Canadian Natural Rsrcs | StockChase
1238
Canadian Natural Rsrcs (CNQ-T)

Last Price Recorded: $39.4500 on 2018-02-22

ON STOCKCHASE SINCE Oct 2000

70% oil 30% gas

oil/gas
1238
Canadian Natural Rsrcs (CNQ-T)

Last Price Recorded: $39.4500 on 2018-02-22

ON STOCKCHASE SINCE Oct 2000

70% oil 30% gas

oil/gas

Canadian Natural Rsrcs


Signal Opinion Expert
HOLD
Canadian Natural Rsrcs(CNQ-T) 

February 15, 2018

Focused on heavy oil and acquisition related growth.  They garner the most international interest.  He took profits on CNQ-T recently but it is a great core name to own.  RDS-N holds $4 Billion in CNQ-T and at some point he thinks they will put it back into the market.  He would wait for that block to trade if it was going to, but who knows when.

oil/gas

Focused on heavy oil and acquisition related growth.  They garner the most international interest.  He took profits on CNQ-T recently but it is a great core name to own.  RDS-N holds $4 Billion in CNQ-T and at some point he thinks they will put it back into the market.  He would wait for that block to trade if it was going to, but who knows when.

oil/gas
John Zechner

Chairman, J. Zechner & Assoc...

PricePrice
$39.020
Owned Owned
No

WATCH
Canadian Natural Rsrcs(CNQ-T) 

February 13, 2018

She is not buying energy now because of her overall negative view of the Canadian energy market at this time. If she was going to buy at this time, she would buy a large producer and she would specifically prefer CNQ because it is well diversified, has a very strong balance sheet, and she likes its management.

oil/gas

She is not buying energy now because of her overall negative view of the Canadian energy market at this time. If she was going to buy at this time, she would buy a large producer and she would specifically prefer CNQ because it is well diversified, has a very strong balance sheet, and she likes its management.

oil/gas
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$38.620
Owned Owned
No

BUY

CNQ-T vs SU-T. Both companies suffer from wider heavy oil differentials. He really likes CNQ over Suncor because it is gushing with free cash flow (he estimates $2.3 billion this year). CNQ Horizon expansion added 70,000 bpd of production. He owns CNQ bonds and equity. (Analysts’ price target for CNQ-T is $52 )

oil/gas

CNQ-T vs SU-T. Both companies suffer from wider heavy oil differentials. He really likes CNQ over Suncor because it is gushing with free cash flow (he estimates $2.3 billion this year). CNQ Horizon expansion added 70,000 bpd of production. He owns CNQ bonds and equity. (Analysts’ price target for CNQ-T is $52 )

oil/gas
Paul Gardner, CFA

Partner and Portfolio Manager, Avenue Investment Ma...

PricePrice
$38.570
Owned Owned
Yes

WEAK BUY

VET-T vs. CNQ-T.  VET-T is trading a bit more expensively.  She likes the CNQ-T story better from a valuation perspective.

oil/gas

VET-T vs. CNQ-T.  VET-T is trading a bit more expensively.  She likes the CNQ-T story better from a valuation perspective.

oil/gas
Joanne A. Hruska, CFA

Market Strategist, Integral Wealth Secu...

PricePrice
$40.130
Owned Owned
No

HOLD

Near its 52 week high but well above its lows.  Until you see better pricing for Canadian heavy crude these stocks are going to have a hard time growing.  We will probably see increased dividends. 

oil/gas

Near its 52 week high but well above its lows.  Until you see better pricing for Canadian heavy crude these stocks are going to have a hard time growing.  We will probably see increased dividends. 

oil/gas
Don Lato

President, Padlock Investment M...

PricePrice
$44.310
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick Feb 14/17. Up 20%.) WTI oil prices were up about 12% last year, and the E&P producers in Canada were down about 13%, but this company held its own. In terms of companies you want to own for the long-term producing energy, this is at the top of the list. Good dividend growth and free cash flow generation. This is a company that gets stronger while others are getting weaker.

oil/gas

(A Top Pick Feb 14/17. Up 20%.) WTI oil prices were up about 12% last year, and the E&P producers in Canada were down about 13%, but this company held its own. In terms of companies you want to own for the long-term producing energy, this is at the top of the list. Good dividend growth and free cash flow generation. This is a company that gets stronger while others are getting weaker.

oil/gas
Ryan Bushell

President, Newhaven Asset Manag...

PricePrice
$46.520
Owned Owned
Yes

SELL

This has been the one sector that hasn't really exploded in any way on the TSX, and we are currently dealing with the top level of its history. It’s a stock you would have to watch. It needs to get up through the $46 level and has had all kinds of problems doing it through the years. He would Sell at this level.

oil/gas

This has been the one sector that hasn't really exploded in any way on the TSX, and we are currently dealing with the top level of its history. It’s a stock you would have to watch. It needs to get up through the $46 level and has had all kinds of problems doing it through the years. He would Sell at this level.

oil/gas
Elliott Fishman

Director of U.S. and international equity trading, Trading Services Gro...

PricePrice
$45.740
Owned Owned
Unknown

DON'T BUY
Canadian Natural Rsrcs(CNQ-T) 

December 18, 2017

Canada’s energy sector is going to underperform the US.  Most of what they do is oil and gas extraction: heavy oil from the oil sands.  He is surprised valuation is holding up this much.  He sees more downside risk than upside potential.  You might be a dip buyer but it is not attractive at this point.

oil/gas

Canada’s energy sector is going to underperform the US.  Most of what they do is oil and gas extraction: heavy oil from the oil sands.  He is surprised valuation is holding up this much.  He sees more downside risk than upside potential.  You might be a dip buyer but it is not attractive at this point.

oil/gas
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Manageme...

PricePrice
$43.350
Owned Owned
Unknown

WATCH
Canadian Natural Rsrcs(CNQ-T) 

December 18, 2017

It has held up well.  It is one of the trophy names out there.  More than a million barrels a day.  $7.9 and 8.3 $billion in cap-X programs.  They are the biggest player out there.  The stock is trading above book value and you want to buy it when it gets down there.  It could get pulled back in Q1.  He thinks we will see a recovery from tax loss selling and then a second low.  Any new bull market in energy could go into 2022/3 after the lows early next year.

oil/gas

It has held up well.  It is one of the trophy names out there.  More than a million barrels a day.  $7.9 and 8.3 $billion in cap-X programs.  They are the biggest player out there.  The stock is trading above book value and you want to buy it when it gets down there.  It could get pulled back in Q1.  He thinks we will see a recovery from tax loss selling and then a second low.  Any new bull market in energy could go into 2022/3 after the lows early next year.

oil/gas
Josef Schachter

President, Schachter Asset Mana...

PricePrice
$43.350
Owned Owned
Unknown

BUY
Canadian Natural Rsrcs(CNQ-T) 

December 13, 2017

Canadian Natural Resources (CNQ-T) or Suncor (SU-T) for a longer outlook for gains? They are almost interchangeable. They are the 2 quality companies in the Canadian oil patch, and the 2 that have been able to purchase assets at good prices, while other companies were down. He owns both, and it is a coin toss as to which would do better in the next couple of years. He would be a buyer of both.

oil/gas

Canadian Natural Resources (CNQ-T) or Suncor (SU-T) for a longer outlook for gains? They are almost interchangeable. They are the 2 quality companies in the Canadian oil patch, and the 2 that have been able to purchase assets at good prices, while other companies were down. He owns both, and it is a coin toss as to which would do better in the next couple of years. He would be a buyer of both.

oil/gas
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$43.400
Owned Owned
Yes

DON'T BUY
Canadian Natural Rsrcs(CNQ-T) 

November 30, 2017

SU-T vs. CNQ-T.  SU-T is a great company.  With CNQ-T they are the two big guys in the field.  He owns neither one but he would lean a little more to CNQ-T because of better valuation.  The yield is not as great but they have more potential to bump the dividend up.  Unit we get a better energy environment in Canada the growth will be limited.

oil/gas

SU-T vs. CNQ-T.  SU-T is a great company.  With CNQ-T they are the two big guys in the field.  He owns neither one but he would lean a little more to CNQ-T because of better valuation.  The yield is not as great but they have more potential to bump the dividend up.  Unit we get a better energy environment in Canada the growth will be limited.

oil/gas
Don Lato

President, Padlock Investment M...

PricePrice
$43.760
Owned Owned
No

COMMENT
Canadian Natural Rsrcs(CNQ-T) 

November 29, 2017

What's a good blue-chip, dividend paying energy stock for a long term hold? He really, really likes this one, the best in class. Assuming oil ranges from $40-$60, this company is going to gush about $2.5 billion in free cash flow in 2018. They are going to pay down debt aggressively. They’ll also be increasing the dividend.

oil/gas

What's a good blue-chip, dividend paying energy stock for a long term hold? He really, really likes this one, the best in class. Assuming oil ranges from $40-$60, this company is going to gush about $2.5 billion in free cash flow in 2018. They are going to pay down debt aggressively. They’ll also be increasing the dividend.

oil/gas
Paul Gardner, CFA

Partner and Portfolio Manager, Avenue Investment Ma...

PricePrice
$42.790
Owned Owned
Yes

COMMENT
Canadian Natural Rsrcs(CNQ-T) 

November 29, 2017

His outlook for 2018 is that oil and gas prices are going to remain range bound. Would prefer energy infrastructure instead of this company. He wants exposure to companies that are going to benefit from pulling the stuff out of the ground. That includes transporting it, fractionation for gas, logistics. Companies underpinned by “fee for service” or “take or pay” contracts have a lot more visibility and a lot less commodity price exposure. This wouldn’t be his favourite.

oil/gas

His outlook for 2018 is that oil and gas prices are going to remain range bound. Would prefer energy infrastructure instead of this company. He wants exposure to companies that are going to benefit from pulling the stuff out of the ground. That includes transporting it, fractionation for gas, logistics. Companies underpinned by “fee for service” or “take or pay” contracts have a lot more visibility and a lot less commodity price exposure. This wouldn’t be his favourite.

oil/gas
Andy Nasr

VP & Investment Strategist, Sentry Investments...

PricePrice
$42.790
Owned Owned
Unknown

WAIT

CNQ-T vs. SU-T.  Both are up for the year because the profits are in refining.  They will both generate significant cash flow.  They could buy back shares or make an acquisition.  Both are good for the long term but there could be weakness during tax loss selling.  SU-T gives you refining stability and CNQ-T gives you oil sands growth.

oil/gas

CNQ-T vs. SU-T.  Both are up for the year because the profits are in refining.  They will both generate significant cash flow.  They could buy back shares or make an acquisition.  Both are good for the long term but there could be weakness during tax loss selling.  SU-T gives you refining stability and CNQ-T gives you oil sands growth.

oil/gas
Josef Schachter

President, Schachter Asset Mana...

PricePrice
$46.190
Owned Owned
Unknown

PARTIAL SELL

The analysts and investors love this because of the size and growth. The Horizon project has done well. The stock has continued to do well, but he worries a little that Shell is going to come out on a short-term basis. He would be more inclined to take money out of this rather than buying. The valuation is a little more expensive than it is on juniors.

oil/gas

The analysts and investors love this because of the size and growth. The Horizon project has done well. The stock has continued to do well, but he worries a little that Shell is going to come out on a short-term basis. He would be more inclined to take money out of this rather than buying. The valuation is a little more expensive than it is on juniors.

oil/gas
John Zechner

Chairman, J. Zechner & Assoc...

PricePrice
$46.740
Owned Owned
Unknown

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