Pembina Pipeline Corp (PPL.TO)

Expects dividend increases in coming quarters, benefitting from higher oil prices. A good, long-term holding. It's cheaper than Enbridge but a little more expensive than TC Energy. Balance sheet is stronger than its peers. Pays a 6.5% dividend. He prefers TC because it yields a little more and trades a little cheaper, but there's nothing wrong with PPL.

PPL has been weak along with the sector, with higher interest rates the concern. But we think it is a good stock for income, and priced well. It has a decent record of dividend growth and its cash flow is highly stable. We would be comfortable owning it for income. 
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He uses them for some of his balanced portfolios. A hidden gem. Interest rates are rising, and some of these issues have a 5-year reset and are rolling higher. A very strong company. Preferred share pays an attractive dividend, with a floor to protect you if rates decline, but which will benefit if rates go higher.

Stock's been weak. Dividends haven't offset decline in share price. As interest rates roll down, share price will re-inflate. Good medium-term trade, and pick up great dividends while you wait.

Likes the pipelines. As they increase their grid, rate base will go up. Greater need for nat gas distribution. Good yield. Higher costs will be reflected in renewed contracts. Good place to be in the current environment. Yield on TRP is 8.1%, and he sees it as an opportunity, but they may not raise dividend as quickly as in the past.

One of the best deals in the stock market right now. Excellent assets with strong management team. Attractive dividend yield. Rising interest rates putting pressure on stock. Likely purchaser of Trans Mountain pipeline. Egress increasing in Canada a good situation for company. Stronger balance sheet than peers in industry. Very disciplined company.  

Likes energy infrastructure names down here. 6% EPS growth, 14x 2024 earnings. Missed on Q2, but reiterated growth outlook for 2023. You can go ahead and buy this here.

Higher interest rates have been a headwind. Likes the yield on ENB (over 7%) and PPL (6.5%).

Great entry point at current share price.
Interest rate hikes expected to stop.
Valuable assets that are hard to replicate.
Talk that company is buyer of Trans Mountain Pipeline.
Very good for long term investor.

Pays a 6.5% dividend, 10-11x operating cash flow, decent growth potential. Canadian energy infrastructure offers growth--they have to ship LNG and oil to the US. Environmental issues to contend with are important and will cost a little. 

Seeing value at current share price level. 
Volumes expected to increase as LNG expansion continues in Canada. 
Overhang on the stock due to Trans Mountain uncertainty. 
Excellent balance sheet with well covered dividend.
Good investment for long term investors. 

Pullback on higher interest rates. Missed by about 6% on Q2, partly due to wildfires and outages. Decent growth of 6%, modelling 15.2x PE, nice dividend. You can buy it here.

It transports mostly oil and natural gas liquids. It is looking at acquiring the Trans Mountain expansion pipeline across the Rockies as well as an LNG terminal in B.C. The dividend is 6%.

It isn't immune to the oil price though doesn't have a lot of raw commodity exposure. Its pipelines move 2.8 million barrels of oil and it scores 11 million barrels of oil. Also processes 5 billion cubic feet daily of natural gas. 70% of their revenues are take-or-pay contracts, plus 20% are fee-for-service. It's like a toll road. Pays a yield of 6% and trades at 15x PE, in line with peers. PPL is a reliable compounder over time, 8% annual compunded return.

This is set up well for the next decade. They process 25-33% of all natural gas in Western Canada. A massive infrastructure footprint there. They will probably buy (a portion of) Transmountain, and said they won't issue equity or at least very little. Can capital from KKR. A great company. Pays a 6.6% dividend.

Likes pipelines for income, though they've pulled back with the pullback in commodities. Safe, attractive yield.