Canadian Natural Rsrcs (CNQ.TO)

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.

Strength from end of Jan to April and July to Sep. July to Sep. was not bad last year and this year it is in a long term upward trend and just broke it last week. Stick with it, buy some more.

(Market Call Minute) Showed a bit of a rebound. Full differential exposure.

A lot of the materials are starting to look pretty good and this one is no exception. Chart shows a nice basing from 2012 into the latter part of 2013 with a series of higher highs and higher lows and then a breakout at around $33. A healthy, healthy looking chart. Could even be called an ascending triangle which is a pretty bullish formation. Looks great.

(Market Call Minute) Long term unbelievable buy and he is going to wait for the right time to buy.

Fair market value is not going anywhere. Stock is at a resistance level. However, a number of the oil stocks are looking interesting. So maybe oils stocks in general are getting ready to move.

Energy stocks are relatively cheap right now. A play for the next 5 years. Be patient and you can probably pick it up for $32 ish in the next couple of months.

(Market Call Minute) A little bit better outlook for oil in 2014 and margins may expand.

(Top Pick Dec 10/12, Up 25.55%) WTI peak reflects some refining turn-around. Thinks it will drop next year.

(A Top Pick Sept 11/12. Up 9.09%.) She has purchased more in the past year. Inexpensive multiple. Have oil exposure but tons of upside to natural gas. Very well run company. Still a Buy.

One of the larger Canadian producers. Started as a natural gas producer but is now a much more oil sand player. They have their Horizon project up and running and expanding. Had some environmental challenges in their other oil sand properties where they had to cut back in production, which has been putting a bit of a pressure on the stock in the last little while. He believes they have it under control and will surely be able to get back to producing what they used to. Well-run company and low cost.

There has been a return of interest to the large-cap Canadian names over the last month or so, predominantly from the US. This company is still quite attractive. Growth and free cash flow are quite tremendous over the next number of years. Valuation is quite attractive.