Canadian Natural Rsrcs (CNQ.TO)

In his firm's growth mandate, though another manager covers that fund. It comes down to where we are with energy prices. He thinks sideways to down is where they'll be for the next 2-3 years. Better places to be. As for just holding for the dividend, he'd rather own a dividend company with some profile.

He himself prefers CVE, an integrated company.

Mainly oil. Great long-term hold. Oil's really been beaten down, but this stock's done OK. Has broken downward trend line, a positive development. May lag a bit over the next couple of months.

Ultimate sleep-at-night stock for the oil market, which isn't really a sleep-at-night sector. (So many other guests sing its praises, he won't duplicate those comments.) Huge long-life reserves that will generate returns for decades. Park $$ here, collect a nice dividend, and wait for the day when oil's back at $70-90 and it's printing money.

He's more bullish on nat gas than oil. Doesn't own any straight oil right now, and it's hard for him to like those stocks. Chart might be basing right now -- finding support, but recently rounding over again. Can't say he'd buy this chart, as it's more down-trendy-looking.

He doesn't see his firm ever selling this one. Well managed, really good assets. The price will ebb and flow with the commodity price. Dividend has increased ~20 years straight. Just finalized oil sands acquisition of outstanding percentage not already owned, which will increase FCF. Commodity has a good medium- to long-term setup.

Has been testing investors' patience, but performing in line with the S&P. Trading in and around support. Has quite a lot of natural gas, and the situation for LNG in Canada is getting a bit better. Long-life assets are really attractive, as is the yield. Dividend will grow over time.

Cut it some slack. Accumulate here as we go into a seasonally stronger period.

One of the highest-quality producers out there. Chart looks pretty positive. If you already have lots of energy, don't worry about this one. But otherwise, it's a decent place to start. If it hits $40, could go back to $35. Expect volatility. He likes some names further down the chain.

Her favourite name in the oil space. Lower-decline assets, newer and higher-quality assets for the long term. One of the strongest management teams, and not just in the energy patch. Yield is close to 5.5%.

Steadily climbing to first resistance around the key level of $45, which is a "reversal of polarity" (support becomes resistance, resistance becomes support). Good news is that it's broken out of downtrend. Much stronger technically. Watch: does it break out above $45? If yes, starts to look really good.

Highest beta to oil price, as it's the least vertically integrated of the seniors. Top-notch management. Very strong FCF. Solid balance sheet. Great yield. Chart's flat over last year, much due to lack of differentiating catalysts (unlike SU or CVE). Low oil price has impacted ability to hit internal debt targets or increase share buybacks.

One of the best-managed Canadian companies that exist. Attractive today, mainly because we don't need a huge breakout in oil prices to deliver a decent return. WTI is sitting ~$61-62. Best consolidator in the basin. Core part of your energy allocation, though not quite a screaming buy today.

It's quite possible they will buy smaller Canadian companies. One of his primary energy stocks. Is very bullish oil and gas, driven by the US market.

This has been sideways for years. CNQ is not a growth company. The sector itself is sideways. Buy low and sell high in this space--you can apply this to any mature E&P energy company.

It has light and heavy oil as well as natural gas and LNG so it can switch around to what's going well and follow the increase in price of the particular commodity. It is the most diversified in Canada so is the one to buy. One of the cheaper at 12X earnings. It is a solid long term performer and has raised its dividend each year for 25 years. On oil in general OPEC has been putting more barrels on the market.