Pembina Pipeline Corp (PPL.TO)

Had a good run recently, but has pulled back a titch because they had made huge profits out of the fractionating side, the midstream, which is really a 3^rd of the business. For a conservative pipeline, this is too much. Still thinks they have great opportunities in the oil sands development and other areas. (See Top Picks.)

Since its last quarter, which was very strong, they upped the dividend and a lot of analysts have moved their targets up into the $48 range. This has gotten to be a big position for him so he will be looking to trim it a little. A solid core holding for the long-term.

Just reach an all-time high. Great yield and a wonderful balance sheet. This company can do no wrong. Comparing it to the other pipelines, it outpaces anything else.

They have a lot of good growth projects. The valuation is just too high for him to hold. You might do okay over a few years.

At an all-time high today on good results and an increase in the dividend. The whole midstream area has just been a great adder of value for shareholders.

Energy infrastructure. With LNG coming there is room for growth.

The whole group looks expensive, but has a really good growth profile. The growth is driven mostly by liquids rich gas. This company does the separating of the gas in the liquids and continues to be in high demand. (See Top Picks.)

(A Top Pick April 26/13. Up 35.25%.) To him the pipelines are solid monopolies because we have to get the energy out to the rest of the world and we have to ship it. (See Top Picks.)

Near its all-time high. If you own, be careful at these elevated levels. It is likely to have as little bit of a correction and to continue to go up. Wouldn’t be concerned with selling as he thinks it is a pretty good long-term hold.

Just announced they are going to the TSX 60. She is thinking of selling some of her holdings into that demand, but keeping her main position. In the long run she still likes it and expects it has attractive prospects.

Fantastic energy company. 10% per year increase in cash flow until 2018. Should see 4 or 5 % dividend growth.

Had a long run, but has more to go. One of the best Canadian infrastructure companies for visible growth. Have secure projects of about $4 billion, which is as great a percentage as Enbridge (ENB-T) or TransCanada (TRP-T) have as a percentage of EV of the company, with a lot less permitting risk. Trades at a pretty big premium to the group but thinks it continues to do that. Try to buy on a pull back, enjoy the dividend and maybe sell some Calls.

Good solid yield which can grow at 5%-8% a year. Lots of growth potential with lots of projects behind them to make sure that growth is consistent. This is exactly what you want. You get paid while you wait and there is good growth.

Likes the so-called “mid-stream” companies that don’t have that much commodity risk but make a toll pipe that you have to pay. This has become a significant player in the Canadian oil and gas midstream sector. Dividend of 4.25%.

(Market Call Minute) Great growth profile. Prefers IPL.