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Compiling comments that experts make about stocks while on public TV.

Crescent Point Energy Corp Stock Symbol: CPG-T

Last Price Recorded: $13.9900 on 2016-02-12

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Date Signal Expert Opinion Price
2015-10-28 COMMENT Mike S. Newton, CIM FCSI

Had been a core holding of his for quite some time and an example of where Stops worked quite nicely. It was very encouraging to see a good move on this today. Cyclicals can be a really frustrating round-trip for a lot of people, so he tends to shy away from these.


Price:
$18.090
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2015-10-27 COMMENT Don Lato

This is not something that he has owned. Thinks it is pretty fair at these valuations. Trading at about 4X cash flow. However, this is a company that has lived by acquisition, rather than through the drill bit. He prefers to own companies whose future is tied to the drill bit and what they can do in that area. Prefers Tourmaline (TOU-T) and Parex(PXT-T), which he feels are better alternatives.


Price:
$17.480
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2015-10-26 SELL Brian Acker, CA

$0.43 is the model price.  The dividend is not sustainable.  Mean losses extend out to 2 years.  We had a bounce, but fundamentals are against you here.  They will have to be a further cut to the distribution.  He sees more downside. 


Price:
$17.880
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Unknown
2015-10-26 PAST TOP PICK Peter Brieger

(A Top Pick Aug 25/14. Down 55.6%.) One of the best managed oil/gas companies in Canada. Have built up an inventory of 7500 wells, most of which are conducive to water flood stimulation. This takes recovery rates from 15% up to 25%.


Price:
$17.880
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-10-23 PAST TOP PICK David Cockfield

(A Top Pick Dec 5/14. Down 26.04%.) One of the oil stocks he held onto, and feels it is one of the stronger players out there. They are in Saskatchewan in the Balkans. Feels they will do all right.


Price:
$18.210
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
BEAR
Owned:
Yes
2015-10-22 PAST TOP PICK Michael Decter

(Top Pick Nov 7/14, Down 45.45%) He has owned it for a long time.  He likes management a lot.  It is his only producing company.  They are using this downturn to dramatically grow the company by making acquisitions.  He believes someone will eventually buy the company.  He doesn’t want to sell it and then have someone put in a takeover bid 50% higher the next day.  When it comes back it will do so quite quickly.


Price:
$18.460
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2015-10-22 COMMENT Eric Nuttall

One of the few oil names that isn’t reflecting a much higher oil price, so he was adding to it today. This could be a $20 stock if he is right on the price of oil. Using $55, it is trading around 6.9X next year’s enterprise value to cash flow. Other names are higher. The business model is superior to a lot of those other companies. The dividend is sustainable to around $52-$53 oil, where he thinks oil is going to rally to next year.


Price:
$18.460
Subject:
OIL, GAS & SMALL-CAP CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-10-14 COMMENT Barry Schwartz

It is neither a buy, nor a sell because he does not own energy or resource companies going forward.  He does not know what the price of oil is going to be.  Nothing can be trusted in this environment.  Companies have no control over the price of commodities and yet pay out 100 percent of their cash flow.


Price:
$19.740
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-10-08 PAST TOP PICK Douglas Kee

(Top Pick Sep 4/14, Down 47.56%)  They are well managed and have done the right things.  They cut CAP-X and their dividend as well as costs. 


Price:
$20.460
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Yes
2015-10-07 TOP PICK Bill Bonner

They were correct to reduce the dividend.  It has great oil leverage and is in Saskatchewan where there will be no NDP fall out regarding royalties.  When the market comes back, this one will go very quickly. 


Price:
$19.860
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Yes
2015-10-05 DON'T BUY John O'Connell, CFA

He has never been a fan because of the high dividend payout.  You invest in it and they give you back your capital and you have to pay tax on it.  Oil prices can’t stay down here that much longer.  It is not sustainable.  The best cure for low prices is low prices.


Price:
$17.610
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Unknown
2015-10-02 WATCH Prakash Hariharan

Has probably been one of the best light oil producers.  It almost feels like a value proposition.  The quality of dividends is not good, though, as they cut back on it.  The operating numbers look pretty good.  You get into the tax loss selling in December and you realize you should be waiting until January to look at it.


Price:
$16.530
Subject:
GLOBAL EQUITIES & DIVIDEND PAYING STOCKS
Bias:
UNKNOWN
Owned:
Unknown
2015-10-01 DON'T BUY Norman Levine

He was worried that the dividend would not be sustainable.  They locked in hedging at $90, but then pricing did not come back and so dividends were not sustainable.  He would not own a commodity stock for the dividend. 


Price:
$15.460
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2015-09-25 COMMENT Dennis Da Silva

A name that was painful to be in earlier this year until they did their cut in August. There has been a relatively good response since then. A great light oil, high margin producer focused in Saskatchewan. Balance sheet has been right sized with a cut in the dividend. He thinks they can maintain a 100% payout. If oil stays where it is for another 6-9 months, everyone will be susceptible to having to make some cuts. One of the “go to” names if you are looking for a large, liquid light oil producer that can give you some upside. Fairly well hedged at about 35% in 2016, near the $85 US per barrel range.


Price:
$15.520
Subject:
CANADIAN RESOURCES
Bias:
UNKNOWN
Owned:
Yes
2015-09-24 DON'T BUY David Baskin

It may only be a matter of time until the dividend goes to zero.  People were chasing yield at their peril.  As oil prices came down, so had the dividend to.  It is only a matter of time before they cut it again.


Price:
$15.600
Subject:
NORTH AMERICAN
Bias:
SELECTIVELY OPTIMISTIC
Owned:
No
Showing 31 to 45 of 952 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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