Pembina Pipeline Corp (PPL.TO)

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. 

It is fairly valued so wait for an opportunity in this and other oil related stocks. It has the largest infrastructure in the Montney region. In general oil companies are using their profits to pay down debt and increase shareholder value. Gas is at its lowest price since the 1990's.

ALA is your best pick in the space, followed by GEI. PPL and KEY round out the group of names to look at.

Interest-sensitive pipelines have all had a rough time. He owns ENB.

These companies have great assets that aren't going away. CEOs of these companies feel it's difficult to do business in Canada. ENB, for example, is dedicating all its capital to the US. That's going to be the strategy if these companies want to grow. 

Good time to buy. Though rates aren't going down as quickly as people think, they're not going up from here. That's the value proposition. Over the next 6-9 months or so, rates will come down at the short end and the yield curve will look differently. These companies will benefit from that.

Very inexpensive. High dividend yields and, as a Canadian company, gives you the dividend tax credit.

He should have bought only Pembina and not TCE and ENB as well. The latter two were impacted more by rising interest rates. PPL boasts lower debt that the other two and can finance their growth projects internally. Also, they have the largest infrastructure network in the Montney. By the end of this quarter, they will render their final investment decision in the Kitamat LNG project.

Recent beat, raised guidance. He models 5% EPS growth, 4% dividend growth, 15x 2025, not bad PEG. 59% payout ratio, so dividend is going to get paid. Balance sheet more leveraged than peers like ENB or TRP. Sets up well for a 7-year hold.

Really attractive at current prices. Exposure to natural gas growth in the Basin. Deal with ENB is good for them. Yield of 5.9% pays you while you wait for LNG egress to happen.

He likes the pipelines for their high dividends and have projects scheduled in coming years. Are safe to own now. PPL is one of the better-managed ones.

Energy infrastructure. Well diversified across the different commodities of natural gas, crude oil, natural gas liquid. Well positioned. Likes latest purchase from ENB, little integration risk. Operating and cost synergies. 70% of contracts are take or pay, so reliable cashflow. Yield is 5.9%, and dividend will probably go up a bit each year.

Encouraged that stock price has just about recovered from the funding equity issue discount of 7%, meaning the market liked the transaction.