Viewing Company Inter Pipeline | StockChase
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Inter Pipeline Stock Symbol: IPL-T

Last Price Recorded: $26.8700 on 2016-05-26

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Date Signal Expert Opinion Price
2016-05-18 HOLD Steve Belisle

The dividend on this is definitely safe. A good company with a solid asset base. He would qualify this as a Hold as the valuation is up there. The problem is that their growth outlook is probably the lowest it has been in many years. They may do more acquisitions in Europe, but other than that it is getting tougher for them to generate more growth.


Price:
$26.290
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Unknown
2016-05-09 PAST TOP PICK Peter Brieger

(A Top Pick April 27/15. Down 24.5%.) (This was not discussed by BNN, but I calculate that it was down by 80.3%. Bill)


Price:
$25.150
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2016-04-19 COMMENT Christine Poole

This has a yield of over 5%, and thinks the dividend is safe. A couple of years ago this had a fairly strong cash flow growth profile, but that is largely behind them now. They have excess capacity on their existing pipeline, which will add cash flow, if they can fill it. For now, the dividend is safe.


Price:
$26.620
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-05 COMMENT Steve DiGregorio

This is a good business. Prefers Keyera (KEY-T), which is an area where you have better valuations, better growth, better management and better dividend coverage ratio. If worried about volatility, he would go into Keyera, but if you want better torque to the upside, he would go with this one, because of increasing oil prices.


Price:
$25.870
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Unknown
2016-03-31 PARTIAL SELL Greg Newman

Pembina Pipeline (PPL-T) or Inter Pipeline (IPL-T)? Payout ratios are creeping up on both. Also, they are not as tied to commodity exposure as some of the other pipelines. However, it ultimately comes down to how good their counterparties are, or how good the shipping contracts are. They are getting expensive again. Probably got too cheap. At these levels he would probably be looking to taking off exposure.


Price:
$26.750
Subject:
CANADIAN DIVIDEND
Bias:
BEARISH on ENERGY
Owned:
Unknown
2016-03-30 COMMENT Andy Nasr

With the “take or pay” agreements which typically underpin a lot of energy infrastructure companies, they are only as good as a credit quality of the customer. In some of the MLPs in the US, customers are buckling and going under, and you have to question how sustainable the cash flow is on companies you are buying. He is not particularly concerned with this one as it focuses more on oil sands. Prefers Pembina (PPL-T). Dividend yield of 6.1%.


Price:
$25.930
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
UNKNOWN
Owned:
Unknown
2016-03-29 BUY John Stephenson

Compared to Pembina (PPL-T) and Enbridge (ENB-T)? One is more of a regional player and one is more of a national player. It is hard to compare to Enbridge which is the national premier pipeline company. This has a solid yield in the 6%-7% range, where Enbridge is much lower. They are all fine. One issue you need to be aware of is that it sells off when commodities are weaker. The name is fine.


Price:
$25.380
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2016-02-29 BUY Ryan Bushell

6.3% dividend.  It has been hurt more during this downturn due to oil sands exposure.  The dividend is sustainable with current projects that have been delivered.  He sold in 2014 because he was so overweight the space.  He has been adding to this sector recently.


Price:
$24.820
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
SELECTIVE
Owned:
No
2016-02-26 PAST TOP PICK Michael Decter

(A Top Pick May 13/15. Down 16.8%.) Trimmed his holdings a little, but it is still a top 10 holding for him. Reported solid earnings and feels the dividend is solid. Has diversified a bit with oil storage in the Danish Straits, and they are still getting increased flow in their pipelines with the oil sands. They sign 30 year take and pay contracts, so are not vulnerable to the oil price in the immediate. Very comfortable holding this.


Price:
$24.440
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-02-22 HOLD Peter Brieger

Hasn’t recommended this recently, mainly because of what is going on in the energy patch. Unless we get oil prices to the stage that it is attractive enough to do additional projects, he wouldn’t be looking to Buy. The dividend is secure.


Price:
$24.440
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-02-18 DON'T BUY David Burrows

Energy has become mass manufacturing.  Whenever a new equity deal comes to the table, investors want to buy it.  He worries about volumes of production and therefore pipeline utilization.  This is the problem with infrastructure companies.  He would focus on integrated oil companies.


Price:
$22.880
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Unknown
2016-02-17 BUY Paul Gardner, CFA

This is a utility, so shouldn’t be volatile, but it is. Has 20 year contracts to the oil companies. Also, oil sands development is still growing. Their capital structure is fine. They got hit with the whole oil price situation. This has been oversold and overdone. Dividend yield of 7.3% is sustainable.


Price:
$22.020
Subject:
DIVIDENDS & REITS
Bias:
UNKNOWN
Owned:
Yes
2016-02-12 DON'T BUY Jason Mann

Had been Short this. An expensive company and has got pretty lousy price momentum, and given its status as a pseudo-utility, it is pretty poor. High yield of about 7.5%, but has a high payout ratio, which should be questioned. Could be at risk of having a dividend cut. Reasonably low ROE and trading at 26X Free Cash Flow. Not something he would want to hold here.


Price:
$20.750
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2016-02-10 COMMENT Swanzy Quarshie

A very well-managed company with a strong cash flow profile. The opportunity for pipeline growth is diminishing. A company like this is good for a safe, secure dividend, but the market doesn’t like that its growth profile is limited. Dividend yield of 7.6%. 


Price:
$20.480
Subject:
OIL & GAS
Bias:
OPTIMISTIC on OIL
Owned:
Unknown
2016-02-09 COMMENT Christine Poole

Most pipeline stocks have pulled back along with the energy sector. They are more defensive, this one in particular, in the sense that they carry crude through their pipelines under long-term service agreements, so it is less price sensitive. This one has gone through a big CapX expansion program in 2014-2015, so this year that has come down quite a bit. The dividend is safe, but she would expect increases will not be as high as they have in the past. 7.5% dividend yield.


Price:
$20.770
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 516 entries
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3 Comments

Mark Sewell

January 31st 2014 at 6:22pm

from the technical view after such run it needs a pull back to a lower line of the daily channel, around (26.00-26.50) Monday is a new month, new scenario

Mark Sewell

January 31st 2014 at 6:23pm

from the technical view after such run it needs a pull back to a lower line of the daily channel, around (26.00-26.50) Monday is a new month, new scenario

BeauRegard

December 11th 2014 at 2:15pm

Wishful thinking!


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