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

Last Price Recorded: $11.5100 on 2017-11-16

ON STOCKCHASE SINCE Nov 2000

oil/gas

Enerplus Corp


Signal Opinion Expert

2017-11-16

WEAK BUY
Enerplus Corp (ERF-T)

(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 Management

Price: $11.510
Owned: Unknown

2017-08-23

TOP PICK
Enerplus Corp (ERF-T)

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

Price: $11.160
Owned: Yes

2017-06-28

COMMENT
Enerplus Corp (ERF-T)

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

Price: $10.950
Owned: Yes

2017-03-24

HOLD
Enerplus Corp (ERF-T)

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 Management

Price: $10.010
Owned: Unknown

2017-02-10

COMMENT
Enerplus Corp (ERF-T)

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 Management

Price: $12.320
Owned: Yes

2017-01-09

WAIT
Enerplus Corp (ERF-T)

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 Management

Price: $11.760
Owned: Unknown

2016-09-06

WAIT
Enerplus Corp (ERF-T)

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 Management

Price: $9.240
Owned: Unknown

2016-08-22

PAST TOP PICK
Enerplus Corp (ERF-T)

(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

Price: $9.630
Owned: Yes

2016-07-11

TOP PICK
Enerplus Corp (ERF-T)

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

Price: $8.210
Owned: Yes

2016-05-16

COMMENT
Enerplus Corp (ERF-T)

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

Price: $6.850
Owned: Unknown

2016-04-22

BUY on WEAKNESS
Enerplus Corp (ERF-T)

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 Management

Price: $6.960
Owned: Unknown

2016-03-10

WAIT
Enerplus Corp (ERF-T)

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 Management

Price: $4.690
Owned: No

2016-02-04

WATCH
Enerplus Corp (ERF-T)

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.

Price: $4.410
Owned: Unknown

2015-12-02

SELL
Enerplus Corp (ERF-T)

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

oil/gas
Swanzy Quarshie

Portfolio Manager, Sentry Investments

Price: $6.450
Owned: No

2015-07-30

DON'T BUY
Enerplus Corp (ERF-T)

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 Corporation

Price: $8.330
Owned: Unknown

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