Gibson Energy (GEI-T)

Likes the stock and the whole energy infrastructure space. It's a place you can hang out along with gold and yield plays. Doesn't get a lot of respect from the market. Q4 saw a market loss, but that's only 11% of NAV. 

Raised dividend by 5%. Baytex deal is accretive by ~1% to stable, long-term cashflows. Likes the infrastructure growth shown in Q4. Strong balance sheet, decent payout ratio, very high dividend. Cheap at 11.7x PE for 2027, and modelling ~14% EPS growth.

Some upside potential as measured by FMV, perhaps 28%. Has set back to technical support. Overall chart for 10 years shows a company whose balance sheet is slowly, slowly eroding. Balance sheet quality is OK, but doesn't make his socks roll up and down. Nice dividend, but not covered for the next 12 months.

An opportunity, as it just sold off on marketing segment.

Growth estimates of pipelines have really gone up in past few months with nat gas prices going higher. More throughput looking likely on Trans Mountain. More incentive in Canada to talk about moving oil East-West and North-South.

Is one of his largest holdings. It's had a rough week. Their infrastructure business stores oil in Alberta and Texas, and they have a marketing business. The latter has been weak and volatile. The dividend is sustainable; cash flow covers it. Is not worried about tariffs.

(Note the short timeframe.) Great chart, continues to work. Still likes it.

We're all trying to figure out which stocks tariffs will either impact or leave unscathed. There's a thirst for natural gas, and we need to get it offshore as part of the bridge to totally clean energy. A good choice for new $$ now.

Would lean away from company. Large portion of EBITDA comes from marketing - not take or pay contracts (guaranteed income). Better options for midstream investors like Pembina. 

Broken out to new highs. Really likes the setup, great chart. Fundamental analyst on his team likes this name as well. Yield is 6.87%.

He is not so sure of the exports fundamentals. Its biggest asset is in Texas and the concentration of assets for oil exports off that coast could be a concern. OK to hold.

A high-quality, small-cap name in Canada to look at.

It has strong growth and dividend. Still likes it.

An infrastructure provider that's been penalized for working in energy. They offer essential infrastructure for energy, like at the GUlf Coast in Texas and lots of oil/gas storage. Business is strong and will do well in coming years. Pays a 6% dividend. Excellent.

Big acquisition of export hub on Gulf Coast, he likes it. That contract needs to be renegotiated, should hear news this summer, should then drive stock higher. Dividend will grow 5% a year. Very strong balance sheet. Benefits from rates coming down.

Loves it. Pays a fat dividend and they just bought one of two export oil terminals off the Gulf of Texas. North American oil should be exported worldwide to reduce Russian exports. And it's cleaner oil. The dividend will slowly grow over time.

Likes it. Nice beat with strong results. Increased dividend by 5%. Very strong balance sheet. Easy-to-execute funding plan. At 13x, cheaper than most of peers. He's modelling decent 5% EPS growth. A re-rate candidate from its acquisition.