TSE:KEY

Keyera Corp (KEY.TO)

52.88
+0.46 (0.88%)
as of Oct 5, 2026, 6:45:16 pm Market Open.
553 watching
0
PAST TOP PICK
(Top Pick Jun 28’10, Up 65.51%) Second biggest weighting in his biggest portfolio. Best part of business is the stripping of gas liquids out of the gas and get a good spread doing so. Oil sands production will double over the next 10 years. 4-5% yield. Predictable, long life asset. Would buy it today.
PAST TOP PICK
(A Top Pick Feb 16/11. Up 18.3%.) Provide condensate into the oil sands.
PAST TOP PICK
(Top Pick May 25/10, Up 72.94%) Smart management. Raised dividend. Generates a lot of free cash flow. He trimmed some because it did so well. You can hold it for the dividend but not a lot of upside.
PAST TOP PICK
(A Top Pick April 5/10. Up 59.11%.) Gas processor. Still likes. Paying out about 60%-70% of their cash flow as dividends.
PAST TOP PICK
(A Top Pick April 5/10. Up 59.11%.) Gas processor. Still likes. Paying out about 60%-70% of their cash flow as dividends.
HOLD
Has had a huge run so is probably more of a hold.
PAST TOP PICK
(A Top Pick Nov 25/09. Up 83.18%.)
HOLD
Core business is in good shape and growing. Likes management very much.
HOLD
It is probably close to fully valued. They take Natural Gas from the well and scrub out the impurities. It is a stead business and does not depend on the price of the Natural Gas. Good steady yield and a good business. With inflation, a steady yield gradually reduces in value. A good alternative to bonds in a non-taxable account.
BUY ON WEAKNESS
Process natural gas and store natural gas liquids such as propane, butane condensate. Good management. Just raised their dividend and he expects future dividend increases.
TOP PICK
Mid-stream natural gas operator. A variety of different businesses, but the one that he is most excited about is the condensate business. Great way to play increased activity in the oil sands. Condensate is what they use to mix with heavy oil to dilute it so it can flow in the pipeline. Good stable growth company.
TOP PICK
Mid-stream gas processor. All their plants are where there is gas production. Benefiting from natural gas liquids, which are linked to oil prices rather than gas prices. Payout ratio is low at about 60%. Good chance they could increase the 5.1% yield.
BUY
Really likes it. You pick up a great yield on very predictable business. Continue to add assets that allow them to continually raise the payout in the future. They are really good operators.
BUY
Well managed and should do pretty well. Doesn't expect they will have a large cut in their distributions when they convert. 5.8% yield.
PAST TOP PICK
(Top Pick Nov 3/09, Up 64.68) Hasn’t sold any.
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