Enbridge (ENB.TO)

(Top Pick Jan 19/12, Up 23.22%) Trend looks really good. It is a great name on a long term basis. New clients would buy this today.

(Market Call Minute.) Would switch out of this one at the present time. Extremely expensive at 4.5X its BV.

World is going oil rather than gas. There is a shortage of oil pipe lines, which is why railcars are being used for transport. Clearly pipelines are the solution. This is the most expensive pipeline operation in North America trading at 27X estimated earnings but one of the few companies that has been able to demonstrate 10% or more double-digit growth for the last 5 years and projected to have 10% or more for the next 5. Easily $48-$49 over 12 months.

Priced to perfection. Trimmed back his holdings as he felt it was getting a little strongly priced. Richly valued here. As long as this trend continues to be your friend, it’s a great Hold. Put a stop underneath it.

Owns some in his clients accounts even though it is expensive. All higher yielding stock are expensive. Recently came out with better earnings and increased their dividends.

(A Top Pick Dec 9/11. Up 18.01%.) Has reduced his position at levels over $40. He can really see problems with the Northern Gateway. They have laid out a program of growth that he is impressed with.

He is one of the few bears on this stock. You are paying about 22X forward earnings for single digit growth. If he owned it he would be selling it.

(A Top Pick Dec 15/11. Up 12.59%.)

Doesn’t think it is a great buy. Wait for a pullback. This stock suffers from what a lot of yield stocks suffer from – they are a little over done as people piled into the income story. She wants to see another 3 months of base building. A pullback on negative news would be a good entry point.

(A Top Pick April 27/12. Up 0.93%.) Great company and a good yield. Feels this is one that a lot of global institutions/pension funds would be keen on owning. Still a Buy.

When you can buy this under $40, you should step in and buy a whole bunch. Recently reiterated that earnings per share growth out to 2015 will accelerate from 10% annually to 12% annually. Just announced another pipeline expansion between Edmonton and Hardesty, a $1.8 billion transaction, which adds to their commercially secure pipeline. Attractive dividend.

$23.84, -40% lack of upside. It is very expensive. He would not touch it.

Has been buying. One of the key players in the growth of the pipeline infrastructure in North America. Has a target of $46-$48. Yield is lower than what he would like but fully expects the dividend will be aggressively increased on an annual basis.

(Market Call Minute) Likes it. High multiple but well run company, nice dividend and will continue to do well.

Likes pipeline infrastructure because it will be needed to move crude eastward in Canada as the US moves to self-sufficiency. Dividend just under 3%. 10% per annum earnings growth through 2016 and they will increase the dividend as earnings grow.