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Crescent Point Energy Corp Stock Symbol: CPG-T

Last Price Recorded: 44.5000 on 2014-04-19 01:14:20

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Date Signal Expert Opinion Price
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
2014-03-05 BUY Christine Poole

Gets up to $40 and then trades down a bit.  Not sure why.  Maybe we need a more sustained movement in Crude.  She owns it because it has low exploration risk due to high inventory.  It is an exploitation strategy.  Yield is very safe although she sees little increase in it.  She expects 10% return per year.


Price:
$38.720
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-03-05 HOLD Michael Bowman

There doesn’t seem to be a lot of growth.  It never shows up when he does a screening because there is always some problem with it.  Others have not performed all that well either.  CPG has fantastic properties, great yield.  You have nothing to worry about.  If you buy an oil stock make sure it pays a dividend, so this one is okay.  He also has White Cap.


Price:
$38.720
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
Yes
2014-03-04 DON'T BUY Bill Harris, CFA

(Market Call Minute) Nothing wrong with it.  Only concern is that it is a light oil producer and there is a ton of light oil coming on in the next twelve months in the US.


Price:
$38.920
Subject:
RESOURCE
Bias:
SELECTIVE
Owned:
No
2014-02-28 HOLD Jaime Carrasco

He has taken money off the table along the way.  You get a pretty good yield.  It has become a pretty mature company so any new barrels coming on board won’t have such a big impact on cash flows.  If you want growth look more at junior companies like Whitecap.


Price:
$38.860
Subject:
RESOURCE, UTILITY & REITs
Bias:
SELECTIVE
Owned:
Yes
2014-02-27 HOLD David Burrows

He has trimmed his position by a half recently.  They changed what they were doing in their DRIP, which he thought was dilutive.  The energy sector is not one of the leading ones.  This pays a nice yield of 7%.  A good company but other sectors are more attractive.


Price:
$38.590
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-02-24 WATCH Peter Brieger

One of his key long term holdings.  It disappointed last year, but you got your yield.  Likes the growth in production from new fields and companies purchased, as well as the recovery rates.  Will be a preeminent producer in Canada.  Their production rates should be going up at least 5% per year.  The breakout point could be sooner rather than later.


Price:
$39.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-02-21 BUY on WEAKNESS David Cockfield

There has been big selling in some of his favourite oil stocks.  Buy this one under $40, which he has.  Increasing production and cash flow on a regular basis.


Price:
$38.870
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-02-20 BUY Mason Granger

Lot of hallmarks of a company you want to own for the dividend.  Light oil weighted inventory.  Well run company with diversified asset base.  Typically they fund dividend with DRIP.  He thinks the need for this will decline in the next two years.  Don’t expect more than high single digits of production growth.


Price:
$38.820
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2014-02-19 PAST TOP PICK Mohsin Bashir

(A Top Pick June 20/13. Up 14.1%.) Liked that it was a former trust paying a high amount of dividend income. Also, its focus on light oil was an area of interest. Believes the dividend is sustainable, growth prospects are strong and their assets are strong sources of growth for their target of 150,000 barrels per day.


Price:
$38.680
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-02-19 COMMENT James Telfser

Not a bad name, but something he has never felt compelled to add to his holdings. Stock really hasn’t done much. They issue shares and they pay a nice dividend but it just kind of muddles around. Prefers growthier names or names that generate a lot of cash flow and can cover the dividend nicely.


Price:
$38.680
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2014-02-13 BUY John Stephenson

(Market Call Minute.) Has been in the doghouse for some time. A lot of US investors have fled this name but if you look at cash flow per share, it is very strong.


Price:
$38.770
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Yes
2014-02-11 BUY John Wilson

Doing a great job of driving the type of production to support the payout.  It is a way to add pretty decent yield into your portfolio.  He owns a different one, see Top Picks.


Price:
$38.160
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2014-02-10 PAST TOP PICK John Zechner

(A Top Pick Feb 1/13. Up 5.56%.) Cdn oil stocks have been a disappointment. They are starting to catch up a little bit. This company has a great land position and a good dividend yield. Had a 20% dilution last year and yet they added more than 50% to their land holdings. Have a lot of great growth ahead of them. The Cdn$ falling is going to be a huge benefit for them.


Price:
$38.160
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-02-07 COMMENT Michele Robitaille

Good, high quality company. Has been a little bit range bound over the last year or so. Company had made a number of acquisitions back in 2012 and had issued a fairly substantial amount of equity so there was a bit of market fatigue over the company’s path. 2013 was a bit of a breather year for them. Underlying operating results are quite good. Good high-quality properties. Continues to like this company.


Price:
$37.890
Subject:
HIGH YIELD EQUITIES & REITS
Bias:
BULLISH
Owned:
Yes
2014-02-07 STRONG BUY Michael Bowman

Why is the P/E ratio so high and the Operating Margin is so low? Ignore PE and looking at Price to Cash Flow instead. Everybody loves this one. It has the big yield. Has a fantastic balance sheet and great management. They are doing everything right. We all need some oil in our portfolio and this is the one to have. 7.28% yield.


Price:
$37.890
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Unknown
2014-02-06 DON'T BUY Teal Linde

A phenomenal success story.  A popular stock.  He has been on the sidelines for 3 years.  They get a lot of criticism for issuing a lot of stock.  That is a bit of an unfair criticism because their strategy is to issue a high dividend and then use the stock as a currency.  He doesn’t have a problem with that.  But he is concerned about decline rates in the first year.  They will lose 30% of production this year and have to replace it plus the amount they want to grow this year.


Price:
$38.250
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2014-02-05 BUY Norman Levine

Has a good dividend, which he believes is safe, especially where oil prices are now. This has fallen with the general market. It’s got more promise than delivery in the last few years. People criticized management for making too many acquisitions and issuing too much stock when they did that. They haven’t done that for a while now. This is a good one to own for the income and hopefully there will be some capital gain at some point.


Price:
$37.660
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-02-04 BUY Christine Poole

Likes this because of its 7%+ dividend. The dividend was not cut, even through the financial crisis. Not expecting the dividend to grow much but thinks the company will maintain it. Expects production to grow 8%-10% over the next few years.


Price:
$37.890
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-01-30 BUY Dennis Da Silva

A core holding for him.  A grandfather of growth / dividend model, oil weighted.  About 7% yield.  Posed for a much better 2014, transitioning from an acquisition to organic growth model and not continuing to issue equity.


Price:
$38.710
Subject:
CANADIAN RESOURCE
Bias:
BULLISH on NATURAL GAS
Owned:
Yes
2014-01-28 COMMENT Keith Richards

This is one of the stocks that a lot of people might buy just for the income side of it. Has a fantastic dividend of about 7%. Because it has a fairly sideways, although volatile, pattern you could buy it if you just want to make your 7%. It is probably not going to go crashing down. Seems to be range bound. Seasonably, February to May is a good time to own oils.


Price:
$38.920
Subject:
TECHNICAL ANALYSIS
Bias:
OPTIMISTIC
Owned:
No
2014-01-27 TOP PICK Peter Brieger

Emerging as one of the great Midcap producers in Canada. The estimated exit rate is about 137,000 barrels a day. Focused on acquiring lands and companies for prospective resources and developing them in a primary and secondary method. He is looking for a 26% gain including the 7% dividend.


Price:
$38.510
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-01-27 BUY on WEAKNESS Bill Harris, CFA

The stock is not falling apart and he feels he can still get his dividend over the summer.  If you can get in at the low $30s then it is a back the truck up thing.


Price:
$38.510
Subject:
RESOURCE
Bias:
CAUTIOUS
Owned:
Unknown
2014-01-24 HOLD Andy Nasr

Likes that the company has expanded their footprint into the US. Right now management is more focused on integrating their acquisitions and growing organically. Doesn’t think they will be focusing on doing another acquisition or increasing the dividend anytime soon. Should benefit from some of the weakness we are seeing in the Cdn$.


Price:
$39.360
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
BULLISH
Owned:
Yes
2014-01-24 COMMENT Jaime Carrasco

Between Baytex Energy (BTE-T) and Crescent Point (CPG-T), which one would you take? He would definitely go for this one if you want yield. Very well managed company. If you are looking for more capital growth, he would go with Baytex. Both pay a good yield and are well managed.


Price:
$39.360
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Unknown
2014-01-22 PAST TOP PICK David Cockfield

(A Top Pick Jan 25/13. Up 8.09%.) Thinks there has been a big amount of selling out of the US. They just got listed on the NYSE today but the stock did nothing. We’ll have to wait and see. He is continuing to Buy. Feels the dividend is very safe and this is one of the best managed Canadian companies.


Price:
$39.830
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-01-20 BUY on WEAKNESS Ron Meisels

Made a base since mid -2012.  A little bit of a pull back now to $37 would be a good buying opportunity.


Price:
$39.720
Subject:
TECHNICAL ANALYSIS - N.A. EQUITIES
Bias:
BULL on ENERGY
Owned:
Unknown
2014-01-17 BUY Rob Stabile

Well-run company and have done a great job of managing the balance sheet, so the dividend should be safe. Debt level is roughly half of what their peers’ average is. Expects there will be some surprises over the next 12 months with a better response from the water flood program they are doing in Alberta and Saskatchewan. Going to be listed on the NYS on January 22, giving them more coverage.


Price:
$39.420
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2014-01-16 WEAK BUY Paul Taylor

There is always geopolitics in the energy sector and you have to live with it.  CPG management team is particularly credible.  Great inventory of properties.  We are probably range bound for WTI, but supply & demand could balance.  He is more comfortable on the Nat Gas side.  The key is the cost to bring new supply on stream.  Prefers something smaller with a larger production growth profile like one of his Top Picks.  7% yield is safe.


Price:
$39.400
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on US EQUITIES
Owned:
Unknown
2014-01-15 COMMENT Bruce Campbell (2)

Likes this. Street has not been too favourable on this for the last little while, particularly while they were issuing more and more equity. Looks like their project in Utah is really ahead of what their initial expectations were so there is some potential there for growth.


Price:
$39.390
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-01-15 PAST TOP PICK Ryan Bushell

(A Top Pick Jan 3/13. Up 16.58%.) This is his core light oil Canadian holding. They have increasing exposure to the US. Thinks highly of the management team.


Price:
$39.390
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
UNKNOWN
Owned:
Yes
2014-01-13 BUY Michael Smedley

The oil stocks have been quite steady and will probably be that way, but he would not compare them with the supremacy of the banks.  CPG does give you a good dividend.  He would have no problems with it.


Price:
$39.630
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2014-01-13 PAST TOP PICK Eric Nuttall

(A Top Pick Jan 9/13. 13.33%.) Thinks you will see $45 sometime this year. Has a rock solid dividend that could potentially increase later this year. Very defendable name. Hedged 56% this year and, in addition, debt to cash flow is very low. Implementing water flooding, which is bringing down their decline rates slowly but over the next couple of years, you could see their payout ratio approach 100%.


Price:
$39.630
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2014-01-08 HOLD Martin Davies

Light oil producer. Very good payout ratio. Excellent balance sheet. Has a lot of future growth. Valuation is quite reasonable.


Price:
$40.000
Subject:
CANADIAN OIL & GAS
Bias:
BULLISH
Owned:
Unknown
2014-01-07 BUY Christine Poole

(Market Call Minute.) Good yield of just under 7%.


Price:
$40.110
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-01-07 PAST TOP PICK Bruce Campbell (1)

(Top Pick Jan 30/13, Up 10.79%) Thinks it will do this again or a little better.  Decent growth and increasing guidance.  Thinks it is undervalued.  7% while you wait.


Price:
$40.110
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-01-06 BUY on WEAKNESS Larry Berman CFA, CMT, CTA

Made new 52 week highs and then it rolled over.  There is a trend line from last April that is pretty decent.  Moving averages are more flat, so he thinks there could be a pull back. 


Price:
$40.380
Subject:
TECHNICAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2014-01-02 DON'T BUY Ross Healy

Pays out more than it earns so its book value is sliding lower.  He does not care what is happening in the short term but long term this is not what he invests in.


Price:
$40.740
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2013-12-30 TOP PICK Peter Brieger

Hopes it will break out next year.  Acquisition of land and/or companies will get them to his target. 


Price:
$41.200
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2013-12-18 HOLD Keith Richards

He elected not to own it because it does not have a good uptrend.  It has a nice dividend.  You don’t want to see it go below $39.


Price:
$40.510
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Unknown
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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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