Canadian Natural Resources Ltd (USA) (NYSE:CNQ)

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Per M*, ultimate stockpickers selection
http://news.morningstar.com/articlenet/article.aspx?id=383214

Dividend hunter

0.5

There will always be a need for energy and cnq will provide. A good company , well managed. Excellent potentia l for future growth.

Decent (but not great) numbers all around. Fwd & trailing P/Es are 11.3 (good) & 44.7 (bad), respectively. PEG ratio is down to 1.2 (good). Profit & operating margins are 8% and 17.5%, respectively. RoA=3% while RoE=5%. Coming off a bad quarter where quarterly growth in revenue was -8.6% and earnings was -93.7%. EV-to-EBITDA is only 8.4, a number I'm hoping they'll be improving over the next year. Debt load is at $8.7B on a $46.5B market cap; not bad for a capital-driven oil & natural gas exploration company. Currently, the SlowStochs in CNQ's chart looks like a local minimum, so perhaps this is a good time to nibble. CNQ has had a rocky past, but I think/hope that oil exploration is about to take off again, given that oil is now at $101 per barrel. CNQ should benefit from that. The question is whether or not the management can convert that into a rising stock price. Thus, I'm setting a short watch (3 months) on this pick initially, and will re-evaluate after that time.

Energy.

As fiat currencies die, investors will begin to seek out commodity and energy companies because of their intrinsic value. The rising price of gold and silver over the last 10 years was not a fluke, it was the slow progressive death of all fiat currencies. Companies that don't produce real products (banks, other financial institutions) will see their businesses fail with the death of the central bankers. CNQ is a company that is well positioned to take advantage of this paradigm shift in the world financial markets. The change has already begun, with the next surge up in commodity prices what remains of the facade of a financial recovery will be revealed to be the renaissance of real money (gold and silver) and the commodities of daily living.

I think oil and gas still has room to rise for a few months or more. This pick looks good because it has a stockscouter rating of 9 and CAPS 5.

This is the Goldman Sachs play on the oil sands. They have set a price target of $48, which does not leave me with much room but there is still something here. I might be a tad early on this pick, but once these oil sands are extractable, Canada becomes the second largest oil exporter in the world. "Peak easy oil" is here, and now it's time to find the tough stuff until we find alternatives.

secure source for natural resources

yes the tarsands will be developed profitably as the world desperately needs energy

Difficult segment of the market and trust can evaporate quickly. Only see limited growth

They've got a big hunk of the oil sands, and it looks like the litigious worries of the investors may be in the past. Might be high time to ride this big guy back to the top.

chk999

specbear

RCJ

Easily extractable crude oil is running out, so oil from sand deposits and deepwater drillingwill be the next frontier ...

Oil is how we get the bulk of our energy right now and it will be that way for a while. Renewable energy is nice, but there is money to made in oil in the next several years.