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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: $40.2100 on 2017-05-25

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Date Signal Expert Opinion Price
2017-05-02 COMMENT Daniel Lloyd

Had been Short this until they did their most recent acquisition. There are better names to have in energy exposure. If you are going to own this, you had better be right about oil prices. Good assets and a lot of debt.


Price:
$43.410
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-04-25 TOP PICK Craig Porter

Buying a lot more oil sand assets from Shell for $13 billion, and they know the stuff. They built up a lot of projects from the last cycle and cash flow is starting to come this year and next. Dividend yield of 2.4%. (Analysts’ price target is $53.)


Price:
$45.330
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-03-23 BUY Norman Levine

It has become an interesting stock because they are making a very well timed purchase of shells oil sands assets to become the biggest oil company in Canada.  It probably makes it attractive.  But in the near term he sees oil going down so there is no reason to put new money into oil stocks.


Price:
$42.620
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-03-20 COMMENT Jim Huang

Just acquired working interest in the Athabascan Oil Sands. Once again we are seeing foreign companies exiting the Canadian oil patch, which seems to happen every couple of decades or so. Every time they do so, it tends to be a good time to get in. On a running cash flow basis, it is basically a cash flow machine, using the money to buy more properties, grow more or return it to shareholders in the form of dividends and share buybacks.


Price:
$43.040
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-03-14 COMMENT Daniel Lloyd

Has a Short on this and has been Short for quite a long time. The stock jumped on the acquisition of some oil sands property last week. Everybody was excited about it. He would suggest that if crude prices do go higher, it is going to look like a great acquisition. However, if crude prices are stagnant or lower, it would look like a very, very large acquisition at a very inopportune time. He is happy to keep his Short on for the time being.


Price:
$42.140
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-07 HOLD John Stephenson

He likes this. If you look at the Canadian large cap space, this is a super E&P company, but a very strong name. The biggest catalyst for oil/gas investors is the commodity itself, but he doesn’t see a tremendous upside in the commodity.


Price:
$41.330
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Unknown
2017-03-03 COMMENT David Cockfield

Just came out with a very good report. This is the biggest Canadian producer. He is moderately bullish on oil prices, and feels that a move into the $60 range is probably likely. This is a good quality company. There is the worry about the US cross-border tax, which would be a big negative.


Price:
$41.720
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
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
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