Twenty-six consecutive years of dividend will increase. That’s CNQ.
Most oil firms must preserve drilling new wells simply to maintain manufacturing flat. Canadian Pure Assets doesn’t work that means.
Its belongings are oil sands in Western Canada, and oil sands produce at regular charges for many years from the identical wells.
No fixed re-drilling. No chasing new reserves yearly. Simply manufacturing, and the money move that comes with it.
That stability exhibits up within the numbers. Manufacturing hit a report 1.57 million barrels of oil equal per day in 2025, up 15% 12 months over 12 months. This fall earnings got here in 17% above estimates and 2026 steerage was raised. As of yesterday’s shut, the inventory was up 45% 12 months thus far whereas the broad market was decrease.
A Raymond James analyst flagged this not too long ago as uncommon.
CNQ has among the many lowest sensitivity to grease value swings of any main power identify. It doesn’t want $120 oil to work.
The run occurred anyway. When a inventory strikes that a lot with that little commodity leverage behind it, the chart is doing the speaking.
As of yesterday’s shut, the chart was clear.
As of yesterday’s shut, the EMAs have been stacked bullish on each the day by day and weekly. EMA stands for exponential transferring common, a line that tracks the place value has been weighted towards current motion. Stacked means the shorter ones are above the longer ones, and value sits above all of them on two timeframes without delay. The 200-day transferring common is at $35. The inventory was buying and selling close to $49.
One factor price addressing this morning.
Oil futures are getting hit exhausting. Trump introduced a ceasefire with Iran in a single day, and crude dropped greater than 16%, from $117 all the way down to beneath $95. That struggle premium that had been propping up power shares is coming off quick.
CNQ will really feel that on the open in the present day.
However right here is the half that issues. CNQ’s oil sands don’t want $115 oil to generate money. The economics work at a lot decrease costs as a result of oil sands manufacturing prices are among the many most steady within the business. This isn’t a shale driller that wants excessive costs to justify the following effectively. The barrels preserve flowing both means.
A selloff pushed by a ceasefire headline isn’t the identical as a damaged thesis.
As of yesterday’s shut, the day by day squeeze was lively on CNQ. A squeeze occurs when a inventory compresses into a decent vary, like a coil underneath stress. It had not fired but. That’s the setup. We’re waiting for the set off.
Pattern. Sample. Squeeze. All three have been current yesterday. We affirm on the open.
Yet one more factor price understanding. CNQ beat This fall earnings estimates by 17%. That type of beat doesn’t simply transfer the inventory as soon as.
Analysis going again to 1968 exhibits that when an organization crushes earnings, huge establishments proceed shopping for for days or perhaps weeks afterward as a result of they can not transfer that a lot cash .
That regular institutional shopping for retains pushing the inventory larger lengthy after the announcement. CNQ is already in that window.
Your Motion Plan
I’ve no place in CNQ but. If it dips on the open on oil information, the setup will get extra attention-grabbing, not much less. That’s precisely the type of entry the system is designed to search out.
No set off, no commerce. Nonetheless watching.
And look, if you wish to perceive why a setup like CNQ will get me excited…
I simply put collectively one thing that explains every part.
It’s the identical drive I’ve been buying and selling for years. The Earnings Revenue Surge. A sample that’s been documented since 1968 — confirmed by Harvard, MIT, and the Federal Reserve. And it’s the rationale I used to be capable of flip $37,000 into $2.7 million in 4 years, beginning with zero Wall Road connections.
I’m a former building employee. I figured this out the exhausting means.
However as soon as I did — and as soon as I constructed a system round it — every part modified. I’ve by no means laid all of it out fairly like this earlier than. How the system works. Why establishments can’t cease shopping for after an enormous earnings beat. How a $65 commerce can return 100% in a single day.
It’s all in right here. Have a look.
Click on right here to see it now.
If you happen to’d wish to be taught extra about how I commerce earnings winners, verify this out.