TC Energy

TRP-T

TSE:TRP

58.14
0.14 (0.24%)
TC Energy is a major North American energy company, based in Calgary, Alberta, in Canada, that develops and operates energy infrastructure in North America. The company operates three core businesses: Natural Gas Pipelines, Liquids Pipelines and Energy. In May 2019, the company changed its name from TransCanada Corporation to TC Energy to better reflect the company's business, which includes pipelines, power generation and energy storage operations in Canada, the United States and Mexico.
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Analysis and Opinions about TRP-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 17, 2018

He is negative on the other pipelines but this one is a more attractive and more defensive way to play the energy market. They beat on last earnings and have a good balance sheet. There are multiple possible catalysts to move the stock higher. (Analysts’ target: $67.37).

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TC Energy (TRP-T)
September 17, 2018

He is negative on the other pipelines but this one is a more attractive and more defensive way to play the energy market. They beat on last earnings and have a good balance sheet. There are multiple possible catalysts to move the stock higher. (Analysts’ target: $67.37).

COMMENT
COMMENT
August 17, 2018

Owned off and on. Whole sector was hurt because of interest rates, high debt. Concern is not enough capital to fund US acquisition. It’s a great business, good long-term income stream, diversified. They own ENB instead, it’s a better valuation.

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TC Energy (TRP-T)
August 17, 2018

Owned off and on. Whole sector was hurt because of interest rates, high debt. Concern is not enough capital to fund US acquisition. It’s a great business, good long-term income stream, diversified. They own ENB instead, it’s a better valuation.

TOP PICK
TOP PICK
August 15, 2018

A yield play with growth opportunity. It has opportunity in Colombia and is not as dependant on heavy oil pricing. He sees 7-8% dividend growth over the next few years. They could also participate in the west coast LNG development. Energy East could also gain some traction given issues with Saudi Arabia. Yield 4.9%. (Analysts’ price target is $67.32)

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TC Energy (TRP-T)
August 15, 2018

A yield play with growth opportunity. It has opportunity in Colombia and is not as dependant on heavy oil pricing. He sees 7-8% dividend growth over the next few years. They could also participate in the west coast LNG development. Energy East could also gain some traction given issues with Saudi Arabia. Yield 4.9%. (Analysts’ price target is $67.32)

HOLD
HOLD
August 9, 2018

The pipelines are a hot button issue. He looks at them as a dividend play with some growth potential. This is one of the larger names out there. Others have more exposure to the US. He thinks the divided will grind its way higher. There is some potential for growth. For a dividend oriented investor it is okay. He thinks the energy east pipeline is dead.

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TC Energy (TRP-T)
August 9, 2018

The pipelines are a hot button issue. He looks at them as a dividend play with some growth potential. This is one of the larger names out there. Others have more exposure to the US. He thinks the divided will grind its way higher. There is some potential for growth. For a dividend oriented investor it is okay. He thinks the energy east pipeline is dead.

BUY
BUY
July 26, 2018

With a 14.7 PE and an estimated 9.8% free cash-flow yield and growing at 11% it is safe to buy. Not his favorite name in the space. But offers good value. As long as there is sufficient growth the pipelines compensate for the negative impact of interest rates rising.

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TC Energy (TRP-T)
July 26, 2018

With a 14.7 PE and an estimated 9.8% free cash-flow yield and growing at 11% it is safe to buy. Not his favorite name in the space. But offers good value. As long as there is sufficient growth the pipelines compensate for the negative impact of interest rates rising.

PAST TOP PICK
PAST TOP PICK
June 26, 2018

(Past Top Pick, July 4, 2017, Down 4%) They have good assets and some growth. They want to raise dividends by 5-7% annually over 5 years, which is why he bought it (and still holds it). He's perturbed about the state of pipelines in Canada though.

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TC Energy (TRP-T)
June 26, 2018

(Past Top Pick, July 4, 2017, Down 4%) They have good assets and some growth. They want to raise dividends by 5-7% annually over 5 years, which is why he bought it (and still holds it). He's perturbed about the state of pipelines in Canada though.

BUY
BUY
June 22, 2018

It is going to go higher. Very cheap at 14.7 P/E. 9.8% 2019 estimated cash yield. They are growing their earnings. Funding is available for their new projects. 60% stable payout ratio. Dividend yield of 5%.

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TC Energy (TRP-T)
June 22, 2018

It is going to go higher. Very cheap at 14.7 P/E. 9.8% 2019 estimated cash yield. They are growing their earnings. Funding is available for their new projects. 60% stable payout ratio. Dividend yield of 5%.

BUY
BUY
June 6, 2018

The pipelines have been pressured this year due to troubles in building pipelines. They're also interest-rate sensitive. This offers some decent value now with solid growth prospects. There's still uncertainty around the Kinder Morgan pipeline--who will eventually buy it?

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TC Energy (TRP-T)
June 6, 2018

The pipelines have been pressured this year due to troubles in building pipelines. They're also interest-rate sensitive. This offers some decent value now with solid growth prospects. There's still uncertainty around the Kinder Morgan pipeline--who will eventually buy it?

BUY
BUY
May 28, 2018

There has been a selloff in these stocks this year because of rising interest rates. He considers it a buy for sure. They are growing earnings per share of 4% and with the growth it is 8-9% total return expectation. It is defensive for the next down turn.

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TC Energy (TRP-T)
May 28, 2018

There has been a selloff in these stocks this year because of rising interest rates. He considers it a buy for sure. They are growing earnings per share of 4% and with the growth it is 8-9% total return expectation. It is defensive for the next down turn.

HOLD
HOLD
May 11, 2018

They just announced earnings. The concern regarding this name was that they bought Colombia pipelines system down in the northeast US and they used a lot of capital for that. He prefers Enbridge (ENB-T). Great asset base. A name you can still continue to hold long term.

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TC Energy (TRP-T)
May 11, 2018

They just announced earnings. The concern regarding this name was that they bought Colombia pipelines system down in the northeast US and they used a lot of capital for that. He prefers Enbridge (ENB-T). Great asset base. A name you can still continue to hold long term.

BUY
BUY
May 2, 2018

He bought this recently given reasonable valuations in mid-teens, and they can cover their dividend. There's some growth.

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TC Energy (TRP-T)
May 2, 2018

He bought this recently given reasonable valuations in mid-teens, and they can cover their dividend. There's some growth.

COMMENT
COMMENT
April 9, 2018

There is a $68 target amongst analysts. They are quite positive. You need to consider if the climate is ripe for the expansion of pipelines in Canada. Conservatives in power next year would be positive. He worries how much higher interest rates will go.

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TC Energy (TRP-T)
April 9, 2018

There is a $68 target amongst analysts. They are quite positive. You need to consider if the climate is ripe for the expansion of pipelines in Canada. Conservatives in power next year would be positive. He worries how much higher interest rates will go.

BUY
BUY
April 3, 2018

He likes the pipelines, though we're not building any right now due to environmentalists. We haven't built any to the coast, so we can't ship any, which makes us beholden to the U.S. That's a big concern. Careful with pipelines, because of interest rate exposure. Pipielines are infrastructure, after all. He likes the yield of TRP which is sustainable. Will add more shares later. It's a solid vehicle.

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TC Energy (TRP-T)
April 3, 2018

He likes the pipelines, though we're not building any right now due to environmentalists. We haven't built any to the coast, so we can't ship any, which makes us beholden to the U.S. That's a big concern. Careful with pipelines, because of interest rate exposure. Pipielines are infrastructure, after all. He likes the yield of TRP which is sustainable. Will add more shares later. It's a solid vehicle.

COMMENT
COMMENT
March 29, 2018

What company do you prefer CN Rail (CNR-T) or TransCanada (TRP-T)? He likes both. Near term he likes a little more Transcanada (TRP-T) as it is an asset class that is in shortage now. CN Rail (CNR-T) took the cost cutting a little too far and is struggling a little but long term they are a great business.

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TC Energy (TRP-T)
March 29, 2018

What company do you prefer CN Rail (CNR-T) or TransCanada (TRP-T)? He likes both. Near term he likes a little more Transcanada (TRP-T) as it is an asset class that is in shortage now. CN Rail (CNR-T) took the cost cutting a little too far and is struggling a little but long term they are a great business.

COMMENT
COMMENT
March 26, 2018

The entire pipeline sector faces higher interest rates and oil price pressure. When TRP's big pipeline projects finally happens, though, it will benefit grreatly. But the next while will be volatile.

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TC Energy (TRP-T)
March 26, 2018

The entire pipeline sector faces higher interest rates and oil price pressure. When TRP's big pipeline projects finally happens, though, it will benefit grreatly. But the next while will be volatile.

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