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Crescent Point Energy Corp Stock Symbol: CPG-T

Last Price Recorded: 44.8100 on 2014-07-23 01:14:16

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Date Signal Expert Opinion Price
2014-07-21 BUY Bruce Campbell (1)

The 6% plus dividend yield is not a concern to him. Lots of growth in production. This is a good entry point. He sees this going back to $50-$52 a year from now.


Price:
$44.160
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-07-18 PAST TOP PICK Mohsin Bashir

(A Top Pick June 20/13. Up 32.76%.) Has been a beneficiary of the rise in energy. A former trust, so pays a very hefty dividend. Focused on light and medium oil as well as their water flood technology, which really expands the productivity of the recovery capability on their wells. Some pretty good catalysts lining up for this one.


Price:
$44.130
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-16 BUY on WEAKNESS Bill Bonner

Did a great job hedging production. Have great currency to go to for their acquisitions and fully expects that is the path they go down. Their asset base is probably the most prolific, most economic play in the Western Canadian sedimentary basin, the Bakken, and there is a dividend attached. This is a name you acquire on any kind of weakness.


Price:
$44.170
Subject:
CANADIAN ENERGY
Bias:
BULLISH on NATURAL GAS
Owned:
No
2014-07-16 BUY Joanne A. Hruska, CFA

Just bought more of this last week. After many years of acquisitions, they are now having operational momentum, and the stock price is reacting favourably.


Price:
$44.170
Subject:
OIL & GAS
Bias:
BULLISH on CDN ENERGY
Owned:
Yes
2014-07-14 BUY on WEAKNESS Larry Berman CFA, CMT, CTA

We are now testing May highs.  This is an okay entry point for a short term trade.  Longer term we should be patient.  For longer term, wait to buy until the low $40s.


Price:
$44.520
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-07-10 COMMENT Zachary Curry

He is pretty positive on this company. Made a big acquisition in Utah a few years ago, which he thinks is going to play out for them quite well. The biggest knock against this company is that they continued to issue stock frequently, but not so much lately. Pays a good yield. There are worse companies that you could own in the energy space.


Price:
$44.670
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-07-08 BUY Christine Poole

Large land position, production growth is pretty good.  Dividend is flat at $1.20 and she is not expecting a dividend increase. They will grow production at a steady rate.  High net backs.  She would buy it around here as it has pulled back.


Price:
$45.710
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-03 DON'T BUY Brian Acker, CA

Model price is $38.71, a 17% downside.  There are great profits happening in the oil patch so this one is overpriced.  Prefers WCP-T.


Price:
$46.440
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
No
2014-07-02 PAST TOP PICK David Cockfield

(A Top Pick July 19/13. Up 29.02%.) Still one of his core stocks because of the dividends. It is now pushing back into its higher range, so he is a little concerned. Also, worries about flood problems in Saskatchewan.


Price:
$46.920
Subject:
CANADIAN
Bias:
DEFENSIVE
Owned:
Yes
2014-06-25 TOP PICK Martin Davies

Have been getting new types of formations, but more importantly, they have been taking their old discoveries, and using water floods to drive ahead that old decline, long life, repeatable type of asset. On some of the best oil assets in the Bakken and Viking formations. Yield of 5.97%.


Price:
$46.370
Subject:
CANADIAN ENERGY
Bias:
BULLISH
Owned:
Yes
2014-06-25 BUY Michael Bowman

This is one of those companies that every analyst recommends. They come out with fantastic earnings. They have increased drilling capacity every year for 3 or 4 years now. They are in the Bakken field, probably the superior field of oil in this country. Great management and fantastic balance sheet.


Price:
$46.370
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Unknown
2014-06-24 BUY Mason Granger

Thinks the ability to grow by acquisition has come to an end for companies in this space.  This is a core holding for him and it is a large holding.


Price:
$46.090
Subject:
OIL & GAS
Bias:
BULL on OIL & GAS
Owned:
Yes
2014-06-23 BUY Norman Levine

In the last couple of years CPG-T really cut back on what they were buying.  He is keeping it and continuing to buy it for income accounts.   Dividend is safe because of the cash flow.  It had been an underperformer so he thinks it has a way to go still.


Price:
$47.180
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-06-09 PAST TOP PICK Eric Nuttall

(Top Pick Jun 20/13, Up 34.69%) A name to stick away.  Last year they took a break from M&A.  Thinks they will exceed expectations in Q2.  Management alluded to the fact that they would try to export oil out of Gulf of Mexico at US prices.  They are the most aggressive pursuer of this strategy.  The overall viability of their business model is getting better and better.  He owns a big whack of the stock personally.


Price:
$44.830
Subject:
OIL & GAS
Bias:
BULL on GAS
Owned:
Yes
2014-06-05 BUY Andrew Hamlin

Stock vs. Stock.  CPG-T vs. SU-T.  CPG has done a very good job and continues to pay out a good yield.


Price:
$44.500
Subject:
GROWTH & INCOME
Bias:
CAUTIOUS
Owned:
Unknown
2014-06-05 TOP PICK Ryan Bushell

This is a consolidator, buying assets. Really likes the discipline of the management team. They keep their balance sheet crystal clean at 1X debt to cash flow. They issue equity when they do acquisitions. Some people don’t like that, but they keep their shareholders out of a debt problem. They also hedge a lot of their production, and keep cash safe to pay the 6% plus dividend yield. Good high net back production. Good management team.


Price:
$44.500
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
UNKNOWN
Owned:
Yes
2014-06-03 COMMENT Christine Poole

Yielding close to 6%, which she likes. A very steady cash flow generator. Has a very large land base inventory where they apply technology, and have close to 100% success rate. They are focusing more on organic production so she is hopeful that the share price can really start moving now.


Price:
$44.590
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-05-28 HOLD David Cockfield

Bought this stock simply for the dividend, and did a lot of homework to make sure the dividend was relatively secure. Has a huge cash flow, but looking at the payout and the DRIP program, you can come up with reasons that the dividend may not look secure. However, the company is committed to it. Through the years, the company has used it stock to acquire other companies so there has been continuous dilution. Recently have slowed down on their acquisitions, and even a little tougher on their DRIP programs which has probably helped the stock climb. Expects there will be continued appreciation.


Price:
$44.110
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-05-27 BUY Gavin Graham

Substantially higher than it was the year ago. One of the better run energy stocks because of the quality of the management.


Price:
$44.520
Subject:
GLOBAL & NORTH AMERICAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-05-26 COMMENT Hap (Robert) Sneddon FCSI

Trailing stop? There are several ways you could do this. You can look at the 20 day at around $42. The 50 day is $41 and the 200 day is around $39. What he looks at and uses on a fairly regular basis is a Volatility stop or in Average True Range stop, which is reasonably dynamic. Had a big upward swing $35 and $45. It is now starting to get towards the upper range of the band where you are probably going to get some sellers.


Price:
$44.570
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
OPTIMISTIC
Owned:
Unknown
2014-05-21 PAST TOP PICK Robert Lauzon

(A Top Pick April 15/13. Up 35.41%.)


Price:
$44.390
Subject:
ENERGY
Bias:
BULLISH on ENERGY
Owned:
Yes
2014-05-20 TOP PICK Peter Brieger

One of his preferred ways to play the Canadian energy sector. This is a company that knows its business and increases its cash flow and dividends. Thinks they are on the way to annual production of 200,000-300,000 barrels a day which puts them fairly close to Imperial Oil (IMO-T), Husky Energy (HSE-T), etc. Yield of 6.29%.


Price:
$44.180
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-05-09 COMMENT David Baskin

A great growth story. A few years ago the stock was on fire and people made a lot of money. He thinks people became over enthusiastic about it and the stock got ahead of itself in terms of price to cash flow. Compared to some of the majors, you are paying more for $1 of cash flow than for others. People justify this on the basis that the yield is so great. He always felt it was pretty expensive and a lot of the glory days are behind it. Prefers the senior producers.


Price:
$43.350
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-05-09 SELL Don Vialoux

Seasonal strength is last week of Jan until this time of year.  It has reached its peak.  It is showing some early signs of resistance.  Now is the time to take some good money off the table.


Price:
$43.350
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2014-05-08 HOLD Michael Sprung

At current levels, he would not be jumping in right now. At $40 or under he would certainly be taking a close look. Pays a good dividend. Very good operators and very good acquirers.


Price:
$43.840
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-05-06 BUY Mike S. Newton, CIM FCSI

This is a good entry point. Great management. The more he watches the name, the more he respects what they are up to.


Price:
$44.390
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
No
2014-05-05 SELL ON STRENGTH Larry Berman CFA, CMT, CTA

Stock vs. Stock: CPG or CNQ.  Doesn’t like saying one is better than the other because he doesn’t dig down deep on fundamentals.  CPG has been doing a lot better than CNQ over the last little while.  For a couple of months he has been saying you want to get out of energy stocks at the high end of the range so he would take money off the table.


Price:
$44.740
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-05-05 COMMENT Paul Gardner, CFA

Recently struck a deal with CanEra Energy as well as making a huge discovery in Saskatchewan. Light sweet oil, good management and good operations. However, it is really expensive, trading at 9X price to cash flow. Prefers Suncor (SU-T) which is heavy oil and which surprised on their last quarter numbers and the tailwind is in their favour.


Price:
$44.740
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
No
2014-05-01 BUY David Burrows

A large position of his.  Criticized for dividend policy previously.  They have years and years of drilling targets ahead of them.  It will continue to grow its dividend as wells go ahead.  6.2% yield.


Price:
$44.560
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-28 PAST TOP PICK Peter Brieger

(Top Pick Apr 22/13, Up 29.74%) You are getting a very good yield.  Long term he thinks it will join IMO and HSE as a major.  This implies a doubling in production. 


Price:
$44.030
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
Showing 1 to 30 of 695 entries
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1 Comment

mylund

December 19th 2013 at 12:44pm

Who would be railing their crude in North America?


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