Stock Opinions by Joanne A. Hruska, CFA - Stockchase Experts
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Joanne A. Hruska, CFA

On Stockchase since : Aug 2007

Market Strategist at Integral Wealth Securities

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Stock Opinions by Joanne A. Hruska, CFA - Stockchase Experts

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COMMENT
General Market Comment 

November 14, 2018

Producers are already saying they are going to cut back their production. Capitalism usually finds a way to make it work, but would like to see if happen faster. We need to get a better price. Royalties and government revenues are going to be significantly down. This is not just an Alberta problem, but a Canadian problem. Albertans are very frustrated at lack of pipeline construction progress. If Bill C69 goes through in its current form, there will be few if any pipelines ever built again. Need more forward looking management and Boards in Canadian energy sector. She would like to see more 5 year strategic planning in the energy sector like you are currently seeing in other sectors.
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Producers are already saying they are going to cut back their production. Capitalism usually finds a way to make it work, but would like to see if happen faster. We need to get a better price. Royalties and government revenues are going to be significantly down. This is not just an Alberta problem, but a Canadian problem. Albertans are very frustrated at lack of pipeline construction progress. If Bill C69 goes through in its current form, there will be few if any pipelines ever built again. Need more forward looking management and Boards in Canadian energy sector. She would like to see more 5 year strategic planning in the energy sector like you are currently seeing in other sectors.
Unknown
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Joanne A. Hrusk

Market Str, Integral Wealth Secu...

Price Price
$0.000
Owned Owned
_N/A

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WAIT
Journey Energy(JOY-T) 

November 14, 2018

They brought in a partner this summer to help develop the East Duvernay. They still have too much debt. She is watching it but not recommending it. Not everything is cheap in this sector, still have to selective.
Energy Infrastructure, Industrials & Utilities
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They brought in a partner this summer to help develop the East Duvernay. They still have too much debt. She is watching it but not recommending it. Not everything is cheap in this sector, still have to selective.
Energy Infrastructure, Industrials & Utilities
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Joanne A. Hrusk

Market Str, Integral Wealth Secu...

Price Price
$2.130
Owned Owned
No

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HOLD
Cardinal Energy Ltd(CJ-T) 

November 14, 2018

2 years out from now the stock should be significantly higher. They may struggle in the next quarter. They have low decline rates. Their main goal is to keep their dividend safe. If the oil differential continues longer term, then they may have to cut dividend, but it is safe in the near term. Yield = 14%
oil/gas
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2 years out from now the stock should be significantly higher. They may struggle in the next quarter. They have low decline rates. Their main goal is to keep their dividend safe. If the oil differential continues longer term, then they may have to cut dividend, but it is safe in the near term. Yield = 14%
oil/gas
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Joanne A. Hrusk

Market Str, Integral Wealth Secu...

Price Price
$3.090
Owned Owned
Yes

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WAIT
Chinook Energy Inc(CKE-T) 

November 14, 2018

They have cut back and preserved capital. They do not have a debt issue. They are a gas play. If gas prices stay strong, they should do well. She anticipates their 4th quarter production being lower. She is not buying it today, but the future looks good.
oil/gas
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They have cut back and preserved capital. They do not have a debt issue. They are a gas play. If gas prices stay strong, they should do well. She anticipates their 4th quarter production being lower. She is not buying it today, but the future looks good.
oil/gas
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Joanne A. Hrusk

Market Str, Integral Wealth Secu...

Price Price
$0.200
Owned Owned
No

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BUY
Canadian Natural Rsrcs(CNQ-T) 

November 14, 2018

If you want more oilsands, less debt and more valuation, go with Suncor. CNQ is less oilsands, slightly more debt, and slightly less valuation. Both are on watch list. They will have tremendous free cash flows in the coming years as the oil differentials tighten. Both are low cost operators. Both are good buys, but would slightly prefer CNQ.
oil/gas
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If you want more oilsands, less debt and more valuation, go with Suncor. CNQ is less oilsands, slightly more debt, and slightly less valuation. Both are on watch list. They will have tremendous free cash flows in the coming years as the oil differentials tighten. Both are low cost operators. Both are good buys, but would slightly prefer CNQ.
oil/gas
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Joanne A. Hrusk

Market Str, Integral Wealth Secu...

Price Price
$36.360
Owned Owned
No

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BUY
Suncor Energy Inc(SU-T) 

November 14, 2018

If you want more oilsands, less debt and more valuation, go with Suncor. CNQ is less oilsands, slightly more debt, and slightly less valuation. Both are on watch list. They will have tremendous free cash flows in the coming years as the oil differentials tighten. Both are low cost operators. Both are good buys, but would slightly prefer CNQ.
integrated oils
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If you want more oilsands, less debt and more valuation, go with Suncor. CNQ is less oilsands, slightly more debt, and slightly less valuation. Both are on watch list. They will have tremendous free cash flows in the coming years as the oil differentials tighten. Both are low cost operators. Both are good buys, but would slightly prefer CNQ.
integrated oils
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0 comments
Joanne A. Hrusk

Market Str, Integral Wealth Secu...

Price Price
$44.260
Owned Owned
No

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HOLD
She owns it but would consider it a hold and not an immediate buy. They are trying to sell some assets but may have some difficulty doing so. She expects some uncertainty in the coming quarters. She believes dividend should be fine. If they can’t sell their assets, may see a dividend cut, this is why it is a hold. Yield = 7%
oil/gas
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She owns it but would consider it a hold and not an immediate buy. They are trying to sell some assets but may have some difficulty doing so. She expects some uncertainty in the coming quarters. She believes dividend should be fine. If they can’t sell their assets, may see a dividend cut, this is why it is a hold. Yield = 7%
oil/gas
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0 comments
Joanne A. Hrusk

Market Str, Integral Wealth Secu...

Price Price
$5.080
Owned Owned
Yes

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DON'T BUY
Obsidian Energy(OBE-T) 

November 14, 2018

Their debt level is too high for her right now. Debt levels are so important in a cyclical businesslike the energy space. They will be hurt by recent weakness in oil prices.
oil/gas
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Their debt level is too high for her right now. Debt levels are so important in a cyclical businesslike the energy space. They will be hurt by recent weakness in oil prices.
oil/gas
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Joanne A. Hrusk

Market Str, Integral Wealth Secu...

Price Price
$0.700
Owned Owned
No

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HOLD
Cenovus Energy(CVE-T) 

November 14, 2018

They are not getting the benefit they should be. They have done a complete change in their strategy. Their stock price has held fairly steady over the last year. They are experiencing better numbers than a lot of the small to mid cap names. She thinks it will be considerably higher stock price in 2 years time.
oil/gas
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They are not getting the benefit they should be. They have done a complete change in their strategy. Their stock price has held fairly steady over the last year. They are experiencing better numbers than a lot of the small to mid cap names. She thinks it will be considerably higher stock price in 2 years time.
oil/gas
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Joanne A. Hrusk

Market Str, Integral Wealth Secu...

Price Price
$10.780
Owned Owned
No

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WAIT
Arc Resources Ltd(ARX-T) 

November 14, 2018

This is a long term, well run, mostly gas run company. When LNG Canada project production starts, it may not specifically benefit Arc, but it will take some of the natgas out of the current pipeline infrastructure, which would benefit Arc. It is on her watch list. She thinks they will be buying Arc in the future.
oil/gas
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This is a long term, well run, mostly gas run company. When LNG Canada project production starts, it may not specifically benefit Arc, but it will take some of the natgas out of the current pipeline infrastructure, which would benefit Arc. It is on her watch list. She thinks they will be buying Arc in the future.
oil/gas
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Joanne A. Hrusk

Market Str, Integral Wealth Secu...

Price Price
$10.570
Owned Owned
No

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PAST TOP PICK
(A Top Pick Feb 02/18, Down 57%) She recommended it on the date of the announcement of the Baytex intent to acquire Raging River and sold on the announcement of the date of the takeover. Therefore, Raging River no longer exists.
Oil and Gas (Integrated Oils)
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(A Top Pick Feb 02/18, Down 57%) She recommended it on the date of the announcement of the Baytex intent to acquire Raging River and sold on the announcement of the date of the takeover. Therefore, Raging River no longer exists.
Oil and Gas (Integrated Oils)
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Joanne A. Hrusk

Market Str, Integral Wealth Secu...

Price Price
$0.000
Owned Owned
No

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PAST TOP PICK
Vermilion Energy Inc(VET-T) 

November 14, 2018

(A Top Pick Feb 02/18, Down 23%) Vermilion acquired Sparton so SPE is no longer listed. She acquired Vermilion stock on the acquisition. Vermillion is down about 20% since the acquisition. Still owns Vermilion stock.
oil/gas
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(A Top Pick Feb 02/18, Down 23%) Vermilion acquired Sparton so SPE is no longer listed. She acquired Vermilion stock on the acquisition. Vermillion is down about 20% since the acquisition. Still owns Vermilion stock.
oil/gas
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Joanne A. Hrusk

Market Str, Integral Wealth Secu...

Price Price
$32.370
Owned Owned
Yes

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PAST TOP PICK
Whitecap Resources(WCP-T) 

November 14, 2018

(A Top Pick Feb 02/18, Down 34%) This is a light oil company. She is still buying at these levels. She thinks dividend is safe. She thinks it will improve when light oil differentials improve over the next few quarters.
Oil and Gas (Integrated Oils)
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(A Top Pick Feb 02/18, Down 34%) This is a light oil company. She is still buying at these levels. She thinks dividend is safe. She thinks it will improve when light oil differentials improve over the next few quarters.
Oil and Gas (Integrated Oils)
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Joanne A. Hrusk

Market Str, Integral Wealth Secu...

Price Price
$5.740
Owned Owned
Yes

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BUY
Birchcliff Energy Ltd.(BIR-T) 

November 14, 2018

They are mainly gas focused. They are well capitalized and debt load is good. They are waiting for gas prices to improve and then will increase their production. She is continuing to purchase today.
oil/gas
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They are mainly gas focused. They are well capitalized and debt load is good. They are waiting for gas prices to improve and then will increase their production. She is continuing to purchase today.
oil/gas
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0 comments
Joanne A. Hrusk

Market Str, Integral Wealth Secu...

Price Price
$4.020
Owned Owned
Yes

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WAIT
Bonterra Energy Corp(BNE-T) 

November 14, 2018

Debt is too high for them with the lower light oil prices. She has them on the watch list and likes them but too soon to purchase. Yield = 12%
oil/gas
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0 comments
Debt is too high for them with the lower light oil prices. She has them on the watch list and likes them but too soon to purchase. Yield = 12%
oil/gas
0 0 0 0 0
0 comments
Joanne A. Hrusk

Market Str, Integral Wealth Secu...

Price Price
$10.220
Owned Owned
No

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