Enerplus Corp

ERF-T

TSE:ERF

8.47
0.08 (0.94%)
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
BUY
BUY
March 30, 2015

Went through tremendous change. They are now concentrated in high valued Nat. gas. They found the sweet spot in the Balkan. They are valued at a very modest level.

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Enerplus Corp (ERF-T)
March 30, 2015

Went through tremendous change. They are now concentrated in high valued Nat. gas. They found the sweet spot in the Balkan. They are valued at a very modest level.

COMMENT
COMMENT
December 12, 2014

His company has this is a sector perform and a high risk, with an $18 target a year out. Have reduced the rating because of their exposure to the US backing the Marcellus asset. He thinks the big hit is going to be coming on their shale play. Questions the sustainability of the dividend.

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Enerplus Corp (ERF-T)
December 12, 2014

His company has this is a sector perform and a high risk, with an $18 target a year out. Have reduced the rating because of their exposure to the US backing the Marcellus asset. He thinks the big hit is going to be coming on their shale play. Questions the sustainability of the dividend.

DON'T BUY
DON'T BUY
December 8, 2014

He sold earlier this year because of geography and where they were. Probably not the first one he would go to.

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Enerplus Corp (ERF-T)
December 8, 2014

He sold earlier this year because of geography and where they were. Probably not the first one he would go to.

BUY
BUY
November 27, 2014

Third Quarter was a joy. Management changes and operational changes made a huge difference. He is impressed with how good a job they did of reconfiguring their assets. Should outperform its peers.

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Enerplus Corp (ERF-T)
November 27, 2014

Third Quarter was a joy. Management changes and operational changes made a huge difference. He is impressed with how good a job they did of reconfiguring their assets. Should outperform its peers.

PAST TOP PICK
PAST TOP PICK
November 26, 2014

(A Top Pick Nov 15/13. Down 9.25%.) When he thought this was getting a little ahead of itself at $25, he sold half his position. When it got to $20, and he saw the wheels potentially coming off, he sold more. He still has a little bit left. Very good relative to their peers and are very sustainable.

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Enerplus Corp (ERF-T)
November 26, 2014

(A Top Pick Nov 15/13. Down 9.25%.) When he thought this was getting a little ahead of itself at $25, he sold half his position. When it got to $20, and he saw the wheels potentially coming off, he sold more. He still has a little bit left. Very good relative to their peers and are very sustainable.

PAST TOP PICK
PAST TOP PICK
October 23, 2014

(A Top Pick Oct 2/13. Up 6.62%.) Pays a good yield. Got to $26 and he did do some selling. He would be much closer to buying this as it has a good sustainable dividend. If you own this one Hold.

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Enerplus Corp (ERF-T)
October 23, 2014

(A Top Pick Oct 2/13. Up 6.62%.) Pays a good yield. Got to $26 and he did do some selling. He would be much closer to buying this as it has a good sustainable dividend. If you own this one Hold.

PAST TOP PICK
PAST TOP PICK
September 19, 2014

(A Past Pick Oct 2/13. up 24.7%.) Just suspended the stock dividend program today. It was a sweetener. Management has said this is going to help build shareholder value longer term, which he agrees with. It is going to alienate some shareholders. Sold half his position when the stock was around $26 and has now just sold the rest on the news. Expects more downside, but will probably go back in.

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Enerplus Corp (ERF-T)
September 19, 2014

(A Past Pick Oct 2/13. up 24.7%.) Just suspended the stock dividend program today. It was a sweetener. Management has said this is going to help build shareholder value longer term, which he agrees with. It is going to alienate some shareholders. Sold half his position when the stock was around $26 and has now just sold the rest on the news. Expects more downside, but will probably go back in.

DON'T BUY
DON'T BUY
September 18, 2014

Likes it, but would not add to it at current levels. Well run and has a good game plan. BNP-T and BXE-T and COS-T are preferred.

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Enerplus Corp (ERF-T)
September 18, 2014

Likes it, but would not add to it at current levels. Well run and has a good game plan. BNP-T and BXE-T and COS-T are preferred.

PAST TOP PICK
PAST TOP PICK
September 8, 2014

(Top Pick Aug 15/13, Up 35.18%) It was a turnaround story that was miss-priced. Still likes it. Management refocused them on some assets and have done a good job. Could be a good entry point again.

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Enerplus Corp (ERF-T)
September 8, 2014

(Top Pick Aug 15/13, Up 35.18%) It was a turnaround story that was miss-priced. Still likes it. Management refocused them on some assets and have done a good job. Could be a good entry point again.

TOP PICK
TOP PICK
August 19, 2014

The long-term chart shows a strong upward trend from early 2013. Now consolidating. Thinks the stock can get to $30. Also pays a pretty nice dividend of 4.5%.

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Enerplus Corp (ERF-T)
August 19, 2014

The long-term chart shows a strong upward trend from early 2013. Now consolidating. Thinks the stock can get to $30. Also pays a pretty nice dividend of 4.5%.

COMMENT
COMMENT
August 12, 2014

Very bullish on natural gas prices, especially over the medium to longer term. Eventually companies like this will get the benefit of much higher commodity pricing as we start to take our gas and send it to other parts of the world through LNG. This company has done a good job of increasing production. Management has done a good job of turning this business around.

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Enerplus Corp (ERF-T)
August 12, 2014

Very bullish on natural gas prices, especially over the medium to longer term. Eventually companies like this will get the benefit of much higher commodity pricing as we start to take our gas and send it to other parts of the world through LNG. This company has done a good job of increasing production. Management has done a good job of turning this business around.

COMMENT
COMMENT
July 25, 2014

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.

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Enerplus Corp (ERF-T)
July 25, 2014

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.

PAST TOP PICK
PAST TOP PICK
July 17, 2014

(Top Pick Aug 15/13, Up 52.37%) New management; being more efficient with assets. Still undervalued.

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Enerplus Corp (ERF-T)
July 17, 2014

(Top Pick Aug 15/13, Up 52.37%) New management; being more efficient with assets. Still undervalued.

PAST TOP PICK
PAST TOP PICK
July 16, 2014

(A Top Pick May 14/13. Up 69.93%.) Just bought more of this last week. It is still not overvalued.

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Enerplus Corp (ERF-T)
July 16, 2014

(A Top Pick May 14/13. Up 69.93%.) Just bought more of this last week. It is still not overvalued.

BUY WEAKNESS
BUY WEAKNESS
June 9, 2014

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.

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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.

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