Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
March 16, 2018

He thinks this company wanted to repair their balance sheet and is now showing some traction. Victor Lee knows Canada and they could become an acquirer in the future. The dividend could also increase. The stock has been boring, but it is trading below book value and on cheap cash flow multiples. It does not have the sizzle; it does not have light oil or Monteney natural gas. He would pick this for less volatility with 10-15% upside per year.

Husky Energy (HSE-T)
March 16, 2018

He thinks this company wanted to repair their balance sheet and is now showing some traction. Victor Lee knows Canada and they could become an acquirer in the future. The dividend could also increase. The stock has been boring, but it is trading below book value and on cheap cash flow multiples. It does not have the sizzle; it does not have light oil or Monteney natural gas. He would pick this for less volatility with 10-15% upside per year.

Josef Schachter
President, Schachter Asset Management
Price
$17.740
Owned
Unknown
DON'T BUY
DON'T BUY
March 16, 2018

This company has a bond maturing next year and the performance of the stock has been poor. It has production of 6713 boed in Q4 down from 8609 boed the year before. The balance sheet has been the problem and people are worried whether they will be able to extend the bond. It is very high risk.

This company has a bond maturing next year and the performance of the stock has been poor. It has production of 6713 boed in Q4 down from 8609 boed the year before. The balance sheet has been the problem and people are worried whether they will be able to extend the bond. It is very high risk.

Josef Schachter
President, Schachter Asset Management
Price
$0.050
Owned
No
BUY WEAKNESS
BUY WEAKNESS
March 16, 2018

He holds this company and sees a target of $10 in the next 12 months. In Q4 production came in below his target of 23,000 boed, but the cash flow was very good. Debt is not a problem. Management has a good record. You may be able to buy it sub-$5. (Analysts’ price target is $9.68 )

He holds this company and sees a target of $10 in the next 12 months. In Q4 production came in below his target of 23,000 boed, but the cash flow was very good. Debt is not a problem. Management has a good record. You may be able to buy it sub-$5. (Analysts’ price target is $9.68 )

Josef Schachter
President, Schachter Asset Management
Price
$5.900
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
March 16, 2018

He says this company is trading below book value, when historically it has traded at 2 times book. He still worries about low oil prices and how it impacts next quarterly earnings. He would buy this under $2.

He says this company is trading below book value, when historically it has traded at 2 times book. He still worries about low oil prices and how it impacts next quarterly earnings. He would buy this under $2.

Josef Schachter
President, Schachter Asset Management
Price
$2.750
Owned
No
DON'T BUY
DON'T BUY
March 16, 2018

This company has a lot of its business in the US, where the Bakken and Permian plays are very prolific. The stock could really run, but the problem is the debt to equity ratio and are carrying $1.8 billion in debt. He thinks the stock will drop below $3 before rallying to $7 next year. There are other names in the drilling space that are better like Trinidad and Ensign.

This company has a lot of its business in the US, where the Bakken and Permian plays are very prolific. The stock could really run, but the problem is the debt to equity ratio and are carrying $1.8 billion in debt. He thinks the stock will drop below $3 before rallying to $7 next year. There are other names in the drilling space that are better like Trinidad and Ensign.

Josef Schachter
President, Schachter Asset Management
Price
$3.700
Owned
No
DON'T BUY
DON'T BUY
March 16, 2018

This company has a lot of its business in the US, where the Bakken and Permian plays are very prolific. The stock could really run, but the problem is the debt to equity ratio and are carrying $1.8 billion in debt. He thinks the stock will drop below $3 before rallying to $7 next year. There are other names in the drilling space that are better like Trinidad and Ensign.

This company has a lot of its business in the US, where the Bakken and Permian plays are very prolific. The stock could really run, but the problem is the debt to equity ratio and are carrying $1.8 billion in debt. He thinks the stock will drop below $3 before rallying to $7 next year. There are other names in the drilling space that are better like Trinidad and Ensign.

Josef Schachter
President, Schachter Asset Management
Price
$3.700
Owned
No
COMMENT
COMMENT
March 16, 2018

Would you purchase CNQ-T or SU-T? He thinks both are great companies, but they have a high beta to an oil price decline. Suncor would be a good buy in the mid-$30s. CNQ is producing almost 1 million barrels a day and are a great success. (Analysts’ price target is $51)

Would you purchase CNQ-T or SU-T? He thinks both are great companies, but they have a high beta to an oil price decline. Suncor would be a good buy in the mid-$30s. CNQ is producing almost 1 million barrels a day and are a great success. (Analysts’ price target is $51)

Josef Schachter
President, Schachter Asset Management
Price
$42.910
Owned
Unknown