
Has been in a clear downtrend for quite a while, and is probably not acting as good as the rest of the space. In the last month and a half, there has been a tentative basing pattern. This means there are buyers coming in at these levels. If there is a break around $28-$29, that would indicate there is more downside to come. If it holds in here, you are collecting your dividend and it is probably a pretty good risk/reward. Dividend yield of almost 7%.
This got pounded in the last few days. Moody's downgraded them a couple of weeks ago on line 3 execution risks. Very cheap. Trading at 11X. The dividend is safe-ish. He is modelling a 6% compounded growth rate on EPS over the next couple of years. One of the risks is what happens in Minnesota with the Minnesota regulator, but construction has already begun in Canada and Wisconsin. These pipelines are necessary. Probably a buying opportunity at these levels.
(A Top Pick July 28/16. Up 5.42%.) He bought this because it had a nice generous yield that was sustainable. It had very compelling growth as well as a compelling valuation relative to its peers. Trading at a 14 multiple. The only thing that can hurt you here are possible pipeline delays. Still likes.