Pembina Pipeline Corp (PPL.TO)

Owned this over 10 years. Are well-positioned in midstream. Are growing their dividend which is attractive. Weak oil prices may limited the share price, but long term this will perform.

A bit above his buy price today. A smaller pipeline, so it's able to do some unique deals.

He took some profits after a good run. Is a better third play in pipelines because of its growth potential. Trades at 9x operating cash, beat earnings last week and pays around a 6% dividend. Offers some growth. 

Last earnings report beat, increased dividend, secured 50% of Cedar LNG. Gotten expensive in last month. He models decent growth combined with nice dividend. Wouldn't buy here, but under $50 would add this quality name.

Shows long-term resistance, and that stuff matters. Resistance is the price that some people bought at and will be looking to get out, so there's going to be some selling pressure. But if there's a breakout, that's great. Watch and see what happens.

Politics is a terrible way to invest. Freehold will probably do well because of government environmental incentives and the ESG trend. Pembina will do better if the Republicans win in the US or the Tories in Canada. There will still be a need for pipelines; green energy won't do the trick.

It is well positioned to the growth of natural gas production and processing. Its dividend yield is 5 1/4 and dividend growth is good. It should see higher volumes with existing assets. There is investor concern on whether they will buy Trans Alta. They already have KKR as a partner as well as a good balance sheet.              Buy 10  Hold 5  Sell 0

Likes it as a core income name. Uniquely placed in Western Canada to benefit from rising nat gas production. Guided to 4-6% EBITDA growth through 2026. Self-funding, with backlog and projects in place to support growth. Implies dividend can also grow in mid-single-digit range. Yield is 5.35%, track record of increasing dividend.

Will benefit from increased LNG export facility takeaway capacity. Declining interest rates will be a tailwind for the sector.

Just starting to break out, you can see it on the 5-year chart. Whenever you see a breakout, that's good news. Pretty decent-looking chart. If looking for entry points, perhaps buy on a pullback to the neckline around 50-ish dollars. As long as the breakout holds, anywhere near that $50 point is a great buy point.

Before you get too many legs in, maybe wait till it goes to $53, and then pulls back a buck or two.

Good company, strong financials, strong management. Expects continued dividend increases. Should benefit from higher oil prices. Good long-term hold. Cheaper than ENB. 12% profitability, slightly better than current TSX. Balance sheet quite strong, especially for a pipeline. Impressive yield.

Take a look at TRP, less expensive.

It is one of the better pipelines and has done pretty well this year with volume growth out of Western Canada. With there now being two large scale pipelines there are lots of opportunities in moving oil and gas to the west coast. With greater volumes there is less concern over the commodity prices.

Excellent company with a strong prospects. Has owned shares for 2 decades. Very good assets that are hard to replicate. Strong management team. 

Very busy with Cedar LNG and Enbridge acquisition. Business very strong. Excellent for long term share holders. Diverse business with strong management. Will continue to own. 

Stock continues on upward trend - good from technical perspective. Good way to get exposure to energy sector (excellent proxy). Overall, a good stock to buy and hold. If interest rates fall, will be good for business. 

Transports oil and gas. Very strong financials, good management making very good investment decisions. Should continue to do well and increase dividend over upcoming quarters. Should continue to benefit from higher oil prices. Buy here, good long-term hold. 16x PE. Yield is 5.7%.

Prefers it to ENB, which has considerably more debt. TRP is more attractively priced, as it's had to move through some issues.