List by Company Name |
List by Symbol |
Notes:70% oil 30% gas
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-05-15 | BUY | Todd Johnson |
They have been increasing their dividends, but historically have not given out large dividends because they've deployed it, with the oil sands product. He likes CNQ, it's trading at a discount, and when the keystone pipeline goes through the discount will narrow. CNQ also deals with natural gas which has been down for about 5 years now, and drilling has slowed in the US. Over time the prices will normalize which will also help. Tweet finance |
Price: $29.790 Subject: CANADIAN LARGE Bias: CAUTIOUSLY BULLISH Owned: Unknown |
| 2013-05-15 | SELL | David Baskin |
Have owned for a few years. Is one of the highest costs producers of oil in the world. Can only be profitable if oil prices stay at the price they are now. Second problem is transportation, which has become much more prohibitive over the last 5 years. If we see natural gas replacing diesel, and shale oil being produced in the US, then CNQ is not in a good place. Tweet finance |
Price: $29.790 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes |
| 2013-05-14 | PAST TOP PICK | Joanne A. Hruska, CFA |
(Down 6.21) She is purchasing more. Still believes it will do well. Tweet finance |
Price: $29.970 Subject: ENERGY/RESOURCE Bias: UNKNOWN Owned: Yes |
| 2013-05-10 | PAST TOP PICK | Bill Harris, CFA |
(Top Pick May 10/12, Down 3.31%) Sold into the fall. He was worried about the western Canadian oil price. He almost bought back in. Tweet finance |
Price: $29.910 Subject: RESOURCE Bias: DEFENSIVE Owned: No |
| 2013-05-02 | BUY | Rick Stuchberry |
(Market Call Minute) They can increase the dividend. Tweet finance |
Price: $29.470 Subject: CANADIAN LARGE & iNTERNATIONAL ADR's Bias: SELECTIVE Owned: No |
| 2013-05-02 | COMMENT | Alex Ruus |
Fantastic Canadian oil company. Stock is where it is because of oil and gas prices concerns on where they will be over the next year. In his opinion this is the best run oil/gas company. Great investment. Tweet finance |
Price: $29.470 Subject: NORTH AMERICAN Bias: CAUTIOUSLY OPTIMISTIC Owned: Unknown |
| 2013-04-18 | PAST TOP PICK | Barry Schwartz |
(A Top Pick March 13/12. Down 13.3%.) You just have to be patient. Tweet finance |
Price: $29.600 Subject: NORTH AMERICAN - LARGE Bias: BULLISH on US ECONOMY Owned: Yes |
| 2013-04-15 | TOP PICK | Robert Lauzon |
Likes natural gas option. Largest land holder in Montney. A good time to buy it. Good prospects for dividend increases and share buy backs. Tweet finance |
Price: $29.850 Subject: ENERGY Bias: CAUTIOUS Owned: Yes |
| 2013-04-09 | PAST TOP PICK | Christine Poole |
(A Top Pick April 10/12. Up 3.81%.) Sold her holdings at $28 in November. The oil sands could be an area she goes back to. She wants to see the infrastructure being put in place and sees how that plays out. Tweet finance |
Price: $32.040 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: No |
| 2013-04-01 | SELL ON STRENGTH | Larry Berman CFA, CMT, CTA |
Likes them but right now the energy sector is range bound and CNQ is at the top of the range. He would want to take some money off the table. At the bottom of the range he would be a buyer. If we get the pipeline built then we have the case for revenue streams to go up. Tweet finance |
Price: $32.360 Subject: N/A Bias: CAUTIOUS Owned: Unknown |
| 2013-03-28 | BUY | Dennis Da Silva |
(Market Call Minute) He would add if you want to play the differential improving through the end of the year. Tweet finance |
Price: $32.570 Subject: RESOURCE Bias: SELECTIVE Owned: Yes |
| 2013-03-26 | COMMENT | Bruce Campbell |
He bought this one because he thought the differential was really wide on the heavy-light side and it could only narrow and it would narrow this year. Tweet finance |
Price: $33.080 Subject: CANADIAN LARGE Bias: DEFENSIVE Owned: Yes |
| 2013-03-25 | BUY | John O'Connell, CFA |
Very well run company. Management team is exceptionally good. Have massive resources. Been struggling recently because of heavy oil differentials. Earlier had problems with the Horizon upgrader, which seems to be operating at a really, really good process now. Good balance sheet. They can sustain themselves through any economic cycle. Tweet finance |
Price: $32.930 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: No |
| 2013-03-22 | COMMENT | Jaime Carrasco |
One of the concerns he has with big producers in Canada is that they have to stay in North America. Prices have come down. Without pipelines to ship it out, it is creating some pressures. Trying to decide what to do with his holdings and whether there are better alternatives. Tweet finance |
Price: $32.870 Subject: ENERGY, MATERIALS, UTILITIES & REITS Bias: BULLISH on GOLD Owned: Yes |
| 2013-03-20 | HOLD | Michael Smedley |
Has had a good recovery from the bottom. Has a great history. If you own, you could take some profits, but otherwise it is a Hold. Tweet finance |
Price: $33.620 Subject: CANADIAN Bias: UNKNOWN Owned: Unknown |