Viewing Company Enbridge | StockChase
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Compiling comments that experts make about stocks while on public TV.

Enbridge Stock Symbol: ENB-T

Notes:See also Westcoast & Transcanada

Last Price Recorded: $50.4200 on 2017-10-18

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Date Signal Expert Opinion Price
2017-10-18 COMMENT David Burrows

We are in a low interest rate environment, and pipelines are something people would own if they believed we are staying in a low interest rate environment. From 2009 to 2014, there was an enormous boom in production, which meant tolls went up a lot. As they went up, earnings, cash flow and dividends went up, and the multiples that investors were prepared to pay went up. They turned into growth stocks. Then volume growth started to slow down, so the multiple has been compressing. He wouldn’t focus in bond proxies such as this.


Price:
$50.420
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-10-18 TOP PICK Brian Madden

The largest pipeline operator in North America.  They just acquired a US pipeline and that makes their network that much bigger and more diversified.  It yields about 4.7% which is much longer than its long run average.  There is a very clearly articulated plan to grow the dividend at 10-12% compound rate of return over the next 4 years.  (Analysts’ target: $60.00).


Price:
$50.420
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-10-16 COMMENT Barry Schwartz

The utility space is a wonderful space in your portfolio. This one has guided for double digit dividend growth going forward. For income, you can’t beat this area. In a diversified portfolio, especially in Canada, you have to own 1 or 2 of these. One thing that worries him is that this is more focused on oil. He would prefer a more regulated utility such as Canadian Utilities (CU-T) or Fortis (FTS-T).


Price:
$52.010
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-10-11 PAST TOP PICK Christine Poole

(A Top Pick Oct 12/16. Down 6%.) Hadn’t done as well as expected. It is a pipeline stock and is interest sensitive. Rising interest rates have worked against all interest sensitive stocks. In the last few months, anything energy related had investors backing away, which hit the pipelines. They also have the Line 3 replacement in their backlog, and still have to get Minnesota’s regulatory approval. In a slowly rising rate environment this is quite attractive, and you are getting paid to wait. She would still be a buyer.


Price:
$51.980
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-11 COMMENT Mike S. Newton, CIM FCSI

The 4.7% yield is attractive. Reading the reports on the street, everybody was happy with their growth plans, and more specifically, comfortable with the ability to pay their dividends.


Price:
$51.980
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-10-06 HOLD John Zechner

At best, this is a Hold. He still doesn’t like it. A lot of these big Canadian utility pipelines have done US acquisitions, and the way the Cdn$ has moved, it has worked against them in the short term. His bigger problem is valuation. It is basically trading Debt to EBDA above 6 times. Earnings are growing, but the dividend is a 4% yield. They have something like $2.25 in estimated earnings this year, and are basically paying out 100% of earnings in the form of dividends. They also have a high debt ratio. Growth is only about 5%. Also, the PE multiple is still above 20.


Price:
$51.810
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-10-05 DON'T BUY Ross Healy

The last time he recommended this was about 2 years ago when the stock took a real dive. Subsequent to that, the company got back up to its usual high valuation. It is now starting to roll over. It really doesn’t have much in the way of upside potential. Wait for another set back, or buy in slowly for the next 6 months where you might catch a nice low. Dividend yield of 4.7%.


Price:
$52.120
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-10-03 COMMENT Ryan Bushell

Energy infrastructure is the largest over-weight in his portfolio, because production of both oil and natural gas in North America has doubled in the last 5-10 years. Not only has production doubled, but it is going completely in the opposite way that it used to. We built all these regasification terminals on the East and West Coasts to bring in LNG. We built all these oil offloading terminals on the Gulf Coast to take oil into the Midwest to refine it, and now oil is going the complete opposite way, as is natural gas for export. This creates a tremendous opportunity for these infrastructure companies. They are undertaking the largest capital project in their history with the line 3 replacement.


Price:
$52.410
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
UNKNOWN
Owned:
Yes
2017-09-28 TOP PICK Greg Newman

In Q2 they missed, due to an outage at Syncrude. Line 3 is being delayed. What is good is that they got permitting for Line 3 in many other jurisdictions, and thinks it goes in on budget and on time in the 1st half of 2019. Trading at a very compelling valuation, 9% 2018 estimated free cash yield, versus 7.7% for its peers. He models 10% annual dividend growth. Dividend yield of 4.7%. (Analysts’ price target is $62.)


Price:
$51.680
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2017-09-27 COMMENT Alex Ruus

This has underperformed the sector of pipelines and mid-streamers. A good company, but has a fairly convoluted structure overall, which has created a lot of confusion. Some of the bigger money managers are really questioning and worried that they might come back to market to raise more equity. Because of that, the stock has been under pressure.


Price:
$51.470
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2017-09-26 TOP PICK Lyle Stein

This has a dividend yield of 4.8%, the highest it has been since 2001. It got punished with the oil sector, and because of all the politics involved. This is a growth business. They are going to grow the dividend at double digits for the next couple of years, and thinks it can continue to grow at double digits beyond that. (Analysts’ price target is $62.)


Price:
$50.940
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-09-22 DON'T BUY Don Vialoux

Usually utility stocks, like this, do well in the summer, from April through to September of each year. It hasn’t really shown through this year. Technically, it established a downward trend and recently broke down below the support level. You are probably better off to look for opportunities elsewhere.


Price:
$50.660
Subject:
SEASONAL & TECHNICAL
Bias:
UNKNOWN
Owned:
Unknown
2017-09-19 PAST TOP PICK Nick Majendie

(A Top Pick Sept 21/16. Down 9%.) Out of favour and is not quite sure why. During this time, they did the Spectra merger. Looking at all the major energy companies globally, including infrastructure, this is now the 8th largest. It is the largest energy infrastructure in the US. Now is a very good time to be picking it up. Dividend yield of 5%, and they have a growth target of 10%-12% a year for the next 8 years. The bulk of their cash flow is covered by long-term contracts.


Price:
$50.610
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-13 COMMENT Michael Sprung

Enbridge (ENB-T) or Inter Pipeline (IPL-T)? Both are out of favour now, but are 2 of the better pipeline stocks you can be invested in. Has long admired this company, which tends to be a little more expensive over time, but you are paying for very high-quality management. They’ve done some job of deploying the resources. Both companies have fairly well defined CapX programs going forward. You could probably expect more rapid increases in dividends from this company. Both stocks would be vulnerable to a rising rate environment.


Price:
$49.870
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2017-09-12 COMMENT Christine Poole

She likes it at this price. The yield is close to 5% and it rarely provides such a high yield. Likes the Spectra acquisition, which gave them exposure to North America in natural gas. They’ve indicated they can grow their dividend 10%-12% through 2024, a pretty attractive growth rate. There has been an overhang because they want to do this line replacement project. The last piece of regulatory approval they need is in Minnesota. They’ve already got approval from Canada, Wisconsin and North Dakota. The pipeline is already in the ground, but they want to replace the pipe and make it larger and add technology. Once they get that in place, they will be able to almost double capacity.


Price:
$49.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
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