List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-05-09 | BUY | David Burrows |
One of the best ways to participate in the growth of the oil sands. Core competency is taking distillates and ship them up a pipeline to be used in the oil sands. Almost 5% dividend and dividend growth of 5-10%. A core position for him. Good numbers came out today. Tweet finance |
Price: $23.940 Subject: NORTH AMERICAN - LARGE Bias: SELECTIVE Owned: Yes |
| 2013-05-06 | PAST TOP PICK | Ben Cheng |
(Top Pick May 9/12, Up 25.56%) Pipelines are under some pressure from fear of higher interest rates, but this one has a growth partner in the cold lake expansion. Would still own it. Tweet finance |
Price: $23.870 Subject: REITS, INCOME STOCKS & HIGH YIELD BONDS Bias: OPTIMISTIC on US ECONOMY Owned: Yes |
| 2013-04-26 | BUY | Jaime Carrasco |
Loves pipelines. 4.7% yield. Has continually grown. Pipelines are great companies because we have a massive overproduction of oil but it has to be transported. He has a $26 target on this one. Tweet finance |
Price: $24.090 Subject: ENERGY, MATERIALS, UTILITIES & REITS Bias: BULLISH on GOLD Owned: Yes |
| 2013-04-23 | HOLD | Nick Majendie |
Has done well and thinks it will continue to do so. Recently announced a deal with Cenovus (CVE-T) and Conoco Phillips (COP-N) for a major expansion of diluent and bitumen pipelines, so he thinks there is very good growth ahead of it and it is well financed. Expects there will be increasing dividends over time. Pays a very good yield. Total return calculations suggest 10% over the next 3 years. Tweet finance |
Price: $24.150 Subject: CANADIAN LARGE Bias: CAUTIOUS Owned: Yes |
| 2013-04-22 | TOP PICK | Peter Brieger |
(Top Pick Apr 25/12, Up 31.75%) Signed two basic contracts that will contribute significantly to cash flow per share. Question is how high the dividend will be in 4-5 years. Great long term story. Tweet finance |
Price: $24.220 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: Yes |
| 2013-03-22 | COMMENT | Jaime Carrasco |
This is the one pipeline that he is not adding. His company has it ranked as an outperform. Tweet finance |
Price: $23.620 Subject: ENERGY, MATERIALS, UTILITIES & REITS Bias: BULLISH on GOLD Owned: No |
| 2013-03-04 | TOP PICK | John Stephenson |
Very solid yield at 4.8%. Great conventional pipeline and oil sands pipeline growth. Companies that move oil is a safe way to play the oils. Tweet finance |
Price: $23.290 Subject: RESOURCE Bias: CAUTIOUS Owned: Yes |
| 2013-02-27 | BUY | David Cockfield |
Likes it because the dividend has been maintained and increased. Also, likes the business they are in. Not facing the same problems that some of the big pipeline companies are, in terms of getting approvals to lay pipe. Have tied itself into the oil sands expansion which is continuing. Doing all the right things. Expect it will move higher sometime this year. Tweet finance |
Price: $22.700 Subject: CANADIAN Bias: UNKNOWN Owned: Yes |
| 2013-02-25 | TOP PICK | Peter Brieger |
He is looking for mid to high single digit growth in his portfolios. Also, sees the current dividend of 4.8% being increased over the years. Tweet finance |
Price: $23.000 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUSLY OPTIMISTIC Owned: Yes |
| 2013-02-12 | BUY | Christine Poole |
Stock has been pulling back. Expanding oil sands in Cold Lake and are supposed to have some transportation agreements signed which have not been finalized, so maybe the market is waiting for this. Also, have some midstream operations where they do natural gas and extractions including a lot of ethane. Ethane prices are quite low right now. They do hedge a lot of their margin exposure. Very attractive yield. Tweet finance |
Price: $22.200 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: Yes |
| 2013-02-06 | HOLD | Michael Sprung |
(Market Call Minute.) Getting very close to a Buy. Attractive yield and pipeline capacity is in demand. Tweet finance |
Price: $22.710 Subject: CANADIAN LARGE Bias: CAUTIOUSLY OPTIMISTIC Owned: No |
| 2013-02-04 | PARTIAL SELL | Larry Berman CFA, CMT, CTA |
We are seeing it roll over a little bit. The trend has broken here. If you are nervous about stocks that are falling, then perhaps take half your money off the table or write a call on the stock. Tweet finance |
Price: $22.600 Subject: N/A Bias: UNKNOWN Owned: Unknown |
| 2013-01-25 | BUY on WEAKNESS | David Cockfield |
This is the pipeline that he likes the best. Have been quick to take advantage of the heavy oil sector. Have built new pipelines and are still adding to their capacity. He is still adding to portfolios on any weakness. 4.77% dividend is okay. Tweet finance |
Price: $23.260 Subject: CANADIAN Bias: OPTIMISTIC Owned: Yes |
| 2013-01-23 | DON'T BUY | James Telfser |
Names like this have gotten up to such high valuations. Feels there are better opportunities elsewhere where you can limit your downside by buying a stock that is not trading at 25X earnings but buying one that is trading at 10 or 12 times earnings. Tweet finance |
Price: $23.430 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: No |
| 2013-01-21 | COMMENT | Greg Newman |
Getting really pricey. Trading at around 16X EBITDA but their EBITDA is looking to grow at about 30% over the next couple of years. Doesn’t see too much more capital appreciation at this stage but the dividend is safe and you can expect more dividend growth going forward. Tweet finance |
Price: $23.380 Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES Bias: OPTIMISTIC Owned: Unknown |