Key Takeaways VRT, RNR, AEE, CNQ and FDX are highlighted for strong sales growth and solid cash flow positions.Selection criteria include low P/S ratio, upward sales estimate revisions and high operating margin.VRT leads with a 27.5% expected sales growth for 2025, while AEE follows closely with 17.7%.As the U.S. economy continues to face sticky inflation and softening job growth, the Federal Reserve cut rates for the third time this year. Meanwhile, tariffs, supply-chain pressures and uneven business inves ...

Canadian Natural Resources Limited (NYSE:CNQ) is included among the 11 Energy Stocks to Buy for a Retirement Portfolio. Canadian Natural Resources (CNQ) Announces Pricing of Medium-Term Notes Canadian Natural Resources Limited (NYSE:CNQ) is a senior crude oil and natural gas production company, with continuing operations in its core areas located in Western Canada, the UK portion of the North Sea, and offshore Africa. On December 4, Canadian Natural Resources Limited (NYSE:CNQ) announced the pricing of ...

You can't raise dividends by an average of 21% a year for 24 years without doing a lot of things right.Average annual gains of 21% will add up over time. Just look at Warren Buffett's Berkshire Hathaway, which managed an average annual return of 20.9% from 1965 to 2017, according to Buffett's 2018 letter to shareholders. That average return snowballed over the decades into a 2,404,748% gain. The same compounding magic applies to the dividend paid by Canadian Natural Resources (CNQ 1.00%). Since 2001, the oi ...

Core Viewpoint - Canadian Natural Resources (CNQ) is an underappreciated Dividend Aristocrat that has outperformed the Nasdaq-100 over the past 25 years, demonstrating the power of compounding dividends [1][2]. Company Overview - Canadian Natural Resources is one of the largest independent crude oil and natural gas producers globally, operating across the entire oil and gas value chain, including exploration, production, and marketing [3]. - The company has a robust midstream infrastructure that supports its operations [3]. Dividend Strategy - CNQ has raised its dividends for 25 consecutive years, with a forward dividend yield of nearly 5% and a 5-year dividend growth rate of 22.37% annually [4]. - The company returned over CAD 6 billion in the first nine months of 2025, maintaining a forward payout ratio of 64%, indicating financial stability even in challenging market conditions [4]. Historical Performance - An investment of $100,000 in CNQ in mid-2000, with dividends reinvested, would yield an overall return of 3,925.28%, equating to over $4 million today [6]. - In contrast, a similar investment in the Invesco QQQ Trust would result in only $823,680, highlighting CNQ's superior performance [6]. Market Conditions and Future Outlook - The demand for oil and gas is expected to remain strong, particularly for North American companies like CNQ, due to ongoing re-industrialization and onshoring trends [11]. - Sanctions on certain countries post-2022 have positioned CNQ favorably, as European countries increasingly rely on North American energy sources [12]. - Analysts project that CNQ's earnings per share (EPS) will double from 2025 to 2029, indicating continued growth potential [12].

Core Points - Canadian Natural Resources Limited has priced medium-term notes totaling C$1.65 billion with varying maturities and coupon rates [1][2] - The notes include a 3-year note at 3.30%, a 5-year note at 3.75%, and a 10-year note at 4.55% [1] - The net proceeds from the issuance will be used for general corporate purposes and may include repayment of indebtedness [2] Financial Details - The 3-year note has a principal of C$550 million, maturing on December 8, 2028, priced at C$99.887 with a yield to maturity of 3.340% [1] - The 5-year note has a principal of C$550 million, maturing on February 8, 2031, priced at C$99.781 with a yield to maturity of 3.798% [1] - The 10-year note has a principal of C$550 million, maturing on February 8, 2036, priced at C$99.700 with a yield to maturity of 4.588% [1] Offering Details - The offering is expected to close on December 8, 2025, subject to customary closing conditions [2] - The notes were issued under the Company's Canadian base shelf prospectus dated August 28, 2025, allowing for the issuance of debt securities up to C$3.0 billion [2] - Joint lead agents for the offering include CIBC Capital Markets, TD Securities Inc., and Scotia Capital Inc. [1]

Key Takeaways Canadian Natural Resources has extended its 25-year dividend growth streak with rising payouts.The company returned over C$6 billion in the first nine months of 2025 via dividends and buybacks.plans to return all free cash flow once net debt hits C$12 billion, reinforcing its strategy.Canadian Natural Resources Limited ((CNQ) continues to show how disciplined capital allocation can drive steady shareholder value. The company has increased its dividend for 25 straight years — one of the longest ...

We keep exploring the energy world. This time, after we identified Enbridge ( ENB ) as one of the best bets in today's market, we move upstream, and we look at Canadian Natural Resources Limited (I’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and high returns on invested cap ...

Core Insights - Canadian Natural Resources Limited (CNQ) has reached a new 52-week high, reflecting strong operational performance and disciplined capital allocation, which positions the company favorably in the energy sector [1][16] - The stock has increased by 7.6% year-to-date, underperforming compared to Cenovus Energy (15%) and Suncor Energy (over 24%), but CNQ's consistent earnings and robust dividend program make it an attractive investment [2][16] Production and Operational Performance - CNQ achieved record production of 1.62 million BOE/d in Q3, an 18.9% increase from the previous year, driven by strong execution and strategic acquisitions [5][6] - The company benefits from low-decline assets, which provide stable output and lower sustaining capital requirements, allowing for effective operations even in volatile pricing environments [7][8] Financial Strength and Shareholder Returns - CNQ maintains a strong financial profile with a net-debt-to-EBITDA ratio of 0.9X and over C$4.3 billion in liquidity, allowing for stability and flexibility [10] - The company has returned approximately C$6.2 billion to shareholders year-to-date through dividends and buybacks, including C$1.5 billion in Q3 [10][12] Dividend and Valuation - CNQ has increased its dividend for 25 consecutive years, compounding at roughly 21% annually since 2001, with a planned increase to C$2.35 per share by 2025 [12] - The stock trades at a forward P/E near 15X, reflecting a premium for its stability and superior cost structure compared to peers [13][16] Conclusion - CNQ's investment narrative remains strong, characterized by record production, disciplined capital allocation, and a solid balance sheet, making it a compelling choice for investors seeking stability and growth in the North American energy sector [16][17]

Core Insights - The U.S. equity markets are currently experiencing volatility due to high valuations, sluggish economic signals, and uncertainty regarding the Federal Reserve's future actions, particularly affecting growth and AI-linked stocks [1] Group 1: Stock Selection Strategy - Retail investors face challenges in stock selection amidst market volatility, making traditional stock-picking methods more relevant [2] - Sales growth is emphasized as a more reliable metric for evaluating stocks compared to earnings growth, as it reflects underlying demand and business model durability [3][10] - Sustained sales growth leads to predictable cash flows, allowing companies to reinvest and maintain stability without excessive borrowing [5] Group 2: Screening Parameters for Stocks - Selected stocks should have a 5-Year Historical Sales Growth (%) greater than the industry average and Cash Flow exceeding $500 million [6] - Additional criteria include a Price-to-Sales (P/S) Ratio lower than the industry average, indicating better value for revenue [7] - Positive revisions in sales estimates compared to the industry can trigger stock price increases [7] Group 3: Key Metrics for Evaluation - An operating margin greater than 5% over the last five years indicates effective cost control and sales growth outpacing costs [8] - A Return on Equity (ROE) greater than 5% ensures that sales growth translates into profits, indicating wise spending and profitability [9] - Stocks with a Zacks Rank of 1 (Strong Buy) or 2 (Buy) are expected to outperform in various market conditions [9] Group 4: Recommended Stocks - Take-Two Interactive (TTWO) is projected to have a sales growth rate of 14.8% for fiscal 2026 and holds a Zacks Rank of 1 [11] - Globus Medical (GMED) anticipates a sales growth rate of 14.5% for 2025, also with a Zacks Rank of 1 [12] - Rockwell Automation (ROK) expects a sales increase of 5.8% in fiscal 2026 and has a Zacks Rank of 2 [13] - Canadian Natural Resources (CNQ) forecasts a sales growth of 5.7% for 2025, currently holding a Zacks Rank of 1 [14] - VICI Properties anticipates a sales growth of 4.1% in 2025 and has a Zacks Rank of 2 [15]

Group 1: Canadian Energy Sector Overview - The Canadian energy sector, particularly oil and gas stocks, has reached a new all-time high, including dividends, reflecting strong performance [2][4] - The investment thesis for Canadian oil and gas stocks has proven successful, with the index (XEG-T) increasing by 410% since October 2020, as companies have heavily invested in their projects and are well-positioned for lower price environments [4][8] - Canadian pipeline companies are also increasing their volumes, with TC Energy and Enbridge being highlighted as strong performers in the sector [6][8] Group 2: Key Companies in the Sector - Major companies such as Canadian Natural Resources (CNQ), Imperial Oil (IMO), Suncor Energy (SU), and Tourmaline Oil (TOU) are favored investments, with many accounts holding these stocks [5] - Fortis Inc. reported net earnings of CAD 409 million for Q3 2025 and increased its dividend by 4.1%, with a capital plan of CAD 28.8 billion for 2026-2030 [17] - Brookfield Infrastructure Partners operates in various sectors, including utilities, and has a valuation that is 7.9% higher than its current price [19] Group 3: Performance and Future Outlook - The performance of Canadian energy holdings is beneficial for Canadian investors and indices, with materials being a significant driver of stock outperformance compared to the U.S. [8][12] - Analysts have noted the durability of earnings in Canadian regulated utilities, with companies like Fortis and Hydro One showing strong growth trajectories [11][12] - The long-term outlook for the utility sector suggests a reliable total return in the high-single to low-double digits, driven by sustainable dividend growth [12]