Husky Energy (HSE.TO)

His model price is $48.59, a 46% upside. Pays a nice dividend yield of 3.64%.

Went through a bit of a change a couple of years ago and had new management put in. She thinks things are starting to work out for them. Have a big offshore gas field in China that is going to be coming on stream. Pays a decent yield. Given the pullback it has had with a lot of the other large-cap producers, she would continue to hold.

Company is doing well. They have international exposure.

They just brought on line an oilfield in Asia, which is increasing production. Now they have another oil sands project that they will bring on line later this year, probably with some CapX increase. Once this is in full production, there will be good increasing cash flows. If you are willing to look 12-18 months out, he believes they will increase the dividend. A good story.

Just had their Q2, which was largely in line. Operationally it looks very good with Liwan up and running and Sunrise on track to start up at the end of 2014. Trading at a discount to its five-year average. He sees good earnings growth at around 21%. Has a $40 target.

(Top Pick Jan 20/14, Up 4.08%) It is in a major uptrend although it went through a correction recently. This is an ideal buying opportunity. Average up, rather than down. It had a double base and then a break out. It is pulling back so as to provide another buying opportunity.

Not one of the big integrateds that he would choose. A little too quiet, not enough going on. Have a reasonable dividend. You don’t hear much going on with the company. Prefers others. (See Top Picks.)

(Market Call Minute.) Likes this. Like all energy stocks, this is heading higher. Nice dividend.

Has really come a long way. Have come out much more clearly, especially in the last 2-3 years, with their growth plans. One interesting thing was that they looked at a couple of large acquisitions, but decided to stick with their organic opportunity, and just build with what they had. Really likes that. In the oil sands sector specifically, this would be his 3^rd choice, but this is on the way to being a good, long-term hold. 5-10 years, and you will be happy with this.

Reasonably valued, certainly relative to its peer group. Have some good growth prospects in the oil sands as well as in China with a gas project. He thinks their growth percentagewise peaks next year and then trim off a little bit. A reasonable hold going forward.

Done a good job, decent yield which will grow because of free cash flow from operations just coming online.

Has done well. Just brought on their new discovery. Balance sheet in great shape. In the low $30s it is a buy. The dividend has increased over time. They could raise it as they generate more cash flow. Makes a lot of sense for conservative investors.

Likes it at this level. Couple of projects coming on line this summer. As you bring on projects and de-risk projects, the stock value increases. Is in a sweet spot in terms of catalyst.

He continues to be frustrated. Things seem to be improving a little bit. They are talking about bringing one of their fields on in the South China Sea and he thinks the market is reacting to what appears to be a little more aggressive approach. Company is pretty inscrutable. Have good solid assets. He has gone from neutral to being more positive on oils. Pays a reasonable dividend.

This is going higher. Had earnings growth of around 7% for the next couple of years. The Juan (?) will have its 1^st production this quarter. Sunrise is scheduled to happen at the end of this year. Sold 1 million barrels of production to India from their offshore oil field. Thinks this is a sign of things to come that there is going to be more offshore sales when the pipelines get built. Trading at a reasonable valuation. Dividend is good. Has a target of $38 on it.