
TSE:KEY
He's very positive about LNG Canada, not because gas prices will shoot to the moon, but due to gas volumes, if they ever or when they finish the Coastal Gaslink. After a decade or more, Canada is finally selling nat gas abroad. Finally. Really likes Keyera. Infrastructure in western Canada is underpriced considering opportunities in the coming years.
Trades at only 15x, pays a 6.1% dividend and boasts a strong balance sheet. Expects them to continue to raise that dividend after 10 years.
(Analysts’ price target is $35.58)