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Inter Pipeline Stock Symbol: IPL-T

Last Price Recorded: 34.0900 on 2014-07-30 01:14:07

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Date Signal Expert Opinion Price
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
2014-05-20 TOP PICK Peter Brieger

(A Top Pick May 29/13. Up 32.97%.) When we are talking about any interest sensitive stock, you have to take a very hard look at what interest increases will be. Stumbled recently. Had a storage business in Denmark and the UK and of the 4 storage terminals in Denmark, one sits empty. Have plans to capitalize on $3 billion of opportunities on the oil sands pipeline expansion. Looking at potential cash flows per share, he could see an additional $2.50 and they will distribute a very generous part of that to shareholders. His target price is $33 in 12 months. Yield of 4.26%.


Price:
$30.220
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-05-14 BUY Michael Decter

Has had a terrific run lately and he had to trim because it became too large a position. There is still lots of room for this company to build pipelines and add volume to existing pipelines, largely in Alberta. Lots of growth and production in the oil sands and it has to get somewhere so this has a lot of CapX ahead. If you have a long horizon, you could step into this. It has a habit of running up 10% and then giving back some. Try to get it under $30, but you could buy it now.


Price:
$30.250
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2014-05-13 HOLD Michael Bowman

This is the same as infrastructure companies having a great dividend and doing extremely well. Would continue to hold all these types of companies.


Price:
$30.540
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Unknown
2014-05-12 DON'T BUY Larry Berman CFA, CMT, CTA

A little expensive.  Prefers ZWU-T, which is 80% Telcos in Canada and the rest in the US.


Price:
$30.850
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-05-08 COMMENT Michael Sprung

On a multiple basis, it looks fairly expensive, but they always seem to have a lot of projects and are getting better results in the oil sands and their NGL projects right now. Had some interesting possibilities with the expansion in Cold Lake. Thinks they will have a continually expanding rate base from here. Feels the dividend is safe.


Price:
$30.370
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-04-30 COMMENT Nick Majendie

The outlook for midstream and conventional pipeline business is just fantastic. There is a huge amount of money being spent on projects on all of the pipelines. Over a 3-5 year basis, they all represent good, long-term value.


Price:
$29.800
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
No
2014-04-28 PAST TOP PICK Peter Brieger

(Top Pick Apr 22/13, Up 25.71%) Given the nature of its business, all the pipelines are fully priced.  He has been buying some.  Growth is unlikely to be what it was in the past.


Price:
$29.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 414 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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