TSE:CNQ

Canadian Natural Rsrcs (CNQ.TO)

63.76
-2.46 (3.71%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
1398 watching
0
Investor Insights
star iconJun 5, 2026, 12:00 am

This summary was created by AI, based on 93 opinions in the last 12 months.

Canadian Natural Resources (CNQ) presents a mixed outlook among experts, with many praising its robust management and long-life assets. The company benefits from its low breakeven point and solid free cash flow generation. However, concerns about the price of oil and geopolitical influences weigh on sentiment, leading to recommendations to consider trimming positions after a notable run-up. While analysts highlight the strong dividend record and favorable fundamentals, there is caution as the energy sector faces pressures from potential oversupply and regulatory challenges. Overall, CNQ is viewed as a solid long-term hold with strong recovery potential in favorable market conditions.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
review icon
Similar
SU
COMMENT
One of the premier large cap stocks in Canada. With Horizon starting up again, they are back to full cash generation mode. Have a fairly large bond that comes due in 2012 making the market a little skittish.
COMMENT
Conventional heavy oil and oil sands out of Horizon. Higher sensitivity than others to the price of oil. Well run. Have more land than any other company in Canada. Should do very well over time.
BUY
Excellent company. Gassy so can be vulnerable to the oversupply of North American gas. One of the major exploration and production companies.
BUY
A little bit of support right where it is now. This is probably a pretty good risk/reward. If it breaks down then get out and wait for $27.
TOP PICK
A great Canadian company. Low cost producer. Have assets including shale gas, oil sands and gas so they can toggle between the businesses or even sit on their hands if they choose to. Attractive valuation at 5X cash flow.
BUY
One of the market movers because of its size. Hit hard over the last 3-4 months. It trades like an oil stock. Downside is $30. One of the biggest natural gas portfolios in Canada but they aren’t drilling it. IF he picked one major to buy on this pull back it would be this one. Has cash flow and free option for natural gas.
COMMENT
One of the larger and better managed of the exploration/production companies. Has a little yield. Good holding.
BUY
He likes this one a lot. Expects you could see it in the $40-$50 price range. Very well run. Tremendous assets. Strong management.
HOLD
Gave quite a good sell signal quite close to the top but now it has met its down side target. You could let some go if you are up a lot. Nothing wrong with it. Well run company.
BUY
If longer term, it could take longer term to play out.
BUY
One of his favourite oil exploration/production companies. Great oil sands exposure. Attractive price.
HOLD
Super high quality name. Down 18% this year. Will be ramping up production. Phenomenally well run company. Extremely cheap. NAV of $57. He'll be buying on weakness.
BUY
One of the premier oil weighted companies in Canada. Has been adding at these prices. Looking for the restart of the Horizons project.
BUY
Have a very good inventory of resource plays. Nice mix of oil, oil sands, natural gas and thermal oil. They have decided to focus more on crude. Has a proven record of increasing resources and increasing cash flow per share. Also have the flexibility to add more dollars to natural gas if needed. Good entry point.
TOP PICK
He is using $100 oil prices for this year and 2012. Had a fire at the Horizons project earlier this year but will be coming on stream in August. This will result in about 110 thousand barrels a day in production. That will drive cash flows for the end of this year and into 2012. Expects 15% volume growth between 2011 and 2012. $55 target.
Showing 841 to 855 of 1,703 entries