When you first think about a Dividend Aristocrat stock, it's likely not Canadian Natural Resources (NYSE:CNQ). People usually assume Dividend Aristocrats are slow-growing cash cows that will keep you ahead of inflation with dividends, and perhaps a bit more on top of that. Very rarely do you assume a Dividend Aristocrat would have the bearings to outperform even the Nasdaq-100 over the past 25 years. That's a perfect sign that you're underestimating the power of compounding. These dividend stocks look borin ...

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]

Group 1: Company Overview - Canadian Natural Resources Limited (NYSE:CNQ) is recognized for its extensive oil production operations, including oil sands, conventional light and heavy oil, and offshore assets [3] - The company is a significant player in Canada's natural gas sector, with production, infrastructure, and large reserves across Western Canada [3] Group 2: Financial Performance - On November 6, Canadian Natural Resources announced a quarterly dividend of C$0.5875 per share, maintaining its previous payout, and has increased dividends for 25 consecutive years [2] - As of November 16, the stock offers a dividend yield of 4.99% [2] Group 3: Strategic Positioning - The company's diversified portfolio and majority ownership of most assets allow for quick capital reallocation to benefit from favorable commodity price movements [4] - The size and strong balance sheet of the company provide flexibility for strategic acquisitions, such as the US$6.5 billion spent last year to acquire Chevron's Canadian assets [5]

Core Insights - Canadian Natural Resources Limited (CNQ) and Chevron Corporation (CVX) are significant players in the global oil market, facing different operational and market conditions [1][2] - CNQ is experiencing strong production momentum and record volumes, while Chevron is dealing with a softer macro environment and operational pressures [2][4] CNQ Overview - CNQ reported a 19% year-over-year increase in production to 1.62 million barrels of oil-equivalent per day (BOE/d) in Q3, achieving record output [8] - The company benefits from low-decline oil sands resources, with a reserve life index of 47 years, allowing for predictable cash flows [10] - CNQ's financial strength is highlighted by a BBB+ credit rating, a debt/EBITDA ratio of 0.9X, and a dividend yield of 5% [11] CVX Overview - Chevron's production grew by 21.5% in Q3, but upstream earnings fell by 28% year-over-year due to declining liquid realizations [4][7] - The company faces challenges from weakening commodity prices, with Brent projected to average $55 per barrel through 2026 [4] - Chevron's operational hurdles include rising costs from tariffs and inflation, as well as regulatory pressures in California [6] Comparative Analysis - CNQ's valuation is more favorable at a forward P/E of 15.1X compared to Chevron's 19.2X, which is significantly above its five-year average [15] - Earnings estimates for Chevron have been revised downward for 2025 and 2026, while CNQ's estimates have moved higher, indicating a divergence in earnings momentum [17][18] - CNQ is ranked 1 (Strong Buy) due to its resilient assets and favorable risk-reward profile, while Chevron holds a 4 (Sell) rank due to margin pressures and valuation risks [19]

Group 1 - Canadian Natural Resources (CNQ) is a notable stock in the Oils-Energy sector, currently outperforming its peers with a year-to-date return of 8.8% compared to the sector average of 8.7% [4] - The Zacks Rank system, which evaluates earnings estimates and revisions, has assigned CNQ a rank of 1 (Strong Buy), indicating strong potential for future performance [3] - The Zacks Consensus Estimate for CNQ's full-year earnings has increased by 6.3% over the past quarter, reflecting improved analyst sentiment [4] Group 2 - CNQ is part of the Oil and Gas - Exploration and Production - Canadian industry, which has an average gain of 7.3% this year, further highlighting CNQ's strong performance within its specific industry [6] - Another outperforming stock in the Oils-Energy sector is Ultrapar Participacoes S.A. (UGP), which has returned 58.6% year-to-date and has a Zacks Rank of 2 (Buy) [5] - The Oil and Gas - Production and Pipelines industry, where UGP belongs, has seen a year-to-date increase of 9.7%, indicating a positive trend in this segment [7]