Enerplus Corp

ERF-T

TSE:ERF

3.69
0.16 (4.16%)
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 ...
More at Wikipedia

Analysis and Opinions about ERF-T

Signal
Opinion
Expert
HOLD
HOLD
July 23, 2015

A well managed company. They are in one of the sweet spots. He likes it. The valuation goes with the rest of the market. The balance sheet is in good shape. He likes it.

Show full opinionHide full opinion
Enerplus Corp (ERF-T)
July 23, 2015

A well managed company. They are in one of the sweet spots. He likes it. The valuation goes with the rest of the market. The balance sheet is in good shape. He likes it.

HOLD
HOLD
June 22, 2015

One of the issues is not having control over the Marcellus. They are managing through it well. There are a lot of good things going on, but she is reluctant to step in. Hold it if you own it or move into something with better quality assets.

Show full opinionHide full opinion
Enerplus Corp (ERF-T)
June 22, 2015

One of the issues is not having control over the Marcellus. They are managing through it well. There are a lot of good things going on, but she is reluctant to step in. Hold it if you own it or move into something with better quality assets.

HOLD
HOLD
June 15, 2015

Has gone through a transition. Came down from 75% oil conventional production. At $60 oil some companies can increase their growth so they have increased their Cap-X budget. You can hang on to this. The debt level is a little high. He prefers the natural gas side of the energy space.

Show full opinionHide full opinion
Enerplus Corp (ERF-T)
June 15, 2015

Has gone through a transition. Came down from 75% oil conventional production. At $60 oil some companies can increase their growth so they have increased their Cap-X budget. You can hang on to this. The debt level is a little high. He prefers the natural gas side of the energy space.

BUY WEAKNESS
BUY WEAKNESS
June 1, 2015

A lot of these things are leveraged to the outlook on oil. Any energy services stock is related to the commodity price. A lot of these stocks will perform poorly over the next two years. He can’t speak to this one specifically, but the overall space is going to go sideways and we will make a big base. You want to buy on weakness and sell on strength. It will go up and down within its range.

Show full opinionHide full opinion

A lot of these things are leveraged to the outlook on oil. Any energy services stock is related to the commodity price. A lot of these stocks will perform poorly over the next two years. He can’t speak to this one specifically, but the overall space is going to go sideways and we will make a big base. You want to buy on weakness and sell on strength. It will go up and down within its range.

COMMENT
COMMENT
May 19, 2015

His model price is $3.06, a negative 76%. It is paying out $0.60. For this year, the mean estimate is that they are going to lose $0.55 and $0.08 for 2016 at current earnings estimates. He feels energy is going to go lower.

Show full opinionHide full opinion

His model price is $3.06, a negative 76%. It is paying out $0.60. For this year, the mean estimate is that they are going to lose $0.55 and $0.08 for 2016 at current earnings estimates. He feels energy is going to go lower.

COMMENT
COMMENT
April 8, 2015

There are lots of stocks in the energy patch that gives you exposure to the same type of business. This one gives you exposure to Bakken oil, some Marcellus gas and some deep basin. A great company. There are other great companies where you can switch around and grab that tax asset of capital loss to lower your capital gains down the road.

Show full opinionHide full opinion
Enerplus Corp (ERF-T)
April 8, 2015

There are lots of stocks in the energy patch that gives you exposure to the same type of business. This one gives you exposure to Bakken oil, some Marcellus gas and some deep basin. A great company. There are other great companies where you can switch around and grab that tax asset of capital loss to lower your capital gains down the road.

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.

Show full opinionHide full opinion
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.

Show full opinionHide full opinion
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.

Show full opinionHide full opinion
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.

Show full opinionHide full opinion
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.

Show full opinionHide full opinion
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.

Show full opinionHide full opinion
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.

Show full opinionHide full opinion
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.

Show full opinionHide full opinion
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.

Show full opinionHide full opinion
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.

Showing 46 to 60 of 277 entries