Horizon North Logistics

HNL-T

Analysis and Opinions about HNL-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
October 25, 2019

(A Top Pick Oct 03/18, Down 68%) A play on LNG, that is still possible. Modular work camps and homes. He still owns a bit of it and still deciding what to do. He is concerned about the growth in debt.

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(A Top Pick Oct 03/18, Down 68%) A play on LNG, that is still possible. Modular work camps and homes. He still owns a bit of it and still deciding what to do. He is concerned about the growth in debt.

WATCH
WATCH
April 23, 2019
It's on his watch list, but he prefers--and bought--a peer that he will name later. He needs to take a closer look at this. A possible buy. Rising oil prices will encourage buying.
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It's on his watch list, but he prefers--and bought--a peer that he will name later. He needs to take a closer look at this. A possible buy. Rising oil prices will encourage buying.
BUY
BUY
February 19, 2019
Horizon North Logistics vs. Black Diamond Had both on his watch list. In December he bought BDI after talking to management and following the company for a long time. BDI: Smart management who have paid down a lot of their debt. Well-positioned in mobile homes for oil/gas industry and other applications. Tremendous upside. HNL is also good, but he prefers BDI.
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Horizon North Logistics vs. Black Diamond Had both on his watch list. In December he bought BDI after talking to management and following the company for a long time. BDI: Smart management who have paid down a lot of their debt. Well-positioned in mobile homes for oil/gas industry and other applications. Tremendous upside. HNL is also good, but he prefers BDI.
BUY
BUY
January 31, 2019
Work Camp Providers. You have to take a long time horizon with it. As LNG becomes a real thing it will benefit them over 3-4 years, trickling in over time. They also do prefab homes. This is a solution for affordable housing. These stocks had a punishment at the end of last year. He thinks they will get back over $2 this year. You could potentially get a doubling in the stock price.
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Work Camp Providers. You have to take a long time horizon with it. As LNG becomes a real thing it will benefit them over 3-4 years, trickling in over time. They also do prefab homes. This is a solution for affordable housing. These stocks had a punishment at the end of last year. He thinks they will get back over $2 this year. You could potentially get a doubling in the stock price.
WATCH
WATCH
December 20, 2018
Interesting. If we see a better regulatory environment in oil, then a services company like this will be a good buy.
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Interesting. If we see a better regulatory environment in oil, then a services company like this will be a good buy.
BUY
BUY
November 22, 2018
They provide camps and catering to oil and gas projects. They are a major player in a new project that has not even started. He still likes it and it is one of his top ideas. Anywhere here is a good entry point.
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They provide camps and catering to oil and gas projects. They are a major player in a new project that has not even started. He still likes it and it is one of his top ideas. Anywhere here is a good entry point.
TOP PICK
TOP PICK
October 3, 2018

They had already had a run up ahead of the announcement for west coast LNG. He thinks this company has the most immediate upside potential due to its link to camps and catering. They will be building modular homes, buildings and other structures and have a good land holding to develop a great growth strategy near Kitimat. Yield 2.6%. (Analysts’ price target is $3.56)

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They had already had a run up ahead of the announcement for west coast LNG. He thinks this company has the most immediate upside potential due to its link to camps and catering. They will be building modular homes, buildings and other structures and have a good land holding to develop a great growth strategy near Kitimat. Yield 2.6%. (Analysts’ price target is $3.56)

WATCH
WATCH
August 3, 2018

It is too early for this sector, the oil rally has not been sustained long enough yet. Any LNG project would help, but has not yet been confirmed. It is not as bad as it was before, just not good enough to enter back into yet.

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It is too early for this sector, the oil rally has not been sustained long enough yet. Any LNG project would help, but has not yet been confirmed. It is not as bad as it was before, just not good enough to enter back into yet.

BUY
BUY
July 12, 2018

Their original business was to build houses for oil and gas business. They have diversified to construction houses. The biggest upside is if liquid gas projects get sanctioned here they have a good chance to get a contract on that. A good little business. Good upside. (Analysts’ price target is $3.31)

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Their original business was to build houses for oil and gas business. They have diversified to construction houses. The biggest upside is if liquid gas projects get sanctioned here they have a good chance to get a contract on that. A good little business. Good upside. (Analysts’ price target is $3.31)

BUY
BUY
May 31, 2018

Very good looking chart in a good up trend. He has had good success trading this in the past. The uptrend today looks sustainable. A small company, so be careful on holding only a small position. He would use $2.35 as a stop.

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Very good looking chart in a good up trend. He has had good success trading this in the past. The uptrend today looks sustainable. A small company, so be careful on holding only a small position. He would use $2.35 as a stop.

PAST TOP PICK
PAST TOP PICK
April 24, 2018

(A Past Top Pick on January 12, 2017, Up 27%) They make modular housing, best known around the Oil Sands. Affordable housing is an issue around Canada and a tailwind, and HNL can build condos, apartments and hotels quickly. The stock has had a big move off the lows, but likes this stock a lot.

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(A Past Top Pick on January 12, 2017, Up 27%) They make modular housing, best known around the Oil Sands. Affordable housing is an issue around Canada and a tailwind, and HNL can build condos, apartments and hotels quickly. The stock has had a big move off the lows, but likes this stock a lot.

PAST TOP PICK
PAST TOP PICK
January 8, 2018

(A Top Pick Jan 12/17, Down 19%) He had to get out because they continually disappointed. They are now getting into mobile and affordable housing. They got a contract with the city of Vancouver. He does not think this part of his story is fully understood. He likes it but does not own it at present. There is just not enough housing in Vancouver for the middle class.

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(A Top Pick Jan 12/17, Down 19%) He had to get out because they continually disappointed. They are now getting into mobile and affordable housing. They got a contract with the city of Vancouver. He does not think this part of his story is fully understood. He likes it but does not own it at present. There is just not enough housing in Vancouver for the middle class.

COMMENT
COMMENT
June 23, 2017

A maker of work camps for resource projects. Oil/gas was their biggest sector base, so it took a big decline. There are some infrastructure projects they can bid on, but there is a lot of competition. Prefers Macro Enterprises (MCR-X), where if you add up the cash and equipment it is worth about $3.

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A maker of work camps for resource projects. Oil/gas was their biggest sector base, so it took a big decline. There are some infrastructure projects they can bid on, but there is a lot of competition. Prefers Macro Enterprises (MCR-X), where if you add up the cash and equipment it is worth about $3.

COMMENT
COMMENT
March 13, 2017

If you have a long-term investment horizon, this would be a Buy. Feels it is a really good company. They’ve been earning a really good rate of return. Very cyclical. When oil prices go down, you are not going to build as many camps and temporary homes. Currently this is in a weak part of the cycle, which is why the stock is down. 4.73% dividend yield.

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If you have a long-term investment horizon, this would be a Buy. Feels it is a really good company. They’ve been earning a really good rate of return. Very cyclical. When oil prices go down, you are not going to build as many camps and temporary homes. Currently this is in a weak part of the cycle, which is why the stock is down. 4.73% dividend yield.

COMMENT
COMMENT
January 18, 2017

A modular accommodation company in the oil patch. With all the projects, especially in the oil sands, getting cut and the problems in Fort Mac, they’ve had a pretty rough couple of years. Had a pretty big debt level and were met with declining demand. They cut their dividend twice, and the stock went way, way down. He thinks the worst is over now. Not a bad company. The debt level is still pretty high, higher than he would like. Not a whole lot of growth potential. Thinks it is going to survive the downturn, but it wouldn’t be his favourite.

Show full opinionHide full opinion

A modular accommodation company in the oil patch. With all the projects, especially in the oil sands, getting cut and the problems in Fort Mac, they’ve had a pretty rough couple of years. Had a pretty big debt level and were met with declining demand. They cut their dividend twice, and the stock went way, way down. He thinks the worst is over now. Not a bad company. The debt level is still pretty high, higher than he would like. Not a whole lot of growth potential. Thinks it is going to survive the downturn, but it wouldn’t be his favourite.

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