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Inter Pipeline Stock Symbol: IPL-T

Last Price Recorded: $26.8100 on 2015-07-28

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Date Signal Expert Opinion Price
2015-07-27 HOLD Bruce Campbell (1)

Even though this is a service pipe company it is oil related. It is weak, but not as weak as the pure producers. Of the pipelines, this one is very oily, which is a negative right now. Dividend is safe. You could probably buy this cheaper a month from now.


Price:
$26.120
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2015-07-24 COMMENT Jeff Young

This has been a great place to be for a long time, but has been punished by being in Alberta. The whole energy infrastructure space had a real expansion in multiples because it is one of the few areas where you can see a sort of 5 year path of growth built into it. Because capital spending has come down, that has been called into question. This company does a lot with the oil sands and they are still going to produce because they are a cash crop and are even below oil prices of today. There is a compression in its multiple and that is probably going to continue. He wouldn’t want too much of this in his portfolio, as it is going to be held hostage to oil prices.


Price:
$26.230
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Unknown
2015-07-21 COMMENT Hap (Robert) Sneddon FCSI

Will look a lot like some of the defensive names. It has the energy element to it. It had a long slow downtrend. It had a December low which made a “hammer”and flushed out a lot of people. Coming back right now to revisit that low. Feels that there are lots in this space which are really good risks.  (ie. IPL-T, TRP-T)


Price:
$27.810
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2015-07-20 DON'T BUY Patrick Horan

He is Short this stock. He is also Short Enbridge (ENB-T) and would not be enthusiastic for any other midstream pipeline company. A very expensive stock, trading at 27X earnings. Over the past 4 years, earnings have not mattered; it has been dividends that have mattered. This company has done a wonderful job of raising dividends, raising capital and reinvesting, but have done it in a very low interest rate environment. As interest rates go up, the leverage that they have in that earnings stream and on the balance sheet is going to start to affect earnings.


Price:
$28.260
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-07-16 COMMENT Douglas Kee

Doesn’t own this, but does own Altagas (ALA-T) and Pembina (PPL-T) which have performed much the same. They are all in midstream assets, and have exposure to energy through frac spreads, etc. The core of their businesses is either cost of service or fee for cost, etc. He thinks all 3 of these companies will do pretty well as long as oil comes back at some point in the next 2-3 years.


Price:
$28.580
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
No
2015-07-06 HOLD Don Vialoux

It has been in a trading range for 8 months.  There is no technical indication of changing this trend.  You can hold it for the dividend.


Price:
$28.350
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-07-02 DON'T BUY David Baskin

Stock vs. Stock.  KEY-T vs. IPL-T.  IPL-T just moves gas from here to there, and doesn’t add much value.  With the new government in Alberta, maybe they won’t build any more pipelines.  Prefers KEY-T.


Price:
$28.890
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2015-07-02 COMMENT Andy Nasr

Not his preferred midstream energy play right now. A lot of these energy infrastructure companies have made money hand over fist as there has been a significant increase in oil/gas production during the last 5 years. A lot of the cash flow growth is contracted. The question for a lot of these names is, what is the growth going to look like beyond 2018. The other big risk is interest rates. If you have a long-term time horizon and can stomach some commodity price volatility, this is providing a pretty decent entry point.


Price:
$28.890
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2015-06-22 PAST TOP PICK Peter Brieger

(Top Pick May 20/14, Down 0.78%) It is down in sympathy.  He is a roaring bull, but would not buy this until things settled down in the sector.


Price:
$29.940
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-06-18 COMMENT Greg Newman

He sees this growing at 12% over the next couple of years in EPS. Trading at around 24X 2016 estimates. They are developing their Cold Lake and Polaris which is good, but they haven’t announced any new connections in the last couple of quarters. That has been a bit of a negative for the stock. He would prefer Enbridge (ENB-T) and Pembina Pipeline (PPL-T).


Price:
$29.400
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Unknown
2015-06-08 COMMENT Michael Sprung

None of the pipelines look particularly cheap. They are building out their infrastructure such that their underlying asset base is increasing and the returns should increase along with that growth. You are being paid a 5% yield, which is quite generous. He sees a little more capital appreciation than he does in the other pipelines. This would be his favourite at the moment.


Price:
$28.680
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-06-04 DON'T BUY David Burrows

Energy infrastructure is the most defensive part of the energy market.  But you are running into a headwind.  Supply lines might slow and you might see less dividend growth.  There are more attractive sectors that benefit from lower energy. 


Price:
$29.880
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
Unknown
2015-06-01 HOLD Bruce Campbell (1)

Was nervous about this because it was oily with heavy oil, but spreads are now a lot better, so the outlook in the last 2 months is better than it has been for the last couple of years. There is enough growth in that it is a Hold, but don’t expect 10%-15% growth.


Price:
$30.700
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2015-05-20 BUY Paul Gardner, CFA

Got hit a bit because of the drop in oil prices. It beat its numbers last quarter and is in the right growth profile. One of those great managed companies that not only manages its assets well, but is a pipeline that is not being interfered with. On a valuation basis, it is cheaper than it was 6 months ago but you still have the growth profile.


Price:
$31.070
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Yes
2015-05-14 BUY Allan Meyer

It is expensive on a price earnings basis, but they have so much locked-in growth.  A lot of their projects are based on long term projects set up years ago.  Expects the dividend to grow going forward.


Price:
$31.510
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
Showing 1 to 15 of 474 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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