TSE:CNQ

Canadian Natural Rsrcs (CNQ.TO)

70.08
-1.62 (2.26%)
as of Sep 16, 2026, 8:00:00 pm Market Open.
1408 watching
0
BUY
Lightened when they had Horizon problems. It Is a great long term asset and it is an oil levered name. Assets are extremely undervalued. Has no problem adding to it here.
TOP PICK
SU is up, CNQ is down. It makes no sense. They are going to have record production this year. Record cash flows with oil above $95. Should continue to grow production for the rest of the decade. They have to get the dividend up a little bit more, though.
DON'T BUY
The problem is that they had a couple of hiccups with the plant. It happens, but it has happened twice in a short period of time. A credibility loss with management. Still a great company otherwise.
PAST TOP PICK
(A Top Pick April 6/11. Down 20.2%.) Had a fire last year which knocked them out of production for longer than expected. Also had a fire in Horizon this year. Still the best managed oil company in Canada.
BUY
Cdn Nat Resources (CNQ-T) or Trans Canada (TRP-T)? Likes and owns both companies. Risk profiles are quite different. This one is oil/gas producer and their upside producing more commodity.
BUY ON WEAKNESS
Buy on pullbacks. Lots of geopolitical things. If they die down we could see a set back on oils and it would be a good opportunity to get in.
BUY
Canadian Natural Resources (CNQ-T) or Suncor (SU-T)? He is traditionally underweight large index names. His sweet spot is intermediates and small-caps. However this one would be the exception.
BUY
Fabulous entry point. Had some issues again with Horizon oil sands production but these things happen. Have many, many years of reserves in the ground and they will grow. Low valuation to cash flow.
STRONG BUY
Likes this stock a lot and has been buying. Very attractive right now. Cheap. Some of the operational issues with Horizon upgrader are behind it.
HOLD
He would rather own the ones with a higher yield but he wouldn't sell this one if you own. Has a target of $48.
HOLD
Recently got hit pretty hard because of a maintenance issue. Sometimes this is a buying opportunity. There are other things he likes better such as Crescent Point (CPG-T). Good quality company and probably will overcome their problems.
WAIT
Has pulled back because of the shutdown of Horizon for some unplanned maintenance. Company hasn't said much about this. They are a great operator and this problem will be resolved. They do have natural gas properties that they could focus on it that environment changed.
TOP PICK
A big heavyweight in the Canadian market. This can generate huge cash flows. He is bullish on oil and believes it will stay where it is and move slightly higher. Emerging market is still strong.
BUY
Because of what they are doing at Horizon they are throwing off huge amounts of cash and will pay down debt or acquire other companies. He may double his holdings.
DON'T BUY
Suncor (SU-T) would be a better buy right now based on valuation. It is also a more liquid stock with more training in the US. Likes this company and the space it is in. Trading at 6X cash flow. Doesn't feel there is much more upside.
Showing 841 to 855 of 1,727 entries