Viewing Company High Arctic Energy Services Inc | StockChase
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Compiling comments that experts make about stocks while on public TV.

High Arctic Energy Services Inc Stock Symbol: HWO-T

Last Price Recorded: $4.2700 on 2017-09-25

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Date Signal Expert Opinion Price
2017-06-28 COMMENT Jason Mann

The key question is if the energy market turns around. If it did, this would be on the top of his list for stocks to own. They are in great shape on the balance sheet. It scores in the top 1% of valuation. This company will be a survivor. The problem is, he wants a stock that isn’t continually going lower every day.


Price:
$4.330
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2017-03-28 BUY Swanzy Quarshie

She does not tend to look at PE ratios in oil services companies.  They have assets in New Guinea and Canada.  They are looking at an LNG project.  There may be some downside risk on contract negotiations.  It is generally a well run business.


Price:
$5.090
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Unknown
2017-03-27 BUY on WEAKNESS Peter Hodson

You could nibble away at it.  He is not a real big fan of the sector as it is rolling over a bit.  He likes their dividend, balance sheet and management team. 


Price:
$5.270
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
Unknown
2017-01-18 TOP PICK Peter Hodson

They have Papua New Guinea operations and Canadian operations. All through the energy downturn, this company kept a clean balance sheet, and most years they had an excess cash position. Last year, they took advantage of it and bought 68 new rigs in Canada. Now the cycle starts to turn. Trading at 8X earnings. Dividend yield of 3.65%. (Analysts’ price target is $6.29.)


Price:
$5.590
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2016-11-02 COMMENT Peter Hodson

Probably a little too early to get excited about the drilling services sector. You need to see better sustained oil prices before a company starts spending more money. This company kept its balance sheet clean right through the cycle. They pay a nice dividend. They are survivors, and are using their strong balance sheet to pick away at acquisitions. They are getting iron at very, very discounted prices. Adding rigs very, very cheaply.


Price:
$4.460
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2016-10-26 COMMENT Bruce Campbell (2)

This has been on his radar screen. It is involved in the service side of things in Papua New Guinea. The 2 rigs they have are on longer-term contracts. The growth will be if they get into other businesses. There are lots of rumours floating around that they are looking to make acquisitions in Canada. That is where the opportunities lie. The stock is thinly and can be pushed around with institutional orders.


Price:
$4.640
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2016-09-12 BUY on WEAKNESS Craig Porter

He likes it.  They made an acquisition a couple of weeks ago.  They bought assets at 15-20 cents on the dollar.  He has been picking away on it.  It is still early with a lot of the service companies.  They are at the bottom of the cycle.  When they move it will be quick and be tough to get in.


Price:
$3.910
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2016-09-08 BUY Matt Kacur

They never experienced the low return on capital due to oil pricing.  It is due to their location.  They are a rare provider to China in that area.  He saw no downturn in the return on capital so this is a great company.


Price:
$3.980
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2016-06-10 BUY on WEAKNESS Bill Carrigan

The sector has had quite a rebound, and he thinks it is like the canary in the mineshaft. It led on the way down and is now trying to catch up. He would Buy this, but would wait for a bit of a pullback to $3.89.


Price:
$3.990
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2016-05-17 HOLD Bruce Campbell (2)

Ranks fairly well in his process. He looks for companies that have solid, steady, growing earnings. This certainly fits that bill. There are 2 things against the stock price. 1.) Liquidity. A shareholder still owns a significant amount, and has been selling it down, so liquidity has improved a fair bit. 2.) Size. Not a super big company, so it doesn’t fit into a lot of the portfolios of the larger portfolio managers. They have a great operation with their rigs operating under contract in Papua New Guinea. Also, has a great yield that is well-maintained. Wouldn’t be surprised to see them make some acquisitions and start to expand the business.


Price:
$3.990
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2016-05-16 HOLD Swanzy Quarshie

Likes this a lot. It has been one of those abnormally strong businesses, in an environment where most businesses have been quite challenged. This is part of an LNG play in that it provides services to LNG players that are based in Papua New Guinea. They are currently going through some contract renegotiations and have a pretty concentrated customer base. Wait until the contract negotiations come up. 


Price:
$3.850
Subject:
OIL & GAS
Bias:
CAUTIOUS
Owned:
Unknown
2016-02-23 DON'T BUY Eric Nuttall

(Market Call Minute.) Not a fan of service companies. These guys are outside of Canada, but even so not a name he would want to touch.


Price:
$3.020
Subject:
ENERGY & SMALL CAP EQUITIES
Bias:
BULLISH on OIL
Owned:
No
2016-01-15 COMMENT Peter Hodson

This is energy services and they are going to get caught up with that. Has a very pristine balance sheet with a net cash position, and this is going to protect them for the downturn. They are going to get through this.


Price:
$3.190
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
2015-12-23 COMMENT Jason Donville

Operates in Canada, but has a big operation in Papua New Guinea. In that environment they are quite well established and are doing well. This stock has quite dramatically outperformed the oil/gas services market over the last 12 months. Sold off really sharply in the last couple of weeks and he expects that somebody, from a portfolio point of view, wants to be out of the stock by the end of the year. The slowdown in energy may eventually hit Papua New Guinea. Has a very small position that he is just going to hang onto. Thinks it goes lower before it goes higher. He is optimistic on energy for next year, particularly in the 2nd half of the year.


Price:
$3.410
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-11-18 BUY Bruce Campbell (2)

It has been on his Radar screen.  It has been a very thin trader so hard to get in and out of.  They have operated very well.  They pay a nice dividend.  And they released good earnings recently.  They tend to invest some of their cash in other service companies.  They never turn into strategic investments.  It is just a market timing and investment standpoint.  5.1% dividend.


Price:
$3.810
Subject:
CANADIAN
Bias:
NEUTRAL
Owned:
No
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