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Enerplus Corp Stock Symbol: ERF-T

Last Price Recorded: 20.3900 on 2014-09-22 01:14:05

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Date Signal Expert Opinion Price
2014-09-19 PAST TOP PICK Greg Newman

(A Past Pick Oct 2/13. up 24.7%.) Just suspended the stock dividend program today. It was a sweetener.  Management has said this is going to help build shareholder value longer term, which he agrees with. It is going to alienate some shareholders. Sold half his position when the stock was around $26 and has now just sold the rest on the news. Expects more downside, but will probably go back in.


Price:
$20.390
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
No
2014-09-18 DON'T BUY Nick Majendie

Likes it, but would not add to it at current levels.  Well run and has a good game plan.  BNP-T and BXE-T and COS-T are preferred.


Price:
$21.260
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-09-08 PAST TOP PICK Robert Lauzon

(Top Pick Aug 15/13, Up 35.18%) It was a turnaround story that was miss-priced.  Still likes it.  Management refocused them on some assets and have done a good job.  Could be a good entry point again.


Price:
$22.180
Subject:
ENERGY
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-19 TOP PICK Keith Richards

The long-term chart shows a strong upward trend from early 2013. Now consolidating. Thinks the stock can get to $30. Also pays a pretty nice dividend of 4.5%.


Price:
$24.130
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2014-08-12 COMMENT Andy Nasr

Very bullish on natural gas prices, especially over the medium to longer term. Eventually companies like this will get the benefit of much higher commodity pricing as we start to take our gas and send it to other parts of the world through LNG. This company has done a good job of increasing production. Management has done a good job of turning this business around.


Price:
$24.060
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-25 COMMENT Eric Nuttall

This is a solid name. Management has done an awesome job of deleveraging over the past couple of years and refocusing their drilling efforts. Likes that 50% of their production is US, Bakken and then Marcellus. Marcellus rates have been getting better over time, just as a lot of operators have. Do have some pricing risks, which they have been open about. Thinks that 30%-40% of their gas is exposed to the blowout in the basis differential. He saw the upside in their Bakken acreage. Stock has been trading at it really big discount, but over time that differential has narrowed. Feels the real easy money has been made. As a long-term investor looking for yield, it is a very solid name.


Price:
$25.630
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Unknown
2014-07-17 PAST TOP PICK Robert Lauzon

(Top Pick Aug 15/13, Up 52.37%) New management; being more efficient with assets.  Still undervalued.


Price:
$24.980
Subject:
ENERGY
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-16 PAST TOP PICK Joanne A. Hruska, CFA

(A Top Pick May 14/13. Up 69.93%.) Just bought more of this last week. It is still not overvalued.


Price:
$25.370
Subject:
OIL & GAS
Bias:
BULLISH on CDN ENERGY
Owned:
Yes
2014-06-09 BUY on WEAKNESS Eric Nuttall

Likes it.  Got downgraded by RBC because it has done so well.  This is the best reason to downgrade a stock.  Their execution is good.  There are coming catalysts.  He is waiting for it to sell off a little more and then he is going to buy it.


Price:
$24.970
Subject:
OIL & GAS
Bias:
BULL on GAS
Owned:
Unknown
2014-05-21 BUY Robert Lauzon

If you are looking for a nice blend of dividends and a bit of growth, this company would be a wise choice. Probably one of the longest income trusts out there, a couple of decades. Nice blend of gas and oil. Still cheap versus its peers and has the potential to give you low double-digit total returns annually over the next couple of years.


Price:
$23.700
Subject:
ENERGY
Bias:
BULLISH on ENERGY
Owned:
Yes
2014-05-12 HOLD Jim Huang

Not a cheap stock, but probably deservedly so because they have been executing very well in both Canada and the US. They are also continuing to develop their long-term resource plays. Dividend of 4.5% is sustainable.


Price:
$23.220
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2014-04-24 COMMENT Mason Granger

Doesn’t know how receptive they would be to increasing the dividend until they are confident higher gas prices are here to stay.  It comes down to the durability of the recovery in gas.


Price:
$24.140
Subject:
OIL & GAS
Bias:
BULL on OIL
Owned:
No
2014-03-10 PARTIAL SELL Michael Decter

Doesn’t think you would do too bad holding this but you might consider selling half of it here and looking at something else such as Suncor (SU-T) or AltaGas (ALA-T). (See Top Picks.)


Price:
$21.090
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
No
2014-01-16 BUY Greg Newman

Trading cheaper than their peers. Trading at an EBITDA to adjusted cash flow of about 5.7% and their peers are at 7.9%. Had 4 quarters in a row of real impressive operations, improved asset concentration and spending discipline. Payout ratios are coming down. Very low debt levels.


Price:
$19.740
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
2014-01-13 COMMENT Eric Nuttall

Huge winner last year. An example of how a stock can be unfairly punished and unfairly cheap and where you need people’s perception to change. 25% of their production is in the US Bakken play so are not exposed to as much differentials. About 25% of production in the US Marcellus play, so are not as exposed as much to the basis, the difference between Canadian and US natural gas. Still trading at a discount to some of its peers. Trading at around 6 times and pays a pretty healthy dividend. However, payout ratio is about 100%, so thinks they are using a little debt to pay some of the dividend. You could be looking at 15%-20% upside this year.


Price:
$18.940
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Unknown
Showing 1 to 15 of 220 entries
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