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Compiling comments that experts make about stocks while on public TV.

Husky Energy Stock Symbol: HSE-T

Notes:Focused on heavy oil. Took over Renaissance

Last Price Recorded: $11.6700 on 2016-02-12

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Date Signal Expert Opinion Price
2016-02-10 SELL Swanzy Quarshie

A challenged company. Has one of the cleaner balance sheets, however management misstepped when they decided they were going to pay the dividend with all shares, and then decided to remove the dividend altogether. This is the trouble when you have one primary shareholder, as they essentially dictate what happens to the company. Doesn’t feel the upside is as great as with other companies. If you own, consider switching.


Price:
$12.250
Subject:
OIL & GAS
Bias:
OPTIMISTIC on OIL
Owned:
No
2016-01-20 COMMENT Douglas Kee

Like a lot of companies in the oil patch, dividends are being cut. We are coming into a probable 2nd round of cuts. Companies have to do everything they can to keep their balance sheets in reasonable good shape. This company has good assets, but the oil is too low and they are not making any money.


Price:
$12.760
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
No
2015-12-31 DON'T BUY Eric Nuttall

Rather than eliminating or decreasing dividends, they decided to flop it into a form of stock dividend. In a single day a lot of dividend funds were forced sellers giving it a one-day significant fall off. Has recovered somewhat, but not a name the street is ever going to be fully warmed up to. To him this is an Avoid.


Price:
$14.310
Subject:
OIL, GAS & SMALL-CAP CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2015-12-21 HOLD Bill Carrigan

It has had a nasty fall.  We have a lot of support from 2009, but then it recently broke down when they said they would pay the dividend in stock.  The volume increased in the previous low and then again now.  Tax loss selling is coming to an end.  If you have it, keep it and it should rebound in January.


Price:
$14.400
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2015-11-16 DON'T BUY John Stephenson

Took their regular scheduled dividend and paid it in shares instead of in cash. It is expected that they will reinstate the cash dividend in about two quarters. Fundamentally it is probably a Buy at this level, but he is very suspect of energy companies and you don’t need to be there right now. Crude oil is going to be under pressure for some time.


Price:
$18.520
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2015-11-10 COMMENT Ryan Bushell

The senior Canadian space has all been acting a little bit better lately, while this company has gone down. The suspension of their cash dividend in favour of a stock dividend whacked the stock to below $20. There is probably good value in this company at this price level, but it will take time for investment sentiment to be repaired.


Price:
$18.560
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
UNKNOWN
Owned:
Unknown
2015-11-06 WAIT Rick Stuchberry

Until energy prices start to improve, you basically have dead money. There is great value in these things if you have a bullish outlook, but there is no rush to be here. You are much better to keep your powder dry, let the market turn and show a bit of strength.


Price:
$18.910
Subject:
CANADIAN LARGE & ADRs
Bias:
OPTIMISTIC
Owned:
Yes
2015-11-05 COMMENT Greg Newman

Have changed their dividend to equity, which is one reason for the big selloff. They also wrote down some assets. They are more sustainable now. The balance sheet debt to cash flow is 2X for 2015, and 1.7X for next year given his assumption of $48 oil. This is the cheapest in the integrated names. Even with all the cutbacks, he is still modeling production growth of about 4%. They stand ready to sell up to 50,000 barrels of production and to do a royalty spin out. It is approaching good value if you believe oil has found a floor at $48 WTI.


Price:
$19.360
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Unknown
2015-11-04 TOP PICK Lyle Stein

Changed their dividend from a cash payment to a share payment, so you are going to get the old dividend now in shares. Over the next 2 years, they plan to build their business model at $40 oil. Looking at sound risk management, that makes sense. This is trading cheaply and it has the assets that the oil market wants to have. Has a refinery. Trading at about 5X cash flow. Dividend yield of 6.38%.


Price:
$19.050
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-11-02 DON'T BUY David Burrows

He has concerns about the sector.  Oil prices are probably not going higher in the next couple of years.  He prefers SU-T.  Refiners in the US look more attractive.  Steer clear of producers at this point.


Price:
$18.400
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Unknown
2015-10-30 COMMENT Steve DiGregorio

Clean balance sheet, but the stock is not reflecting that. He is a little confused on why the stock has been so soft. Thinks this is a stock that is going to perform well when oil prices start to move. This is going to be an okay investment going forward.


Price:
$17.670
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2015-09-04 PARTIAL BUY David Cockfield

Generally negative on oils, even the integrateds like this one. It has downstream assets in its refineries and gas stations. Certainly a lot safer than a pure exploration or pure producer in that area. Taking a little nibble on this one is okay, as it is not going to disappear. The dividend is pretty secure.


Price:
$22.080
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
No
2015-08-11 PAST TOP PICK Ron Meisels

(Past Top Pick July 21 2.014, Husky down 28.42%)  Using stop losses he got out of all 3 of his past top picks because of the oil crisis. In the case of Husky you can see that it is trying to make a base. It is almost making a “W” and if it breaks the downtrend line, it might be a buy. But it hasn't quite yet.

 


Price:
$24.080
Subject:
TECHNICAL ANALYSIS - N.A. EQUITIES
Bias:
BULL
Owned:
No
2015-08-11 PARTIAL BUY Christine Poole

Their refining operations have held in much better than companies that just produce oil.  The dividend is attractive and safe.  They have an off shore gas play in China that is coming on line.  This is one name you could start to get some exposure to.


Price:
$24.080
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-07-30 HOLD Robert Lauzon

Have done a good job in the last couple of quarters and he has bought some recently.  Positive cash flow in the downstream refining business.  Pays a nice dividend.  When oil moves higher this one will underperform.


Price:
$23.760
Subject:
ENERGY
Bias:
SELECTIVE
Owned:
Yes
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