Gibson Energy (GEI.TO)

Well liked mid stream pipeline. Caller wanted to ‘dip his toe in’ and guest agreed. A pretty good buy right here. 4.6% yield.

Energy infrastructure company that makes most of its money hauling oil. Relatively defensive name. Growth through acquisition and potential distribution increases along the way. 4.8% dividend.

A bit of an eccentric company in regards to their business mix. They have basically oil service companies, pipe, generation, etc. Right now they are benefiting from the whole trend of shipping oil through rail. Have a lot of logistics solutions and are making good acquisitions as well in the US. More of a yield play than anything else but on that point it’s nice and steady and has been around for a long time.

Acquired Omni Energy Services, which should be accretive to cash. Also, announced new financing and increased the dividend. Marvellous company with all kinds of peripherals to oil/gas services infrastructure, particularly oil sands.

(A Top Pick May 15/12. Up 9.92%.)

(Top Pick May 15/12, Up 5.07%) A little more volatile than the infrastructure guys as there is a big trucking component. As long as money keeps getting spent on oil sands development it will do well.

(Top Pick Aug 16/11, Up 39.67%) Owned since they went public. Small dividend. Mid-stream, diversified player. Should do well as North American economy grows.

Oil services and operates in a variety of different areas in Alberta such as transportation and marketing. Have only been public for 5 quarters, but every single quarter tends to deliver. Just committed $200 million plus to growth projects over the next couple of years, which should help its earnings. 4.5% dividend.

(A Top Pick Aug 18/11. Up 36.54%.) He is continuing to buy this stock. He is a big believer in the long-term secular theme in energy infrastructure. Have lots of opportunity to expand their business. He thinks they will grow the 4.5% dividend steadily over the next 5 years. (See Top Picks.)

Got a bunch of assets. Has been around for a long time but recently IPO’ed and not everyone knows of it. Industry is attractive. People are having trouble getting approval for asset expansion but these guys already have an attractive suite of assets. It is a mid-stream player so doesn’t have to be as concerned about the rise and fall of commodity prices. As volumes increase their earnings go up. Short-term fluctuations in price of oil do not affect them. They are boosting their cap-x and that is all good because they can make a return on that.

(Top Pick June 29/12, Up 2.28%) There is an opportunity to boost it. If they expand their pipeline or transportation network that is accretive to earnings then they can increase their dividend.