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Crescent Point Energy Corp Stock Symbol: CPG-T

Last Price Recorded: 43.8600 on 2014-08-01 21:28:58

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Date Signal Expert Opinion Price
2014-08-01 BUY Norman Levine

Likes this and owns it in income accounts. The 6.3% dividend yield is safe. Likes the acquisitions it has done in the past.


Price:
$43.860
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-07-30 COMMENT Bruce Campbell (2)

After they made the acquisition in Utah and came out with the numbers there, the stock moved up, but of late it has pulled back along with the rest of the sector. Very well run company.


Price:
$44.830
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2014-07-29 BUY Ross Healy

He sees energy stocks as being reasonable value here. This one has done well. There is now a setback in the group, but he thinks this is a setback on its way to higher levels. He can see 30%-40% ahead from here.


Price:
$44.750
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-07-28 TOP PICK Peter Brieger

The oil and gas companies will be facing the tax man as tax pools run out.  But CPG-T is nowhere near that point.  They are aggressive in acquiring company’s land.  They are perfecting water flood secondary recovery. 


Price:
$44.780
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-07-25 COMMENT Eric Nuttall

(Market Call Minute.) This is a core holding. He typically sells in the high $40’s and buys in the low $40’s. This will be $60 stock in 3-4 years.


Price:
$45.220
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2014-07-23 TOP PICK Stan Wong

Has pulled back recently, so it’s a good time to add more shares. Feels energy prices will remain pretty firm. They just announced production guidance for 2014 that it is going to be higher. Will probably sustain their current levels based on economic movements and economic recovery, especially with geopolitical problems happening globally. 6.1% yield.


Price:
$45.290
Subject:
NORTH AMERICAN & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
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
2014-04-28 TOP PICK Peter Brieger

Leaders in the field of technology of water recovery.  Is quite a positive leverage to oil flows.  Sees them being up there as a major leader in this area.  Dividend is safe, although it may not increase.


Price:
$44.030
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-04-24 PAST TOP PICK Mason Granger

(Top Pick May 21/13, Up 24.22% total return) Dividend is sustainable at 7%.  A rock solid balance sheet.  Have a program of acquiring light oil assets and building inventory.


Price:
$44.560
Subject:
OIL & GAS
Bias:
BULL on OIL
Owned:
Yes
2014-04-23 BUY on WEAKNESS Bruce Campbell (2)

Thought there would be some upside when he was on in October.  The numbers they are producing are better and he thinks they will produce higher and that the stock will also go a little higher.


Price:
$44.420
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
BULL on CANADIAN MARKET
Owned:
Unknown
2014-04-17 PAST TOP PICK Eric Nuttall

(Top Pick Apr 17/13, Up 35.19%) A frustrating name but two weeks ago announced success with an asset.  Finally people are caring about the company.  Re-ratings are taking place in the market place and soon will be done by analysts.


Price:
$44.500
Subject:
OIL & GAS
Bias:
BULL on OIL & GAS
Owned:
Yes
2014-04-16 BUY Rick Stuchberry

An interesting oil company in that they are almost more of a manufacturer than a “search and find” company. Through horizontal drilling, they have basically got 3 great positions in old oilfields and it is all about capital deployment and operating efficiencies. Feels the dividend is safe. There is enough growth to keep it going. Yield of around 6%.


Price:
$43.950
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-04-11 BUY Martin Davies

Long term is 2-4 years.  The company is designed to do this long term thinking.  A good idea for a long term investor. 


Price:
$42.030
Subject:
CANADIAN OIL & GAS
Bias:
BULLISH on NATURAL GAS
Owned:
Unknown
2014-04-10 HOLD Philippe Capelle

Light oil producer, so correlated with the oil price.  Have been very acquisitive and tended to issue a lot of stock.  However, it is a good story and they are under good execution.  Thinks it will catch up so hang on to it.


Price:
$41.550
Subject:
CANADIAN LARGE (RESOURCE)
Bias:
BULLISH on ENERGY
Owned:
Unknown
2014-04-09 BUY Stan Wong

Attractive.  It is breaking out after trading in a rage for a while.  It should go to $49 at this point.  At an important breakout.


Price:
$41.810
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
Unknown
2014-04-08 TOP PICK David Cockfield

As usual, it beat the forecasts in its last quarter. Had given people problems because they had a lot of takeovers, which they paid for with stocks giving ongoing dilution. Continues to pay an excellent dividend of 6.8%. Their water flood is working well. In the Bakken and North Dakota. Big in the rail. Thinks we are going to finally see some capital appreciation in the stock. It finally managed to get through $40. He can see it up to $46.


Price:
$40.990
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-04-07 PAST TOP PICK Zachary Curry

(Top Pick May 13/13, Up 13.70% total return) Continues to hold it.  Have not issued equity.  A big, growing company with exposure to the US.


Price:
$40.340
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-04 HOLD Genevieve Roch-Decter

Can rail up to half their production now and are moving to rail all of their production. Have taken the fate of the netbacks into their own hands so that they can have higher netbacks. At some point down the road, it will get bought by a super major.


Price:
$40.660
Subject:
NORTH AMERICAN ENERGY INFRASTRUCTURE
Bias:
BULL on ENERGY
Owned:
Yes
2014-04-02 COMMENT David Burrows

(Market Call Minute.) Likes the sector. Stock is behaving pretty well. Reducing their reinvestment dividend plan has certainly been helpful. There may be better names, but you are going to win from the sector.


Price:
$40.440
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-03-31 BUY Michael Smedley

A very dominant company.  The only irritant is that they knock everyone else when they present to you.  He would continue to hold it.


Price:
$40.350
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2014-03-27 BUY Andy Nasr

Not a lot of capital appreciation.  They are digesting some large acquisition over the last couple of years, but going forward you could see increases in cash flow.  They could get more acquisitive in the next year or two.  You will get your yield and the payout is pretty well covered.


Price:
$39.820
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-03-26 DON'T BUY Brian Acker, CA

There are a group of these energy names that pay a distribution way above what they are earning. His model price is $31.42, a negative 21%. They pay a distribution of $2.76. Investors look at 6.78%, but mean estimates in terms of earnings, is $1 and next year it is $0.95. What it means is that they are paying out their capital to investors. Overvalued.


Price:
$40.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-03-24 BUY Larry Berman CFA, CMT, CTA

Good dividend payer and good solid company.  Prefers more diversification than just one stock in this sector.  See ZEO.


Price:
$40.250
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-03-24 PAST TOP PICK Peter Brieger

(Top Pick Mar 18/13, Up 10.21%) Still doesn’t know if Keystone will get approved.  It is fading in relative significance.


Price:
$40.250
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-03-21 BUY Norman Levine

He recently added to his position. Doesn’t know where the price of oil is going. He believes it is going to stay high which will be highly profitable for all producers. He is happy to continue owning a company that adds to its reserves and to its production very profitably. Dividend is safe.


Price:
$40.590
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-03-20 HOLD Greg Newman

A range bound stock and a lot of people talk about it extolling its virtues. Great balance sheet, high net backs, exposure to a top ranked plays. Why can’t it get out of its own way? Shareholders are still getting used to the fact that this used to be a monster grower. Looking at how much its production grew over the last 4 years, it was up about 28%. For the next 2 years, he sees production growth only being about 6%-7%. While not so bad, when you net out the DRIP, cash flow per share growth is only about 3%. Payout ratio is average at about 130%. Just boosted their outlook on their latest quarter, but did that by assuming a lower Cdn$ and higher oil prices, so it wasn’t organically driven. Try to get it at around $38-$39.


Price:
$40.430
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Unknown
2014-03-17 BUY on WEAKNESS Larry Berman CFA, CMT, CTA

For the next 5 years, gas and oil prices are range-bound at best.  Forward looking markets are not optimistic.  He is looking to take money off the table.  Buy on pullbacks at the lower end of the trading range.


Price:
$40.090
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-03-17 PAST TOP PICK John Zechner

(Top Pick Feb 1/13, Up 11.95%) Should have done better but they flooded the market with new equity.  They are building great asset value for the long term.


Price:
$40.090
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-03-12 COMMENT Lyle Stein

This is a good name. Feels the Street has missed when they bought some assets in the US. Did particularly well in Saskatchewan where their water flooding did quite well.


Price:
$40.000
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2014-03-11 PAST TOP PICK Eric Nuttall

(A Top Pick April 17/13. Up 19.07%.) Still likes this. It is a frustrating name because it feels like the name is kind of stuck. Very well owned in Canada and they really need to rely on the incremental buyer from the US coming into the name. Have a very sustainable dividend becoming more sustainable in time as their capital efficiencies improve and their decline rates fall with the implementation of water flood. Just listed in New York.


Price:
$38.720
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2014-03-10 TOP PICK Michael Decter

CEO is one of Canada’s more remarkable and not well known entrepreneurs in the oil patch. A very conservative company. Street developed a lack of affection because they kept raising equity. Acquired an extraordinarily valuable and oil production area in Utah. Built its own transportation facilities so it can move 100% of its oil by rail and is not dependent on pipelines. 7% dividend yield.


Price:
$39.000
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
Showing 1 to 60 of 701 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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