Hey there! Full disclosure, I'm long Canadian Natural.
Prior to COVID-19, I would have considered Canadian Natural one of the better dividend growth stocks in the country. However, due to the pandemic and the extensive drop in oil demand, although Canadian Naturals dividend growth rates look good right now, we can very likely expect them to slow down, and maybe even potentially stall.
I'm fairly bearish on the oil and gas sector right now. I currently own TRP, ENB, SU and CNQ. I plan to transition out of the industry over the next few years to the point where I only own TRP, and MAYBE keep a single producer, which would be Canadian Natural. It depends on how the industry performs.
I'm hanging on right now because I feel the industry has been beaten down quite a bit, and I do expect it to recover. It would be foolish to dump oil holdings at a time where oil demand is only expected to go upwards when the pandemic settles.
However, this is likely a couple year timeline for me, and then I will be moving on. As someone who's invested in the industry for quite some time, it's done nothing but frustrate me. The worst performing section of my portfolio comes from oil and gas holdings, and it's not even close.