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Canadian Natural Rsrcs Stock Symbol: CNQ-T

Notes:70% oil 30% gas

Last Price Recorded: $42.6800 on 2014-11-22

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Date Signal Expert Opinion Price
2014-11-18 COMMENT Michael Bowman

What is really important to look at in oil companies is Cost per Barrel. (He had this information in a Globe column 2 weeks ago.) This is the key number. With oil at around $74-$75, this is a time you have to be picking away at these types of things. On the other hand, maybe you should wait a month or so when oil moves up from $74, and then start picking away. There is some value here right now.


Price:
$40.460
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Unknown
2014-11-12 TOP PICK Paul Gardner, CFA

2.17% dividend.  He sold BCE-T to buy this position.  This is a great opportunity to own some really cheap assets.  Oil prices are stable out West relative to WTI. 


Price:
$41.910
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Yes
2014-11-11 WAIT Christine Poole

Amongst the senior producers, this is the one that she likes the best. She wants to see some stability in the crude oil price. Once we get there, this is definitely a name that she might be adding to portfolios.


Price:
$41.120
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-11-07 BUY Michael Decter

You have to be very disciplined on the producers. Buy them low and Sell them high and you shouldn't be greedy. You are never going to get it right at the bottom, but he thinks it is not in a bad range now so try to get it around $40 or below, which is a pretty good Buy on this company. Extremely well-run.


Price:
$40.870
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Unknown
2014-10-30 TOP PICK Paul Harris, CFA

Great Canadian oil company. Trades at 5X cash flow. About to throw off about $6-$7 billion free cash by about 2018. Great management. This pullback is a great opportunity to buy the stock. Yield of 2.35%.


Price:
$38.240
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BULLISH
Owned:
Yes
2014-10-23 TOP PICK Bill Harris, CFA

Take advantage of this oil price selloff to pick this up.  Throws out an incredible wall of cash.  4 years out it will be extraordinary.


Price:
$39.550
Subject:
RESOURCE
Bias:
BULL on OIL
Owned:
Yes
2014-10-16 BUY Stan Wong

This stock was definitely oversold. The dominant name in Western Canada with additional operations in the North sea and Africa. Extremely well managed. Solid property and good acquisitions. Low cost of production. Cash flow is the key for this company. He would own this for the long-term. 2.7% dividend that will grow.


Price:
$37.570
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-02 BUY Andy Nasr

With oil you might see some downside, but the marginal cost of oil production is still relatively high.  They have pretty decent gas assets that are undervalued.  Thinks gas prices will trend higher over 2016/17.


Price:
$41.890
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
Unknown
2014-09-22 WATCH Larry Berman CFA, CMT, CTA

Their cost base could be $30-$50.  They are a low cost producer.  New infrastructure, he hears, is in the $65-$70 range.  It is the Canadian price, not the West Texas price that you go by.  He thinks we will test below $90 in crude and that would be your opportunity to step in.


Price:
$43.560
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-09-22 BUY Peter Brieger

His favourite.  Superbly run.


Price:
$43.560
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-09-22 COMMENT David Baskin

For the 1st time in decades, the US is in a net energy surplus, they are producing more energy than they are using. He doesn’t believe this is a game changer for the oil sands. This oil will get produced and will find its way to market. Whether that market is in Asia or the US, he doesn’t know. Every year this company gets more efficient in their production, and as they ramp and scale up, the cost per barrel of the refining process goes down and down. Because they are on an inexhaustible reserve with no exploration costs, they have a real advantage over traditional production/exploration companies. He is a believer in this.


Price:
$43.560
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-09-19 TOP PICK Greg Newman

Thinks the market is really ignoring that this company gets a lot of their effective pricing from Western Canada Select, which really hasn’t changed much. Differentials have narrowed, so the “spread under” has gone up. Thinks that on this next quarter, as long as oil doesn’t drop another $10, this should be a nice little earnings release. Ultimately they expect to have $5.5-$6.5 billion of free cash flow by 2018.


Price:
$44.070
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2014-09-16 COMMENT Gavin Graham

This, along with Suncor (SU-T) are probably the 2 premier energy stocks. Has done well this year, but has been peaking out in the last year. The cyclicality is such that this is the right time of the year.


Price:
$45.740
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Unknown
2014-09-15 SELL John Zechner

(Market Call Minute) It’s a good story, but is heavy oil and he wanted to take his energy weighting down.  Hold at best, but more likely a sell.


Price:
$45.410
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
No
2014-09-12 BUY James Telfser

Cheap and generates cash flow. Pays a nice dividend. If this is in your TFSA and you are looking out a few years, this is a fine place to be. Smart management.


Price:
$45.310
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
Showing 1 to 15 of 1,121 entries
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