Gibson Energy (GEI.TO) Buy, Sell or Hold

Gibson Energy (GEI.TO)

34.05

+0.16 (0.47%)

as of Oct 30, 2026, 8:00:01 pm Market Closed.

302 watching

PAST TOP PICK

(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.)

TOP PICK

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.

PAST TOP PICK

(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.

DON'T BUY

(Mark Call Minute.) He would rather play the service area in other areas. They have a trucking business which he doesn't think is worth as much.

TOP PICK

Almost 5% dividend. Sound payout ratio. Cheap relative to the group. Trades at about 9.6 EV to EBITDA. Less exposed to falling commodity prices versus their peers, due to their frac spread prices. Really good balance sheet.

PAST TOP PICK

(A Top Pick May 15/12. Down 3.83%.) Oil weighted service company. No exposure to natural gas. They are able to take advantage of the differentials where most producing companies are hurt. Yield of almost 5%. Still likes.

BUY

The only oil service name that he likes. Company has really delivered well, relative to the overall market place. They’ll continue to drive their growth over the next couple of years. Attractive valuation. Reasonable dividend. Really liked their decision to put off a capital expenditure project costs were inflating at a rate which was not comfortable for them.

COMMENT

This is a company for the future. Exciting in that they are in an area where there is a lot of expansion. Good balance sheet. Raised a lot of capital. Energy stocks are kind of spongy in the summertime. This is on his short watch list.

TOP PICK

(On Top Picks, do Partial Buys aiming for a full position by year end.) Likes it for the 5% dividend and its appreciation. Diversified mid-stream company servicing the oil industry in both western Canada and the US. Has 5 divisions including pipelines, terminals, truck transportation, nat gas liquids marketing and processing well site fluids. $75 million in cash. Western Canada has grown oil production 2.5% per year for the past 15 years and the US has grown 4% for the past 5 years. Sees $25 to $27 in 12 months.

COMMENT

Chart shows some pretty strong support coming in at around $20 or so. Given that the market has a little bit of upside to it and there is a bit of momentum on oil, this has a reasonably good chance of some upside.

BUY

More attractive valuation than ENB. GEI offers more value. Very little exposure to Nat Gas prices.

TOP PICK

Pretty small sized company and has exposure to rising oil flows. Have to move all the oil and they are trucking it and moving it through their pipelines. Trades at around 9.6 EV to EBITDA (?). Very strong balance sheet and can make acquisitions.

TOP PICK

Has a lower payout ratio than the industry so by the time they catch up, there will be more dividend increases. Energy is going to be one of the more attractive industries going forward so anyone that services energy production is in good shape to benefit from increases in production in Canada and US. Attractive dividend.

TOP PICK

They do everything from collecting from the gas well to refining. No matter what the price is, they are benefiting. They can take advantage of volatility. 4.6% dividend. No near term increase coming but down the road they have room to increase.

TOP PICK

Pipelines. Basically pick up oil from the well head and do everything in between to get it to the refiner. Try to touch the barrel several times in that process and try to make money on every touch. Opening new contracts all the time. Keep increasing their dividends. Trades at a slight discount to other names in the group.

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Gibson Energy (GEI.TO)