aggressive and trim by 25 to 50%.

One of his largest holdings in portfolios. Not the excitement of small caps, but not the extreme volatility either. Profitable at a very low oil price.

A go-to name for oil & gas. Well managed, stable asset base, low decline rates. You have to have the view that higher oil will be persistent; otherwise, these names will see some pressure.

She's a big believer in it never being a bad time to take profits off the table after a big runup. Over its price target upside of $61; don't be surprised by a pullback. Still likes the company, will continue to do well. Blue chip of the Canadian energy patch. 

Risk of oil price sensitivity, especially if oil price comes off. Delayed a major mine expansion pending environmental review.

Is a low-cost producer, fine cash flow, disciplined managers. It's time to take some profits out of energy stocks.

Everyone's metrics are based on $72 oil, and just look where oil's at. He loves this stock, but his call is that oil will probably come down (he could be wrong).

Valuation still isn't bad. Profile for Canadian oil vs. international oil is really good, given our nation-building projects and support. Don't sell, even if everything else goes up. Good insurance policy, and still a really good long-term stock.

Great way for investors to own long-life Canadian assets. Cash-generating machine. Paid down debt. Returning basically 100% FCF to investors. A more growthy oil sands story, plus opportunities for gas. We're at the beginning of a long bull market in energy.

Operates in a politically safe environment. Stay at home and buy this one. 

It just raised their dividend which has happened for 26 years in a row. There has been a big run-up in energy stocks but a lot of this had alrready happened  before the war with Iran started. It's time to take some profits.

Overall, SU is on the right trajectory and run efficiently. CNQ does have the nat gas component, so if that price appreciates we may see a bump in the stock price.

Consider investing in both. Both provide stable dividends, backed by the price of oil. Both were doing quite well even before the Iran conflict, which has just added to the performance. Remember that diversification is key.

Don't sell (just trim if your position is large). One of the best oil companies in this country. Great management, good acquirers. Good cost control.