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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: $14.3300 on 2017-03-27

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Date Signal Expert Opinion Price
2016-10-26 HOLD Bruce Campbell (2)

(Market Call Minute.) There are others he would prefer.


Price:
$16.870
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2016-10-25 COMMENT Colin Stewart

He likes this company. This is a way to get exposure to increasing oil prices. They have a fair bit of leverage to a rising oil price. Recently did an equity financing, which didn’t actually go over that well, which is part of the reason why the stock pulled back. He thinks there is a bit of a catch-up trade here, as investors warm up to this.


Price:
$17.150
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Yes
2016-10-24 COMMENT Peter Brieger

One of the best managed companies in the oil patch. If you see $50 oil prices next year, this is going to do quite well. At $55 oil, it will produce about $125 million in free cash flow, after dividend and after CapX. At $60, which he doesn’t think will happen, you will see as much as $250 million free cash flow. This is really a high-tech company in the sense that they’ve taken the wells they have discovered and have applied a technical approach, water flood #1, which has virtually doubled the output per well, and they are doing some other stuff with liners which also enhances. They have 7000 potential locations, many of which could be applied with water flood. As long as the oil price hangs in, you’ll see a gradual upward trend.


Price:
$17.350
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-10-21 COMMENT Dennis da Silva

Great asset base. Transitioning into more of being like a senior producer where the growth rate is going to be less. He likes this. Dividend yield of about 2%, and the ability to grow it will improve as oil gets closer to $60-$65.


Price:
$17.470
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2016-10-21 COMMENT Greg Newman

If oil stays over $50, would they increase the dividend? He is modelling $54 oil next year, and this is becoming a really exciting company again. Priced a lot better than its peers. One of the few companies that have had steady production growth over the last 5 years. If you believe oil is going to be above $50, you can own this here. He doesn’t know if they will need to increase their dividend to attract capital.


Price:
$17.470
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Unknown
2016-10-19 COMMENT John Stephenson

An excellent company, but very sensitive to oil prices. It will rally up and down quite hard as crude oil prices move up and down. It has a reputation of being a serial equity issuer, which is justified to a certain degree, but overall it is a good company. There will be a lot of volatility.


Price:
$17.790
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2016-10-13 COMMENT David Baskin

Doesn’t think this will get back to last year’s levels. A great company with great assets, but oil is only worth what oil is worth. In his view, oil can’t go past a certain point now, because of the excess supply that is out there waiting to come into the market, and the number of drilling rigs that can be employed very quickly, which will drive down the cost of the commodity.


Price:
$17.490
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-10-07 COMMENT Eric Nuttall

As a stock, this is mispriced. It is undervalued. In order for that situation to get rectified, they need people to care. About a month ago, they came to market to do a raise, and the reasons for doing it sounded really, really quite poor. This has tainted the institutional interest. The appetite for the stock is not what it was. It is going to take time.


Price:
$17.710
Subject:
ENERGY & SMALL CAP EQUITIES
Bias:
BULLISH on OIL
Owned:
Unknown
2016-10-07 COMMENT David Cockfield

Oil stocks have had a good run, and then got beaten up. He thinks oil is going to go higher, and continues to pick away at this. A well-run company, one of the best run oil companies in Canada. It is into the Bakken area which is relatively cheap oil. Longer-term he thinks the stock is fine.


Price:
$17.710
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-10-03 DON'T BUY Lyle Stein

It has been a disappointment this year.  They cut their dividend.  Their business model became suspect when oil prices dropped.  The bloom has come off this one.  He sold when he thought the dividend was at risk.  It is not a bad play on oil, but the luster on the stock is off.


Price:
$17.530
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
No
2016-09-27 COMMENT Kash Pashootan

(Market Call Minute.) He is still quite cautious on energy. This is one of the higher-quality names, although they have had to cut their dividend and issue more shares. He would rather have Suncor (SU-T).


Price:
$16.370
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
CAUTIOUS
Owned:
No
2016-09-23 COMMENT Greg Newman

He doesn’t know if oil is going to recover right away, but if it does it will be really good for this company. They just came to market with another big deal recently and it could be argued that they raised their share count by almost 7%. When looking at the metrics, he sees cash flow per share is set to fall from 2015 to 2017 by 5% per year, which is not uncommon in the oil patch. Right now the stock is very cheap and the deal they just did falls to their balance sheet which gives them time to wait out lower oil for longer, or gives them a better war chest to be opportunistic and make acquisitions. The key to all these companies is the balance sheet. If you like oil, at this level you can buy this. The dividend is sustainable even at $45 oil.


Price:
$16.810
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Unknown
2016-09-21 COMMENT Nick Majendie

Well-run. If he were adding another company to his portfolio, this would be a candidate. They have good production growth ahead of them and they have put their balance sheet in shape. Management has a pretty good track record and he thinks it will continue.


Price:
$17.510
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2016-09-16 PAST TOP PICK Swanzy Quarshie

(A Top Pick Sept 2/15. Up 7.79%.) A great story. Long-term you essentially have a free cash flow operation, and lots of upside to the oil price. Unfortunately, the perception is that they have created some dilution with the equity raise they did. A very prudent management team that doesn’t like to employ too much debt.


Price:
$16.620
Subject:
OIL & GAS
Bias:
BULLISH on ENERGY
Owned:
Yes
2016-09-15 COMMENT Daniel Lloyd

They got their money from that financing last week.  He likes it down here.  If the industry got particularly bullish on oil then it could become a takeover target.


Price:
$17.140
Subject:
CANADIAN
Bias:
BEARISH on BONDS
Owned:
No
Showing 46 to 60 of 1,065 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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