Rss Top Picks FeedRss Daily Feed| Click Here to receive daily reports of the TOP PICKS OR your personal stock choices | STOCKCHASEWhat the experts are saying! |
| There are 16 registered members and 75 guests viewing the site. | Follow us on Twitter | Rss Top Picks Feed | Rss Daily Feed |
|
| PAST TOP PICK | 46.640 | John Stephenson | (Top Pick Mar 06/09, Up 31.7%) Still likes it and still holds it. It is the most expensive pipeline company but the Alberta system has not been fully valued into the stock. 16-20% upside in this still. First class management team. Not all of its pipeline is being fully valued into the price of the stock. | 2010-03-05 | |
| BUY | 46.100 | Michael Simpson, CFA | A Core holding. A well managed company. Long history of paying and raising dividends. Growth from new pipelines and their diversification into other businesses, such as a solar farm. | 2010-02-23 | |
| WEAK BUY | 47.190 | Peter Brieger | Has gone to Transcanada partly because of yield and partly due to cash flow. | 2010-02-17 | |
| BUY | 47.270 | Stan Wong | Pipeline transporting crude and natural gas so very little volatility. This is one you can rely on for a very consistent dividend and dividend growth. Yielding over 3.6%. Don't expect to see explosive growth. | 2010-02-04 | |
| TOP PICK | 47.590 | Glenn MacNeill, P.Eng. | Isn't up that much relative to its price and the other energy infrastructure stocks/trusts. Will spend almost $3 billion next year in order to grow infrastructure. Looking for a 10% earnings growth per share over the next several years. 3.6% yield. | 2010-01-19 | |
| BUY | 47.000 | Christine Poole | Pipelines with projects over the next few years that they don't feel they will have to raise equity for. Very stable earnings growth and she sees double-digit growth. About 3.5% yield. | 2010-01-11 | |
| HOLD | 47.000 | Ross Healy | Getting a little on the pricey side. Sees another $3-$4 upside and it will then be trading at a Price to Book which is about its absolute peak and you usually get a good selloff from this. If you own, continue to hold for a little bit. | 2010-01-11 | |
| TOP PICK | 47.330 | Douglas Kee | Primarily pipelines but diversified in oil and gas. Good geographical diversification across North America. Spent a lot of money building new pipelines in the US. Earnings and dividends should grow 10%-12% at least through to 2013. CapX has all been funded and should be free cash flow positive by 2013. | 2010-01-08 | |
| BUY | 48.050 | Barry Schwarrtz | Likes the space and likes that they are constantly raising their dividends. Have a lot of projects. Expect they will earn 10%-15% rate of return on them. Good long-term hold. | 2010-01-04 | |
| Comment | 48.030 | Steven Conville | Quality company and pretty much a solid utility without much competition for its services. | 2009-12-18 | |
| PAST TOP PICK | 48.620 | Steve Carlin | (A Top Pick Jan 23/09. Up 23.6%.) Still has lots of upside. The crème de la crème in the pipeline area. Incredibly attractive dividend yield. Have developed a plan that will give them at least 10% earnings growth over the next number of years. | 2009-12-16 | |
| BUY | 48.620 | Steve Carlin | See some very good upside in this company and it has a very attractive dividend yield. | 2009-12-16 | |
| BUY | 48.320 | David Baskin | Very stable business. Prefers TransCanada (TRP-T) because of better upside but this is a very solid pick for income seekers who are seeking durable and rising dividends. | 2009-12-15 | |
| VAGUE | 48.320 | Ara Nalbandian | Very well run company. The type of asset you want to own in this environment. Attractive dividend and solid growth profile. A little ahead of themselves, right now. Valuation is a bit of a concern. | 2009-12-15 | |
| TOP PICK | 48.400 | Sandy McIntyre | Has 10% compound annual earnings growth for the next 3 years. Very rare for a utility with this growth rate. | 2009-12-14 | |
| PAST TOP PICK | 44.450 | Laura Wallace | (A Top Pick Dec 11/08. Up 19.03%.) | 2009-11-26 | |
| TOP PICK | 44.450 | Christine Poole | High quality defensive name. Every portfolio should have a few of these. Expecting 10% earnings growth for the next 4-5 years. 3.3% yield and expects this to grow with the earnings. | 2009-11-26 | |
| BUY | 42.850 | Rick Stuchberry | Enbridge (ENB-T) and TransCanada (TRP-T) are both good. He owns TransCanada because of a slightly higher dividend. | 2009-11-12 | |
| Comment | 42.580 | Stan Wong | Over 3.5% dividend and should be safe. A utility, a sector that will not do very well in a recovering economy and rising stock market so if looking for growth this won't work. If looking for a steady dividend, it is not bad. | 2009-11-04 | |
|
| |||||
| DON'T BUY | 41.790 | Ross Healy | Up against some pretty strong technical resistance. Had given a Sell signal. He would be cautious. | 2009-10-26 | |
| BUY on WEAKNESS | 40.760 | Steven Conville | A core holding and a utility position. Dividend is decent. If there is a pullback in the market, this should do well in a portfolio. | 2009-10-02 | |
| BUY | 41.570 | Laura Lau | Unusual for a utility stock to have a lot of growth. Building a lot of new pipelines out of the oil sands. 3.5% dividend. 95% of their income stream is pretty well guaranteed. | 2009-09-30 | |
| PAST TOP PICK | 40.630 | Steve Carlin | (A Top Pick Nov 27/08. Up 14.3%.) 4% dividend. A core holding within the utility sector even with the modest upside potential. A Hold. | 2009-09-16 | |
| BUY | 40.570 | Jaime Carrasco | Likes the pipelines. They are a simple business. Get paid for sending things through a pipeline. Higher yield than TransCanada (TRP-T). Building a new pipeline in New Brunswick and are looking at one for the US. 3.65% yield. | 2009-09-04 | |
| BUY | 40.810 | Christine Poole | Recently increased dividends to 3.6%. Have their growth projects lined up so there is good visibility for the next couple of years. | 2009-08-26 | |
| PAST TOP PICK | 41.800 | Bruce Campbell | (A Top Pick Aug 18/08. Down 1.16%.) Longer-term outlook is still 8%-10% earnings growth plus the 4% dividend. Continue to Hold. (See Top Picks.) | 2009-08-10 | |
| TOP PICK | 39.500 | John Stephenson | Only pipeline that is an oil pure play in North America. Offers visible 10% growth in earnings for foreseeable future. Signalled they won't come to the market and dilute share price when they need money. | 2009-07-24 | |
| BUY | 39.700 | Ken McCord | Energy is screening well on valuation. This would be a reasonable place to put your money. | 2009-07-15 | |
| HOLD | 39.300 | Randy LeClair | Good, solid A credit rating. You won't make the easy money that has been made in the last 4 months but it will probably play out for another 6 to 12 months. | 2009-07-10 | |
| BUY | 38.740 | Gavin Graham | Held up relatively well. Has a bunch of growth coming through from all the new pipelines it’s building. Basically inflation hedge because it gets the cost of carrying the gas/oil. You get paid while you wait. | 2009-07-07 | |
| BUY | 40.270 | Bill Carrigan | Time is probably right for stocks like this. At this point in the market cycle, he would like anything that has to do with existing infrastructure. | 2009-07-02 | |
| TOP PICK | 39.490 | John Stephenson | Very solid. Wonderful Management team. Oil pipelines is where the game is. A defensive name. | 2009-06-24 | |
| BUY | 38.630 | Laura Wallace | Likes this one a lot. In the energy sector but it's really a utility. Has well defined growth of 10%+ through 2014. Good dividend yield. Doesn't need to raise any equity to accomplish all their growth plans. | 2009-06-23 | |
| Comment | 39.180 | Steve Carlin | Enbridge (ENB-T) or TransCanada Pipeline (TRP-T)? His choice would be Enbridge, which has a little more earnings growth. Valuations between the 2 are about the same. 3.8% yield. | 2009-06-19 | |
| TOP PICK | 39.500 | Michael Decter | Pipelines. Have a really big bag of very good projects to pursue. No doubt that a lot of oil is going to move from Western Canada to the US and China. Think they will grow 10%-15% per year and also tend to increase their dividends. 3.75% yield. Great growth story. | 2009-06-15 | |
| HOLD | 39.000 | Mark Carpani | 20 year bonds yielding 7%. Good company and solid investment. | 2009-06-02 | |
| BUY | 37.780 | Glenn MacNeill, P.Eng. | (Market Call Minute.) Relatively conservative structured company that pays a fairly high distribution of about 4%. Expects it to grow at about 10% a year. | 2009-05-20 | |
| TOP PICK | 36.890 | Sandy McIntyre | Defensive names of pipelines, utilities have lagged in this run. A little bit of catch-up needs to come. History of growing its dividends. Also grows its assets by investing in itself. Has become an energy distribution company besides the pipeline business of moving oil. 4% yield. | 2009-05-14 | |
| HOLD | 37.970 | Mike Lyons CA, CFA | Because of extreme aversion to risks in the capital markets, there was less stampeding out of utilities. The rally off the lows looks like it is unwinding that extreme aversion to risk. Reasonably valued. | 2009-05-11 | |
|
| |||||
| BUY | 38.320 | Randy LeClair | Utility bonds would be safer in an economic storm. These could include Enbridge (ENB-T), Trans Canada (TRP-T) and Fortis (FTS-T) Fortis is probably the weaker of the 3 with a slightly lower credit rating. Very solid names. | 2009-05-05 | |
| BUY | 38.460 | Paul Gardner, CFA | Likes it. A well management and capitalized company. They are a utility. In this environment it is a good time to own utilities. This is an excellent time to load up on utilities. And this is a best in class company. Cost is not an issue with them because their pipeline will have to be full. | 2009-05-04 | |
| BUY | 37.310 | Andrew Guy, CFA | His choice over BA.UN-T. Long term record of steady returns, debt to equity position is kept under control. Management has shown discipline through various cycles. | 2009-04-17 | |
| TOP PICK | 36.000 | John Stephenson | Going away from the oil theme a little bit because he wants safety and stability. Have increased their dividend consistently over the last 50 years. Has visible earnings growth of about 10% a year through 2012. Well managed. And indirect call on oil/natural gas but particularly oil from the oil sands, which is the business that is here to stay. | 2009-04-14 | |
| TOP PICK | 36.350 | Bruce Campbell | Preferred play in pipelines because of higher growth. Not cheap but is currently the cheapest it has been for quite awhile. 4% yield. | 2009-04-13 | |
| TOP PICK | 36.230 | Laura Wallace | Very consistent growth. Mapped out projects over the next 4 to 5 years that looks like they're going to deliver 10% earnings growth. Good-sized dividend in the 4% range with a record of increasing them. Just sold a pipeline so they probably don't need to do an equity issue for a couple of years. | 2009-04-07 | |
| HOLD | 36.110 | Bill Harris, CFA | Probably one of the most expensive stocks on the TSX. Trading around 16X’s. Has drifted off for the last year. May trade sideways for 2 or 3 years or so but it is such a brilliant business. They hedge just about everything. Has an $80 target 10 years from now. | 2009-04-06 | |
| BUY | 37.900 | Joey Mack | Enbridge or Trans Canada Pipe at 8%-9% indicates you are buying something 25-30 years or longer. Great return and 2 solid companies. Probably looking at below 5% for less than 5 years. | 2009-03-16 | |
| TOP PICK | 36.480 | Kevin O'Leary | 9.16% Bond due March 1, 2019. Secure play because it is in infrastructure. Senior debt on a company that has free cash flow. | 2009-03-09 | |
| TOP PICK | 36.140 | John Stephenson | Very solid name. Visible growth of 10% plus for the next 5 years. Virtually all contracted cash flows. 95% regulated. | 2009-03-06 | |
| PAST TOP PICK | 36.950 | Laura Wallace | (A Top Pick March 12/08. Down 9.9%.) Good dividends with the ability to increase them. Projecting 10% earnings growth per year through 2012. Combine that with the dividend yield and you’re looking at a 12% to 15% return. | 2009-03-04 | |
| HOLD | 40.490 | Hap (Robert) Sneddon FCSI | (Market Call Minute.) Good quality and has upside move. Use a stop at about $39.20. | 2009-02-17 | |
| HOLD | 40.460 | Michael Decter | (Market Call Minute.) Good growth company with decent dividends. Likes it for the long haul. If you have patience, you could Buy. | 2009-01-28 | |
| BUY | 40.050 | Norman Levine | (Market Call Minute.) | 2009-01-27 | |
| TOP PICK | 39.790 | Kevin O'Leary | 9.875% bond maturing March 1/19. He wants debt that he can buy now and hold to maturity. Yields look so attractive. He is moving his own allocation from 60% equity-40% debt to 70% debt. The next 5 years is what he needs to do. | 2009-01-26 | |
| TOP PICK | 39.320 | Steve Carlin | Well financed. Free cash flow. Valuation is okay. Delivering the earnings. Shored up the balance sheet. When they repatriate some other US earnings, it will be a nice wind in their sail. | 2009-01-23 | |
| TOP PICK | 39.040 | Laura Wallace | Just increased their dividend to a 3.8% yield. 2009 through 2012 they are looking at 10% earnings growth. 10% earnings growth +4% yield gives a 14% return. Thinks there will be increased demand for power generation and they are very well positioned in North America. | 2008-12-11 | |
| TOP PICK | 36.550 | Steve Carlin | Likes companies that don't have as much earnings exposure to economies. Strong ability to pay dividends. 3% yield. Looking for an overall investment return of 14% or 15%. | 2008-11-27 | |
| Comment | 42.000 | Paul Harris, CFA | There are cheaper utility stocks. Although he owns, he has taken down his position by a couple of percent. Trades at 13X 14X earnings. Reasonable yield, but not great. | 2008-11-05 | |
| BUY | 41.860 | David Cockfield | (Market Call Minute.) Utility with a reasonable dividend. Growth in earnings is assured. | 2008-10-31 | |
|
| |||||
| BUY | 40.470 | Don Vialoux | Seems to have bottomed during the last 2 weeks. Very high dividend yield at 3.4%. Once there is a thaw in the credit crisis, stocks like this will do very well. Had a MACD Buy signal last week. $43 would be a reasonable target. | 2008-10-20 | |
| TOP PICK | 34.390 | Laura Wallace | Consistent earning growth is going to make it a winner in the near term. Earnings growth in the 10% range. Consistent earnings growth. | 2008-10-15 | |
| BUY | 38.220 | Norman Levine | Long-term great cash flows, good growth. | 2008-10-14 | |
| BUY | 40.500 | David Cockfield | In an environment where they are building more pipelines. They are based for charging is going to be expanding. Very strong financial position. Good growth ahead of it. Pays a reasonable dividend. | 2008-09-26 | |
| TOP PICK | 43.380 | Bruce Campbell | A way to get a resource and oil play without having to worry about the price. Good yield. 8% to 10% earnings growth. Growth on the pipeline side over the next few years. Safe resource play. | 2008-08-18 | |
| TOP PICK | 41.550 | Laura Wallace | Huge amount of capital projects ahead. Highly visible 10% earnings per share growth rate probably through 2012 to 2013. Dividend of 3.2%. Return not spectacular but in the 12% to 15% range. | 2008-07-10 | |
| HOLD | 41.420 | Michael Sprung | Easing off with the little bit of a pullback in gas prices. There always has been a seasonal aspect to this company and we are coming into the summer season. Excellently managed company. Over the long term has produced fairly good returns. Not badly priced if you are holding for the long-term. Would prefer to see it at $35 - $36. | 2008-04-30 | |
| SELL | 41.600 | Robert Floyd | A fairly steady company. Decent utility. Very steady earnings. More of a defensive security. He would look at another part of the market. Poor income oriented investors, Hold. | 2008-04-29 | |
| HOLD | 42.400 | David Cockfield | (Market Call Minute.) Looks a little expensive here. | 2008-04-24 | |
| BUY | 42.330 | David Burrows | Would be a buyer of this stock. It’s performing really well. Comfortable holding it here. Likely to raise its dividend. | 2008-03-31 | |
| TOP PICK | 41.420 | Laura Wallace | Pipeline company, energy infrastructure. A large part of their earnings are regulated. Yields over 3%. Forecasting growth for 2012 at 10% to 11%. The combination of the dividend, which is expected to grow in the 6% to 10% range, plus the earnings growth, gives you a pretty comfortable 15% to 17% returning stock on a 5-year horizon. Energy infrastructure will continue to be a major area in North America. | 2008-03-12 | |
| PAST TOP PICK | 40.200 | Paul Gardner, CFA | (A Top Pick Feb 5/07. Up 9.8% including dividends.) Great margins. Terrific management. A great consistent regulated company. Interest-rate sensitive, which is positive currently. | 2008-02-05 | |
| BUY | 38.340 | David Burrows | If you are going to own equities through a difficult economy and market, yield is something you should look at. There are a bunch of companies in the Canadian market that have hung on pretty well. Look at TransCanada (TRP-T), Transalta (TA-T), Fortis (FTS-T) or an Enbridge (ENB). | 2008-01-28 | |
| BUY | 38.200 | David Burrows | If you have too own anything, this looks pretty good. From a total return standpoint, there is not a lot of risk and you get paid a nice yield along the way. A Buy, but wait until the smoke clears. | 2008-01-18 | |
| TOP PICK | 40.400 | Bill Harris, CFA | An unbelievable company. Looks like they'll do about $1.90 in earnings. Over the next 5 years they should get close to $4. Have $9 billion in projects. 3% dividend. Try to buy it a couple of $’s lower. | 2007-11-05 | |
| DON'T BUY | 35.850 | Brian Acker, CA | Negative 15% differential. Utilities are way to expensive to buy here, wouldn’t recommend. | 2007-09-20 | |
| BUY | 35.590 | Bill Carrigan | He likes it because it is an infrastructure play too. 3.5% yield. It was up on a down day, so it looks okay. Probably where nervous money will go. | 2007-09-05 | |
| HOLD | 34.850 | Don Vialoux | Seasonal strength is from the end of July to the end of December. Technically the chart does not look too good. The trend is down and it broke a support this month. Technicals are not positive yet, but they probably will turn positive fairly soon. | 2007-08-27 | |
| Comment | 34.790 | John Stephenson | Has several pipeline projects. Prefers Trans Canada (TRP-T) right now because of its growth, but Enbridge should overtake it down the road. | 2007-08-21 | |
| PAST TOP PICK | 37.210 | Bill Carrigan | (A Top Pick July 17/06. Up 6.4%.) Still likes it. Huge infrastructure play and expects the money will go into it. | 2007-07-30 | |
|
| |||||
| PAST TOP PICK | 36.490 | Bill Carrigan | (A Top Pick July 17/06. Up 5.5%.) Think this will be OK. If you own, Hold. | 2007-07-10 | |
| TOP PICK | 35.790 | Bill Harris, CFA | Everyone is nervous about interest rates backing up. Probably not a bad time to own a high quality asset like this. Not cheap, but there are fewer and fewer available. A unique asset. Hold for the long term. | 2007-06-25 | |
| HOLD | 36.110 | Michael Decter | Good solid value. Positive on natural gas. | 2007-06-20 | |
| HOLD | 36.880 | John Stephenson | A good name. Recent volatility due to 1. looking for money by selling shares, which reduces equity for share holders, and didn't give a reason for wanting the money. 2. Interest rates are going up, which isn't good for an interest sensitive stocks like this. Still thinks the company will do well. | 2007-06-06 | |
| Comment | 37.440 | Laura Wallace | Thinks that the power generation infrastructure spending is a really great place to be on and is a decade long play. Excellent dividend yield. Trading at the top of its multiple range | 2007-05-23 | |
| PAST TOP PICK | 37.500 | Bill Carrigan | (A Top Pick July 17/06. Up 7.7%.) It has corrected and is now about to make another advance. Would be fine as a Buy. | 2007-05-15 | |
| BUY | 37.680 | Bruce Campbell | Boring pipeline company that pays a 3%-4% dividend and grows 8 to 10%. Good thing in this kind of market. Good defensive play. | 2007-05-09 | |
| TOP PICK | 37.280 | Paul Gardner, CFA | A great divident stock. Also has growth component. | 2007-05-03 | |
| Comment | 37.200 | Peter Brieger | Direction of interest rates will affect the pricing of utilities and Interest has been creeping up. Looking at the 6 pipelines, the cheapest are TransCanada (TRP-T) and Inter Pipeline (IPL.UN-T). If you own, Hold and if you see disparity between it and TransCanada widening, consider switching. | 2007-04-18 | |
| DON'T BUY | 36.980 | Brian Acker, CA | Dividend paying stocks are very overvalued. This on has been overpriced for some time. He has a model price of $30.56 which is a 17% negative differential. | 2007-04-12 | |
| PARTIAL BUY | 37.820 | Jeff Parent | Downward sloping trend, but is currently trading near support of $36.20. If it reaches this, there's a good chance it will bounce off. If it goes $.50-$1 below, then exit. Stock has been oversold. Good place to pick up if you don't own. | 2007-03-09 | |
| HOLD | 38.230 | Peter Brieger | Prefers Fort Chicago (FCE.UN-T), Inter Pipeline (IPL.UN-T) and Pembina (PIF.UN-T), but this will give you good long-term results. Feels the pipeline business is a growth business. | 2007-02-19 | |
| BUY | 38.000 | Bruce Campbell | 3.25% dividend yield. Did a large secondary offering that closed last week, which is why it is down. Good entry point for a long-term hold. It will give you 8%-12%, fairly low risk return. | 2007-02-05 | |
| TOP PICK | 38.000 | Paul Gardner, CFA | 2/3 of their revenue comes from the liquid pipeline. Trades at around 3 X book. PE is about 20 X and the dividend is around 3%. A defensive play. They will increase their dividend and it is sustainable. | 2007-02-05 | |
| BUY | 38.310 | Laura Wallace | Demand for energy infrastructure is going to continue to increase. Price/earnings ratios for these companies are above historical averages, but still resemble investments here. Likes the dividends. | 2007-01-31 | |
| BUY | 39.520 | David Baskin | A good buy for income seekers only. | 2007-01-10 | |
| BUY | 41.240 | Paul Harris, CFA | Enbridge (ENB-T) and Transalta (TA-T) are good holds. A lot of money flowed to them from income trusts after the tax rules were changed. | 2006-12-12 | |
| HOLD | 41.070 | Michael Sprung | A very well managed company and this would be a core holding for a portfolio. Generous dividend. Could be a bit of seasonality to the stock. | 2006-12-08 | |
| SELL | 40.040 | Peter Brieger | Although the street has a love affair with Transcanada (TRP-T) and Enbridge (ENB-T), P/E ratios and yield for these 2 are ridiculous compared to pipeline trusts. Would move his money. | 2006-11-29 | |
| PAST TOP PICK | 39.340 | Bill Harris, CFA | (A Top Pick Sept 1/06. Up 8.8%.) Has been a beneficiary from the fallout of the trust world. A great stock to own. | 2006-11-20 | |
|
| |||||
| BUY | 38.960 | Ian Nakamoto | Good high paying dividend. Expects the Bank of Canada will reduce interest rates next year and high dividend stocks will be in demand. | 2006-11-07 |
