Bruce Campbell (1)Veresen IncVSN.TOCOMMENTMay 15, 2017

(A Past Top Pick on April 26, 2017, Up 23%) Was bought out by Pembina after his recommendation--a complete surprise--which led to that jump in value.

(A Top Pick March 22, 2017. Up 39.87%). Last March, people were very concerned that the company was in trouble and might cut the dividend. He saw it as undervalued and a great takeover target, and loaded up the truck at $8-$9. He still sees it as a good target. Pembina has now bought the company.

(A Top Pick March 24/17 - Up 32.1%) At the time it was very cheap on a free cash flow basis.

(A Top Pick Jan 18/17. Up 39%.) Acquired by Pembina (PPL-T).

Pembina Pipeline (PPL-T) acquired the company. Keep the stock or Sell and take profits? Pembina is not just a pure pipeline, but does have some oil interests as well. Chart shows a little bit of overhead that we have seen since 2015. There are a number of people that remember what they paid and will want their money back. We are getting close to that level. The chart is taking a slightly rounded look to it. Between the fact that it definitely has some technical resistance in the low $40 he would be tempted to take the cash. On the other hand, if you are interested in the dividend, it is a perfectly fine income stock. He wouldn't buy any new stock.

Pembina Pipeline (PPL-T) has made an offer to buy this company at $9.7 billion. He doesn’t think there is any issue and that it will likely close. This is a part share and park cash deal.

They are being bought out by PPL-T and it closes on the 4^th quarter of this year. You get shares of PPL-T and cash ($18.50). Roll it over into PPL-T because it is not a tax event then. Put the cash back into either PPL-T or ALA-T.

(Being acquired) Basically, you are just buying this to get the yield and the takeout price. We are in a pretty good market, and you don’t need to park cash to stay in cash and get just a simple dividend.

(Top Pick Feb 28/17, Up 39%) He was quite happy with the transaction. He switched from VSN-T to PPL-T.

Infrastructure and pipelines. The pipeline sector is not cheap. Lots of money is going in because there is great dividends. He holds this through ZWU-T. It has a covered call overlay and high dividends. He would not jump into VSN-T because it has flat lined after the takeover offer.

The stock has attempted to crack $19 or $20 multiple times, and failed every time. In this environment, even if it succeeds in taking over Pembina (PPL-T), it is a mediocre chart that he personally would not buy.

It was acquired. He can’t argue with this company or with the shares you get in PPL-T. It is a friendly deal.

This is in the natural gas liquids business. Have a number of projects on the go, but also the big talk is that the Jordan Cove and LNG project off Oregon could potentially be back on, and that could be a game changer for them. Dividend yield of 6.5%. (Analysts’ price target is $15.54.)

This was a Top Pick March 24/17. It has had a pretty big move in the last month or so, and is currently at a level where he doesn’t see much upside as there was. They are looking to increase the Alliance pipeline by 30%, which could be very accretive. Pays a good distribution that is getting safer. Try to add to this on a bit of a pullback.