Canadian Natural Rsrcs (CNQ.TO)

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.

Master-class operation. Disciplined management -- acquisitions are only made when make economic sense for the long haul. Concentrated in oil sands. Massive nat gas reserves. Well positioned if Canada continues to walk the talk about international markets.

The right one to have, but realize that O&G is highly cyclical. We're probably at peak uncertainty. Use the opportunity to find areas that have been beaten up, or perhaps some international exposure. See his Top Picks.

Profitable down to low $50's WTI. Great story. Decades of inventory. Good balance sheet. 7% shareholder returns. Nothing not to like.

Energy's benefited from the "everything else" trade. Also a pop from possible conflict with Iran. Thinks oil price will be challenged going ahead. Owns and loves this name, but wouldn't add.

It's jumped from $40 to $52 quickly. The best-run company in the world and one of the best oil ones. However, valuations leapt while the yield dropped from 5.5% to 4.3% quickly. Catch this under $50. All Canadian energy is up because of the rising oil price which is not sustainable.

Top-tier company. Dividend increases every year since it started paying one over 20 years ago. Stable income stream. Low-cost producer, profitable at $40 oil. Not overly bullish on long-term oil prices, so this is a good play against that backdrop.

Again, we're in phase 2 of the market cycle. The 5-year chart shows the stock's corrective phase, and now it's starting to turn back up. At the end of this year or early next, companies will be moving their product around and they'll need fuel, which will fuel :) the demand for energy.

Likes it fundamentally, his analyst rates it "Outperform". Technically, set up to move higher. Yield is 4.77%.

Without question, extremely well run. But valuation's very full, so he doesn't see meaningful upside from here. Yield is 4.8% (which is "fine").

He'd recommend FRU or WCP.

In his firm's income fund, and he owns some in his RRSP. A great, sleep-at-night company. No concerns over the long term. In a tougher market, it can make accretive acquisitions. 

Venezuelan news is a short-term negative. Seeing incremental oil flow into the US Gulf. Even though down 5-10% not rushing to scoop up shares, because they foresee weaker oil prices. Below $40 is where they'd dip their toes in again, but no quarrel with buying today for the long term.

Energy isn't strong now. He is underweight. But there's nothing wrong with CNQ, is one of the better energy stocks. Is not excited about energy. He sees improving return in invested capital with CNQ, and the valuation is reasonable. 

Attractive opportunity today. Great management team, good asset footprint, and enough takeaway capacity now. 

We're moving to a post-oil society -- good for the world, but not so good for Canada with its Albertan dinosaur juice that's the key to a lot of our prosperity. We should ramp that up while there's still time to benefit. OPEC is over-producing, but there's still a war in Ukraine, a Venezuelan oil embargo, and curtailment of oil from Iran. Yet oil is still just $60 a barrel.

So ask yourself if CNQ's returns are going to be sustainable in the current oil paradigm? He thinks yes. But he's not overly bullish on oil.

Likes the sector, but doesn't own this name. He's looking either for deeper value or more participation in the upside. On the value side, likes CVE and TOU. On the growth/momentum side, likes ATH, SDE, EFX, and TVE.

Up 7%, with a dividend of ~5%, so it's giving you 12% a year. Wouldn't be surprised if you got this next year as well. Disciplined about buying back stock, steadily increases dividend. Long-life assets. "Widows and orphans" stock. Hold for consistent growth, not too much excitement.