| HOLD | 21.000 | Kevin O'Leary | Fantastic business. Doesn’t know what kind of hit they will take in a conversion. Enamored with the cash flow model. No intention of selling / is going to wait it out for the conversion. When it converts it will have a strong dividend and is the kind of stock he would want to own. | 2008-10-01 | |
| BUY | 21.500 | Michael Simpson, CFA | (Market Call Minute.) Great midstream player. Very good in the energy restructure business. | 2008-09-19 | |
| PAST TOP PICK | 21.410 | Sandy McIntyre | (A Top Pick July 3/07. Up to 17%.) Sees a step change in natural gas development west of 5. Going to deep wells and horizontal legs. The multi-fracturing development is bringing out gas that was previously not producible that will go through their facilities. | 2008-05-05 | |
| TOP PICK | 18.270 | David Baskin | In the mid stream of the natural gas. They take natural gas from the fields and change the sour gas to usable gas. Not exposed to the natural gas price directly. | 2008-01-14 | |
| BUY | 17.920 | Michele Robitaille | (Market Call Minute.) Great business and great exposure to a number of high-growth areas. | 2007-11-28 | |
| BUY | 17.850 | Michael Decter | Pipeline and energy infrastructure company. Earnings last week were terrific. A year ago, their earnings were $.36 and Q3 this year was $.55. | 2007-11-12 | |
| TOP PICK | 18.950 | Sandy McIntyre | Run gas plants that process sour gas; take natural gas liquids off, etc. Very stable and growing cash flow. Expected to be a potential takeout candidate. | 2007-07-03 | |
| BUY | 19.790 | Andrew Guy, CFA | And infrastructure play. They own pipelines, storage facilities. The backbone for the oil/gas sector. Have long life assets so don't have to put a lot of cash into them. Slow growth business. A good hold. | 2007-05-25 | |
| HOLD | 19.170 | Peter Brieger | Natural gas processor. This one is on his radar screen. 7.8% yield. | 2007-05-16 | |
| TOP PICK | 17.700 | Michele Robitaille | Natural gas gathering & processing facility. Great management team. High-quality assets. Focused primarily on sour gas, which is a little more specialized and stable. A lot of organic growth opportunities. Good entry point. | 2007-03-23 | |
| BUY | 16.300 | 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 | |
| HOLD | 16.520 | John Stephenson | Have a lot of gas storage. Exposed to the frac spread that hasn't been working in its favour lately. (Difference between oil/natural gas prices.) | 2007-02-21 | |
| BUY | 17.000 | Glenn MacNeill, P.Eng. | A midstream facilities company. They take gas and run it through a chilling unit, which gives them butane/propane condensate, which they can sell for more than the gas is worth. Very profitable. | 2007-02-16 | |
| BUY | 16.970 | Michele Robitaille | Has one of the largest natural gas midstream businesses and are mainly focused on sour gas gathering and processing. Strong management team and high quality assets. There may be more weakness in their 4th quarter because of propane. Good opportunity to pick up. | 2007-02-02 | |
| BUY on WEAKNESS | 15.990 | Robert Lauzon | Midstream natural gas gathering & processing facility. Their product trades off the oil quote. Pretty good spread there although they have had some hiccups in the marketing. Q3 was lower than expected. Expect there will be a buying opportunity when Q4 results are released and price softens. By under $15. | 2007-01-22 | |
| BUY | 16.550 | Ravi Sood | A very good name. Very undervalued at this point. | 2006-11-17 | |
| BUY | 21.130 | Kevin Hall BComm, CFA | They gather and process natural gas in Alberta. Also getting into the midstream part of the oil business. High-quality name. One of the better organic growth stories. Low payout ratio. | 2006-10-27 | |
| PAST TOP PICK | 21.000 | David Baskin | (A Top Pick Oct 24/05. Up 21.1%.) No commodity risk. Dirty gas goes in and they clean it. Still likes. 6.8% yield. | 2006-10-23 | |
| BUY | 20.050 | Ravi Sood | Really likes the midstream assets right now, which they own. Expect there will be capital gains here. Good opportunities ahead of them. | 2006-07-21 | |
| BUY | 20.150 | David Baskin | They gather the natural gas, process it and put it into the pipelines. Dropped when interest rates went up. There is some scheduled maintenance which will put a crimp into earnings. An excellent company with great assets. Good price. | 2006-05-25 | |
| BUY | 21.910 | Patrick Kim | One of the best names in the mid-stream trust sector. | 2006-04-21 | |
| BUY | 21.850 | David Baskin | Stock has dropped because as interest rates go up on the long end of the curve income trusts in general, become less attractive. There are also some major maintenance expenses. Pretty good value proposition, right now. | 2006-04-18 | |
| BUY | 22.760 | Michele Robitaille | Keyera Facilities have a number of gas plants in the Alberta region. Very well positioned in the market for the supply coming into these plants. It is a well run company. They are focused on the mid-stream of oil and gas spectrum. She believes it is a great place to be. Used to own, but had too much exposure to the mid-stream in their portfolio. | 2006-03-17 | |
| BUY | 22.300 | Ravi Sood | Not a direct play on oil/gas but you are a beneficiary from all the activity in Alberta. | 2006-02-10 | |
| BUY | 21.310 | Robert Lauzon | Pays around 6%. Has a little bit of growth embedded in it. Their NGL business is doing well. Have just announced an expansion of the sour gas line. Interest rate sensitive. | 2005-12-08 | |
| TOP PICK | 17.210 | David Baskin | All 3 picks tonight are income trusts as the sector has been massively oversold. With the government's white paper, the stopping of getting legal opinions and the fear of rising interest rates people sold them as though they were worthless. Has no commodity risk. Fell as much as 25%. Good price. | 2005-10-24 | |
| PAST TOP PICK | 16.600 | Greg Guichon | (A Top Pick May 20/05. Up 2% not including distributions.) | 2005-10-21 | |
| PAST TOP PICK | 20.510 | Greg Guichon | (A Top Pick May 20/05. Up 23%.) Still likes. | 2005-09-09 | |
| BUY | 17.660 | Michele Robitaille | A very well managed company. Focused on the mid stream part of the oil/gas industry. Have a lot of sour gas plants and basically are looking at some of the extraction facilities. Strong niche position. Growth through aquisitions. | 2005-07-15 | |
| TOP PICK | 16.180 | Bruce Hartman | Good trust model. Located between gas fields and the consumer. They collect gas, process it, break it into natural gas liquids and ship the rest into the main stream pipelines. No real commodity risks. Basically being paid to transport a product from one place to another. Payout ratio in line at about 88%. Distribution is $1.26 which is expected to rise to $1.30 or so. | 2005-05-20 | |
| BUY | 14.000 | David Baskin | A toll gate. Natural gas which comes out of the ground with impurities, including sulfer has to be cleaned up before it can be put into the pipeline and this is what they do. No commodity risk, so not dependent on natural gas prices. Thinks the 8% yield is pretty good. Interest rate sensitive. | 2005-03-29 | |
| HOLD | 15.350 | David Baskin | Worried about yields. Hold to see yields | 2005-02-28 | |
| BUY | 15.650 | Greg Guichon | Likes this trust a lot. It has a going forward yield of about 8%. Likes management. Very aggressive in going out and filling up the capacity in their system. | 2005-02-11 | |
| PAST TOP PICK | 14.760 | David Baskin | (A Top Pick Nov 22/04. Up 5.5%.) Buy income trusts primarily for the yield. A very stable business. Limited commodity risks. Good yield. | 2005-01-25 | |
| BUY on WEAKNESS | 14.550 | Glenn Paradis, BA, CFA | Stacks up pretty well to comparable trusts. Well run. Sold their holdings when it got too high. Near the higher end of their shorter term valuation. | 2005-01-13 | |
| BUY | 14.390 | John Priestman | 8% yield. Payout ratio of about 90%. Has a very high tax deferment. | 2004-12-31 | |
| TOP PICK | 13.920 | David Baskin | One of the higher yields. Very steady business. No commodity risks. Yield of around 9%. | 2004-12-16 | |
| BUY | 13.480 | Greg Guichon | Very impressed with management. Have excess capacity in their system. | 2004-12-03 | |
| DON'T BUY | 14.000 | John Stephenson | Level is a little high at this time. Fundamentally a good company. | 2004-11-24 | |
| TOP PICK | 14.000 | David Baskin | Did a fairly significant stock offering last week. A very stable business. No commodity risk. Very attractive yield and very liquid. | 2004-11-22 | |
| BUY | 14.150 | Ben Cheng | Has recently increased its distributions. A very good trust. Their natural gas liquids business has done very well. | 2004-11-12 | |
| BUY | 13.000 | Kevin Hall BComm, CFA | Outlook for their sector is quite attractive. Should continue to see high drilling in Western Canada. | 2004-09-24 | |
| BUY | 12.070 | Glenn MacNeill, P.Eng. | A mid-stream company that is less risky than others. Pays a fair return. | 2004-07-21 | |
| BUY | 11.600 | Ben Cheng | Has a very solid stable business. Going forward, there could be a higher cost environment as oil and gas fields move further away. | 2003-09-17 | |
| WEAK BUY | 11.150 | Glenn MacNeill, P.Eng. | Relatively stable. Fully priced. | 2003-06-30 | |
| BUY | 11.200 | Glenn MacNeill, P.Eng. | 80% revenue comes from processing gas. Relatively stable. | 2003-06-17 | |
| BUY | 10.960 | Rob Callander | No taxes payable for a couple of years. | 2003-06-05 | |
Experts that have talked about Keyera Facilities Income Fund
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