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Gibson Energy Stock Symbol: GEI-T

Last Price Recorded: 36.4500 on 2014-09-01 01:14:54

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Date Signal Expert Opinion Price
2014-08-22 PAST TOP PICK Jeff Young

(A Top Pick Sept 19/13. Up 54.78%.) Continue to do very well in their business. Last quarter was great. Definitely getting on the pricey side, but in the energy/infrastructure space, it is one of the cheaper stocks, but also has one of the least recurring guaranteed revenues. A good stock for an active oil market. 3.3% dividend yield.


Price:
$35.740
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2014-07-21 PARTIAL SELL Bruce Campbell (1)

This and a lot of the midstream companies have done well. It’s just what the market wants, a combination of a little better growth and some yield. Doesn’t think this is repeatable, and is a bit of a problem here. Getting to the point where it is pretty fully valued. If there was a pullback, this is one that would pull back fairly sharply, such as 10%. If you own, consider selling half.


Price:
$33.470
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-07-15 BUY Gajan Kulasingam

Has done phenomenally well since the IPO in 2011. A little more diversified than some of their peers in that they have terminal businesses, trucking, storage and the Omni Services in the US. Have probably 2 of the most strategic hubs in Edmonton, and a lot of the volumes of crude oil, commodities and NGL’s will go through these 2 hubs. Trades at a pretty good discount to its peers.


Price:
$33.080
Subject:
Energy Infrastructure, Industrials & Utilities
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-14 COMMENT David Baskin

A midstream company in the Alberta energy corridor, and do all kinds of things, from moving oil by truck, tankage and pipelines. This area has been a really hot sector. However, with natural gas at such low prices, can this kind of company continue to thrive and continue making that kind of money by providing services? This company seems to be doing a very good job, and certainly bears consideration.


Price:
$33.210
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-06-12 HOLD Greg Newman

This is cheaper than its peers.  Not as high a quality a name as Pembina.  You will get paid the dividend, but there is better value elsewhere.  He would sell a call. 


Price:
$32.690
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULL on ENERGY
Owned:
Unknown
2014-06-05 HOLD Andrew Hamlin

Great long term hold in general.  Valuation is fair.  We all know the growth opportunities for energy infrastructure.  It should do well in the next 2-5 years.


Price:
$32.870
Subject:
GROWTH & INCOME
Bias:
CAUTIOUS
Owned:
Unknown
2014-05-23 COMMENT Michele Robitaille

Good quality company. Since their IPO, they have continued to deliver quarter after quarter and continue to have very strong growth, particularly related to their terminalling. They are building a new rail terminal up around Hardesty that should bode well. Moved into environmental services about a year ago and she likes this a little less than their base business, but seem to be getting good results out of it.


Price:
$31.850
Subject:
HIGH YIELD EQUITIES & REITS
Bias:
CAUTIOUS
Owned:
No
2014-05-09 COMMENT David Baskin

Midstream energy company. This has been a tremendously successful sector. Stocks like this have doubled, partly because their yield have doubled, but also because they are so busy in the energy patch. They don’t have a lot of commodity risks as energy explorers and producers have. Likes this company.


Price:
$30.410
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-04-11 PAST TOP PICK Martin Davies

(Top Pick Apr 30/13, 11.05%) Still likes it.  Company is very well structured to be North America’s largest company to allow all the movements that were not being connected with the different basins of light and heavy oil.  An interesting, diverse company.  Good, sustainable dividend that increased twice in the last two years.  He has been buying shares at these prices.


Price:
$28.120
Subject:
CANADIAN OIL & GAS
Bias:
BULLISH on NATURAL GAS
Owned:
Yes
2014-03-28 PAST TOP PICK Veronika Hirsch

(A Top Pick March 22/13. Up 15.73%.) She hasn’t taken any profits. Relative to their competitors, they are reasonably cheap. With higher energy prices in Canada and North America, they have exposure to infrastructure projects and she expects a steady increase in oil/gas related infrastructure build over the next 10 years.


Price:
$28.510
Subject:
CANADIAN & ALTERNATIVE
Bias:
OPTIMISTIC
Owned:
Yes
2014-02-28 PAST TOP PICK Jaime Carrasco

(Top Pick Feb 22/13, Up 11.77%) More on the transportation side so are more like a pipeline.  They are filling that demand for shipping.  It is more of an energy infrastructure stock.


Price:
$26.980
Subject:
RESOURCE, UTILITY & REITs
Bias:
SELECTIVE
Owned:
Yes
2014-01-24 PAST TOP PICK Jaime Carrasco

(A top pick Feb 22/13. Up 11.69%.) Likes management and the production. 4% dividend yield.


Price:
$26.960
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2014-01-08 TOP PICK Martin Davies

3 dividend increases in the last 2.5 years. Doesn’t feel investors have a good appreciation for its 6 businesses. They are a commodity (oil) mid-streamer. Very good at looking at their total payout ratio being less than 100%. Clean balance sheet allows for timely acquisitions and a rising dividend. Good management and good growth rate. Yield of 3.99%.


Price:
$27.450
Subject:
CANADIAN OIL & GAS
Bias:
BULLISH
Owned:
Yes
2013-11-21 BUY Michele Robitaille

Likes this name and this space in particular, so she is quite heavily weighted in energy infrastructure. There has been a shift in the basin towards natural gas liquids and you need a lot of infrastructure. With the lack of pipeline take away capacity, rail has become a big component of getting oil out of Western Canada. This company has a lot of terminals and a lot of storage and have benefited from this.


Price:
$26.570
Subject:
DIVIDENDS & REITS
Bias:
OPTIMISTIC
Owned:
No
2013-11-14 PAST TOP PICK Andy Nasr

(A Top Pick Nov 15/12. Up 25.7%.) Organic growth is pretty good. Announced they were going to increase their crude by rail exposure. Made a big acquisition in the environmental services area last year. Reported a very sloppy quarter which created a significant selloff. Continues to like this.


Price:
$26.280
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 77 entries
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