Enbridge (ENB.TO)

(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.

Probably a great Buy at this price. Have $17 billion in secured projects coming on over the next 3-4 years that will increase their EPS by 12% annualized. That is massive growth. Expensive stock, but interest rates are extremely low. He has been buying it in this weakness.

Have lots of plans to get various products to end sources. 10% visible earnings growth over the next couple of years. Have $18 billion of projects in their backlog and another $12 billion potential so there is a lot of visibility for growth. 2.8% yield.

(A Top Pick Nov 7/11. Up 13.52%.) Earnings are going up 10%-12% a year and so is their dividend. Stable with decent growth. They don’t over extend.

(A Top Pick Nov 15/11. Up 16%.) When he looks at his analysis, this stock probably has a lot more room to the upside. Excellent dividend coverage and are doing fantastic things internally. This is one he would consider adding to.

Caller owns this in a registered fund and is contemplating selling it and buying it back on the US side because of the currency differences. If the US$ picks back up he would profit. Strategy is good. The financial institutions that hold registered funds usually take pretty big spreads on conversion features. Also, you should be aware that this company is priced pretty rich. Good company. You might consider buying a US stock as many of them have pretty good dividend yields that are in excess of this company’s.