With rate cuts likely, I seek stocks yielding over 5% with strong dividend growth and minimal downside risk—CNQ fits this profile. Canadian Natural Resources boasts a 25-year streak of dividend hikes, a 5%+ yield, low payout ratios, and accelerating dividend growth. Recent acquisitions, record production, and efficiency improvements position the Company for continued free cash flow growth and future dividend increases.
CNQ benefits from strong cash flows, low costs and dividend growth, but faces risks from weak stock performance, oil price volatility and limited global exposure.
CNQ's Q1 earnings and revenues beat estimates, driven by higher realized prices and increased product sales.
Canadian Natural Resources Limited (NYSE:CNQ ) Q1 2025 Earnings Conference Call May 8, 2025 9:00 AM ET Company Participants Lance Casson - Manager of IR Scott Stauth - President Victor Darel - CFO Conference Call Participants Greg Pardy - RBC Capital Markets Manav Gupta - UBS Financial Dennis Fong - CIBC Capital Markets Menno Hulshoff - TD Securities John Moyle - JP Morgan Neil Mehta - Goldman Sachs Patrick O'Rourke - ATB Capital Markets Operator Good morning. We would like to welcome everyone to Canadian Naturals 2025 First Quarter Earnings Conference call and webcast.
Canadian Natural Resources (CNQ) came out with quarterly earnings of $0.81 per share, beating the Zacks Consensus Estimate of $0.73 per share. This compares to earnings of $0.51 per share a year ago.
CNQ's Q1 revenues are expected to have been driven by better performance of the Exploration & Production and the Oil Sands Mining & Upgrading segment.
Canadian Natural Resources (CNQ) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The Fed is trapped — here's how tariffs could unleash runaway inflation. Gold is expensive and yields nothing — these 6%+ dividend stocks offer better inflation protection. Both are on fire-sale.
The market's current volatility is driven by political crises, with policy moves influencing market sentiment. This creates uncertainty, especially in the bond market. Tariff wars and rising interest rates are pressuring stocks, but there are opportunities in undervalued companies with solid dividend growth potential, despite market challenges. Amid the turbulence, two undervalued companies with strong growth potential stand out. Despite challenges, their ability to rebound and grow dividends positions them for long-term success.
Investors looking for stable, income-generating assets for their portfolios may focus on large-cap energy stocks like WMB, CVX and KMI.
Canadian Natural Resources is an attractive buy near its 52-week low, with strong fundamentals, including record production, low operating costs, and a 33-year reserve life. CNQ's efficient asset optimizations and transformative acquisitions enhance future output, supporting long-term growth and value. It offers a well-covered 5.9% dividend yield, robust share buybacks, and a strong balance sheet, making it a compelling investment for total return potential.
Energy stocks are proving their strength, outperforming the market despite oil price stagnation. Structural shifts, deglobalization, and inflation favor long-term upside. Shale growth is slowing, and oil companies are prioritizing cash flow over expansion. With rising costs, $70 oil is the new $50, limiting U.S. production at lower prices. Uncertainty in policy and tariffs adds pressure, but I see oil stabilizing near $90 long term. My top energy picks remain strong plays for income and capital appreciation.