Canadian Natural Rsrcs | StockChase
1229
Canadian Natural Rsrcs (CNQ-T)

Last Price Recorded: $43.4000 on 2017-12-13

ON STOCKCHASE SINCE Oct 2000

70% oil 30% gas

oil/gas
1229
Canadian Natural Rsrcs (CNQ-T)

Last Price Recorded: $43.4000 on 2017-12-13

ON STOCKCHASE SINCE Oct 2000

70% oil 30% gas

oil/gas

Canadian Natural Rsrcs


Signal Opinion Expert
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

HOLD

A name she would potentially add to her portfolios if she wanted to increase her energy exposures. There is very little visibility in the next 12 months, because everyone is questioning if oil prices are going to move up. This one has held up relatively better than most of the producers.

oil/gas

A name she would potentially add to her portfolios if she wanted to increase her energy exposures. There is very little visibility in the next 12 months, because everyone is questioning if oil prices are going to move up. This one has held up relatively better than most of the producers.

oil/gas
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$41.500
Owned Owned
No

COMMENT
Canadian Natural Rsrcs(CNQ-T) 

September 26, 2017

Recently sold this as he trimmed oil stocks. He likes the company and its management. They are buying assets at what he thinks are cheap prices from distressed sellers. Likes the way it’s managed and the exposure they have. A well-run company, but he is a little concerned about the oil patch today. Prefers PrairieSky Royalty (PSK-T) which doesn’t have any operational risks.

oil/gas

Recently sold this as he trimmed oil stocks. He likes the company and its management. They are buying assets at what he thinks are cheap prices from distressed sellers. Likes the way it’s managed and the exposure they have. A well-run company, but he is a little concerned about the oil patch today. Prefers PrairieSky Royalty (PSK-T) which doesn’t have any operational risks.

oil/gas
Lyle Stein

Sr. Portfolio & Managing Director, Vestcap Investment M...

PricePrice
$42.070
Owned Owned
No

BUY
Canadian Natural Rsrcs(CNQ-T) 

September 22, 2017

One of the premier oil companies in Canada. They are very astute at making acquisitions and integrating them, and have made a bunch in the last little while. Also, every time they have worked on a project through the years, they have always been on time. At this level, this should be okay.

oil/gas

One of the premier oil companies in Canada. They are very astute at making acquisitions and integrating them, and have made a bunch in the last little while. Also, every time they have worked on a project through the years, they have always been on time. At this level, this should be okay.

oil/gas
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$42.090
Owned Owned
Yes

HOLD
Canadian Natural Rsrcs(CNQ-T) 

September 19, 2017

Suncor (SU-T) or Canadian Natural Resources (CNQ-T)? Both companies, relative to the other stocks in the energy index, have performed pretty well. From this point on, he likes both, and is hard-pressed to tell you which one he would choose. Both have very good growth profiles. This one has made acquisitions recently. They are both very good on M&A on an opportunistic basis. Their balance sheets have been improving steadily. Because they have both held their ground so well, there are better opportunities in some of the intermediate space, in terms of capital gains.

oil/gas

Suncor (SU-T) or Canadian Natural Resources (CNQ-T)? Both companies, relative to the other stocks in the energy index, have performed pretty well. From this point on, he likes both, and is hard-pressed to tell you which one he would choose. Both have very good growth profiles. This one has made acquisitions recently. They are both very good on M&A on an opportunistic basis. Their balance sheets have been improving steadily. Because they have both held their ground so well, there are better opportunities in some of the intermediate space, in terms of capital gains.

oil/gas
Nick Majendie

Director & Senior Portfolio Manager, Scotia Wealth Manage...

PricePrice
$40.490
Owned Owned
Yes

BUY
Canadian Natural Rsrcs(CNQ-T) 

September 13, 2017

He likes this a lot and admires its management. Probably the foremost producer in Canada without being integrated. A real benchmark for the energy industry. Superbly run, and has always maintained a good solid balance sheet. That allows them to take advantage when opportunities arise. Lately they’ve made some significant acquisitions, and he expects that will continue going forward.

oil/gas

He likes this a lot and admires its management. Probably the foremost producer in Canada without being integrated. A real benchmark for the energy industry. Superbly run, and has always maintained a good solid balance sheet. That allows them to take advantage when opportunities arise. Lately they’ve made some significant acquisitions, and he expects that will continue going forward.

oil/gas
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$40.220
Owned Owned
Yes

WEAK BUY

This is a great Canadian company with fabulous properties and it is well managed.  You need energy to start to do something.  If you are optimistic on the energy price and have a long time horizon then this is a great stock.

oil/gas

This is a great Canadian company with fabulous properties and it is well managed.  You need energy to start to do something.  If you are optimistic on the energy price and have a long time horizon then this is a great stock.

oil/gas
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$38.710
Owned Owned
Unknown

TOP PICK

They did a good job of making acquisitions. There is an overhang of 4 billion of stock to come out at some point.  They can pay down debt, increase the dividend and buy back shares with it.  (Analysts’ target: $48.00).

oil/gas

They did a good job of making acquisitions. There is an overhang of 4 billion of stock to come out at some point.  They can pay down debt, increase the dividend and buy back shares with it.  (Analysts’ target: $48.00).

oil/gas
Douglas Kee

Chief Investment Officer, Leon Frazer & Associ...

PricePrice
$38.720
Owned Owned
Yes

TOP PICK

It is safe here.  It does not rely on higher oil prices.  Once their project is done they will have a lot more cash to throw around.  The downside does not look too bad. (Analysts’ target: $48.11).

oil/gas

It is safe here.  It does not rely on higher oil prices.  Once their project is done they will have a lot more cash to throw around.  The downside does not look too bad. (Analysts’ target: $48.11).

oil/gas
Fabrice Taylor

Publisher, The President's Club...

PricePrice
$38.000
Owned Owned
Yes

COMMENT

He is modelling a 69% 2017 estimated payout ratio at $53 WTI, which is probably approaching 80% right now. This company has outstanding growth. They just did an acquisition. He is modelling 20% production growth and 40% cash flow per share growth over the next couple of years. The acquisition is very accretive, but for it to work you need oil prices to cooperate. You need to have $50+ oil. He would be looking for oil companies with balance sheets closer to 1X EV to cash flow.

oil/gas

He is modelling a 69% 2017 estimated payout ratio at $53 WTI, which is probably approaching 80% right now. This company has outstanding growth. They just did an acquisition. He is modelling 20% production growth and 40% cash flow per share growth over the next couple of years. The acquisition is very accretive, but for it to work you need oil prices to cooperate. You need to have $50+ oil. He would be looking for oil companies with balance sheets closer to 1X EV to cash flow.

oil/gas
Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$38.490
Owned Owned
Unknown

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