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| HOLD | 36.630 | Peter Brieger | Likes this one. Good defensive stock. | 2010-03-12 | |
| TOP PICK | 34.780 | John Stephenson | Under performed. Had challenges last year but now growth is becoming more obvious. | 2010-03-05 | |
| PAST TOP PICK | 34.780 | Bill Harris, CFA | (Top Pick Apr 6/09, Up 20.54%) If it goes up another 20-25%, you would have to look to see if the yield was still what you wanted. | 2010-03-03 | |
| BUY | 34.780 | David Cockfield | Just increased their dividend by a small amount. A core utility. A great potential for Canada to ship gas offshore. | 2010-02-26 | |
| WAIT | 34.930 | Michael Simpson, CFA | They missed expectations today. They issued a lot of shares. They raised their dividend today. Some worry that there is two much pipeline capacity in western Canada. | 2010-02-23 | |
| BUY | 34.000 | Derek Webb, CFA | Has come down to its support line. Shouldn't have had the correction it did since it is not as cyclical as most businesses. | 2010-02-11 | |
| PAST TOP PICK | 34.440 | Philip Doyle | (A Top Pick Dec 18/09. Down 3.96%.) | 2010-02-05 | |
| PAST TOP PICK | 34.440 | Andrew McCreath | (A Top Pick Aug 18/09. Up 9.33 excluding dividends.) Company had pre-funded a tremendous amount of capital spending that will deliver solid low double-digit earnings growth in the back half of 2010, 2011, 2012 and 2013. 4.4% yield. Still a Buy. | 2010-02-05 | |
| DON'T BUY | 34.520 | Brian Acker, CA | He has a model price of $31.91, about 7% to high. A yield story, not of valuation story. | 2010-02-03 | |
| PAST TOP PICK | 34.460 | Gavin Graham | (A Top Pick Jan 14/09. Up 6.58%.) | 2010-02-01 | |
| HOLD | 34.460 | John Zechner | (Market Call Minute.) If you want a yield continue to hold. Not much growth and somewhat expensive. | 2010-02-01 | |
| PAST TOP PICK | 34.650 | Charles Lannon | (Top Pick Feb 17/09, 6% capital gain) Investor base had to digest all the equity issues. Thinks this is really an attractive stock. | 2010-01-26 | |
| TOP PICK | 34.960 | John Stephenson | (A Top Pick Jan 2/09. Up 8.29%.) This is a time to being a little more defensive. Basically hasn't moved in over a year. Has Keystone pipeline coming on so it's getting into the oil transportation business, which will start impacting it meaningfully this quarter. Can finance all its growth through internal cash generation. | 2010-01-22 | |
| Comment | 34.940 | Jeff Black | Quality company. Trading around 17X forward earnings with a good base of dividends. | 2010-01-14 | |
| BUY | 35.150 | Ross Healy | Trades at about 1.5X Book. 4.3% yield. | 2010-01-11 | |
| BUY | 35.200 | Douglas Kee | Have increased their dividends 5%-7% a year in the last 5 years. Did a number of equity issues that held the stock back. The money was for the Keystone pipeline going into the US and eventually to the Gulf of Mexico. In 2011 earnings will grow 10%-12%. | 2010-01-08 | |
| PAST TOP PICK | 35.620 | Karl Berger | (A Top Pick March 3/09. Up 28.61%.) | 2010-01-05 | |
| PAST TOP PICK | 36.190 | Laura Wallace | (A Top Pick Jan 28/09. Up 12.37%.) Still a Buy. | 2009-12-31 | |
| BUY | 35.930 | Rick Stuchberry | Well managed company. Have no liability on the gas price, which is important. | 2009-12-30 | |
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| BUY | 35.410 | Norman Levine | Would buy this one over some of the pipeline income trusts is the valuation is much more reasonable and the dividend is better covered. Also better growth prospects. | 2009-12-23 | |
| TOP PICK | 36.170 | Philip Doyle | North American leader in pipelines and are diversifying to add energy projects in Ontario including nuclear, wind and natural gas generation. Reasonable valuation. Fair amount of debt but they can manage this. Good yield. | 2009-12-18 | |
| BUY | 35.980 | David Baskin | Stock is going up because of a rotation away from the cyclicals towards a more stable utility kind of names. Still has room to go and expects a dividend increase in 2010. | 2009-12-15 | |
| TOP PICK | 35.680 | Peter Brieger | Over next 3-4 years they will be completing pipelines. Power business will expand fairly rapidly. Is going to sharply increase it’s free cash flow. Hopefully will increase the dividend at some point. Will build a power plant in the Oakville area. | 2009-12-14 | |
| PAST TOP PICK | 34.970 | John Stephenson | (A Top Pick Dec 3/08. Up 10.58%.) Still a Buy. | 2009-12-11 | |
| BUY | 34.530 | Nick Majendie | Excellent outlook. About 85% of CapX program is regulated or long-term contracts so has a lot of confidence in earnings. Looking for growth of about 7%-9% a year over the next 5 years and with dividend growth at least 7% gives 11%-13% growth at least. | 2009-12-09 | |
| PAST TOP PICK | 34.680 | Norman Levine | (Top Pick Dec 15/08, Up 13%) They increase the dividend regularly. More and more into the electrical generation process. They are not into unrelated businesses. Stock held back by massive stock issues but they are done. | 2009-12-08 | |
| BUY | 34.500 | Bruce Campbell | Pre-raise money and acquired Keystone. Stock has finally gone through the issue price. Not looking for an increase in dividends until late 2011 and 2012. 4.4% dividend. | 2009-12-07 | |
| BUY | 33.700 | Christine Poole | Pipeline and power Company. Low natural gas prices don't have a huge impact because they get a regulated rate of return. Defensive name. Yield of over 4.5%. Good pipeline of projects coming on over the next few years. | 2009-11-26 | |
| PAST TOP PICK | 33.530 | Gavin Graham | (A Top Pick Jan 14/09. Up 3.32%.) Looking for a percent-10% growth because of the Keystone Pipelines. Still buy. | 2009-11-23 | |
| BUY | 33.530 | Brooke Thackray | Solid well managed company. Evenly split between the power and pipes. 4.6% yield. Will be hiking their toll rates on the pipelines. Chart shows an ascending triangle, which is positive. | 2009-11-23 | |
| BUY | 33.000 | Douglas Kee | Pipelines. Thinks they will be increasing their dividends between 5% and 10% through the years. | 2009-11-19 | |
| PAST TOP PICK | 33.000 | David Baskin | (A Top Pick Dec 2/08. Up 5.9%.) Picked as a low volatility with some value for a defensive play. Still likes its prospects. Huge book of projects. | 2009-11-19 | |
| Comment | 32.550 | Mark Carpani | Bond or stock? Two different risks. Bond is going to be higher up in the capital structure and the stock will have a little more risk. If you are conservative, stick with the bond. If you want more growth and a 4.7% yield, go with the stock. | 2009-11-17 | |
| TOP PICK | 32.200 | Norman Levine | Good yield of 4.7%. This type of stock has been left behind in this market and when things start to correct, they'll start to do well. Good growth profile. Good for conservative yield seeking investors. | 2009-11-16 | |
| BUY | 32.580 | Rick Stuchberry | Enbridge (ENB-T) and TransCanada (TRP-T) are both good. He owns TransCanada because of a slightly higher dividend. | 2009-11-12 | |
| BUY | 32.280 | Barry Schwarrtz | If you want a security that has a safe dividend and that will raise it over time, this is a good name. Hasn't participated in this rally even though earnings have been strong. Poor natural gas prices have impacted the price they get for power but they have an unbelievable amount of growth projects. | 2009-11-10 | |
| TOP PICK | 32.280 | Bill Harris, CFA | 5% yield AND internally invest in their company for 5% growth, and consistently do that for years, compounding. That is a fantastic rate of return. Professionally run. Have maturity of debt to avoid impact from interest rate spikes. | 2009-11-10 | |
| PAST TOP PICK | 32.240 | John Stephenson | (A Top Pick Oct 22/08. Down 2.5%.) Solid dividend play. Last 6-7 months investors have been piling into risks and you can make a very good argument that you might see a return to yield. Increasingly becoming a power weighted business. Cheap. 4.7% yield. | 2009-11-09 | |
| Comment | 32.050 | Glenn MacNeill, P.Eng. | Provides a fairly high dividend. Big danger is in the rough gas markets where volumes will go down, which will spread the tariffs. 4.7% yield. Prefers Enbridge (ENB-T) a little better for the short-term but this one for the longer-term. | 2009-11-06 | |
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| DON'T BUY | 32.790 | Stan Wong | A little bit boring in this environment. Utilities will not do very well in a recovering economy and rising stock market. | 2009-11-04 | |
| WEAK BUY | 33.070 | Ross Healy | Has come down to quite a low valuation level and is oozing its way back up again. 50-day moving average is above the 200-day moving average, which is a very bullish sign. He sees support at $32. 4.6% yield. | 2009-10-26 | |
| PAST TOP PICK | 33.260 | Karl Berger | (A Top Pick March 3/09. Up 18.04%.) | 2009-10-14 | |
| HOLD | 33.050 | Robert Lauzon | (Market Call Minute.) There are better opportunities in the market besides this one. | 2009-10-05 | |
| Comment | 32.960 | Peter Brieger | 4.6% yield. Likes this one. | 2009-10-01 | |
| PAST TOP PICK | 33.370 | Charles Lannon | (A Top Pick Feb 17/09. Up 5.51%.) | 2009-09-30 | |
| BUY | 33.200 | Prakash Hariharan | Safe, solid name. Likes the management. You are not looking at a growth story here, but a rock solid name. It could trade flat for a year. Prefers the sub-debt. | 2009-09-29 | |
| PAST TOP PICK | 33.200 | Andrew McCreath | (A Top Pick Aug 18/09. Up 7.68%.) | 2009-09-28 | |
| BUY | 33.200 | John Stephenson | (Market Call Minute.) Great infrastructure name. | 2009-09-28 | |
| BUY | 33.660 | David Baskin | Loves this one for the long haul. Also loves the 4.52% dividend and its increases. Has about the best credit in Canada. | 2009-09-23 | |
| HOLD | 33.170 | Ron Meisels | Stock is starting to behave better. Price has gone above the 200-day moving average. There have been 2 congestive areas of support and has now had a breakout. Stoploss should be around (below the round number) the $32 area. | 2009-09-18 | |
| BUY | 32.270 | Steve Carlin | Putting some of his income oriented accounts into this. | 2009-09-16 | |
| BUY | 32.460 | Bruce Campbell | (Market Call Minute) Still under issue price and lagged comparables | 2009-09-15 | |
| PAST TOP PICK | 31.930 | Norman Levine | (A Top Pick Sept 5/08. Down 12.32%.) Still a Buy. | 2009-09-11 | |
| DON'T BUY | 32.400 | Jaime Carrasco | Likes the pipelines. They are a simple business. Get paid for sending things through a pipeline. Prefers Pembina (PIF.UN-T) or Enbridge (ENB-T). 4.7% yield. | 2009-09-04 | |
| TOP PICK | 32.310 | Rick Stuchberry | Very defensive stock. 4% yield. Transports 20% of North America's natural gas. Not exposed to commodity prices. Owns 15% of Bruce generating station in Ontario. You can set on this stock and wait for the markets to get better. | 2009-08-27 | |
| BUY | 32.680 | Christine Poole | Pipeline network spans across North America and also has some power plant interests. Recently did a big equity issue to fund their growth projects for the next 2 or 3 years. Near term dilutive until these projects come into stream and start to contribute to earnings. 4.7% yield. | 2009-08-26 | |
| PAST TOP PICK | 32.500 | Karl Berger | (A Top Pick March 3/09. Up 10.73%.) | 2009-08-25 | |
| BUY | 31.990 | Joseph Schachter | Bringing on an oil pipeline system into the US, which will bring a lot of upside growth. Once natural gas prices recover in the next couple of years, they will be involved in any expansion in Western Canada. | 2009-08-21 | |
| TOP PICK | 31.500 | Andrew McCreath | Contrarion call. Spent a lot of money lately on projects that won’t contribute to income in the next couple of years. Recently shorted Enbridge against his TRP. | 2009-08-18 | |
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| TOP PICK | 31.260 | Glenn MacNeill, P.Eng. | Good growth prospects in front of it through the Keystone project, which will generate good cash flow through the next couple of years. Has the Horn River project that will generate good cash flow. Over the next 2 years it will provide better returns. Good distribution of about 5%. | 2009-08-11 | |
| TOP PICK | 31.430 | Bruce Campbell | Did a big equity issue of $1.7 billion to pay for the pipeline from Conoco Phillips (COP-N), which does not pay them any earnings until 2011 so earnings are diluted. Without this stock would be $37. Gives you a chance to buy at $31. 4.8% yield. Safe place to hide. | 2009-08-10 | |
| TOP PICK | 30.640 | Bill Harris, CFA | Has always been expensive and this is an opportunity to buy with this selloff. 5% yield and trading at roughly 15X earnings. He is hoping to have a 10% ROI annually. | 2009-07-31 | |
| DON'T BUY | 30.500 | Michael Sprung | Nice yield of almost 5%. Have been expanding aggressively through acquisitions. Have diluting shareholders through a lot of new issues. Prefers International Pipeline (IPL.UN-T), which has a better yield. On multiples they are about the same. | 2009-07-28 | |
| TOP PICK | 30.620 | David Baskin | Recent big share offering and stock has not recovered. 5% dividend. Completely recession resistant. Also somewhat inflation protected, as energy boards will give rate increases. Growth prospects both south and north. | 2009-07-27 | |
| BUY | 30.950 | Peter Brieger | Has one of the lowest price to cash flow ratios of the four main pipeline companies. However, half of their business is power. There is great opportunity because of the US Keystone acquisition but also when the Alaskan pipeline gets built. | 2009-07-23 | |
| BUY | 30.600 | Greg A. Taylor, CFA, BBA | Likes the good stable growth and dividend yield. Acts as a counterweight in the portfolio to cyclical investments. Recently made an acquisition that will supply some growth for them. Also did an equity issue which could put a cap on the stock for the near term. | 2009-07-22 | |
| HOLD | 30.600 | Norman Levine | Excellent management. Good growth prospects. Good balance sheet. Nice yield. | 2009-07-22 | |
| BUY | 30.710 | Bruce Campbell | Dividend yield of about 4%. Below $31 is a good entry point. (Prefers Enbridge (ENB-T) for the better growth profile. He has 3X the weighting in it.) | 2009-07-15 | |
| PAST TOP PICK | 30.700 | Karl Berger | (A Top Pick March 3/09. Up 6.54%.) Had a couple of challenges over the last few months. But the 20% of the Keystone Pipeline that they didn't own, which implies considerable cash drains going forward and will be dilutive over the short term. Thinks dividend will increase significantly after they stop spending on capital expansion programs. 5% yield. Hold. | 2009-07-14 | |
| WEAK BUY | 30.640 | John Zechner | Earnings growth is relatively slow in single digits. Multiple is in the mid-teens. You won't have a lot of growth but between the yield and stock appreciation you might get 10% over a year. You can get a lot better return in others that have more risk. | 2009-07-13 | |
| HOLD | 30.700 | Rick Stuchberry | Thinks this will trade in a range. Has a reasonable yield and there is such an appetite for yield that there is a pretty good likelihood the stock will find a bottom when the market stabilizes a bit.. Will probably go back up again. 5% yield. | 2009-07-10 | |
| Comment | 30.510 | Jean-Francois Tardif | Globally most stocks are up but this one is down substantially. Thinks the market is turning here and there will be setbacks. This stock, because it is down, is a lot less risk. Nice dividend and will probably have a little bit of growth over time. | 2009-07-07 | |
| PAST TOP PICK | 30.510 | Gavin Graham | (A Top Pick July 7/08. Down 13.76%.) | 2009-07-07 | |
| BUY | 31.160 | 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 | 31.300 | Bruce Campbell | Did a $1.6 billion equity issue last week to buy the Keystone pipeline from ConocoPhillips (COP-N). You have $.10 intuition in 2010 but you have accretion after that. Currently it is $.50 less than the issue making it pretty attractive. 4% dividend. | 2009-06-25 | |
| BUY | 30.870 | John Stephenson | Quasi-infrastructure play. Bringing Alaskan gas down. Will be around for a long time. Very strong track record of dividends. Excellent growth. One of the largest producers of power with its stake in both Bruce and it's US assets. Expects power prices will be a little weaker over the next 6 months. Almost 5% dividend. | 2009-06-24 | |
| SELL | 30.490 | Jeff Parent | This chart is not good. Stock could go down to $28.80 and that would be a support level. If you own, keep until the dividend is paid and then sell. | 2009-06-23 | |
| PAST TOP PICK | 30.490 | Laura Wallace | (A Top Pick June 18/08. Down 24%.) | 2009-06-23 | |
| Comment | 31.490 | 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. 4.8% yield. | 2009-06-19 | |
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| TOP PICK | 31.380 | David Baskin | Just did a $1.6 billion stock issue that has put the stock under pressure. Will be shipping in their Keystone pipeline 1 billion barrels of oil sands oil a day into the US Midwest forever. Gives you a stable and rising dividend. | 2009-06-18 | |
| BUY | 33.060 | Peter Brieger | With the overall market moving as much as it has, and the focus on the high beta stocks, this is a potential add to his portfolio. Over 4% yield. | 2009-06-16 | |
| BUY | 33.350 | Ken McCord | (Market Call Minute.) That whole sector is looking really good. | 2009-06-09 | |
| BUY | 32.000 | Laura Wallace | Have been adding to this one in the $30 range. Very attractive 5% yield and very solid earnings outlook. Earnings growth probably in the 7% range. Dividend increases probably likely. Very stable. | 2009-05-26 | |
| PAST TOP PICK | 31.900 | Karl Berger | (A Top Pick March 3/09. Up 8.7%.) | 2009-05-20 | |
| TOP PICK | 31.280 | Bill Harris, CFA | Great, stable, consistent business with a locked in rate of return of 5% and feels the company can grow 4%-5% giving him 10% compounded. He has a 10-year time horizon. | 2009-05-19 | |
| TOP PICK | 31.280 | David Baskin | Traditionally over the last 50 years, utility companies have yielded about 70% of the interest rate on the 10-year Canada bonds. At 6%, you expect utility company to pay about 4%. Right now Canada bonds are paying about 3% and this one is yielding about 5%. Perfect time to lock in the high yields. | 2009-05-19 | |
| HOLD | 30.480 | Greg A. Taylor, CFA, BBA | Pipelines was an area where people where hiding. With market improvement people will be taking money out to put in E & P companies. An extremely well run company with some good areas. Have some start-up issues with last year’s New York City’s Ravenswood acquisition. Expect this will come together and the stock will start performing better towards the end of the year. 5% yield. | 2009-05-07 | |
| BUY | 30.480 | Jim Huang | Likes this for a safe dividend play with some growth upside. If the McKenzie Valley pipeline ever comes to pass, they have huge upside to it. | 2009-05-07 | |
| BUY | 30.990 | Norman Levine | Growth utility. Defensive. Likes it for its long-term growth. 4.9% dividend. | 2009-05-06 | |
| BUY | 30.610 | 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 | |
| HOLD | 30.050 | Michael Smedley | (Market Call Minute) No tremendous expectations. Nice dividend of 5%. | 2009-04-28 | |
| BUY | 29.580 | Michael Sprung | Good for dividend income and some prospects for capital appreciation over the next couple of years. | 2009-04-22 | |
| BUY | 30.150 | Andrew Guy, CFA | (Market Call Minute) Beneficiary of Mackenzie pipeline if it ever gets built (Believes it will). Beneficiary of economic recovery and good dividend. | 2009-04-17 | |
| WAIT | 30.150 | Gerald Allaye-Chan | Good outlook; embarking on an ambitious capital program to expand pipelines. There will be an earnings drag due to financing needs short term. You are paid to wait (5% dividend) for the long term. | 2009-04-17 | |
| BUY | 29.700 | Marc-Andre Robitaille | Prefers to Embridge. Nicest growth profile and more clear. Likes yield and thinks it is safe. | 2009-04-15 | |
| BUY | 29.740 | Bruce Campbell | (Market Call Minute.) Very cheap under $30. (See Top Picks.) | 2009-04-13 | |
| BUY | 30.000 | David Cockfield | Utility and will do fine. 5.1% yield. | 2009-04-09 | |
| BUY | 30.130 | Laura Wallace | Solid projects out through 2013 to 2015. Great earnings growth. Solid dividend and have increased them through the years at a good pace. Growth in the 5% to 8% range plus a 4% dividend with the likelihood it will increase.. | 2009-04-07 | |
| TOP PICK | 30.180 | Bill Harris, CFA | He is trying to make sure that he owns those utilities, tollbooth type businesses. If it goes down to $25, he will buy more of this. Yielding over 5%. | 2009-04-06 | |
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| DON'T BUY | 30.180 | Peter Gibson | ROE level is all right but the rate of profit decline is at a level that implies further weakness. It is negative enough to imply negative earnings surprises are still likely. Attractive yield of around 5%. | 2009-04-03 |
