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Enerplus Corp Stock Symbol: ERF-T

Last Price Recorded: 24.4300 on 2014-08-02 01:14:06

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Date Signal Expert Opinion Price
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
2014-01-03 COMMENT Hap (Robert) Sneddon FCSI

Had a great run this year. Still off of its highs of around $33, so if you’ve held it for a while, you are either possibly looking for a place to get out or you become a very long, long term investor. He would look on a shorter-term for the trend line to break. The whole sector is weak today and you can’t tell how it is going to run until we get into February. There is good support coming in the next couple of weeks. If it gets weak before the seasonal period gets started, he would look for the $17 to hold. Quite often you get your weakest just before a new run starts in a sector.


Price:
$18.740
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2014-01-02 HOLD Ross Healy

(Market Call Minute) Not a bad company, reasonable value.  Hard to see upside potential in oil stocks.  Okay but…


Price:
$19.010
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2013-12-16 WEAK BUY Bruce Campbell (1)

Lots of news in the last little while and had a nice little move up.  Prefers others. But if you want a yield with little growth, this is okay.


Price:
$19.080
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2013-12-11 COMMENT Michael Sprung

Sell Bonavista (BNP-T) and buy Enerplus (ERF-T)? Bonavista has done relatively better and has always been a well-run company so he would hesitate to leave it.


Price:
$19.270
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2013-12-06 HOLD Joanne A. Hruska, CFA

Stock has performed quite well over the last couple of quarters and likes what they have done. A wonderful kind of multiyear story. Although it looks like it has done quite well in the last few quarters, it still has a lot of upside. New CEO cleaned up the asset base and lowered operating costs. Inexpensive and has a lot more upside. Can see $23 in the next 12 months.


Price:
$19.470
Subject:
OIL & GAS
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 215 entries
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