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Featured Advisors
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Tuesday February 26, 2013
by Geoffrey Seiler, editor BullMarket.comCanadian energy producer Enerplus ( ERF) hasn't had a really good quarter in quite a while, and its recently reported Q4 results could very well be the turning point for the company.
The firm generated cash flow from operations of $199.7 million, or $1.01 per unit (Canadian dollars) in Q4, which was up from $156.7 million, or 87 cents per unit, a year ago. Based on current forward prices, Enerplus expects fund flows to grow by 8%. Looking at the company's balance sheet, its debt-to-funds-flow ratio was 1.7x. This was actually a very strong quarter for Enerplus, with the Canadian energy producer beating on most metrics. Funds Flows easily surpassed the $172 million consensus, while production surpassed the 84.4MBOE/D analyst view. This was a stark difference to the company's Q3 report when problems with drilling and tie-in activities in the Marcellus Shale negatively impacted its results. The company's balance sheet has improved markedly over the past year, and operating costs were drastically cut. The company's CapEx-adjusted payout ratio, meanwhile, is now comparatively conservative, making the dividend look very stable. It also has solid oil hedges in place for this year. With the stock trading at a discount to peers and well below its NAV, we think Enerplus could finally be set up for a rally. We rate the stock, which currently yields about 8.7%, a "Buy" with a $17 target. Learn more about this financial newsletter at Geoffrey Seiler's BullMarket.comRelated articles
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News Flash
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Friday May 17, 2013
United Natural: A play on Whole Foods |
by Mark Skousen, editor Hedge Fund Trader Alert
We’ve recommended Whole Foods Market (WFM) from time to time, and the stock has moved up sharply in the past three years, but I’d like to suggest an alternative -- one of Whole Foods’ primary suppliers, United Natural Foods (UNFI).
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Thursday May 16, 2013
Timing expert eyes India |
by Sy Harding, editor Street Smart Report
The money flow and momentum reversals in India's Bombay Index have now been enough to trigger buy signals on intermediate-term indicators. With this new buy signal, we have added a position in the iShares India 50 ETF (INDY) to our portfolio.
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Wednesday May 15, 2013
Value investor goes with Guess |
by Charles Mizrahi, editor Hidden Values Alert
Guess?, Inc. (GES) is a holding in our special situation portfolio; its strong product quality has created brand name recognition and a loyal consumer following.
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Wednesday May 15, 2013
MGAM: Bingo, lotteries, casinos |
by Jim Oberweis, Jr., editor The Oberweis Report
Multimedia Games Holding Company (MGAM) makes innovative gaming systems for Native American and commercial casino operators in North America, lottery operators, and charity and commercial bingo operators.
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Tuesday May 14, 2013
Fidelity expert: Bowers' bond bets |
by Jack Bowers, editor Fidelity Monitor & Insight
If you’ve been worried that the bond market might take a big hit, you can relax. Indeed, while bond funds may lag stock funds over the next 5-10 years, they still have a decent shot at keeping up with inflation, and they remain an excellent way to cut risk in a blended portfolio.
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Tuesday May 14, 2013
Tesla: 'Out of the ball park' |
by Timothy Lutts. editor Cabot Stock of the Month
Tesla (TSLA), our previously featured Stock of the Month and our top stock pick for 2013, knocked the ball out of the park in its latest quarter. The company exceeded analysts' expectations on all counts: cars sold, revenues, earnings, gross margins and more.
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Monday May 13, 2013
5 ways to speculate on Cuba |
by Jim Powell, editor Global Changes & Opportunities Report
With the death of Hugo Chavez in March, and Venezuela’s economic decline, the heavily subsidized oil lifeline is likely to be cut or sharply reduced. I think the resulting energy squeeze will force Cuba to allow greater foreign trade and investment.
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Monday May 13, 2013
Big gains in nanotechnology? |
by Doug Fabian, editor Making Money Alert
The nanotechnology niche focuses on very small, even microscopic, technology. Nanotech has produced technological developments in medicine (lasers), electronics (ink jet systems) and biomaterials (chemical and bio-detectors).
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Friday May 10, 2013
Gold: Reasons for continued caution |
by Jim Stack, editor Investech Market Analyst
In October 2011, we questioned the run-up in gold prices to $1,895 an ounce and called prices “bubblish”. We were criticized for not understanding the new paradigm. Nonetheless, the price of gold has fallen significantly, and I feel more comfortable sharing my personal perspective of what lies ahead.
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Thursday May 09, 2013
Buffett's Berkshire is still a buy |
by Geoffrey Seiler, editor BullMarket.com
Recommended List selection Berkshire Hathaway (BRK.B) reported a 51% increase in net income for the first quarter, powered by profits from its extensive insurance businesses and strong results from the railroad unit.
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