TSE:CNQ

Canadian Natural Rsrcs (CNQ.TO)

62.85
-2.08 (3.20%)
as of Aug 5, 2026, 8:00:01 pm Market Open.
1402 watching
0
Investor Insights
star iconAug 5, 2026, 12:00 am

This summary was created by AI, based on 97 opinions in the last 12 months.

Canadian Natural Resources (CNQ) is regarded as one of the best-managed companies in the Canadian energy sector, known for its disciplined management, diverse asset base, and consistent returns to shareholders through dividends and buybacks. Many analysts highlight its strong cash flow generation capability, allowing it to be profitable even when oil prices dip to as low as $40-$50 per barrel. While the overall sentiment about the long-term price of oil remains bearish, with predictions suggesting lower prices in the coming years, experts agree that CNQ's operational efficiencies and low-cost production give it a competitive edge. Despite short-term price volatility linked to fluctuating oil prices, the consensus is that CNQ remains a solid investment for long-term holders, albeit with caution regarding entry points. The stock is well-positioned to weather market cycles, but timing purchases based on oil price movements is recommended.

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Consensus
Hold
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Valuation
Fair Value
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Suncor,SU
PAST TOP PICK
(A Top Pick Sept 17/08. Down 13.93%.) Pays a low dividend but it is growing steadily. Still likes.
BUY ON WEAKNESS
Fabulous company. Horizon is now on and is ramping up. Using the cash flow to pay down debt. Would be a fabulous by $55-$60.
TOP PICK
Has been one of the best performing oil/gas stocks but he thinks it will go higher because it is increasingly focusing on heavy oil and oil sands. Had originally been slated to do 100,000 barrels a day but has been doing intermittently 120,000. One of the benchmark names that you want to own.
BUY
Street-smart management. Goliath of a project that is delivering. Oil will be same place a year from now. Gas will be $1 higher. Over the longer term will be a big winner.
PAST TOP PICK
(A Top Pick June 30/09. Up 3.51%.) Very connected to oil prices and heavy oil differentials and this is one of the best beneficiaries of that. Operationally, the Horizon oil sands project is adding 100,000 barrels a day this year.
BUY
One of the cleanest, best run companies in Canada. Thinks that the Suncor (SU-T) and PetroCan (PCA-T) merger will take some time to work through. A little on the expensive side but you can sit back and what should grow over time.
PAST TOP PICK
(A Top Pick Aug 5/08. Down 9.28%.) Sold it last fall when the markets were in the tank. On his potential Buy list.
BUY
Low cost producer in natural gas and heavy oil. Oil sands project is coming in on time, a little off budget. He is hoping the operating costs are somewhere in the high $20's.
HOLD
This is one of the benchmarks in the energy industry. Selling at a reasonable price at around 6X forecasted cash flows. Also have large tax pools. Well capitalized and good prospects going forward.
PAST TOP PICK
(A Top Pick Sept 22/08. Down 24.73%.) One of the top names in the patch. Horizon project is now up and producing. International investors go to this name. Buy.
PAST TOP PICK
(A Top Pick Nov 13/08. Up 24.58%.) Successful in bringing their Horizon project online. A lot of gas exposure has been holding it back. Still a Buy.
PAST TOP PICK
(A Top Pick Aug 5/08. Down 12.3%.)
TOP PICK
Earnings come out in early August but would Buy some today and some afterwards. Did a good job at hedging some of their oil at higher prices. Their big growth vehicle is the Horizons project that is probably becoming one of the gold standards in the oil sands.
COMMENT
Very high quality name. Fantastic assets and management. If you are a trader, try to buy in the $50's and take profits in the $70's.
PAST TOP PICK
(A Top Pick Oct 21/08. Up 8.89%.) Premier Canadian oil/gas company. Their oil sands project Horizon is firing up and building towards 110,000 barrels by the end of 2010. Would add to this during the summer doldrums.
Showing 1,021 to 1,035 of 1,717 entries