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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: $38.1800 on 2017-07-20

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Date Signal Expert Opinion Price
2017-07-19 HOLD Veronika Hirsch

(Market Call Minute.) This is a hold.


Price:
$38.390
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-07-10 BUY Gerard Ferguson

They have struggled recently.  They are digesting an acquisition. It is going to be a play on energy prices.


Price:
$36.950
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Unknown
2017-07-05 COMMENT Daniel Lloyd

He is Short this, but it is more of a generic Short in that he needed a hedge being Long on energy. If he is wrong on energy, this company will be harmed quite a bit by a very enormous debt load.


Price:
$36.830
Subject:
CANADIAN
Bias:
BULLISH on ENERGY
Owned:
Yes
2017-06-26 BUY on WEAKNESS Larry Berman CFA, CMT, CTA

Energy is his biggest weight in his portfolios and has been for a couple of weeks.  We are at the lower end of the oil price range.  CNQ-T has held up well over the last 5 years.  He does not see the tail risk currently.  You want to buy a quarter or a third into a position and do so on weakness.


Price:
$37.530
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-06-14 TOP PICK Bill Harris, CFA

As energy pulled off, he added to this in the last 48 hours. In a perfect world, he would have waited until it was in the low $30s. Likes the acquisition they’ve done. With the positive energy outlook, he thinks it will throw off fantastic amounts of money in a couple of year’s time. In this bad market, this is one he would add to. Dividend yield of 2.8%. (Analysts’ price target is $52.50.)


Price:
$37.360
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-06-12 COMMENT Josef Schachter

Has a BV of $25.17 at the end of Q4. They did the big Shell deal, and the stock dropped from around $44 to $39. Debt is now a $25 billion, and equity is about $30 billion, so the balance sheet is very leveraged. They are planning to sell some non-core assets. This deal is more well received than what the Cenovus was with Conoco Phillips. However, it is oil sands and a large part of their production is there. If oil prices go below $40, this stock will probably get hit, so you will have a chance to buy even cheaper. A great name to own for the next cycle, but is trading expensively.


Price:
$39.170
Subject:
ENERGY & ENERGY SERVICE STOCKS
Bias:
BEARISH on ENERGY
Owned:
No
2017-06-07 TOP PICK Michael Sprung

It is hard to find value, but in the energy area amongst the seniors, if you have a 5-year time horizon, you are going to make good money. This is one that gives you that opportunity. Dividend yield of 2.8%. (Analysts’ price target is $52.50.)


Price:
$38.540
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-05-29 HOLD Teal Linde

Next year the horizon project will be completed and there will be no more capital cost.  It started back in 1999.  They have delivered exactly on plan.  The balance sheet is in pretty decent shape.  But the stock has run up a bit, so it is a hold.


Price:
$39.800
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
SELECTIVE
Owned:
Unknown
2017-05-26 COMMENT Stan Wong

He is pretty light on energy at this time. There is a lot of proof showing energy prices are going to remain low and steady. If he were going to have some weighting in energy, this is a great name to own. The technology for shales in the US will continue to put pressure on energy prices going forward. He would probably stick with some of the pipelines or some of the larger cap names such as this.


Price:
$40.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
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
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