RE:RE:RE:Looks like tarrifs will start MondayThat oil and other resource stocks are the most hated would indicate that now is the time to buy the higher quality ones. SU, CNQ, IMO, HSE all trading near 52 week lows with yields ranging from 2.4% to 4%+. CPG also is a buy here given their transition plan to strengthen the balance sheet. Looking maybe a year out, the dividend could increase from the current ~1% yield.
Husky is the most interesting. A solid balance sheet (debt/equity .43, C$3.2 bil in cash), C$4 billion in cash flow (TTM) and yielding nearly 4%. Free cash flow projected to hit C$8.7 billion over 5 years at WTI $60