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Compiling comments that experts make about stocks while on public TV.

Inter Pipeline Stock Symbol: IPL-T

Last Price Recorded: $22.6900 on 2016-02-06

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Date Signal Expert Opinion Price
2016-02-05 COMMENT Hap (Robert) Sneddon FCSI

Energy as a whole will be volatile, but the 1st place we are going to see a sort of safer bid will be in a pipelines. Chart shows a recent small nascent break to the upside which is very positive. He would look at this on a short-term basis, and then add to it if it proves itself based on that trend. Dividend yield of 6.8%.


Price:
$22.690
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2016-02-04 COMMENT Brian Acker, CA

He sees the Canadian market going down another 15%.  He predicts $17.65, or it could rally as a trade.  His model price is $27.  If it broke down from where it is here ($22) he would sell.


Price:
$22.850
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2016-01-27 BUY Don Lato

Pipelines have come down significantly with the rest of the energy sector.  He does not see the great justification in this.  They are not getting more or less revenue based on the price of oil.  Long term it could affect them, however.  It is caught up in something it should not be and so is presenting an opportunity.


Price:
$22.040
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2016-01-22 BUY Michael Simpson, CFA

Pipelines in Canada and energy storage assets in Europe. Has come down a lot. He likes this one. People are concerned about the price of oil, but 85% of their revenues and EBITDA are contracted, and there are large companies that still want to move their oil. As oil bottoms and recovers, people will realize that this is not tied to the commodity. Very good management. Dividend yield of 7.3%.


Price:
$21.570
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-12 COMMENT Christine Poole

Are pipelines safe as long-term holds? For the next few years, pipeline cash flows are safe, particularly with this company. Increased the dividend in December by about 6%. It is coming off a strong CapX program from 2014. This means that going forward their cash flow growth will slow, because they do have excess capacity on one of their oil sands pipelines. Because crude prices are declining, there is less pipeline demand. It just means it may take longer for them to fill up that excess capacity. However, what they have flowing through, is really protected through long-term service agreements or pass through agreements, so there is very little price risk. The dividend is safe, but you’ll just see slower dividend increases.


Price:
$20.820
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on US EQUITIES
Owned:
Yes
2015-12-24 HOLD Andy Nasr

He has had some mid-stream exposure.  This one has a lot of exposure to Canadian Oil Sands.  There is a lot of concern about growth prospects with $38 oil now, post 2018/19.  The dividend is safe.


Price:
$22.650
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
CAUTIOUS
Owned:
Yes
2015-12-08 HOLD Jeff Young

A stock that did very well in the run-up of the oil sands, and it got quite expensive. It was priced to keep growing. Thinks it was 22X EBITDA, and it is now 11, so the premium has come way out of it. There is not a lot of direct commodity exposure, although they are exposed to volumes of the oil sands.


Price:
$20.430
Subject:
CANADIAN DIVIDEND
Bias:
SELECTIVE
Owned:
Unknown
2015-12-02 COMMENT Swanzy Quarshie

Likes this for their Take or Pay contracts. Cash flow and dividend growth is there. Looking out to the future, dividend growth is not as strong because pipeline opportunities are not as strong as they have been historically. This is a great way to maintain exposure to the oil sands space, rather than going to an oil sands producer. You might see a little bit of weakness for the time being.


Price:
$22.660
Subject:
OIL & GAS
Bias:
OPTIMISTIC on OIL
Owned:
Yes
2015-12-01 COMMENT Bill Harris, CFA

Has just doubled his position in this company. The contracts they have are extraordinary. The company can grow incrementally with this fair bit of capital. They have lots of spare capacity. He is taking a 10 year view on this and thinks he can compound at 8%. Dividend of 6.75%.


Price:
$23.120
Subject:
RESOURCE
Bias:
CAUTIOUS
Owned:
Yes
2015-11-25 WEAK BUY Jason Mann

The stock has fallen enough that valuation has gotten better, but it is one of those stocks that is perceived as a very safe, defensive security. A lot of the fund flow out of cyclicals has found its way into stocks like this. Price momentum is poor. He has a small position in the fund that looks for sustainable yield. Dividend yield of 6.6% which is sustainable.


Price:
$23.450
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-11-23 WEAK BUY Bruce Campbell (1)

He prefers ENB-T.  The group looks better than it has for quite a while and you can hold them now.


Price:
$23.050
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2015-11-10 BUY Ryan Bushell

Just had a record quarter and increased their dividend. Some of these pipeline stocks are looking pretty attractive. We are going to see another wave of pretty significant dividend increases come through at year-end. A well-run company. They have larger oil sands exposure, so people are worried about long-term oil sands volume, but that is on their future growth and doesn’t impact current cash flow very much. At these levels this looks pretty attractive.


Price:
$24.060
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
UNKNOWN
Owned:
No
2015-11-03 BUY Andy Nasr

This is tied to Canadian oil sands production. Across the energy infrastructure sector, a lot of stocks are down about 30% year-over-year. It is largely a function of where the growth comes from beyond 2018. The multiples are now down to 11-12 times because commodity prices have declined. This is a good entry point for some of these names. His favourite would be Keyera (KEY-T) followed by Altagas (ALA-T).


Price:
$24.900
Subject:
DIVIDENDS & REITS
Bias:
OPTIMISTIC
Owned:
Yes
2015-10-26 HOLD Peter Brieger

Anything related to energy right now is under the gun and will be for a while. He thinks the growth of oil sands production will continue, and the only question is how is a getting to market, rail or pipeline? He is not buying for new clients. The dividend is safe.


Price:
$25.000
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-10-23 COMMENT David Cockfield

This has not been a great performer and he reduced his positions. Concerned about their long-term prospects. The oil sands look like an area that was going to be a gold mine for this company for decades, but it sure doesn’t look the same way now that it did a couple of years ago.


Price:
$25.490
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
BEAR
Owned:
Yes
Showing 1 to 15 of 501 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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