Enerplus Corp

ERF-T

TSE:ERF

8.44
0.03 (0.35%)
Enerplus Corporation is one of Canada’s largest independent oil and gas producers. Enerplus Corp., was established in 1986 and holds oil and natural gas property interest in the United States and in ...
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Analysis and Opinions about ERF-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
November 28, 2018
(A Top Pick Aug 22/17, Up 18%) One of the few energy stocks this year with positive returns. He exited, because it's price momentum fell off this fall, though not as badly as its peers. It still scores well in valuation. Good assets. A good stock, but in a tough sector.
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Enerplus Corp (ERF-T)
November 28, 2018
(A Top Pick Aug 22/17, Up 18%) One of the few energy stocks this year with positive returns. He exited, because it's price momentum fell off this fall, though not as badly as its peers. It still scores well in valuation. Good assets. A good stock, but in a tough sector.
WAIT
WAIT
November 14, 2018
Likely she will purchase soon. They have some land in Colorado. They do not have a lot of Canadian assets and are somewhat insulated by the lower Canadian pricing. Should have tremendous free cash flow in the coming years. They have very little debt.
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Enerplus Corp (ERF-T)
November 14, 2018
Likely she will purchase soon. They have some land in Colorado. They do not have a lot of Canadian assets and are somewhat insulated by the lower Canadian pricing. Should have tremendous free cash flow in the coming years. They have very little debt.
TOP PICK
TOP PICK
October 23, 2018

They generate 80% of their revenues from their US operations. They are not affected by the Canadian oil price gap. A solid business. Very well run.

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Enerplus Corp (ERF-T)
October 23, 2018

They generate 80% of their revenues from their US operations. They are not affected by the Canadian oil price gap. A solid business. Very well run.

TOP PICK
TOP PICK
October 15, 2018

They are raising their capital budget, which is always a good sign. (Analysts’ target: $21.77).

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Enerplus Corp (ERF-T)
October 15, 2018

They are raising their capital budget, which is always a good sign. (Analysts’ target: $21.77).

PAST TOP PICK
PAST TOP PICK
August 9, 2018

(A Top Pick June 11/2018, Up 1 %) Canadian company, but about 80% of production is in US, so they get world price for oil. The Canadian listing gives them the dividend tax credit and it’s well managed.

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Enerplus Corp (ERF-T)
August 9, 2018

(A Top Pick June 11/2018, Up 1 %) Canadian company, but about 80% of production is in US, so they get world price for oil. The Canadian listing gives them the dividend tax credit and it’s well managed.

TOP PICK
TOP PICK
June 11, 2018

They're getting 82% of their production from the U.S., so they're getting world prices in American dollars, even though they're a Canadian company. They're growing. (Analysts' price target: $19.23)

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Enerplus Corp (ERF-T)
June 11, 2018

They're getting 82% of their production from the U.S., so they're getting world prices in American dollars, even though they're a Canadian company. They're growing. (Analysts' price target: $19.23)

BUY
BUY
April 5, 2018

It is a solid long for him. It was a Top Pick not too long ago. Recent price momentum is fine as is price valuation. They beat on the recent quarter.

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Enerplus Corp (ERF-T)
April 5, 2018

It is a solid long for him. It was a Top Pick not too long ago. Recent price momentum is fine as is price valuation. They beat on the recent quarter.

COMMENT
COMMENT
January 12, 2018

He’s not really excited about energy, and gets a feeling we are just being manipulated. He likes big cap energy in the US. This closed at $13.29, and his model price is $17.30, a 30% upside. It’s one Canadian stock that actually has a distribution that is actually lower than its income. Thinks it goes higher, but there is so much opportunity in the US, that it’s hard for him to recommend this.

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Enerplus Corp (ERF-T)
January 12, 2018

He’s not really excited about energy, and gets a feeling we are just being manipulated. He likes big cap energy in the US. This closed at $13.29, and his model price is $17.30, a 30% upside. It’s one Canadian stock that actually has a distribution that is actually lower than its income. Thinks it goes higher, but there is so much opportunity in the US, that it’s hard for him to recommend this.

WEAK BUY
WEAK BUY
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.

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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.

Alex Ruus

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Price
$11.510
Owned
Unknown
TOP PICK
TOP PICK
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).

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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).

COMMENT
COMMENT
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.

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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.

HOLD
HOLD
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.

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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.

COMMENT
COMMENT
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%.

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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%.

WAIT
WAIT
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.

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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.

WAIT
WAIT
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.

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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.

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