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
BUY
BUY
May 21, 2014

If you are looking for a nice blend of dividends and a bit of growth, this company would be a wise choice. Probably one of the longest income trusts out there, a couple of decades. Nice blend of gas and oil. Still cheap versus its peers and has the potential to give you low double-digit total returns annually over the next couple of years.

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If you are looking for a nice blend of dividends and a bit of growth, this company would be a wise choice. Probably one of the longest income trusts out there, a couple of decades. Nice blend of gas and oil. Still cheap versus its peers and has the potential to give you low double-digit total returns annually over the next couple of years.

HOLD
HOLD
May 12, 2014

Not a cheap stock, but probably deservedly so because they have been executing very well in both Canada and the US. They are also continuing to develop their long-term resource plays. Dividend of 4.5% is sustainable.

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Not a cheap stock, but probably deservedly so because they have been executing very well in both Canada and the US. They are also continuing to develop their long-term resource plays. Dividend of 4.5% is sustainable.

Jim Huang

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Price
$23.220
Owned
Unknown
COMMENT
COMMENT
April 24, 2014

Doesn’t know how receptive they would be to increasing the dividend until they are confident higher gas prices are here to stay. It comes down to the durability of the recovery in gas.

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Enerplus Corp (ERF-T)
April 24, 2014

Doesn’t know how receptive they would be to increasing the dividend until they are confident higher gas prices are here to stay. It comes down to the durability of the recovery in gas.

PARTIAL SELL
PARTIAL SELL
March 10, 2014

Doesn’t think you would do too bad holding this but you might consider selling half of it here and looking at something else such as Suncor (SU-T) or AltaGas (ALA-T). (See Top Picks.)

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Enerplus Corp (ERF-T)
March 10, 2014

Doesn’t think you would do too bad holding this but you might consider selling half of it here and looking at something else such as Suncor (SU-T) or AltaGas (ALA-T). (See Top Picks.)

BUY
BUY
January 16, 2014

Trading cheaper than their peers. Trading at an EBITDA to adjusted cash flow of about 5.7% and their peers are at 7.9%. Had 4 quarters in a row of real impressive operations, improved asset concentration and spending discipline. Payout ratios are coming down. Very low debt levels.

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Enerplus Corp (ERF-T)
January 16, 2014

Trading cheaper than their peers. Trading at an EBITDA to adjusted cash flow of about 5.7% and their peers are at 7.9%. Had 4 quarters in a row of real impressive operations, improved asset concentration and spending discipline. Payout ratios are coming down. Very low debt levels.

COMMENT
COMMENT
January 13, 2014

Huge winner last year. An example of how a stock can be unfairly punished and unfairly cheap and where you need people’s perception to change. 25% of their production is in the US Bakken play so are not exposed to as much differentials. About 25% of production in the US Marcellus play, so are not as exposed as much to the basis, the difference between Canadian and US natural gas. Still trading at a discount to some of its peers. Trading at around 6 times and pays a pretty healthy dividend. However, payout ratio is about 100%, so thinks they are using a little debt to pay some of the dividend. You could be looking at 15%-20% upside this year.

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Enerplus Corp (ERF-T)
January 13, 2014

Huge winner last year. An example of how a stock can be unfairly punished and unfairly cheap and where you need people’s perception to change. 25% of their production is in the US Bakken play so are not exposed to as much differentials. About 25% of production in the US Marcellus play, so are not as exposed as much to the basis, the difference between Canadian and US natural gas. Still trading at a discount to some of its peers. Trading at around 6 times and pays a pretty healthy dividend. However, payout ratio is about 100%, so thinks they are using a little debt to pay some of the dividend. You could be looking at 15%-20% upside this year.

COMMENT
COMMENT
January 3, 2014

Had a great run this year. Still off of its highs of around $33, so if you’ve held it for a while, you are either possibly looking for a place to get out or you become a very long, long term investor. He would look on a shorter-term for the trend line to break. The whole sector is weak today and you can’t tell how it is going to run until we get into February. There is good support coming in the next couple of weeks. If it gets weak before the seasonal period gets started, he would look for the $17 to hold. Quite often you get your weakest just before a new run starts in a sector.

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Enerplus Corp (ERF-T)
January 3, 2014

Had a great run this year. Still off of its highs of around $33, so if you’ve held it for a while, you are either possibly looking for a place to get out or you become a very long, long term investor. He would look on a shorter-term for the trend line to break. The whole sector is weak today and you can’t tell how it is going to run until we get into February. There is good support coming in the next couple of weeks. If it gets weak before the seasonal period gets started, he would look for the $17 to hold. Quite often you get your weakest just before a new run starts in a sector.

HOLD
HOLD
January 2, 2014

(Market Call Minute) Not a bad company, reasonable value. Hard to see upside potential in oil stocks. Okay but…

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Enerplus Corp (ERF-T)
January 2, 2014

(Market Call Minute) Not a bad company, reasonable value. Hard to see upside potential in oil stocks. Okay but…

WEAK BUY
WEAK BUY
December 16, 2013

Lots of news in the last little while and had a nice little move up. Prefers others. But if you want a yield with little growth, this is okay.

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Enerplus Corp (ERF-T)
December 16, 2013

Lots of news in the last little while and had a nice little move up. Prefers others. But if you want a yield with little growth, this is okay.

COMMENT
COMMENT
December 11, 2013

Sell Bonavista (BNP-T) and buy Enerplus (ERF-T)? Bonavista has done relatively better and has always been a well-run company so he would hesitate to leave it.

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Enerplus Corp (ERF-T)
December 11, 2013

Sell Bonavista (BNP-T) and buy Enerplus (ERF-T)? Bonavista has done relatively better and has always been a well-run company so he would hesitate to leave it.

HOLD
HOLD
December 6, 2013

Stock has performed quite well over the last couple of quarters and likes what they have done. A wonderful kind of multiyear story. Although it looks like it has done quite well in the last few quarters, it still has a lot of upside. New CEO cleaned up the asset base and lowered operating costs. Inexpensive and has a lot more upside. Can see $23 in the next 12 months.

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Enerplus Corp (ERF-T)
December 6, 2013

Stock has performed quite well over the last couple of quarters and likes what they have done. A wonderful kind of multiyear story. Although it looks like it has done quite well in the last few quarters, it still has a lot of upside. New CEO cleaned up the asset base and lowered operating costs. Inexpensive and has a lot more upside. Can see $23 in the next 12 months.

PARTIAL SELL
PARTIAL SELL
December 6, 2013

One of the more solid mid to large cap growth income paying companies. Before buying commodity companies, make your call on commodities first. Not keen on oil/gas right now. If you own, consider taking some profits here.

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Enerplus Corp (ERF-T)
December 6, 2013

One of the more solid mid to large cap growth income paying companies. Before buying commodity companies, make your call on commodities first. Not keen on oil/gas right now. If you own, consider taking some profits here.

Alex Ruus

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Price
$19.470
Owned
Unknown
BUY
BUY
December 4, 2013

Has been a buyer in the $12.00-$16 range. Feels the stock could be worth $22-$24 plus paying a sustainable dividend. This is one you should own in a yield portfolio.

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Enerplus Corp (ERF-T)
December 4, 2013

Has been a buyer in the $12.00-$16 range. Feels the stock could be worth $22-$24 plus paying a sustainable dividend. This is one you should own in a yield portfolio.

TOP PICK
TOP PICK
December 2, 2013

The original energy trust. Quietly transformed themselves over the last couple of years. They are starting to grow production – 9% this year. Trades at a multiple discount to everyone else. 5.6% healthy yield.

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Enerplus Corp (ERF-T)
December 2, 2013

The original energy trust. Quietly transformed themselves over the last couple of years. They are starting to grow production – 9% this year. Trades at a multiple discount to everyone else. 5.6% healthy yield.

COMMENT
COMMENT
November 21, 2013

Thinks they’ve basically completed their asset repositioning program and are making good inroads in terms of increasing production for the last couple of quarters. Recently made another acquisition in the Marcellus so have a good play in this area. Still trades at a bit of a discount to the group. As long as they can continue to keep executing, that valuation discount should close.

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Enerplus Corp (ERF-T)
November 21, 2013

Thinks they’ve basically completed their asset repositioning program and are making good inroads in terms of increasing production for the last couple of quarters. Recently made another acquisition in the Marcellus so have a good play in this area. Still trades at a bit of a discount to the group. As long as they can continue to keep executing, that valuation discount should close.

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