Canadian Natural Rsrcs (CNQ.TO)

There has not been a lot of money made on this name in the last 18 years. You have to be really careful with this. He is not interested in owning anything in the space at this time.

Canadian Natural Resources (CNQ-T) or Suncor (SU-T)? Likes them both, but his preference would be Suncor. Both companies are solid and have low cost of production. A 2.7% dividend yield.

Great company. Have done a really good job. He is particularly impressed that now they have a lot of their assets in place, they are raising their dividend. He can see future dividend growth over this.

Canadian Natural Resources (CNQ-T) or Suncor (SU-T)? If you look at their cash flows, both companies are going to be fine at $70 oil. Slashed their growth budgets, but they will make it. He likes both of them.

Excellent at how the management has consistently delivered on what they are trying to do. They brought an oil sands mine on stream on time and on budget. Very few can do this. Still produce a tremendous amount of free cash flow. Amazingly diverse group of assets. It is compelling. Over time it should re-rate itself.

Great management and incredibly well run. A fantastic company. Dropped to the lows of October so he would look to buy more at these levels. At some point oil will stabilize and then go up.

What is really important to look at in oil companies is Cost per Barrel. (He had this information in a Globe column 2 weeks ago.) This is the key number. With oil at around $74-$75, this is a time you have to be picking away at these types of things. On the other hand, maybe you should wait a month or so when oil moves up from $74, and then start picking away. There is some value here right now.

2.17% dividend. He sold BCE-T to buy this position. This is a great opportunity to own some really cheap assets. Oil prices are stable out West relative to WTI.

Amongst the senior producers, this is the one that she likes the best. She wants to see some stability in the crude oil price. Once we get there, this is definitely a name that she might be adding to portfolios.

You have to be very disciplined on the producers. Buy them low and Sell them high and you shouldn't be greedy. You are never going to get it right at the bottom, but he thinks it is not in a bad range now so try to get it around $40 or below, which is a pretty good Buy on this company. Extremely well-run.

Great Canadian oil company. Trades at 5X cash flow. About to throw off about $6-$7 billion free cash by about 2018. Great management. This pullback is a great opportunity to buy the stock. Yield of 2.35%.

Take advantage of this oil price selloff to pick this up. Throws out an incredible wall of cash. 4 years out it will be extraordinary.

This stock was definitely oversold. The dominant name in Western Canada with additional operations in the North sea and Africa. Extremely well managed. Solid property and good acquisitions. Low cost of production. Cash flow is the key for this company. He would own this for the long-term. 2.7% dividend that will grow.

With oil you might see some downside, but the marginal cost of oil production is still relatively high. They have pretty decent gas assets that are undervalued. Thinks gas prices will trend higher over 2016/17.

Their cost base could be $30-$50. They are a low cost producer. New infrastructure, he hears, is in the $65-$70 range. It is the Canadian price, not the West Texas price that you go by. He thinks we will test below $90 in crude and that would be your opportunity to step in.