Pembina Pipeline Corp (PPL.TO)

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.

(Top Pick Mar 4/13, Up 40.18% total return) He lightened up a little but he still holds a significant weighting. This is one you want to hold multi year.

A great company. Is going to participate in the infrastructure expansion in the west. Stable company with safe dividend. There is no reason they can’t continue to perform if we can get the approvals through.

There is a big need to expand the small pipeline infrastructure in Alberta. He can see real growth going on for the foreseeable future.

A very long uptrend and so it has done very well for a long time. We see a very nice breakout this year and there is good support at the $35 level. It could pull back soon.

Had a really good run and he likes the midstream and pipeline industry. Be patient and try to get it on any kind of a selloff or, if you are buying over a period of time, maybe you could pick 4 or 5 different entry points.