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Inter Pipeline Stock Symbol: IPL-T

Last Price Recorded: 37.9900 on 2014-09-19 01:14:07

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Date Signal Expert Opinion Price
2014-09-18 PARTIAL SELL Nick Majendie

He doesn’t see it moving much to the up side in the short term.  Very good long term hold with good growth potential.  He suggested the caller take some partial profits here.


Price:
$37.990
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-09-17 BUY on WEAKNESS Christine Hughes

Historically these pipelines are expensive. Interest rates have been falling for some time and now the Fed is saying that next year they could be looking at tightening if things go well. However, backlogs are bigger than she has seen in the last 25 years. Because of this, they deserve a higher valuation. Pipelines in general have growth potential and growth in earnings and they have huge dividends. You want to buy these opportunistically.


Price:
$37.050
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2014-09-10 HOLD Paul Gardner, CFA

A crazy thing happened to these utilities.  The valuations have doubled.  They are now at 20 times earnings.  It is because interest rates are down and yet there is growth.  They are at capacity and have the pipelines to the oil sands.  He struggles with the valuation but feels they are worth another 10%.  It is a core position.  It is not wrong to take some profits if you have made a lot on it.


Price:
$36.830
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-09 BUY on WEAKNESS Christine Poole

Likes how they are positioned and thinks they are going to continue to grow their dividends by 3%-5% every year.


Price:
$36.980
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-08-26 HOLD Michael Sprung

We have been seeing good news coming from this company lately. Phase 1 of Polaris has now been completed and they are going into phase 2, and will soon reach the Edmonton hub. They have potential for more infrastructure building over the next few years. Expects they will expand more in mid-Saskatchewan. Have become less commodity sensitive and more and more of their revenues are far more stable than they were. Dividend yield of 3.6%.


Price:
$36.010
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
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
Showing 1 to 15 of 426 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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