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Crescent Point Energy Corp

Stock Symbol: CPG-T

Last Price Recorded: 38.4400 on 2013-05-25 01:14:21

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Date Signal Expert Opinion Price
2013-05-21 TOP PICK Mason Granger

Core holding for him.  Sustainable dividend, low leverage.  Assembled a collection of assets that should offer a huge inventory.  Sustainable dividend.

 Price:
$38.220
Subject:
OIL & GAS
Bias:
BULLISH on OIL & GAS
Owned:
Yes
2013-05-14 BUY Joanne A. Hruska, CFA

Out preforming expectations. Solid 7%

 Price:
$37.670
Subject:
ENERGY/RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2013-05-13 TOP PICK Zachary Curry

Experienced management team. Dividend above 7% They made a purchase in Utah that he feels will be  good growth for them.

 Price:
$38.110
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-10 TOP PICK Bruce Campbell

(Top Pick June 28/12, Up 10.52%) He finds it fairly compelling in value and the yield allows you to buy it and hold it.  Great production, raised guidance.  7.19%.  Would not be as excited if it were not for the yield because you have to buy it early.  Likes it.  It was a serial acquirer and that was everyone’s problem.  They have 10 years of places to drill. You get paid to wait.  They are hedged, too. 

 Price:
$38.380
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2013-05-06 DON'T BUY Larry Berman CFA, CMT, CTA

It will go up and down for the next 3 years.  It is in a trading range and will stay there.  If we can solve the distribution problem for Alberta oil that will help a lot of these companies.

 Price:
$38.700
Subject:
N/A
Bias:
UNKNOWN
Owned:
Unknown
2013-05-03 BUY Michele Robitaille

One of the challenges that oil producers in Western Canada are having is difficulty in getting their product to market. Because of this, differentials have been very volatile for the 1st quarter and the last half of last year. This company can rail almost half of their capacity so their net backs have been quite good. Do a really good job of marketing their product. Yield of 7.1% is absolutely sustainable.

 Price:
$38.780
Subject:
DIVIDENDS & REITS
Bias:
CAUTIOUS
Owned:
Yes
2013-05-02 COMMENT Alex Ruus

Excellent, well run oil/gas producer. Dominant producer in the Saskatchewan Bakken oil play. Really, really likes the company but finds it a little expensive right now. Also. he is a little bit cautious on the commodity outlook right now.

 Price:
$38.370
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2013-05-01 WAIT Mike S. Newton, CIM FCSI

Has an excellent set of properties with a very nice yield. There is something a little bit disconcerting out there with this name with a lot of people scratching their heads why it can’t get back above $40. That’ve done a lot of acquisitions using their stock in the last couple of years. Perhaps people want to see them digest what they have been doing. Going to be a bit tough for a little while.

 Price:
$38.080
Subject:
NORTH AMERICAN & ETFs
Bias:
BULLISH
Owned:
No
2013-05-01 DON'T BUY Brooke Thackray

We are not in the energy seasonality at this time. We are just exiting seasonality and it hasn’t done well. Chart shows the trend is still going down. Wait until it gets above the $40 level. If it breaks above that, that would be a good sign from a technical perspective. He’ll be looking for the energy sector a little later on.

 Price:
$38.080
Subject:
SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2013-04-29 BUY John Wilson

Has been affected by the differential in prices in what we realize in Canada and what is been happening elsewhere. That has narrowed recently, which has helped. Very attractive dividend. In his view it is a great management team with great assets and a great history of being expectations in terms of their production levels.

 Price:
$37.620
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-04-22 TOP PICK Peter Brieger

WTI and Western Canadian Crude spread is going to narrow.  This will happen when Transcanada gets the go ahead to ship oil to Eastern Canada.  Keystone might go through. 

 Price:
$36.630
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-04-22 HOLD John Stephenson

This one is probably the exception to the rule along with a few others and is worth holding. Not cheap. Light oil. Focused. On a per-share basis, it has grown production effectively over time.

 Price:
$36.630
Subject:
RESOURCE
Bias:
CAUTIOUS
Owned:
Yes
2013-04-17 TOP PICK Eric Nuttall

Uses this as a trading vehicle between $35 to $40ish plus but later in the year his $40 will get bent as there are more results from water flooding. One of the smartest management’s in the patch. Yields about 7.9%. High-quality assets supports both production growth and dividend.

 Price:
$35.010
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Yes
2013-04-15 WATCH Larry Berman CFA, CMT, CTA

When dividends get to 6-9%, they are unsustainable.  He is not saying there is a dividend cut, but it is starting to get really high now.  There is some pretty major support we are flirting with. If we break it there is some downside.  This could be a great trading opportunity if you have accumulated cash. 

 Price:
$35.230
Subject:
N/A
Bias:
UNKNOWN
Owned:
Unknown
2013-04-15 TOP PICK Robert Lauzon

7.8% dividend is the main reason for the pick.  Safe.  Four year low.  A top holding in his funds.  Bought more over last year than last 4.

 Price:
$35.230
Subject:
ENERGY
Bias:
CAUTIOUS
Owned:
Yes
2013-04-15 COMMENT Gavin Graham

Very well run energy stock. There has been some weakness in the last couple of years but is still a very well run company and continues to maintain its production. One of the less gassy plays.

 Price:
$35.230
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Unknown
2013-04-10 BUY Norman Levine

(Market Call Minute.) Positive on the stock, as long as they don’t do another deal.

 Price:
$37.440
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-04-10 BUY Greg Newman

Real risk to this stock is oil prices but right now they are doing well. This last quarter, they beat on production and cash flow and they are doing this with lower CapX. Growth was primarily due to acquisitions in 2012 but the market would rather see continued drilling success.

 Price:
$37.440
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Unknown
2013-04-05 WAIT Keith Richards

It just broke down and had technical support at $37.  That by itself implies a little downside on the stock.  He has been looking for an entry point but not interested just yet.  Is the 7% high dividend sustainable?  They have so many on the DRIP that they are ok.  It is safe for now.

 Price:
$36.710
Subject:
TECHNICAL ANALYSIS
Bias:
DEFENSIVE
Owned:
No
2013-04-04 BUY Peter Hodson

Good little company that nobody really likes these days. Have done quite a few issues over the past couple of years. Stock is a very good, large cap, dividend paying, trading company. Bounces from $35-$40. If you like to trade, this is a good name for that. Thinks the worst is over for the company. Have improved their balance sheet and taken steps to grow into their dividend.

 Price:
$36.200
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
No
2013-03-26 PAST TOP PICK Bruce Campbell

(A Top Pick March 30/12. Down 3.22%.) Just reported a really good quarter. Think they have got the message that there have been enough acquisitions and new issues. Stock will lift and he likes the yield while he waits. Once oil is back in favour, he expects it to be a $45 stock.

 Price:
$38.610
Subject:
CANADIAN LARGE
Bias:
DEFENSIVE
Owned:
Yes
2013-03-22 COMMENT Jaime Carrasco

Doesn’t think they are going to lower the 7% dividend, so you are getting paid to wait. Very well run company.

 Price:
$39.340
Subject:
ENERGY, MATERIALS, UTILITIES & REITS
Bias:
BULLISH on GOLD
Owned:
Yes
2013-03-19 HOLD Michael Sprung

Loves the dividend.  The short fall is made up by the fact that the dividend reinvestment plan is very popular.  Have the most prospects for drilling.  But at some point they have to start earning their dividend.  He would sell about 4 or 5 dollars higher.

 Price:
$39.290
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-03-18 TOP PICK Peter Brieger

Has become one of the premier oil plays in Canada and he feels this is going to continue. Will be acquiring companies with interesting acreage and/or production to which they can apply water flood and other recovery methods. Otherwise they’ll buy prospective acreage. They want to see production of 150,000 barrels a day within 5 years versus the current 114,000. Yield of 6.996%.

 Price:
$39.530
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-03-15 BUY Norman Levine

Owns some of this for his income accounts. At one point he was thinking of selling because management is serial acquirers and share issuers and he was getting tired of that. Have just announced that they will not be making any acquisitions this year and he thinks the market is very favourable on this.

 Price:
$39.450
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-03-14 BUY Christine Poole

They are always issuing equity.  They come across acquisitions they like and would rather finance those acquisitions through equity.  The dividend is important to them.  There is increasing awareness of the issuance.  Results this morning were very strong and she thinks they can slow the acquisition case if they want to.

 Price:
$38.920
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-03-11 PAST TOP PICK Ryan Bushell

(Top Pick Jan 3/13, Up 7.99%) Good asset base that they significantly added to last year.  Conservatively managed and a good long term holding.  Is looking for an increase in the dividend down the road.

 Price:
$38.870
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
Yes
2013-03-04 BUY John Stephenson

Likes this name. Languished a little bit lately but has delivered year in and year out on a per-share basis. Grew production quite dramatically. Light oil, which is a super valued commodity.

 Price:
$38.350
Subject:
RESOURCE
Bias:
CAUTIOUS
Owned:
Yes
2013-02-27 COMMENT Mason Granger

Very high DRIP participation of about 60%. Also, have a very disciplined program of hedging out 3 years in oil production. Feels that in years to come, a lot of the water flooding they are doing in 2 key plays, is going to lower the decline rate and make the dividend more sustainable. With debt to cash flow at about 1X and lots of favourable hedges in place, feels the 7.1% dividend is very sustainable.

 Price:
$38.800
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Unknown
2013-02-25 BUY Peter Brieger

Looking at the price to cash flow of 8.4% this year and 7.6% next year, you have a very decent yield of 7.1%. Consensus of a share price increase is 17.2% for about a 4% return. This is one of the premier oil plays in Canada. Have been aggressive in acquiring companies with interesting acreage and/or production.

 Price:
$38.730
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2013-02-22 BUY Jeff Young

This will depend on oil prices. Light oil producer. One of the best in Canada and one of the best yielding. Rock solid balance sheet. 7% yield.

 Price:
$38.760
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH o n CDN DIVIDEND STOCKS
Owned:
Yes
2013-02-14 DON'T BUY David Burrows

(Market Call Minute) Not one of the leaders currently.

 Price:
$38.610
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2013-02-11 HOLD Michael Smedley

(Market Call Minute) Expanded into Utah.

 Price:
$38.830
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2013-02-11 BUY on WEAKNESS Eric Nuttall

Switch from Canadian Oil Sands to this? That would be a great move. 100% of Canadian Oil Sands dividend is currently being paid by debt and they have some large CapX requirements for the next couple of years. Thinks fair value for Crescent Point is $42-$43. Would Buy in the $37’s and Sell in the low $40’s.

 Price:
$38.830
Subject:
OIL & GAS
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2013-02-06 WATCH Michael Sprung

Trading at 42X current earnings. If he were to see it go a few dollars over $40 again, he would be tempted to take profits. What bothers him is that they don’t earn their dividend. In order to pay for it, they really depend upon a huge uptake in their DRIP plan where shareholders are diluting themselves to get the yield. Extremely good land position but have been issuing equity to purchase this.

 Price:
$39.280
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2013-02-05 BUY John O'Connell, CFA

Just recently purchased this. Stock is dealing with investor fatigue as they have been a chronic issuer of equity to buy oil/gas producing properties. Excellent management. He is just concerned right now about heavy oil differentials. One of the first out there to use rails for shipping their stuff to market at very good prices. About 7.5% yield. Expects to see it trading at $40 within the year.

 Price:
$38.650
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-02-04 PAST TOP PICK Andrew Hamlin

(Top Pick Jan11/12, Down 9.28%)  Disappointed a number of investors over the last little while.  Did more equity issues than people expected.  Still owns and likes it and it is a good dividend payer.  Suffer from the differential in commodity price.  Thinks they will do reasonably well this year.

 Price:
$38.570
Subject:
GROWTH & INCOME
Bias:
BEARISH
Owned:
Yes
2013-02-01 TOP PICK John Zechner

Did 3 equity raises last year which he thinks irritated the market a little but they are well capitalized now. Dividend yield of 7.15%. Have production in the Bakken area as well, which gives a higher valuation and better growth. Have been proven to deliver on production growth and acquisitions but haven’t turned this into a good move on the stock price. Thinks they are overdue.

 Price:
$38.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-01-31 BUY Norman Levine

Owns for income accounts.  Does not trade off earnings, but off cash flow.  7.1% dividend.  Has not performed well until recently. 

 Price:
$38.580
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-01-30 TOP PICK Bruce Campbell

Over 7% yield.  Did a bunch of acquisitions.  Trucking a bunch of their Bakken to the coast.  Thinks they will surprise to the upside.  Hinted you could see a dividend increase over the next couple of years.

 Price:
$38.680
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-01-25 TOP PICK David Cockfield

A Bakken story (North Dakota and Saskatchewan). Lighter oil and closer to market. Great operators. Bought this one for the dividend payout. Keep diluting the stock either through acquisitions or new issues but have now indicated they are going to sit on the sidelines a little bit. Has been buying under $40. Company’s very good at cash flowing and paying their dividend. Yield of 7%.

 Price:
$39.570
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2013-01-24 WAIT Hap (Robert) Sneddon FCSI

$36 is good support.  There is a gap just below $40 and if we punch through it, it will go to $47.  A great name.  Relative strength is high.

 Price:
$39.420
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
No
2013-01-22 BUY Peter Brieger

Likes it here. Has been disappointing lately with the price of oil been stagnant or coming down in the mini-correction or slowdown we had. If you look at some of the IEA data going forward and the pickup in growth in emerging markets, you may be surprised at the very heavy demand for oil. Looking for $49.50 and with the yield, it gives you a 35% return.

 Price:
$39.210
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-01-21 BUY Greg Newman

Cut their CapX 10% for this year, responding to the general conditions and differentials.  Still guiding to 10% production growth, which is excellent. Acquisitions they did in 2012 will set them up really well for growth. Great balance sheet. Mostly light oil, so you don’t have to worry about heavy oil discount and differentials of the crack spread.

 Price:
$38.980
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Yes
2013-01-17 BUY Don Lato

Prefers to Baytex.  Better managed company and less dependency on heavy oil.  One of the first to utilize rail shipment of oil.  7.2% dividend that he not worried about being cut. 

 Price:
$38.300
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2013-01-15 HOLD John Stephenson

Some of the knocks against the stock is that it is pricey and that they are serial issuers of equity. However, production on a per share basis is growing quite handily. Has one of the most focused teams and has one of the best assets, best management team and best resource base in the business.

 Price:
$38.580
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2013-01-14 HOLD Douglas Kee

Is it worth playing the swings on the stock or is it better to just hold long-term for dividends? This is a core holding for him. Good yield which is sustainable. The problem with them has been equity issues which keeps their debt low but allows them acquisitions. Good management. Good balance sheet and great properties.

 Price:
$38.580
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Yes
2013-01-09 TOP PICK Eric Nuttall

Best risk/reward opportunity in Canada. It was rumoured there was a very large US seller and it is thought this selling is finally finished. Feels it has one of the most sustainable dividends. Yield of 7.4%. Organic growth over acquisitions will be the 2013 focus. Feels it will trade back up to $42.

 Price:
$37.550
Subject:
OIL & GAS
Bias:
DEFENSIVE
Owned:
Yes
2013-01-07 BUY Christine Poole

Held for a number of years and likes the yield.  It is a serial equity issuer.  Latest acquisition was in Utah.  They have never cut their dividend.  It will get dividend support at this level.

 Price:
$37.260
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-01-04 COMMENT Keith Richards

A lot of the energy stocks have been hurting but this chart is showing some support coming in right now. If this support can hold and you can get a nice bounce, it would be good. Oil is coming up as a seasonal play in the next month or so and this would probably be a tagalong stock.

 Price:
$37.170
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH on FOREIGN
Owned:
Unknown
2013-01-03 TOP PICK Ryan Bushell

Very protective of their capital structure and their dividend. Also, they won’t go above 1X debt to cash flow. Have to issue shares when they do an acquisition to avoid piling on debt. Last acquisition was opportunistic and was quite large but he is satisfied the company is in good shape and remains on track. Very attractive price at these levels.

 Price:
$36.280
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2012-12-31 HOLD Bill Carrigan

We are back into support here.  He is starting to favour the energy sector.  If the sector rallies, then this one will too.  Don’t add to position.

 Price:
$37.620
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
No
2012-12-24 WAIT Don Vialoux

Will benefit when heavy oil stocks start to improve.  They have yet to establish any real indications of bottoming.  These stocks do well starting at the end of January to the end of May.  That is the seasonality of crude oil.  They do exploration during the winter and release results in the spring.

 Price:
$37.660
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULL
Owned:
Unknown
2012-12-21 COMMENT Michael Sprung

What really keeps this going is is that they are very astute at making acquisitions and having great potential in the lands that they buy, for future development. On the other hand, they are paying the distribution on the backs of other shareholders from the point of view that they have such a huge take-up in their DRIP plan which allows them to continue to pay the 7.3% yield. This allows them to dilute you because of the more and more shares they issue all the time. (See Top Picks.)

 Price:
$37.950
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2012-12-13 TOP PICK David Cockfield

Bakken oil in Saskatchewan/North Dakota. Always feels it is a good Buy under $40. Had just got too far ahead with their acquisitions. Acquisitions often include stocks and then there is the Hold on the stock, but then the Hold runs out and people start cashing in. They have more or less said they are going to step back a little bit and not do so many acquisitions. Feels the dividend is very safe and have a great DRIP plan. Expect they will be shipping over 40,000 barrels a day by tank car.

 Price:
$36.980
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2012-12-12 TOP PICK Ben Cheng

Coming off the back of a $700 million bought deal, which has put a massive overhang over it. Through the years, they have continued to add to their reserve life, production on a per-share basis and NAV on a per share basis. Have been doing the right things.

 Price:
$37.110
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
Yes
2012-12-10 SELL ON STRENGTH John Stephenson

Is a core holding.  Have a reputation of being serial equity issuers.  It is light oil, which is extremely attractive.  You are safe to hold it and it is one of the attractive names in the space.  If you are up, trim your position.  He wants to know where growth will come from.

 Price:
$36.860
Subject:
OIL & GAS
Bias:
SELECTIVE
Owned:
Yes
2012-12-07 STRONG BUY Eric Nuttall

One of the most misunderstood and controversial stories. Unbelievably undervalued. Marketplace is having indigestion because of the amount of stock issuance they’ve had from their most recent acquisition. Trading at roughly 8.3X next year’s cash flow. 60% hedged to $90 oil. Has a one-time debt to cash flow basis. Next year they are going to be growing per share basis on an exit to exit basis of at least 3%. Any time it has approached $36 it has been a screaming buy and has rebounded to the low $40’s. 7.5% yield.

 Price:
$36.470
Subject:
OIL & GAS
Bias:
BULLISH on ENERGY
Owned:
Yes
2012-12-04 COMMENT Michael Smedley

Basically into problems along with the oil/gas sector. Market gets a bit tired of the star companies. This is still a star. Has recently just diversified into Utah with different types of assets.

 Price:
$37.410
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2012-12-03 TOP PICK Lyle Stein

7.2% yield.  Risk is it could be cut at that rate.  Question he asks is what will happen to oil prices, which he feels will go up.  Their balance sheet is fine.  There is room for more debt. 

 Price:
$38.300
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
Showing 1 to 60 of 522 entries
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