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

Enerplus Corp Stock Symbol: ERF-T

Last Price Recorded: $11.7700 on 2016-12-07

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Date Signal Expert Opinion Price
2016-09-06 WAIT Josef Schachter

This did very, very well from the bottom. When we had the decline in the 4th quarter of last year, the stock went from $8 down to $2.62 in Jan-Feb. It had a nice bounce to $10. They are producing about 94,000 BOEs a day, and about half of that is oil. This is a big player in the US. Operating costs are excellent at $7.10. Transportation costs at $2.87 are a bit high. They had good hedge gains in the 1st half of this year, but their hedge book is a little lean now which is a bit of a problem. BV of $2.90. Paid down a lot of debt this year. The balance sheet is in good shape. What he doesn’t like is that, because of the assets in the US, they have taken impairments and every quarter that number is a moving target. If oil drops as he expects, there could be more impairments. Thinks the stock will back off to below $6, where it would be a Buy.


Price:
$9.240
Subject:
CANADIAN OIL & GAS
Bias:
BEARISH on OIL
Owned:
Unknown
2016-08-22 PAST TOP PICK John Kim

(A Top Pick July 11/16. Up 17.33%.) Still thinks this is undervalued. Should be trading in the low double digits at about $12-$13. They have producing assets in Canada, and the Bakken and Marsalis in the US. Thinks this should trade into the $13-$15 range. 


Price:
$9.630
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-07-11 TOP PICK John Kim

Very undervalued, especially now that they have restructured the portfolio and raised some cash. The balance sheet has been completely repaired. They have an asset in the Marcellus that everybody overlooks, because nobody focuses on gas any more. Dividend yield of 1.46%.


Price:
$8.210
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-05-16 COMMENT Swanzy Quarshie

Just raised some capital to help stabilize the balance sheet, which was a good idea. Have some great Bakken assets in North Dakota and are doing very well with their drilling. Sees a lot of upside there. The Marcellus assets are not doing as well because of the differential in some of the prices, and are getting the netbacks.


Price:
$6.850
Subject:
OIL & GAS
Bias:
CAUTIOUS
Owned:
Unknown
2016-04-22 BUY on WEAKNESS Josef Schachter

The balance sheet had $1.2 billion of debt versus $900 million of equity in December 2015. Just sold about $278 million of assets, so they will be about $1 billion in debt. BV is still cheap at $4.34. Taking profits is a great idea. They are doing very well in the US, producing 106,000 barrels a day, up from 2011 when they were 75,000. Their balance sheet is now a lot cleaner. Thinks this is a survivor in this group. On the next decline it would be a Buy.


Price:
$6.960
Subject:
OIL & GAS
Bias:
BEARISH on ENERGY
Owned:
Unknown
2016-03-10 WAIT Keith Richards

Had been in this during its uptrend. When it broke the uptrend in 2014, he waited 3 weeks and then sold his holdings. Currently there is some potential consolidation, but the really big picture is still kind of bearish. Too early to make a decision. Give it another 2-3 weeks.


Price:
$4.690
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
No
2016-02-04 WATCH Brian Acker, CA

It is at EVB -3, so it is ‘In The Blue’.  He suspects they need to write off assets.  $1.11 model price so he will not touch it until they come clean with their balance sheet.


Price:
$4.410
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2015-12-02 SELL Swanzy Quarshie

(Market Call Minute.) Not a bad company, but she sees better opportunities elsewhere.


Price:
$6.450
Subject:
OIL & GAS
Bias:
OPTIMISTIC on OIL
Owned:
No
2015-07-30 DON'T BUY Robert Lauzon

The balance sheet is getting 3.5:1 debt to cash flow.  The rig count has nudged up in the US in the last couple of months because companies hedged out and felt good in the last peak.  He would rather see good return on investment decisions.  He owns some, but it is not a top weight because of the debt level.  The dividend is probably safe, but watch this August.


Price:
$8.330
Subject:
ENERGY
Bias:
SELECTIVE
Owned:
Unknown
2015-07-28 COMMENT Bill Harris, CFA

In this mid-cap energy space, it really seemed that at some point yesterday we had a bounce off, and he is really hopeful that yesterday was the bad day. These companies should probably not be paying a dividend right now, so it is within the realm of expectation that if oil slipped again, all these companies would cut their dividends to zero.


Price:
$8.120
Subject:
RESOURCE
Bias:
BEARISH on RESOURCES
Owned:
Unknown
2015-07-23 HOLD Martin Davies

A well managed company. They are in one of the sweet spots.  He likes it.  The valuation goes with the rest of the market.  The balance sheet is in good shape.  He likes it.


Price:
$9.110
Subject:
OIL & GAS
Bias:
BULLISH on OIL & GAS
Owned:
Unknown
2015-06-22 HOLD Michele Robitaille

One of the issues is not having control over the Marcellus.  They are managing through it well.  There are a lot of good things going on, but she is reluctant to step in.  Hold it if you own it or move into something with better quality assets. 


Price:
$11.600
Subject:
HIGH YIELD EQUITIES & REITS
Bias:
CAUTIOUS
Owned:
No
2015-06-15 HOLD Teal Linde

Has gone through a transition.  Came down from 75% oil conventional production.  At $60 oil some companies can increase their growth so they have increased their Cap-X budget.  You can hang on to this.  The debt level is a little high.  He prefers the natural gas side of the energy space.


Price:
$11.650
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2015-06-01 BUY on WEAKNESS Larry Berman CFA, CMT, CTA

A lot of these things are leveraged to the outlook on oil.  Any energy services stock is related to the commodity price.  A lot of these stocks will perform poorly over the next two years.  He can’t speak to this one specifically, but the overall space is going to go sideways and we will make a big base.  You want to buy on weakness and sell on strength.  It will go up and down within its range.


Price:
$11.860
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-05-19 COMMENT Brian Acker, CA

His model price is $3.06, a negative 76%. It is paying out $0.60. For this year, the mean estimate is that they are going to lose $0.55 and $0.08 for 2016 at current earnings estimates. He feels energy is going to go lower.


Price:
$12.100
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
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