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Compiling comments that experts make about stocks while on public TV.

Husky Energy Stock Symbol: HSE-T

Notes:Focused on heavy oil. Took over Renaissance

Last Price Recorded: $15.2600 on 2017-09-22

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Date Signal Expert Opinion Price
2017-09-18 DON'T BUY Josef Schachter

It was a darling to 2008 and then bottomed in 2016.  The balance sheet has been repaired.  They have a fabulous balance sheet and are trading at a significant discount to book.  The question is growth and they are not showing any volume growth.  People need to see the ability to grow.  The company has not communicated a game plan for growth.


Price:
$14.920
Subject:
ENERGY & ENERGY SERVICE STOCKS
Bias:
BEAR on OIL
Owned:
Unknown
2017-07-28 COMMENT Josef Schachter

Will they be raising their dividends? They have 3 conditions before raising dividends. 1.) Balance sheet being repaired, which has been done. 2.) Getting free cash flow in order to have money on a sustainable basis. 3.) Stabilization of the commodity, which he feels won’t be until 2018. This is now trading at a discount to BV, so it is a cheap stock, but expects it will get somewhat cheaper in Q4.


Price:
$14.580
Subject:
OIL & GAS
Bias:
BEARISH on ENERGY
Owned:
Unknown
2017-07-28 COMMENT Greg Newman

They missed a little. $.71 versus what the market was calling for of $.73. Production was in line. Thinks the market was concerned when they didn’t reinstate their dividend. Feels management wants to wait until things are more stable. The balance sheet is really ironclad, and it is trading at a really good valuation versus its integrated peers. They have 4 quarters in a row of real positive cash flow. He sees the dividend coming in Q4. A great name to be owning if you think that oil has stabilized. This is one you could probably sell Puts on.


Price:
$14.580
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Unknown
2017-04-07 HOLD Josef Schachter

They tried to repair the balance sheet, so it sold medium stream assets. Took the debt down from $5.7 billion last year to $4.7 billion. They’ve taken cash up to $1.3 billion. Equity is a very big component at $17.6 billion, so they are in pretty good shape there. BV is $17.53, and the stock is trading below BV. However, volumes are down on the year. They will be adding on more production by doing 10,000 barrels a day thermal projects. As those come on and they have more long life assets, that will be a positive. He likes that they are going to be adding more volumes in China. As the balance sheet repairs and as we get over $60 a barrel, maybe in 2018, they could reinstate a cash dividend again. He would continue to hold.


Price:
$15.150
Subject:
OIL & GAS
Bias:
BEARISH on OIL
Owned:
Unknown
2017-03-28 HOLD Swanzy Quarshie

She prefers other names in the integrated space.  But it is probably a good trade right now.  It is likely they will re-instate their dividend once we see the stabilization in oil prices.


Price:
$15.580
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Unknown
2017-02-16 BUY Fabrice Taylor

A big integrated oil company.  If you are bullish on oil prices then they are a buy.  It is a bet on oil prices.  He thinks oil prices have bottomed.  (Analysts’ target: $19).


Price:
$16.300
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2017-01-31 SELL Eric Nuttall

This is a value trap. It will never garner any semblance of a multiple due to the ownership.


Price:
$16.790
Subject:
ENERGY
Bias:
OPTIMISTIC
Owned:
No
2017-01-20 COMMENT Michael Simpson, CFA

This has done a pretty good job. They have assets in Western Canada as well as a natural gas play in Asia. Also has a Western Canadian refinery. They’ve done a decent job, but he prefers Crescent Point (CPG-T) or Cenovus (CVE-T).


Price:
$16.350
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Unknown
2017-01-09 WEAK BUY Josef Schachter

It is a cheap stock right here.  They are sitting on 1.2 billion of cash.  The basic problem is that production has been declining because they had been selling off assets.  He give management lots of credit for cutting costs.  They have lots of projects.  Longer term it is a name you might want to own.  You may be able to buy this below $13 if the oil price comes down $10-$20 during 2017.


Price:
$16.140
Subject:
OIL & GAS
Bias:
BEAR on OIL
Owned:
Unknown
2016-12-28 COMMENT Norman Levine

(He owns some of their preferreds.) If he didn’t already own Suncor (SU-T), this might be one worth looking at. They have good assets, and he likes the refining business, which is going to work well for this company. Thinks they may bring their dividend back.


Price:
$16.330
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-01 COMMENT Colin Stewart

This is positioned to benefit, like many of the other large cap energy companies, from rising oil prices. It’s a big company with great assets. To the extent that they are going to get into the pipeline business, those assets are more stable and less volatile. Trading at a reasonably low cash flow level.


Price:
$15.770
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
No
2016-11-30 PAST TOP PICK Lyle Stein

(A Top Pick Nov 4/15. Down 15.38%.) They had a spill in Saskatchewan, and even worse there was a row with a Chinese company. He sold his holdings.


Price:
$15.770
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2016-10-27 WATCH Brooke Thackray

Usually energy does not do well this time of year.  It is a weaker time for the year for oil stocks.  We have seen some consolidation in this one.  It is building a base.  The next seasonal time for oil is coming up in February.  If it breaks out in January or February, the that would be a good time to get into the stock.


Price:
$14.450
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
SELECTIVE
Owned:
No
2016-10-03 PAST TOP PICK Lyle Stein

(Top Pick Nov 4/15, Down 14.21%)  They had two disappointments during the period.  They cut the dividend, and then had a dispute over Chinese natural gas.  The stock is now in ‘show me’ mode.  This is not the name people are focusing on.  He sees value beyond the next few months.


Price:
$16.060
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2016-09-06 BUY on WEAKNESS Josef Schachter

(Market Call Minute.) This hasn’t really performed. They did $0.49 in cash flow in the quarter. Production held up reasonably well. They put through a massive sale to pull down debt. If this backed off to below $12, it would be a great Buy.


Price:
$16.240
Subject:
CANADIAN OIL & GAS
Bias:
BEARISH on OIL
Owned:
Unknown
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