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Inter Pipeline Stock Symbol: IPL-T

Last Price Recorded: $31.3000 on 2015-05-24

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Date Signal Expert Opinion Price
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
2015-05-13 TOP PICK Michael Decter

Has owned this for quite a few years, and it has returned 10% dividend growth through that time. Dividend yield of 4.8%. Just had a very good quarter. A rock solid company. A bit diversified. They do very conservative pipelines. They don’t build them on spec, but only when they have a “take or pay” contract. Also, have some oil storage in the Danish Straits. Not affected in any big way by the price of oil.


Price:
$30.790
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-11 BUY Ryan Bushell

Stock vs. Stock.  IPL-T vs. PPL-T.  Both are excellent companies. The Alberta election has some negative implications for these.  PPL-T has the better risk return profile going forward.  Both will grow their dividend single digits.


Price:
$30.700
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
CAUTIOUS
Owned:
Unknown
2015-04-27 TOP PICK Peter Brieger

(In his 3 top picks, he was looking for companies that would grow cash flow and increase dividends.) Has a price target of $35. We are going to see a continuation of the growth in pipelines for oil sands transportation. He is looking for much higher dividends over the years. Yield of 4.7%.


Price:
$31.300
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-04-14 COMMENT Christine Poole

Likes the pipelines as a group, because she does not think energy prices will stay low for a prolonged period of time. For the next few years, their cash flow is quite visible for projects that are in place. Just coming off a very strong capital spending cycle from last year. They are not at full capacity, but they are all backed up by long-term service agreements, so it is very defensive. She still likes this.


Price:
$30.870
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-10 HOLD David Cockfield

Holding on to his holdings because of the dividend. Also, they have long-term contracts with a number of very large producers. Some of these oil sands projects are still coming on and haven’t even started producing. This company is closely linked to these. The next 2-3 years still looks like there is good growth and good cash flow. By that time, the price of oil will be back into a more reasonable level.


Price:
$30.970
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-07 COMMENT Genevieve Roch-Decter

This is her biggest holding. It has been hurt like the whole energy infrastructure space. Mostly concentrated in the oil sands, so their growth is predicated on continued growth in the oil sands. They are going to see a really big bump up in their EBITDA year-over-year from last year, because they are bringing on Polaris and Cold Lake pipelines. 80% of the stock is held by retail investors, so they will be happy with the EBITDA lift. She expects there are going to be more dividend increases over the next few years. In terms of the next leg for oil sands growth, we are going to have to see what happens with commodity prices and new project announcements.


Price:
$31.410
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2015-04-01 COMMENT Patrick Horan

He is Short this stock. Trading at 27 or 28 times earnings, so very expensive. You need to see growth rates of 10% for the next 5 years for that to come in at an “average” price stock. His bet is that a year from now this will be significantly lower.


Price:
$31.640
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-12 BUY Christine Poole

She would be buying it here.  They are a smaller pipeline company in Western Canada getting strong growth out of the oil sands.  The dividend is safe and they had attractive growth over the last few years.  Growth and dividend growth may not be as strong as previous years, but the dividend is safe.


Price:
$30.400
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-02-23 PAST TOP PICK Peter Brieger

(Top Pick Feb 24/14, Up 22.06%) His favourite dividend paying stock.  They have 20 year contracts and have minimal exposure to commodity prices. 


Price:
$33.860
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-04 BUY David Baskin

He sees tremendous volatility associated with the price of oil, even though pipeline companies like this don’t have direct commodity risks. Oil still has to get the refineries. People still have to heat their homes. That is not going to stop even if oil goes down to $30 a barrel. When these companies are being sold off, look at it as a buying opportunity.


Price:
$33.950
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-01-19 WAIT Don Vialoux

End of January to spring of each year is the period of seasonal strength.  This one has followed the trend of the energy sector rather than the utility sector.  It is probably a good time to get in at the end of this month.


Price:
$31.130
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2015-01-16 HOLD Ryan Bushell

DRIP programs? You sometimes get incentives to take these with a little bit of extra percentages. He prefers to take all of his dividends in cash. It is a way for him to reallocate funds. However, for most investors, a DRIP is a decent way to stay invested and get the compounding effect going. This company is one of those companies that offer the DRIP. A great company and has owned it in the past. A little bit more exposed to oil and oil sands projects then some of their peers, but by and large, their customers are going to stay in business, so the volumes will be there to transport.


Price:
$30.610
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
OPTIMISTIC
Owned:
No
2014-12-29 PAST TOP PICK Peter Brieger

(A Top Pick Dec 30/13. Up 42.4%.) If we got into oil at under $60 for a couple of years, the pipeline growth would certainly slow down, but not sure that they would go into decline necessarily.


Price:
$35.000
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 461 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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