| BUY | 11.040 | Peter Brieger | 9% yield. Buy this one for the income, not the capital gains. | 2008-05-01 | |
| TOP PICK | 10.530 | Bill Carrigan | Has had a bit of a run lately, so short-term indicators are going to give you a Sell signal, but looking at the longer-term weekly charts, you're still getting a Buy. This is a large infrastructure play and he thinks the distributions are secure. Use a $10 Stop. | 2008-01-09 | |
| TOP PICK | 10.500 | Kevin Hall BComm, CFA | (A Past Top Pick Oct 27/06. Down 13.3%.) Benefiting in the last several months from very strong frac spreads, the difference between oil and natural gas prices. Generating a lot of free cash flow. Very good growth prospects on the horizon. Reasonable valuation. Just bumped their distribution from $.93 to $1. Defensive. | 2007-12-04 | |
| BUY | 10.270 | Michele Robitaille | A great holding. Has a more diversified business model through their acquisition of Countryside Power operational units. Quite cheap. | 2007-11-28 | |
| WEAK BUY | 10.150 | Patrick Kim | Prospects are looking better. Completed an acquisition of Countryside Power which has created new platform for power generation. Turning into more of a conservative play than last year. Should turn around. This is sector you want to be in. | 2007-09-21 | |
| SELL | 10.960 | Peter Brieger | Liquidated his holdings. His pick is Inter Pipeline (IPL.UN-T). | 2007-07-19 | |
| BUY | 10.770 | Kevin Hall BComm, CFA | Good value at this price. Recently increased their guidance for 2007. Own 50% of the Alliance Pipeline going from NE B.C. to Chicago. Very predictable, high-quality, long life asset. Also get profits from extracting natural gas liquids. | 2007-07-11 | |
| DON'T BUY | 10.490 | Peter Brieger | One of his favorites. But he recently sold it, because they made a bid to buy country wide power. They want to get into the power business which he doesn't think is a good business to get into, so he exited it. | 2007-06-29 | |
| BUY | 10.510 | Peter Brieger | Pipelines are a growth industry and if demand keeps on rising, the product will have to be shipped. Has been buying Fort Chicago (FCE.UN-T) Inter Pipeline (IPL.UN-T) and Pembina (PIF.UN-T) for new accounts. | 2007-04-04 | |
| PAST TOP PICK | 10.580 | Kevin Hall BComm, CFA | (A Top Pick Oct 27/06. Down 12.1%.) Has not rebounded as well as others, after the tax announcement. Continues to like. Good price. Good growth potential. | 2007-03-09 | |
| BUY | 10.860 | Michael Decter | The pipeline trusts is a sector with tremendous value. Offer better value than the pipeline companies. He owns Keyera (KEY.UN-T), Inter-Pipeline (IPL.UN-T), Fort Chicago (FCE.UN-T) and Pembina (PIF.UN-T). Distributions have held and the yields are up. Feels they will be taken out. | 2007-02-26 | |
| BUY | 11.100 | Michael Sprung | The pipeline model is a good one for and income trust. Both Inter Pipeline (IPL.UN-T) and Fort Chicago (FCE.UN-T) are relatively attractive investments. Their assets have significant value. | 2007-01-05 | |
| HOLD | 12.050 | Michele Robitaille | Having a very good year operationally. Benefiting from the strong frac prices in Aux Sable. Instead of increasing distributions, they’ve been paying down debt. Entering into some longer-term growth ventures including some LNG terminals. | 2006-12-15 | |
| BUY | 10.720 | Robert Lauzon | Last couple of quarters have been quite strong. Benefiting from strong natural gas liquid prices as a fractionate the product. | 2006-11-24 | |
| BUY | 10.110 | Michael Sprung | Pipelines are probably a good place to be. Pipeline trusts are a glaring example of the trusts that have been hit harder than they deserve. | 2006-11-14 | |
| DON'T BUY | 10.350 | Michael Simpson, CFA | Own 50% of the Alliance Pipeline going from Alberta to Chicago. Also have a fractionation plant in Chicago. There are better names in the pipelines. | 2006-11-03 | |
| BUY | 10.370 | Peter Brieger | The pipeline business is ideally suited to a trust structure. Pembina (PIF.UN-T), Fort Chicago (FCE.UN-T) and Interpipeline (IPL.UN-T). If you were ever going to buy any trust in this market, it would be one of these three. | 2006-11-01 | |
| TOP PICK | 11.900 | Kevin Hall BComm, CFA | Has three main assets. The biggest is the Alliance Pipeline which transports natural gas from B.C. to Chicago. Very steady, stable high quality asset. Have some pretty good growth prospects going forward. Valuation is attractive. | 2006-10-27 | |
| TOP PICK | 11.580 | Robert Lauzon | This company owns 50% of Alliance pipeline which transports natural gas to Chicago. It has a 8% yield. It is making good margins. It is a good safe place to invest. | 2006-09-29 | |
| BUY | 11.960 | Peter Brieger | Uses a package of three stocks, Fort Chicago (FCE.UN-T), Inter Pipeline (IPL.UN-T) and Pembina (PIF.UN-T) for accounts that are looking for income. The average yield is around 7.5%. Making a lot of money out of its gas plant in Chicago. | 2006-09-13 | |
| Comment | 11.920 | Garth Jestley | Lightened up on power and pipeline trusts, which are the most interest-rate sensitive. Interest rates are now very close to peaking, which would create some interest in these again. Defensive in nature with stable income. | 2006-08-11 | |
| BUY | 11.970 | Peter Brieger | Fort Chicago (FCE.UN-T) Pembina (PIF.UN-T) and Inter Pipeline (IPL.UN-T) all form a part of his clients portfolios. | 2006-08-09 | |
| BUY | 11.600 | Peter Brieger | Focusing on Inter Pipeline (IPL.UN-T), Fort Chicago (FCE.UN-T) and Pembina Pipeline (PIF.UN-T) which have yields of 7/7.25%. | 2006-07-18 | |
| BUY | 11.370 | Peter Brieger | When he buys this, he takes it on as a package with Inter Pipeline (IPL.UN-T) and Pembina (PIF.UN-T). With these three, he gets a yield of 7% and feels the cash flow and distributions are quite stable. | 2006-06-12 | |
| BUY | 11.100 | Peter Brieger | Very bullish on this trust. | 2006-05-15 | |
| WATCH | 12.450 | Ben Cheng | Generally more affected by the movement of interest rates. It has some volatility. Since gas is trading at 7 dollars and oil is trading at 62 dollars. It's about a 9 to 1 ratio in favour of this company. Watch if gas prices are ahead or higher than crude oil prices, there may be a downside of earnings. | 2006-02-25 | |
| TOP PICK | 11.530 | Peter Brieger | This Top pick consists of a basket of pipeline trusts, Fort Chicago (FEC.UN-T), Inter Pipeline (IPL.UN-T) and Pembina Pipeline (PIF.UN-T). As more and more oil/gas is discovered, it will have to be shipped. Pipelines are going to be the next growth phase in energy. There is a choice between paying a hefty P/E ratio for a regular pipeline company and getting a much higher yield. You'll get modest capital appreciation plus steady and increasing distributions. | 2006-01-30 | |
| Comment | 11.920 | Greg Guichon | Just cut their distributions, largely because of a stronger Canadian$. Offsetting this is a new contract which should add stability which wasn't there before. | 2006-01-20 | |
| DON'T BUY | 11.990 | Michael Simpson, CFA | Pack of their assets is the Alliance pipeline which goes from Edmonton to Chicago. They also have the Aux Sable fractionation pliant in Chicago. This plant is being hurt by high natural gas prices. Prefers other pipeline trusts. | 2005-12-30 | |
| TOP PICK | 12.340 | Peter Brieger | If you believe in the growth of the energy business then you have to believe in the pipelines. Chose 3 pipeline trusts as a top pick, Fort Chicago (FCE.UN-T), Pembina (PIF.UN) and Inter Pipeline (IPL.UN-T). Should get continued modest growth. A good choice for conservative investors who want to participate in energy. | 2005-11-29 | |
| BUY | 10.950 | Peter Brieger | 3 favourite pipelines he owns are Fort Chicago (FCE.UN-T), Inter Pipeline (IPL.UN-T) and Pembina (PIF.UN-T). This is probably the riskiest in that it has a gas processing plant in Chicago and if the ratio of oil to natural gas sinks below 6 to 1, then their gas operations are impacted. Expect thier distribution of $0.96 per share will continue. Prefers the other 2, but are buying all 3 for new accounts. | 2005-11-15 | |
| HOLD | 11.420 | John Stephenson | A decent name. It falls in the area of a slow growth part of the business. Very contractually based. What is great abut it is that it is a franchise territory with limited competition. Nnot greatr in a rising interest rate period. OK to have in a a small proportion of thre portfolio. Wouldn't buy and might even sell. | 2005-11-07 | |
| BUY | 11.490 | Kevin Hall BComm, CFA | Has been really been beaten up because of their exposure to frac spread risks, the difference between natural gas and the liquids they take out. As the heating season ends, gas prices should drop and the frac spreads should be better in the spring. At these levels, it is good value. | 2005-10-28 | |
| DON'T BUY | 11.090 | Bruce Hartman | The decline in unit prices of all income trusts has pretty much all been the result of the uncertainty that has been generated. The possibility for distribution increases are probably limited over the next year or so. Their Aux Sable facilty (a natural gas stripping plant) is at a disadvantage because of the spread between natural gas and liquid. | 2005-10-21 | |
| DON'T BUY | 10.900 | Glenn MacNeill, P.Eng. | It owns a pipeline, plus at the end of the pipeline it has a 43% interest in a natural gas liquids plant where they take the gas, refrigerate it and get butane propane condensate out of it. The company has been very confidant about what it can earn out of the Aux Sable natural gas plant, but he is more pessimistic. Prefers other trusts. | 2005-10-20 | |
| WEAK BUY | 11.250 | Dean Orrico | For sustainability of income, this is not a bad name. Has a 50% interest in the Alliance pipeline plus a big interest in an extraction plant in the US. The real upside in the story in the last few months has been the extraction side. Has more sensitivity to increased interest rates, so this is a part of the market you want to under weight. | 2005-10-18 | |
| BUY | 11.250 | Peter Brieger | Was hit by the Ottawa announcement like most trusts. Their Aux Sable gas plant in Chicago is losing money. Still buying for new accounts. | 2005-10-18 | |
| WEAK BUY | 11.100 | Bob Stodgell | Haven't bought it recently. There are 2 parts to their business. Pipeline and their chemical side. Prospects are starting to improve for them. Not too bad. | 2005-10-13 | |
| DON'T BUY | 11.500 | David Cockfield | Has never been his favourite. Its Alliance Pipeline aspect is very good. Its gas processing facilities have been a problem from the beginning. They make money on the pipeline ansd they lose it on the gas processing. | 2005-10-12 | |
| DON'T BUY | 12.680 | Dean Orrico | Spreads are starting to narrow again, so there could be a risk in the cash flow. | 2005-09-30 | |
| BUY | 13.180 | Patrick Kim | Under a little bit of pressure in the short term although the Q2 numbers were quite solid. There was a downgrade in management's expectation on earnings and feels the market focused too much on that. A good holding. | 2005-08-19 | |
| BUY | 13.100 | Peter Brieger | Outside an RRSP, 65% of the cash flow is taxed with the rest being counted as a return of capital. | 2005-08-17 | |
| TOP PICK | 14.070 | Dan Bastasic | Excellent in terms of diversification. Very stable. Good payout ratios. Likes the valuation at these levels. | 2005-08-05 | |
| BUY | 12.910 | Dan Bastasic | Has 50% ownership of a very stable cash flow producing asset, Alliance Pipeline. Also have Oxable (a natural gas liquid extraction facility). This one is very variable and subject to frac spreads. | 2005-05-27 | |
| HOLD | 11.680 | Peter Brieger | December through to March period is popular for people looking for yields. That has pulled off along with higher interest rate. If interest rates did go up, the stock would go lower, but they would just add to their position. | 2005-04-05 | |
| BUY | 10.270 | David Baskin | Not a bad pick in terms of a conservative income producing stock. Stable. | 2004-10-04 | |
| BUY | 10.100 | Peter Brieger | Good distribution. Enbridge has taken over the risk management of the Aux Sable gas plant. A long-term hold. | 2004-08-18 | |
| BUY | 9.700 | Peter Brieger | Stable, modest growth. High payout. | 2004-08-04 | |
| BUY | 9.370 | Peter Brieger | RRSP portfolios should be looking for high-yielding, cash producing investments such as this one, Pembina Pipeline Income Fund and Inter Pipeline which gives yields of 7 1/2% -9% plus a 2% capital gain. (FC is also 100% tax deferred outside an RRSP.) | 2004-06-17 | |
| BUY | 9.870 | Peter Brieger | Feels that Fort Chicago distribution of $.72 will go up to $1 in the next 2/3 years. The tax on the distribution is deferred for all of 04 and into 05. | 2003-12-10 | |
| BUY | 9.670 | Garth Jestley | Has a 50% asset in the Alliance pipeline, which is a great asset. Their midstream natural gas distilling plant on the pipeline running from B. C. to Chicago has been losing money but is starting to turn around. | 2003-11-07 | |
| BUY | 9.620 | Peter Brieger | Likes the pipeline business. | 2003-10-15 | |
| WAIT | 9.750 | Glenn MacNeill, P.Eng. | US refrigeration system plant is quite expensive to build and has not been profitable. Pipeline is in good use and should continue providing a nice, steady cash flow. Pretty highly priced right now. | 2003-09-02 | |
| BUY | 9.670 | Peter Brieger | Distributions next year could be as high as $.90 to $1.The pipeline group provides stability and income. | 2003-08-13 | |
| WEAK BUY | 8.830 | Peter Brieger | Pipelines are probably very overweighted. Prefers their convertible debentures. OK for aggressive buyers. | 2003-06-03 | |
| WEAK BUY | 8.850 | David Cockfield | Have a major gas facility and very volatile. Could be good, but a higher risk. | 2003-05-29 | |
| BUY | 8.750 | Peter Brieger | Not taxable this year so good trust for outside the RRSP. Will see additional compressors added to the Chicago lines. | 2003-04-23 | |
| BUY | 8.240 | Peter Brieger | New CEO. 8% yield. | 2003-01-15 | |
| WAIT | 8.000 | Peter Brieger | Trying to get rid of a gas power plant that is losing money. | 2002-09-09 | |
| TOP PICK | 7.720 | John Priestman | Very good price. Yield at about 8.5%. | 2002-08-06 | |
| DON'T BUY | 8.800 | Sandy McIntyre | Doesn't expect it to grow much over the next 6 months. | 2002-04-22 | |
| WEAK BUY | 9.150 | Sandy McIntyre | Underlying asset is the Alliance Pipeline Trust. Have overlayed this trust withone that has very volatile margins. Long term okay. | 2002-02-26 | |
| WAIT | 8.950 | Ben Cheng | Solid income trust. Well structured. Fractionation plant is down and litigation can drag it back. Will be good value when settled. | 2001-08-27 | |
| BUY | 8.950 | Bill Shaw | A stable trust. Outlook is good. | 2001-08-16 | |
| BUY | 9.130 | Bill Shaw | Over time will give a 10%yield. | 2001-07-10 | |
| WEAK BUY | 8.940 | Bill Shaw | Great project. In production now. Fully contracted. | 2001-05-23 | |
| PAST TOP PICK | 8.600 | Sandy McIntyre | (Was a top pick on Nov 9 down 5%) | 2001-05-11 | |
| BUY | 8.650 | Bill Shaw | Likes. Expect a 9% dividend yield. No risks on liabilities. | 2001-04-26 | |
| BUY | 8.500 | Steven Misener | Pipeline now up and running. An attractive yield. US can't buy, so limited value | 2001-01-02 | |
| BUY | 9.100 | Sandy McIntyre | Chicago pipe now operating. Fund distribution will start in 1st quarter | 2000-12-06 | |
| BUY | 9.000 | Noah Blackstein, B.A., CFA | Optimistic on oil price so will hold their value and may be rise | 2000-11-27 | |
| DON'T BUY | 9.000 | Eric Bushell | A TOP 6/9 months ago but is too expensive now & not much growth expected | 2000-11-14 | |
| TOP PICK | 9.000 | Sandy McIntyre | 29% participant in Alliance Pipeline into Chicago Long service life | 2000-11-09 | |
Experts that have talked about Fort Chicago Energy Partners
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