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Compiling comments that experts make about stocks while on public TV.

Canadian Natural Rsrcs Stock Symbol: CNQ-T

Notes:70% oil 30% gas

Last Price Recorded: $38.9100 on 2016-05-25

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Date Signal Expert Opinion Price
2016-05-16 PARTIAL SELL Swanzy Quarshie

A great story. Right now there are some challenges. Debt is a lot higher than what she would expect from them. Spent a lot of capital building out Horizons, which is really going to provide a lot of free cash flow going forward. They’re in phase 2 now and phase 3 at the end of next year, and it will be really good. CapX spend on that project is going to come down significantly, which will help on the free cash flow side. In 2-3 years, this is going to be a great story. For now, be a little cautious because valuation has gotten ahead of itself. If you own, consider trimming, which is what she has done.


Price:
$37.730
Subject:
OIL & GAS
Bias:
CAUTIOUS
Owned:
Yes
2016-04-25 BUY James Rife

(Market Call Minute) Core holding for him.  Super well run company.  Might underperform if small companies keep working.  But you can’t go wrong with it.


Price:
$38.170
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2016-04-18 PAST TOP PICK Hap (Robert) Sneddon FCSI

(A Top Pick April 30/15. Down 3.52%.) Sold his position, but likes the space, and owns others. This was his 1st foray back into energy.


Price:
$37.570
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
No
2016-04-14 SELL Brian Acker, CA

(Market Call Minute) He thinks it is really hitting resistance.  It has an 82% downside to the model price of $6.43.  Take your money and run.


Price:
$37.520
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-03-17 COMMENT Mason Granger

He typically doesn’t own a lot of the large cap stocks in his portfolio. If you own smaller and mid-cap stocks, you have a better chance of getting higher rates of cash flow for growth on a per share basis. He likes the company and does own a small amount. The debt profile is going to be a little bit higher this year, until the next phase of Horizon comes on. The cash flow profile should look a lot better in 2017. Moody’s still has this as an investment grade rating.


Price:
$36.460
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Yes
2016-03-14 COMMENT Teal Linde

It is probably the one large one to hold if you have to hold one indefinitely.  If you are short term trader then get out.  It has held up quite well. 


Price:
$36.100
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2016-03-11 COMMENT Bill Harris, CFA

His main core stocks getting through the last 2 years was Suncor (SU-T) and this. Has been adding to them on the way through. Just sold some to balance his portfolio. Oil needs to go back to $50-$70 in a few years’ time. This is one he wants to own 3 years from now.


Price:
$36.110
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2016-02-16 BUY John Zechner

One of the better names in the sector. Valuation wise it is a little bit expensive. The balance sheet is in relatively good shape. These are the type of companies that could be acquirers in this environment. With any energy company, you have to be prepared for them to be cutting dividends to make better use of capital. He would be comfortable adding more to holdings.


Price:
$27.850
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-02-04 SELL Brian Acker, CA

They have not reported.  They are still paying out 3% but are going to lose $.51.  If it breaks through his next EBV line then sell it, and he thinks it will.


Price:
$30.300
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2016-02-01 BUY Brendan Caldwell

Probably this is the best risk/reward trade off.  They have nothing downstream.  It is well positioned to benefit from a recovery.  They have a pretty good balance sheet. 


Price:
$29.100
Subject:
CANADIAN VALUE
Bias:
SELECTIVELY OPTIMISTIC
Owned:
No
2016-01-29 COMMENT David Cockfield

If you are inclined to step into energy, this is a very good choice. Have a lot of assets, including some that are offshore. Well-managed company. You have to decide that you are going to make a bet on a recovery of the energy sector and that there is not another leg down. If you are looking out 5 years, this is probably not a bad way to participate.


Price:
$29.990
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Unknown
2016-01-13 COMMENT Zachary Curry

One of the best managed oil/gas companies in Canada. They have postponed some production. You would want to hold this longer-term, depending on how long your investment horizon is, and when you think the bottom can be picked.


Price:
$24.720
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2016-01-07 PAST TOP PICK Michael Sprung

(A Top Pick Jan 7/15. Down 11.95%.) Still likes this and has been buying it recently. One of the bellwether stocks of the industry. One of the best financed with some of the best properties. Great management. Still a Buy.


Price:
$27.530
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-12-10 PAST TOP PICK Richard Croft

(A Top Pick June 29/15. Down 7.29%.) Covered Call. It was a very high implied volatility on the options on this. Had bought the stock at $34 and sold a $34 Call for $3, so his net cost on the stock is $31. If you have this, he would just leave it. The option is going to expire in January and he would write another 6 month option, because you are going to get another $3 in January, which will reduce your cost.


Price:
$29.960
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Yes
2015-12-02 COMMENT Swanzy Quarshie

What principal metrics do you focus on when assessing a company like this? An important metric for her is free cash flow growth. Looks for companies that can grow dividends over time, and the only way you can do that is by growing your free cash flow. This one has an enormous free cash flow growth potential. Have done an excellent job with the Horizon project and the future phases that are to come on board and a stream that will add nicely to that free cash flow. Valuation makes a lot of sense right now, because they haven’t done as well as the competition.


Price:
$30.990
Subject:
OIL & GAS
Bias:
OPTIMISTIC on OIL
Owned:
Yes
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