Canadian Natural Resources Ltd (USA)
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What’s This Mega-Investor Buying?
By Meena Krishnamsetty - April 17, 2013 | Tickers: AXP, CNQ, CCE, DFS, THC
Samlyn Capital was founded in 2007 by Robert Pohly, formerly at Sigma Capital. When Pohly left Sigma, he left with eight Sigma employees and founded Samlyn, which now has more than $2 billion in its equity portfolio alone.
Samlyn invests in value stocks across all sectors. According to its last 13F filing with the SEC, Samlyn added new positions in these five new stocks. Let's take a look at more »
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What’s This Mega-Investor Buying?
By Meena Krishnamsetty - April 16, 2013 | Tickers: AXP, CNQ, CCE, DFS, THC
Samlyn Capital was founded in 2007 by Robert Pohly formally at Sigma Capital. When Pohly left Sigma, he left with eight of their employees and founded the fund, which has more than $2 billion in its equity portfolio alone. Samlyn invests in value stocks across all sectors. According to its last 13F filing with the SEC, Samlyn added to those positions with these five new stocks. Let take a look more »
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The Natural Resource Countries
By Federico Zaldua - March 27, 2013 | Tickers: BHP, CNQ, EWA, EWC, YPF
Three countries are great natural resource plays: Canada, Australia, and Argentina. These three nations have many things in common: small populations relative to ample territory, huge mineral and hydrocarbon reserves, and very efficient agricultural industries, particularly Australia and Argentina. While Canada and Australia have achieved very high economic and social development, Argentina has under-performed the rest of the world since the 1970s. That said, several new global developments -- such as more »
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O' Canada! 3 Reasons to Avoid Investing in the Great White North
By Robert Baillieul - March 20, 2013 | Tickers: BMO, ABX, CNQ, EWC
Canada has been struggling. The nation's stock market performance, as measured by the iShares MSCI Canada Index (NYSEMKT: EWC), has trailed the S&P 500 by 30% over the past two years due to sagging commodity prices.
So in addition to ditching the penny and hippie music, here're three more reasons to avoid investing in the "True North."
Oil glut
Canadian oil isn't reaching the highest bidder more »
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3 Market-Moving Analyst Calls Worth Noting
By Brian Nichols - March 17, 2013 | Tickers: AMZN, CNQ, LYB
Major calls from analysts created significant movement in several big name stocks in recent days. In this piece I am looking at such stocks to determine if they are a Buy or a Sell.
Amazon (NASDAQ: AMZN)
The big downgrade on Friday came from JPMorgan as the firm downgraded Amazon to a Neutral from an Overweight rating, with a price target of $300. As a result, the stock fell 3 more »
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Declining Canadian Oil Prices are a Blessing in Disguise
By Jacob Wolinsky - March 15, 2013 | Tickers: CNQ, CVE, SU
At a time when U.S. oil companies continue to post vastly improved operating and financial results, the situation across the border is less upbeat. In fact, Canadian oil companies have been at the lower end of the market lately.
Canadian crude oil prices have been suffering from transportation infrastructure bottlenecks and declining import requirements from the U.S., which has been the biggest customer of Canadian oil. As a more »
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Canada's Long Term Oil Opportunity
By Joshua Bondy - February 15, 2013 | Tickers: CNQ, CVE, SU
Investing is a waiting game. Some may make fortunes overnight, but the majority find profits through years of planning and execution. The world's energy system is going through major challenges and changes. There are a number of Canadian oil companies which stand ready to profit from these trends. The key is that investors must be willing to watch and wait in order to take advantage of these gains.
The more »
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3 Perfect Basic Materials Stocks
By Chad Henage - December 6, 2012 | Tickers: CNQ, HAL, LYB
I'm a big fan of the idea that the individual investor has the edge in the stock market. I've heard all of the comments and read the articles that say big traders rule the day, but I'm not buying it. I subscribe to Peter Lynch's theory that sometimes the “smart money” isn't as smart as it thinks it is. He said that the individual investor has access to information that can take a while to reach Wall Street. One of the ways that individual investors unite to try and beat the “big guys” is through Fool.com. Specifically, members of the site can make stock picks using the CAPS system. This stock picking game allows individuals to rate their favorite stocks on a 5 star scale. A perfect 5 star rating is rare and should represent a unique opportunity, but an even better opportunity would be stocks that have just achieved this coveted rating. I recently ran a screen for stocks that were raised to this “perfect” rating in the last month. Three stocks in the basic materials industry seemed promising and deserve further research.
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Ready for Takeoff: Oil and Natural Gas Producers
By Piyush Arora - October 17, 2012 | Tickers: APC, CNQ, IMO, SU
Most of the companies with exposure to natural gas have been beaten down by the Street. North America has seen a boom in natural gas production thanks to the technological improvements that have put tremendous pressure on gas prices However, the gas prices are recovering, as the fears regarding a shortage in gas storage facilities are no longer warranted.
The nuclear disaster in Japan has encouraged the government to shift more »
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Multi Billion Dollar GMT Capital’s Top Stock Picks
By Meena Krishnamsetty - September 25, 2012 | Tickers: APC, CNQ, CE, FLEX, UAL
GMT Capital, a fund that was founded in 1990 by Thomas Claugus, filed its 13F for the second quarter last month, disclosing a number of its long equity positions. Claugues, equipped with a MBA from Harvard Business School, keeps his fund focused on long-term value. Read on to see the top five holdings listed on the 13F or see our longer list of GMT's favorite stocks.
GMT’s top more »
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David Winters and Wintergreen Advisers’ Top Picks
By Meena Krishnamsetty - September 14, 2012 | Tickers: MO, BRK-B, CNQ, BEN, PM
David Winters founded Wintergreen Advisers in 2005 after a career at Franklin Mutual Advisers, where he served as chief investment officer. Wintergreen engages in fundamental research and compares the market value of public companies to quantities such as book value and earnings. It primarily invests in global equities. Wintergreen prefers to buy and hold a relatively small number of stocks over a long time horizon. Read on to see some more »
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Will Quicksilver be Able to Make It?
By Anirban Dutta - August 10, 2012 | Tickers: CNQ, CHK, ECA, KWK
Currently, the natural gas companies are facing a hard time maintaining their profits, and the performance of Quicksilver Resources (NYSE: KWK) has been no exception. Quicksilver Resources have posted a larger than expected net loss of $673 million for the second quarter of the current year, compared to a net income of $109 million for the same period a year earlier.
The Cause:
Quicksilver Resources, which is primarily a natural more »
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Potential Acquisition Candidates in Canadian Oil and Gas
By Eric Fox - August 3, 2012 | Tickers: CNQ, ECA, XOM, NXY, SHI, SU, TLM
The recent purchase of Nexen (NYSE: NXY) by CNOOC Ltd. seems to have put the entire Canadian oil and gas sector into play, and this deal is as good a time as any to review other potential acquisition candidates that might attract a buyer. This interest may be based on the target's own assets or as a backdoor strategy to get a base of operations in the United States more »
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Shifting Fundamentals of North America's Energy Sector
By Arthur Pinkasovitch - February 22, 2012 | Tickers: CNQ, ENB, ECA, TLM, TRP
Canada’s oil industry has come under intense scrutiny from climate control experts. As the European Union goes to vote on trade restrictions concerning Canada’s oil sands exports, claiming that the energy source emits too much greenhouse gases, research published in Nature has indicated that Alberta’s oil sands are not nearly as dangerous as previously believed and significantly cleaner than some alternatives. Recent negative sentiment over environmental concerns more »