Enerplus Corp | StockChase
248
Enerplus Corp (ERF-T)

Last Price Recorded: $10.6200 on 2017-12-15

ON STOCKCHASE SINCE Nov 2000

oil/gas
248
Enerplus Corp (ERF-T)

Last Price Recorded: $10.6200 on 2017-12-15

ON STOCKCHASE SINCE Nov 2000

oil/gas

Enerplus Corp


Signal Opinion Expert
WEAK BUY
Enerplus Corp(ERF-T) 

November 16, 2017

(Market Call Minute.) A good, solid oil and gas company with good exposure in the right areas. He would call this a soft Buy.

oil/gas

(Market Call Minute.) A good, solid oil and gas company with good exposure in the right areas. He would call this a soft Buy.

oil/gas
Alex Ruus

Portfolio Manager, Arrow Capital Manage...

PricePrice
$11.510
Owned Owned
Unknown

TOP PICK
Enerplus Corp(ERF-T) 

August 23, 2017

It is one of the few that has decent price momentum not just in the energy space.  You can hold and not go broke while you wait.  It has good ROEs and 6.7 times cash flow.  If we get an oil price rebound this stock will lag it somewhat.  (Analysts’ target: $14.75).

oil/gas

It is one of the few that has decent price momentum not just in the energy space.  You can hold and not go broke while you wait.  It has good ROEs and 6.7 times cash flow.  If we get an oil price rebound this stock will lag it somewhat.  (Analysts’ target: $14.75).

oil/gas
Jason Mann

CIO & Co-Founder, Edgehill Patners...

PricePrice
$11.160
Owned Owned
Yes

COMMENT
Enerplus Corp(ERF-T) 

June 28, 2017

One of a handful of stocks in the sector that has held up reasonably well. Good valuation, trading at 6X EBITDA. They had a Beat in the last quarter. Decent balance sheet. Dividend yield of 1.1% which he is happy with until they start generating cash again.

oil/gas

One of a handful of stocks in the sector that has held up reasonably well. Good valuation, trading at 6X EBITDA. They had a Beat in the last quarter. Decent balance sheet. Dividend yield of 1.1% which he is happy with until they start generating cash again.

oil/gas
Jason Mann

CIO & Co-Founder, Edgehill Patners...

PricePrice
$10.950
Owned Owned
Yes

HOLD
Enerplus Corp(ERF-T) 

March 24, 2017

You can get a better exit than right now. It depends on oil prices.  It is well positioned relative to the group.  It is cheaper.  Its balance sheet is really good.  If you wanted to look to an oil name this would be a really good one even if not the best.

oil/gas

You can get a better exit than right now. It depends on oil prices.  It is well positioned relative to the group.  It is cheaper.  Its balance sheet is really good.  If you wanted to look to an oil name this would be a really good one even if not the best.

oil/gas
Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$10.010
Owned Owned
Unknown

COMMENT
Enerplus Corp(ERF-T) 

February 10, 2017

Recently sold a portion of his holdings, partially due to their exposure to natural gas. The company has done things to improve their balance sheet by selling off some assets. A big part of their production is in the US. Some of the companies that have exposure on both sides of the border, have not been hurt as bad by the fear of a border tax. Until the gas situation gets sorted out, this is not going to have a huge move. Dividend yield of 1%.

oil/gas

Recently sold a portion of his holdings, partially due to their exposure to natural gas. The company has done things to improve their balance sheet by selling off some assets. A big part of their production is in the US. Some of the companies that have exposure on both sides of the border, have not been hurt as bad by the fear of a border tax. Until the gas situation gets sorted out, this is not going to have a huge move. Dividend yield of 1%.

oil/gas
Craig Porter

Senior Portfolio Manager, LOGiQ Asset Manageme...

PricePrice
$12.320
Owned Owned
Yes

WAIT
Enerplus Corp(ERF-T) 

January 9, 2017

It has done very, very well.  They have sold non-core assets.  They repaired their balance sheet.  He was suggesting to take profits about a week ago.  They will be impacted by lower oil prices in the next couple of quarters. 

oil/gas

It has done very, very well.  They have sold non-core assets.  They repaired their balance sheet.  He was suggesting to take profits about a week ago.  They will be impacted by lower oil prices in the next couple of quarters. 

oil/gas
Josef Schachter

President, Schachter Asset Mana...

PricePrice
$11.760
Owned Owned
Unknown

WAIT
Enerplus Corp(ERF-T) 

September 6, 2016

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.

oil/gas

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.

oil/gas
Josef Schachter

President, Schachter Asset Mana...

PricePrice
$9.240
Owned Owned
Unknown

PAST TOP PICK
Enerplus Corp(ERF-T) 

August 22, 2016

(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. 

oil/gas

(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. 

oil/gas
John Kim

Portfolio Manager, Aston Hill Financial...

PricePrice
$9.630
Owned Owned
Yes

TOP PICK
Enerplus Corp(ERF-T) 

July 11, 2016

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%.

oil/gas

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%.

oil/gas
John Kim

Portfolio Manager, Aston Hill Financial...

PricePrice
$8.210
Owned Owned
Yes

COMMENT
Enerplus Corp(ERF-T) 

May 16, 2016

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.

oil/gas

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.

oil/gas
Swanzy Quarshie

Portfolio Manager, Sentry Investments...

PricePrice
$6.850
Owned Owned
Unknown

BUY on WEAKNESS
Enerplus Corp(ERF-T) 

April 22, 2016

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.

oil/gas

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.

oil/gas
Josef Schachter

President, Schachter Asset Mana...

PricePrice
$6.960
Owned Owned
Unknown

WAIT
Enerplus Corp(ERF-T) 

March 10, 2016

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.

oil/gas

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.

oil/gas
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$4.690
Owned Owned
No

WATCH
Enerplus Corp(ERF-T) 

February 4, 2016

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.

oil/gas

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.

oil/gas
Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc....

PricePrice
$4.410
Owned Owned
Unknown

SELL
Enerplus Corp(ERF-T) 

December 2, 2015

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

oil/gas

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

oil/gas
Swanzy Quarshie

Portfolio Manager, Sentry Investments...

PricePrice
$6.450
Owned Owned
No

DON'T BUY
Enerplus Corp(ERF-T) 

July 30, 2015

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.

oil/gas

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.

oil/gas
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital ...

PricePrice
$8.330
Owned Owned
Unknown

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