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Inter Pipeline Stock Symbol: IPL-T

Last Price Recorded: 36.7000 on 2014-08-22 01:14:09

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Date Signal Expert Opinion Price
2014-08-21 BUY Michael Smedley

(Market Call Minute) It is always a buy.


Price:
$36.700
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2014-08-19 HOLD Christine Poole

Yield has gone down because of price appreciation, but they increase the dividend every year.  They have a lot of projects that have long term agreements assigned to them.  There is room for improved cash flow growth, well managed and so she would keep holding it. 


Price:
$36.270
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2014-08-18 PARTIAL SELL John Stephenson

Thinks it is a fine company, but the market is going towards more cyclical names.  He suggests selling 60-70%.  It is not going to go down appreciably.  The downside is if interest rates go up.


Price:
$36.140
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
SELECTIVE
Owned:
Unknown
2014-08-15 DON'T BUY Brian Acker, CA

There is a huge bubble brewing in the pipeline stocks. Closed at $35.98. His model price is $30.60, a negative 15%. Trading at a valuation of almost 4X Book. This is the highest valuation these companies have ever been in the last 20 years. Yield of 3.6%.


Price:
$36.100
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Unknown
2014-08-15 HOLD David Cockfield

It looks like they can do 10% growth annually. Dividend is okay. Likes the pipeline aspect in Alberta. The oil sands and other projects are all creating the need to get stuff from A to B. They dominate the scene in Alberta, and he thinks this is going to continue. 10% growth is a reasonably conservative estimate.


Price:
$36.100
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-08-14 DON'T BUY Patrick Horan

(Market Call Minute) Too pricy.


Price:
$36.000
Subject:
NORTH AMERICAN
Bias:
BULL on US EQUITIES
Owned:
Unknown
2014-08-14 PARTIAL SELL Paul Harris, CFA

Has reduced his position in this. Stock has done incredibly well. Trading at a pretty high multiple for what is considered a utility. He would certainly take some money off the table.


Price:
$35.980
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BULLISH
Owned:
Yes
2014-07-28 PAST TOP PICK Peter Brieger

(Top Pick Jul 22/13, Up 61.22%) Valuations are stretched on all four major pipeline companies.  They spent a lot on infrastructure and now there is increased capacity.  It stays a core holding.  It is an attractive entry point for a 3-5 year holding.


Price:
$34.490
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-07-15 PARTIAL BUY Gajan Kulasingam

An Alberta energy infrastructure operator and a great business. Really a play in the northern Athabascan and Cold Lake regions. Have 3 pipelines. Funded 2 of the pipelines with 2 anchor tenants. The thesis is that they are going to add on incremental shippers with very high, accretive returns. Dividend is sustainable, and will probably grow north of 5%-7% over the next 2-3 years. There continues to be significant CapX put into the space. The only risk would be that they are predominantly in the Alberta pipeline system, and will need to have market access. They can get their pipelines to key Edmonton terminals, and will need to have long haul pipelines out of Edmonton. With a two-year time horizon, you can chip away here. South of $29 would be a good access price, and would give you a 10%-15% margin of error of safety.


Price:
$32.810
Subject:
Energy Infrastructure, Industrials & Utilities
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-10 COMMENT Zachary Curry

If rates go up, these are utility type companies, and would be interest-rate sensitive. Likes this one. Has better growth prospects than other pipeline companies. Have a huge amount of growth coming on between now and the end of 2015. Really focused on growing the oil sands side of the business. Positive on the name, but you want to be careful getting into it after the run it has had.


Price:
$32.410
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-06-16 BUY Michael Sprung

Sees upside.  Pipelines are a good place to be.  This one is one of the better managed ones out there.  He has been looking at it recently even though he owns TRP-T. 


Price:
$32.500
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-06-12 PAST TOP PICK David Burrows

(A Top Pick June 4/13. Up 41.09%.) Historically, over the last 50 years, pipelines have been the best industry for return on capital. With the kind of volume growth out of the oil sands for the last number of years, this has been a great opportunity.


Price:
$32.150
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on ENERGY
Owned:
Yes
2014-06-04 BUY Michael Smedley

Excellent company. Steady as she goes. Dividends will increase. Has something like $3 billion of projects in the bag, and of course, the cash flow is coming from that. It has another $3 billion that it believes it can compete with the others quite adequately.


Price:
$31.940
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-06-03 COMMENT Christine Poole

Has owned this for a long time. At this price, you could wait for a bit of a pull back. Provides an attractive yield, and definitely their cash flow and the projects they have in place can fund the dividend. Thinks they are going to increase the dividend by 5%-7% every year. If you are a long-term investor, she would scale in. There are days when the market is weak and you could pick it up at little cheaper.


Price:
$31.940
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-05-22 COMMENT Jeff Young

This has everything investors want, but they are pricey. Great company with great growth prospects. Their growth prospects are better than a lot of others because they only operate pipelines within very friendly jurisdictions. Low volatility of cash flow. Lots of growth opportunities. Yield of 4.1%.


Price:
$31.150
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
No
Showing 1 to 15 of 421 entries
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2 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


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