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| TOP PICK | 36.580 | Hap (Robert) Sneddon FCSI | Chart shows a strong uptrend from early 2009. Feels that with the Keystone problems, this is going to be a net beneficiary. | 2012-01-19 | |
| Comment | 36.500 | Paul Gardner, CFA | This company is in the sweet spot. Transports oilsands. Has been one of the best performing stocks in the last year. Does incredibly well when interest rates are low or dropping. Great return on equity. | 2012-01-18 | |
| DON'T BUY | 36.100 | Barry Schwartz | He would not be buying this stock right here. Thinks the dividend chasers have bid up the stock. Has a great track record of dividends but he is focused on valuations. Is it worth paying 20X earnings? He thinks not. He thinks he can get better valuations for companies at 10-11 times earnings with half the dividend and more dividend growth. | 2012-01-16 | |
| HOLD | 36.800 | Andrew Hamlin | Great company and he has been buying it along the way here. If you like oil exposure it is a great company to own – pipeline, strong, steady cash flows. Growth profile is strong (10% growth through to 2015) due to cap-x spending. Just increased its dividend. Good solid management team. It’s hard to convince investors to get in at this level because it has had such a good run. | 2012-01-11 | |
| BUY | 37.890 | David Burrows | Pipelines are the best performing part of the market. There has been a dramatic shift in technology in drilling for oil and gas. As a result, North America has an oil/gas boom going on. Looking at the production that is going to come out over the next 10 years, the production profile ramps over the next 7-8 years. The people who are in the way of that volume are going to do a lot more business. | 2012-01-05 | |
| BUY | 38.090 | Lyle Stein | One of those steady growing stocks with consistent dividend growth year in and year out. Have a 10 year growth plan that beats most technology companies. A great name to having a portfolio. Yield of 3%, | 2011-12-30 | |
| PAST TOP PICK | 37.600 | John Stephenson | (A Top Pick Nov 26/10. Up 37.36%.) | 2011-12-23 | |
| Comment | 36.520 | David Baskin | Pipeline sector has been one of the best performers on the TSX simply because of bond refugees looking for yield. All the pipelines have a nice history of dividends and increasing their dividends. Pipelines, utilities and the telcos might be viewed as overbought. They're trading at a PE multiples that we normally don't see. They have higher PE multiples than their growth would justify. When interest rates rise, (2013 and on) the bond refugees will sell their stocks and go back to bonds. | 2011-12-19 | |
| BUY | 35.850 | Peter Brieger | Price to cash flow ratio is a shade higher than Trans Canada (TRP-T). A premier company going forward. | 2011-12-16 | |
| TOP PICK | 36.240 | Hap (Robert) Sneddon FCSI | The best-of-breed. Oil/gas storage and transportation is a fantastic place to be. Should outpace Canadian or US GDP expectations. Most importantly it has a relentlessly bullish technical profile. Decent yield. | 2011-12-15 | |
| HOLD | 36.120 | Norman Levine | Fabulous stock. Has been executing very well. A lot of people have been going into it for the stability of the earnings and the growing dividends. Not cheap. Wouldn't Sell but wouldn't rush into Buy. He would look more to a TransCanada (TRP-T) or BCE (BCE) now. | 2011-12-14 | |
| TOP PICK | 36.680 | David Cockfield | Looks a little expensive and the yield is not that great but love what they are doing south of the border. They have a pipeline route that is around the aqua fire. Expects a dividend increase next year. Good management and a very safe company. | 2011-12-09 | |
| BUY | 36.250 | John O'Connell, CFA | Trans Canada (TRP-T) or Enbridge (ENB-T)? Owns a lot of this company. Just increased dividends 15% as well as their guidance for next year. Good management. When there is an interest rate change, be careful and seriously re-evaluate. | 2011-12-08 | |
| BUY | 35.800 | Randy LeClair | Preferreds with a 4% yield and a 5-year rate reset? Likes these. Lower risk than bonds. Most of them will get called. | 2011-12-07 | |
| BUY on WEAKNESS | 36.140 | Greg Newman | Very good balance sheet. Great dividend, which is well supported. Guidelines are a great place to be in this environment. Trying to buy at the 200 day moving average on a big pullback. | 2011-11-30 | |
| BUY | 35.110 | Stan Wong | Utility, pipeline types of companies is the place to be when you want to be defensive. | 2011-11-24 | |
| BUY | 36.230 | Mohsin Bashir | Just purchased Seaway pipeline, which will allow them to ship the glut of supply from Cushing to the US golf Coast. This gives them an advantage to insulate their cash flow and earnings. Gives them a greater opportunity to grow and keep their dividend consistent. | 2011-11-21 | |
| PAST TOP PICK | 34.820 | John Stephenson | (A Top Pick Nov 26/10. Up 27.08%.) Would still continue to hold this one. Now starting to favour TransCanada (TRP-T) at this point. | 2011-11-15 | |
| TOP PICK | 34.820 | Hap (Robert) Sneddon FCSI | Infrastructure plays will grind out over the next couple of years. A bit of a topping process and could move to the $32 range, not dramatic and he is comfortable with it. Dividend announcement in December. Thinks there will be a 10% upside on the dividend announced. | 2011-11-15 | |
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| TOP PICK | 35.100 | Jaime Carrasco | Continues to add this into his utilities/pipeline components. Dividend is a little lower than the others but is comfortable that it will grow. Nice conservative Buy. | 2011-11-11 | |
| BUY | 34.550 | Michael Decter | High-quality company and has done very, very well. | 2011-11-10 | |
| BUY | 35.350 | Peter Brieger | Prefers to TRP but would like to see it a bit cheaper. Great company and an interesting possibility of pipeline from Alberta to BC. | 2011-11-08 | |
| TOP PICK | 35.340 | Douglas Kee | Management expects earnings will grow 10% a year out to 2015. Their policy is to grow dividends at the same rate as their earnings. Well financed. Projects on board of about $6.5 billion, which is all financed. Looking to expand in the oil sands, Columbia and in electricity. | 2011-11-07 | |
| DON'T BUY | 35.100 | Norman Levine | Like other pipeline and utility companies, have held up really well. This one continues to make new highs and he thinks it is getting very expensive. | 2011-10-24 | |
| Comment | 30.740 | Peter Brieger | Likes the pipelines stocks including this one. This one has come down in terms of price to cash flow. Not his favourite but it's okay. Good, long-term hold. His only concern is their recent entry into the electric power business, which could be the kiss of death for any top line pipeline. (See Top Picks.) | 2011-08-18 | |
| BUY | 28.690 | Rick Stuchberry | Stable, good earnings and well managed. Not a lot of downside risk. | 2011-08-08 | |
| BUY | 30.950 | Lyle Stein | Gone from regulated utility to a competitive utility. When you get dips you tend to buy it, signing long-term contracts for income. Looks better than CISCO. | 2011-08-03 | |
| BUY | 31.230 | Christine Poole | Very high quality pipeline. If you argue long-term holder, you can buy it here. 1-year target is around $33. Have a pipeline of projects. Management feel they can grow their earnings 10% every year for the next few years. Payout ratio of 70%. | 2011-08-02 | |
| BUY | 31.370 | David Cockfield | A semi-utility being in the pipeline business. Very good management. Did a fabulous job of their spills and are getting kudos in the US. Pretty essential to the long-term growth plans of the US. Good long-term buy. | 2011-07-29 | |
| BUY | 30.510 | Michael Sprung | Favourite pipeline. Management has always been superb. In the long term, you'll probably see more capital appreciation and more dividend potential. | 2011-06-20 | |
| BUY on WEAKNESS | 30.300 | Mohsin Bashir | Chart is a basically a 45 degree up trend over the last 2 years, but there is a significant multiple that you are paying for. Upside is fairly limited but quality of the assets, services and diversification allows them to pay a very healthy dividend. Would prefer it under $30. | 2011-06-16 | |
| DON'T BUY | 30.420 | Brian Acker, CA | $22.87 Model price. It is so ahead of itself in terms of fundamentals. If it ever got back to $22, it would be a great buy. It’s too expensive. | 2011-06-09 | |
| TOP PICK | 30.580 | Sandy McIntyre | Energy is consumed on a daily basis. Oil and Gas are speculator-driven on the markets. But when they go through a pipe and a tariff is charged, a dividend comes back to him. He likes lower left to upper right long term charts the. Pipe line maintenance might impact dividend increases short term. | 2011-06-08 | |
| BUY | 30.740 | Bruce Campbell | Has a heavy weighting in his holdings. Prefers over TRP. | 2011-06-07 | |
| BUY | 31.770 | Douglas Kee | Always expensive but looking back 12 months later, it is even more expensive. Stock keeps going up. Have a really good model. Basically re-financed their debt load at low rates, so have huge capacity on the debt side. Increased dividend 15% this year. Have enough projects for at least 3 years their earnings will increase 10% to 12% and dividends will go up at least that much if not more. | 2011-05-25 | |
| DON'T BUY | 31.380 | Barry Schwartz | Has a terrific record of raising dividend over time. Valuation is stretched. Buying it here is risky because if inflation goes higher it will be hit. | 2011-05-24 | |
| BUY | 31.470 | Gavin Graham | Excellent choice for a long-term hold. Has effectively been a double over the last 5 years. Perfect, solid, dependable, long-term generator of cash flow. Keeps raising their dividends. 3.1% yield. Doing a 2 for 1 stock split today. | 2011-05-20 | |
| BUY | 60.200 | Laura Wallace | Doing a 2 for 1 split and technically this has no impact but it does make the stock more accessible and comfortable for some retail investors. Fundamentals are good. Expecting 10% per annum growth over the next 5 years. This along with the 3.3% dividend could give you very good returns. | 2011-05-12 | |
| BUY | 59.830 | David Burrows | Like a lot of the transmission and pipeline companies this is one that you could own here. Will grow their capacity as they go along. A yield you can depend on. | 2011-04-07 | |
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| PAST TOP PICK | 58.610 | Douglas Kee | (Top Pick Apr 20/10, Up 20.21%) Some of his clients have owned it since 1953. A core holding for all their clients. Increase dividend each year by 8-10% a year. | 2011-03-21 | |
| BUY | 58.350 | Laura Wallace | Great dividend. Good yield. Has a record of increasing dividends. Company estimates an 8%-10% earnings growth in the next 5 years. Good stable company to have in your portfolio. | 2011-03-03 | |
| Comment | 58.350 | Michael Sprung | Transcanada (TRP-T) or Enbridge (ENB-T)? He would prefer Enbridge as he feels it is a better managed company. Investors have not been diluted as much along the way with new issues but you do pay a premium for it, which is reflected in the yield. Transcanada is engaged in conversations on one of their pipelines so this is a bit of a question mark. | 2011-03-03 | |
| PAST TOP PICK | 56.030 | Douglas Kee | (Top Pick Jan 8/10, Up 23% Total Return) A core holding for him. Just announced a 15% dividend increase. | 2010-12-21 | |
| PAST TOP PICK | 56.760 | Christine Poole | (A Top Pick Nov 26/09. Up 33%.) High quality oil pipeline operator. (See Top Picks.) | 2010-11-29 | |
| TOP PICK | 56.900 | John Stephenson | Low risk model that has been posting some pretty good earnings numbers. Shows great dividend growth. | 2010-11-26 | |
| BUY | 54.590 | Bruce Campbell | Relatively expensive but pretty sure 3.5%to 4% yield and 8%-10% earnings growth so a nice place to be. | 2010-11-12 | |
| BUY | 56.410 | Gavin Graham | A nice boring business running pipelines where they make a specified return. If they invest more and increase the asset base, profits go up. Good dividend. | 2010-10-29 | |
| PAST TOP PICK | 55.670 | Christine Poole | (A Top Pick Nov 26/09. Up 28.28%.) Still likes. | 2010-10-25 | |
| PARTIAL SELL | 55.670 | Douglas Kee | Utility. Good dividend grower but stock is getting expensive and valuation is a little high. If you own, consider trimming. Consider buying when it is down 5% or so. | 2010-10-25 | |
| PAST TOP PICK | 54.700 | Sandy McIntyre | (A Top Pick Dec 14/09. Up 15.97%.) Still likes. | 2010-10-08 | |
| BUY on WEAKNESS | 54.500 | Bruce Campbell | Currently at its 52-week high. Good dividend. 8%-10% earnings growth. Look to buy a $51. | 2010-10-06 | |
| DON'T BUY | 53.890 | Joey Mack | 2020/2021 4% bonds. Company is a very good solid single A credit. Comparing their yield to some other companies in the space, they are a little expensive. | 2010-09-30 | |
| Comment | 51.680 | Michael Sprung | Pulled back to little bit because of problems they’ve had with leaks in pipelines. Superbly run company but expensive at 19X next year's earnings. | 2010-09-22 | |
| BUY on WEAKNESS | 51.560 | Hap (Robert) Sneddon FCSI | Chart shows a long uptrend from early 09. He would like to get in at $47-$48 but sometimes that doesn't happen. | 2010-09-20 | |
| BUY | 51.890 | Gavin Graham | Their reaction to leaks has demonstrated a very acute sense of political survival. Pipelines, despite leaks, are the safest, most environmentally effective and cost-effective way of transporting oils and liquids. | 2010-09-16 | |
| BUY on WEAKNESS | 52.240 | Tony Demarin | Sold his holdings because of valuations. If it fell below $50 and into the higher $40’s he would be interested. | 2010-09-15 | |
| PAST TOP PICK | 52.700 | Sandy McIntyre | (Top Pick Dec 14/09, Up 10.90%) Still likes it. | 2010-08-25 | |
| BUY | 52.700 | Michael Sprung | Well run company. Despite oil spill, stock only took a little dip and was up again. I always looked a little pricey for him. This is a good company to have a position in. Would prefer to buy in low 40’s | 2010-08-25 | |
| BUY on WEAKNESS | 50.530 | Michael Sprung | Recent oil spill will put them in the penalty box but over all an extremely well run company. Would like to see it around $43-$45. | 2010-07-28 | |
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| BUY | 51.950 | John Zechner | Lower growth but the dividend is safe. If your expectations for capital returns are not particularly high (but you will get a safe dividend), this is fine. | 2010-07-23 | |
| PAST TOP PICK | 51.950 | John Stephenson | (A Top Pick July 24/09. Up 36%.) Continues to grow at about 20% a year. Solid management team. Currently he is favouring Trans Canada (TRP-T) but still likes this one. | 2010-07-23 | |
| BUY | 51.940 | Steve Carlin | Very attractive dividend yield. Has had a good run but still has reasonable value. Excellent management. | 2010-07-20 | |
| BUY | 51.050 | Norman Levine | Pipelines and asked Mr. been. Great company. Investments in carbon capture and wind projects is very tiny and will never amount to very much. Has both defensive and growth characteristics. | 2010-07-09 | |
| HOLD | 49.470 | Don Vialoux | Technically the stock is acting very nicely and is in a trading range right now. Utility stocks are a great place to hide right now. Guessing that once we are in the period is seasonal strength, probably October, you see a breakout on the upside. | 2010-07-02 | |
| PAST TOP PICK | 48.780 | Michael Decter | (Top Pick June 15/09, Up 27.80%) One of his biggest and favourite positions. | 2010-06-11 | |
| PAST TOP PICK | 47.260 | John Stephenson | (A Top Pick June 24/09. Up 24%.) One of the best names in terms of dividend growth and overall growth. Not cheap, but with the current pullback, it's a good entry point. | 2010-05-28 | |
| TOP PICK | 46.390 | Christine Poole | Defensive quality name. High earnings visibility based on pipelines they have under construction, which are fully funded. Expect they can grow their earnings 10% for the next few years. Also looking for dividend growth. | 2010-05-26 | |
| BUY | 47.110 | Peter Brieger | A key factor in long-term and steady returns is dividend growth. You have it with this company as well as TransCanada (TRP-T), Inter Pipeline (IPL.UN-T) and Pembina (PIF.UN-T) as well as some utilities. | 2010-05-20 | |
| HOLD | 47.470 | Ron Meisels | Is doing well. Trading above its 200 day moving average. Pulling back a bit with the market. | 2010-05-18 | |
| BUY | 48.590 | David Cockfield | Pipeline business is quasi-utility. In the process of putting the throughput through their new pipeline. There's been a bit of a fight over what they are charging. Likes this because it is a long-term growth situation and pays a reasonable dividend. | 2010-05-07 | |
| PAST TOP PICK | 50.550 | Sandy McIntyre | (A Top Pick May 13/09. Up 39.93%.) Still a Buy. | 2010-04-23 | |
| TOP PICK | 50.130 | Douglas Kee | Core position for him. Well managed. Cap X program is well funded for the next couple of years. Expect earnings growth of 10-12% for the next 3 years any way and to increase their dividend about 10-12% a year. Prefers oil related pipelines. | 2010-04-20 | |
| PAST TOP PICK | 50.100 | Bruce Campbell | (A Top Pick Apr 13/09. Up 42.54%.) | 2010-04-19 | |
| PAST TOP PICK | 49.470 | John Stephenson | (A Top Pick Apr 12/09. Up 37.4%.) Probably the most expensive pipeline company in North America but has growth. | 2010-04-16 | |
| Comment | 49.750 | John Zechner | Not much growth here. Multiple is somewhat high for a company that doesn't grow very much. Pays a decent dividend. Would take it over a telco stock. Rate of return would be about 10% but also not much risk involved. | 2010-04-12 | |
| TOP PICK | 49.170 | Jim Houston | Had a fantastic combination of earnings and dividend growth providing very solid returns. Dividend has grown at an average annual rate of about 10% over the last 10 years and expects this to continue for the next 5 years. | 2010-03-25 | |
| PAST TOP PICK | 48.560 | Bruce Campbell | (A Top Pick Apr 13/09. Up 33.6%.) Recently raised the dividend. Very safe place to be. Hold. | 2010-03-15 | |
| 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 | |
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| 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 Schwartz | 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 | |
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| 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 |
