stockchase picture

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

Company Index

List by Company Name

List by Symbol

Canadian Natural Rsrcs Stock Symbol: CNQ-T

Notes:70% oil 30% gas

Last Price Recorded: $39.0900 on 2014-10-22 01:14:03

Globe 200 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2014-10-16 BUY Stan Wong

This stock was definitely oversold. The dominant name in Western Canada with additional operations in the North sea and Africa. Extremely well managed. Solid property and good acquisitions. Low cost of production. Cash flow is the key for this company. He would own this for the long-term. 2.7% dividend that will grow.


Price:
$37.570
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-02 BUY Andy Nasr

With oil you might see some downside, but the marginal cost of oil production is still relatively high.  They have pretty decent gas assets that are undervalued.  Thinks gas prices will trend higher over 2016/17.


Price:
$41.890
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
Unknown
2014-09-22 WATCH Larry Berman CFA, CMT, CTA

Their cost base could be $30-$50.  They are a low cost producer.  New infrastructure, he hears, is in the $65-$70 range.  It is the Canadian price, not the West Texas price that you go by.  He thinks we will test below $90 in crude and that would be your opportunity to step in.


Price:
$43.560
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-09-22 BUY Peter Brieger

His favourite.  Superbly run.


Price:
$43.560
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-09-22 COMMENT David Baskin

For the 1st time in decades, the US is in a net energy surplus, they are producing more energy than they are using. He doesn’t believe this is a game changer for the oil sands. This oil will get produced and will find its way to market. Whether that market is in Asia or the US, he doesn’t know. Every year this company gets more efficient in their production, and as they ramp and scale up, the cost per barrel of the refining process goes down and down. Because they are on an inexhaustible reserve with no exploration costs, they have a real advantage over traditional production/exploration companies. He is a believer in this.


Price:
$43.560
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-09-19 TOP PICK Greg Newman

Thinks the market is really ignoring that this company gets a lot of their effective pricing from Western Canada Select, which really hasn’t changed much. Differentials have narrowed, so the “spread under” has gone up. Thinks that on this next quarter, as long as oil doesn’t drop another $10, this should be a nice little earnings release. Ultimately they expect to have $5.5-$6.5 billion of free cash flow by 2018.


Price:
$44.070
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2014-09-16 COMMENT Gavin Graham

This, along with Suncor (SU-T) are probably the 2 premier energy stocks. Has done well this year, but has been peaking out in the last year. The cyclicality is such that this is the right time of the year.


Price:
$45.740
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Unknown
2014-09-15 SELL John Zechner

(Market Call Minute) It’s a good story, but is heavy oil and he wanted to take his energy weighting down.  Hold at best, but more likely a sell.


Price:
$45.410
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
No
2014-09-12 BUY James Telfser

Cheap and generates cash flow. Pays a nice dividend. If this is in your TFSA and you are looking out a few years, this is a fine place to be. Smart management.


Price:
$45.310
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2014-09-11 TOP PICK Stan Wong

A very dominant producer in the western Canada space. International operations in the North Sea and West Africa. Extremely well managed. Have grown very well through solid management and corporate acquisitions.  Very low cost production at $50 a barrel. Enormous stream of future expected cash flow. $5.5 billion to $6.5 billion. Dividend yield of 1.95%, which should grow by 10% a year over the next few years.


Price:
$45.330
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-09-08 WATCH Larry Berman CFA, CMT, CTA

Their cost of production is about $50 vs. new companies at $75.  There is a head and shoulders development on the stock chart.  If we take out the lows over the last month that could trigger another round of technical selling.  Our next best buying opportunity would be about 5% lower.


Price:
$44.720
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-09-03 BUY Philippe Capelle

A really great, great profile and pretty cheap on price to cash flow if you are willing to look 1-2 years out. A premier play in Canada with massive production. Also, benefits from a tightening differential between the Canadian oil price and West Texas. Likes this one a lot. A great stock to own.


Price:
$46.060
Subject:
CANADIAN LARGE (RESOURCE)
Bias:
BULLISH on ENERGY
Owned:
Yes
2014-08-28 PAST TOP PICK Don Lato

(A Top Pick Aug 26/13. Up 51.67%.) Spent a good part of 2013 in the penalty box. A very, very well-managed company. Diversified across natural gas, heavy oil and light oil. Growing dividend and growing production. This is still a Buy at current levels.


Price:
$46.720
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-19 BUY Christine Poole

(Market Call Minute) It is on her watch list.


Price:
$45.900
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
No
2014-08-18 HOLD John Stephenson

It is pretty viable right down to the $50 range for oil.  It is a legacy producer.  It is pretty sustainable at that rate.  It is a bench mark name that people follow widely.  It is a proxy for oil to many people.  He would not sell at this point.  Doesn’t see much down side at this point.


Price:
$44.980
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
SELECTIVE
Owned:
Unknown
Showing 1 to 15 of 1,115 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.