Canadian Natural Rsrcs (CNQ.TO)

One of the few large cap stocks he owns. Likes the free cash flow generating ability of their natural gas assets. They recently did an acquisition that has fee simple lands, as opposed to crown lands. The own the mineral rights under the ground. They could let another company operate on it and get the royalty income from their operations right off the top. You could see a couple of bucks from this.

Thinks it will continue to do well because it is still trading at a substantial discount to peers. Thinks their cash flow consensus is actually too low because of the Nat Gas assets they hold.

There is an upward arc line off of the upward trend that started in mid-2013. That is a movement that probably needs to be corrected a bit. He wouldn’t be surprised if this had a bit of a correction this summer. For the time being, you can stay with it because there is no sign of it rounding over as yet.

Has done well. About a third Nat Gas and two thirds oil. Under $40 it would be a great buy for the long term.

There are a number of catalysts. 40% unhedged Natural Gas. One of the names that will benefit most from the differentials decreasing. XL would benefit them. High single digit growth profile can allow the dividend to continue to grow.

One of the more unique seniors. Tremendous oil sands base. They have an under exploited Nat Gas asset. A smart company has taken a contrarian view and gone for a Nat Gas leveraged asset.

Energy has come up considerably over the last month in his portfolios. He has been more focused on the midsize, more quickly growing producers, those that are using technology to rapidly add to reserves and production. Great balance sheet and they will have an opportunity to grow nicely going forward. Just made a couple of very nice acquisitions. Expecting accelerated dividend growth going forward.

Admires this company and this is a great holding.

The whole energy sector had a bump up. Likes this one and they have been buying Nat Gas properties. For a five year horizon she would buy it, but right now she is waiting for a pullback.

He has never been big on oil sands. His issue is that when oil is $102 and markets are a little heavy here, he needs dividends that are higher. Prefers BTE-T.

One of his larger holdings. Senior producer that stands out by its cash flow. Underappreciated portfolio of assets. Should benefit from tightening of oil differentials.

Some analysts have recently upgraded this company. Stock has performed quite nicely. Also, the differentials between Western Canadian Select and WTI have narrowed so the amount they are realizing is greater which helps. Very strong management team. Good balance sheet. Have some growth prospects with their future offshore drilling in South Africa. Expecting pretty healthy dividend increases.

This is the time when you want to own Canadian energy stocks. They normally do very well from around the 3^rd week in January right through until the end of April of each year. Chart shows a nice upper trend, outperforming the market and above its 20 day moving average giving it 3 positive technicals.

Really nice run since the spring of last year. Has had a good boost with the recent Keystone talk. They will really benefit if Keystone comes through. Would like to see a bigger dividend.

Growing their production. Feels oil is going to be a good place to be. You have to own this or Suncor (SU-T) in your portfolio. You have oil production for as long and as far as the eye can see. Oil prices will bounce around, but there is certainty in the longness of the reserves that you cannot get from anybody else. Also, they are not blowing up the balance sheet to pay out a dividend.