High Arctic Energy Services Inc

HWO-T

Analysis and Opinions about HWO-T

Signal
Opinion
Expert
COMMENT
COMMENT
November 28, 2014

After he does all his research and the price of oil bottoms out, it might be one that he would add to. Very high ROE and a great company. Sold off with the oil complex, but because it is a high-quality name, it hasn’t come off anywhere near as hard as some of the other players. Good management team.

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After he does all his research and the price of oil bottoms out, it might be one that he would add to. Very high ROE and a great company. Sold off with the oil complex, but because it is a high-quality name, it hasn’t come off anywhere near as hard as some of the other players. Good management team.

COMMENT
COMMENT
October 24, 2014

A great name. Got knocked around like crazy in the last few weeks, which was completely overdone. They operate in Papua New Guinea, and have recently expanded their operations. Just bought 2 rigs, and they still have to contract the 2nd one. That is the catalyst that will get the shares really moving.

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A great name. Got knocked around like crazy in the last few weeks, which was completely overdone. They operate in Papua New Guinea, and have recently expanded their operations. Just bought 2 rigs, and they still have to contract the 2nd one. That is the catalyst that will get the shares really moving.

BUY WEAKNESS
BUY WEAKNESS
September 24, 2014

Has owned this before. This is a unique little business where the majority of their business is driven from Papua New Guinea. They have a couple of rigs that are extremely successful. Thinks the stock probably continues to do well over time. Pays a nice dividend. He would wait to see what kind of pull back we continue to see.

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Has owned this before. This is a unique little business where the majority of their business is driven from Papua New Guinea. They have a couple of rigs that are extremely successful. Thinks the stock probably continues to do well over time. Pays a nice dividend. He would wait to see what kind of pull back we continue to see.

HOLD
HOLD
September 12, 2014

This is a really interesting name. Do a lot of work in Papua New Guinea, but have a big Canadian operation as well. Also, have a lot of heli-rigs. He is very positive about the story. Extremely cheap with a nice safe dividend. 3.5% dividend yield.

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This is a really interesting name. Do a lot of work in Papua New Guinea, but have a big Canadian operation as well. Also, have a lot of heli-rigs. He is very positive about the story. Extremely cheap with a nice safe dividend. 3.5% dividend yield.

COMMENT
COMMENT
July 29, 2014

Doesn’t cover this, so his knowledge is not that deep. Have good dividends, good growth and a good management team. Have done some good acquisitions. The sector itself looks pretty good. Oil/gas companies, with the renewed pricing of oil, are starting to spend more. The service sector is looking good. One of those where it is a nice small company at the right time in the right sector, and gives you a dividend while you are waiting.

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Doesn’t cover this, so his knowledge is not that deep. Have good dividends, good growth and a good management team. Have done some good acquisitions. The sector itself looks pretty good. Oil/gas companies, with the renewed pricing of oil, are starting to spend more. The service sector is looking good. One of those where it is a nice small company at the right time in the right sector, and gives you a dividend while you are waiting.

BUY
BUY
July 23, 2014

Used to own it, and regrets selling it. Thinks it has legs and is a turnaround story. Have some international operations that could kick in, in a big way. Well run. Strong management team. Valuation is reasonable. Decent dividend.

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Used to own it, and regrets selling it. Thinks it has legs and is a turnaround story. Have some international operations that could kick in, in a big way. Well run. Strong management team. Valuation is reasonable. Decent dividend.

COMMENT
COMMENT
June 25, 2014

Has one of the most interesting business models that you will find for an oil service company. They try to dominate a particular area, and then build a big moat around their business. Have a lot of service and drilling rigs that work in Papua New Guinea, where Exxon is bringing on stream the most recent LNG facility. Growing at a good rate. Good solid balance sheet.

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Has one of the most interesting business models that you will find for an oil service company. They try to dominate a particular area, and then build a big moat around their business. Have a lot of service and drilling rigs that work in Papua New Guinea, where Exxon is bringing on stream the most recent LNG facility. Growing at a good rate. Good solid balance sheet.

BUY
BUY
June 19, 2014

Of all the oil/gas services, this would be his #1 name. Has been buying in the $5 range.

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Of all the oil/gas services, this would be his #1 name. Has been buying in the $5 range.

TOP PICK
TOP PICK
May 12, 2014

He tends to have exposure to energy service companies. They are one of the few companies on the ground in New Guinea right now. 3.35% yield. About 8 times earnings.

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He tends to have exposure to energy service companies. They are one of the few companies on the ground in New Guinea right now. 3.35% yield. About 8 times earnings.

SPECULATIVE BUY
SPECULATIVE BUY
April 11, 2014

Fascinating company, relatively illiquid for a long time. They are dominant as an oil services company in New Guinea. There are lots of other companies very active there. They provide rigs, mats, different drilling facilities. Very mountainous areas and rainy so there are high barriers to entry from competitors. Very high margins. Nice dividend and nice balance sheet.

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Fascinating company, relatively illiquid for a long time. They are dominant as an oil services company in New Guinea. There are lots of other companies very active there. They provide rigs, mats, different drilling facilities. Very mountainous areas and rainy so there are high barriers to entry from competitors. Very high margins. Nice dividend and nice balance sheet.

STRONG BUY
STRONG BUY
March 18, 2014

Likes this and is adding to his position. Had a great quarter. Not as well known in the oil/gas services stocks, but the company is really, really profitable. Could have a really good run for the next 2-3 years. Could be the beneficiary of people looking for a fresh name. Yield of 3.5%.

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Likes this and is adding to his position. Had a great quarter. Not as well known in the oil/gas services stocks, but the company is really, really profitable. Could have a really good run for the next 2-3 years. Could be the beneficiary of people looking for a fresh name. Yield of 3.5%.

COMMENT
COMMENT
December 10, 2013

An energy services play based in Alberta with operations in the Caribbean. Pays a nice dividend. You are looking at a backdrop of increasing activity in North America and you should be fine. Caribbean assets have some upside that is maybe a little bit better than Western Canada. Stock has done well and it’s probably going to continue to do well. Nice dividend too.

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An energy services play based in Alberta with operations in the Caribbean. Pays a nice dividend. You are looking at a backdrop of increasing activity in North America and you should be fine. Caribbean assets have some upside that is maybe a little bit better than Western Canada. Stock has done well and it’s probably going to continue to do well. Nice dividend too.

BUY
BUY
October 18, 2013

He is adding to his position. Good little oil and gas services company with high return on equity.

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He is adding to his position. Good little oil and gas services company with high return on equity.

SELL
SELL
January 22, 2007
Oil services. This is a sector that is out of favour so it has performed poorly.
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Oil services. This is a sector that is out of favour so it has performed poorly.
BUY
BUY
September 7, 2006
Underbalanced drilling which is highly correlated with gas wells. Gas has been weak. If you believe that natural gas prices will recover, this should recover.
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Underbalanced drilling which is highly correlated with gas wells. Gas has been weak. If you believe that natural gas prices will recover, this should recover.
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