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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: $39.8500 on 2017-02-21

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Date Signal Expert Opinion Price
2017-02-14 TOP PICK Ryan Bushell

A lot of the large Canadian oil producers have gone on sale recently. There are 2 big concerns in the market. One is the possible border adjustment tax, which would raise the price of retail gasoline in the US, and he doesn’t think that is likely to pass. The 2nd is how much production comes on in the US and what happens with the OPEC deal. The WTI strip has hung in their pretty solidly, even with some big inventory builds over the last couple of weeks. The stock is cheap. Dividend yield of 2.52%. (Analysts’ price target is $49.74.)


Price:
$39.690
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-13 BUY Paul Harris, CFA

It is similar to SU-T, being a big cap, and it is important to own big caps in this industry.  They will do well whether oil goes up or drifts lower from here.


Price:
$39.200
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Yes
2017-01-31 DON'T BUY Eric Nuttall

Peyto Exploration (PEY-T) or Canadian Natural Resources (CNQ-T)? Two different companies. Apples to oranges. He wouldn’t own either. This has great stewards of capital. A big company and doesn’t know why you would want to own a large cap Canadian stock. He can buy a company that can grow production by 10%-15%, spending 1X cash flow with a good balance sheet that has well over 10 years of inventory. Prefers others.


Price:
$39.340
Subject:
ENERGY
Bias:
OPTIMISTIC
Owned:
No
2017-01-23 TOP PICK Bill Harris, CFA

If oil can creep up to the mid-$60s, CNQ-T should go up another $5-10.  It is how well they execute on the oil sands side.  2.5% yield.  This time last year they were building their business.  Now they are waiting for everyone else to develop their technology and then drill up everything and make tones of money.  (Analysts’ Target: $49.78).


Price:
$39.240
Subject:
RESOURCE
Bias:
BULLISH on GAS
Owned:
Yes
2017-01-09 WATCH Josef Schachter

Have done exceedingly well.  Book value is $24.05.  It got down to below book value last year.  They were impacted by the problems in Fort McMurray.  Volumes will be coming back from their oil sands business.  This stock is impacted when the market gets nervous about the price of oil.  They need to start generating the free cash flow they are talking about and to pay down debt.  He thinks they will go to the acquisitions trail again in the future.


Price:
$41.820
Subject:
OIL & GAS
Bias:
BEAR on OIL
Owned:
Unknown
2017-01-09 TOP PICK Daniel Lloyd

*Short* A pairs trade with BTE-T.  Any good news you could possibly get is already priced in.  (Analysts’ Target: $49.64).


Price:
$41.820
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-11-30 HOLD Lyle Stein

An excellent Canadian company. Its track record is impeccable. He is looking at this as a potential additional oil name as he adds more to his oils. If oil stays north of $50, this stock is going to go well north of $50. When the world wakes up to Canada and Canadian oil, this will be one of those “go to” names.


Price:
$45.330
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2016-11-10 COMMENT Ryan Bushell

(Market Call Minute.) A solid company. He liked their close to 9% dividend increase in the last quarter. They’ve had 16 straight years of dividend increases.


Price:
$41.730
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
UNKNOWN
Owned:
Unknown
2016-10-24 BUY on WEAKNESS Peter Brieger

A great company. With their projected cash flow, because of the increase in production from Horizon, they are going to be in a free cash flow position in a year or 2. The CEO has done wonders with this company. This is one of the 2 best managed energy companies in Canada. He would like to see it pull back a bit.


Price:
$44.270
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2016-09-14 COMMENT Jim Huang

One of the better managed oil companies. Good balance sheet with very good assets underpinning their Horizon Oil Sands project, as well as good gas assets. They’ve put themselves in a very good position to generate a lot of free cash flow in the next couple of years, as long as oil stays above $45-$50. This should be one of the core holdings in your portfolio.


Price:
$38.360
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2016-08-24 PAST TOP PICK Michael Sprung

(A Top Pick Sept 1/15. Up 51.58%.) He would be a little hesitant to buy this at over $40 for new accounts. It is one of Canada’s best run companies, and will continue to be one of the foremost companies in the oil patch.


Price:
$41.250
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-08-23 BUY James Telfser

(Market Call Minute.) If you believe that energy has legs, this is the highest quality name. (See Top Picks.)


Price:
$41.600
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Unknown
2016-08-19 COMMENT Michael Smedley

This is one that a person should own for the long-term. One of the best, and always has been, in the Canadian market. You have to be patient and hold it long-term.


Price:
$41.770
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2016-07-25 DON'T BUY Norman Levine

(And CPG-T).  In the short term, oil is headed down.  It should never got as low as it did and then never as high as it did.  He is not in any hurry to add an oil stock.  He would prefer CPG-T at some point in the future.


Price:
$39.740
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2016-07-12 COMMENT Bruce Campbell (1)

Canadian Natural Resources (CNQ-T) or Crescent Point (CPG-T)? He likes both. Although he owns Crescent Point, he wouldn’t argue you out of this one. It is gassier being about 50% oil and 50% gas.


Price:
$41.410
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
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