Gibson Energy (GEI-T) Stock Predictions - Stockchase
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Gibson Energy (GEI-T)

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Gibson Energy

GEI-T

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Gibson Energy (GEI-T) SAVE Mar, 18, 2019, 12:28 pm

22.97 0.26 (1.14%)

About Gibson Energy (GEI-T)

Gibsons is a Canada-based supplier to the oil and gas industry. It is listed on the Toronto Stock Exchange. More at Wikipedia

What the experts are saying about GEI-T



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BUY on WEAKNESS
Gibson Energy(GEI-T) 

February 21, 2019

More of a pipeline company. One thing he likes is that they are exiting the commodity business. It is expensive. They are becoming more infrastructure focused. Dividend looks nice and safe-ish. Growth starts to look better after 2019. Not his favorite at this level but good to own it at a lower level.
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More of a pipeline company. One thing he likes is that they are exiting the commodity business. It is expensive. They are becoming more infrastructure focused. Dividend looks nice and safe-ish. Growth starts to look better after 2019. Not his favorite at this level but good to own it at a lower level.
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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$20.900
Owned Owned
Unknown

HOLD
Gibson Energy(GEI-T) 

October 25, 2017

Had a big fall from January until July/Aug, and now there is a bit of a turnaround. Oil has to move somehow, which is the primary driver of this company’s business. If there continues to be a pickup in energy, this is going to get some pickup along with that. Prefers pipelines which have less volatility. You could continue to hold this for the next 6-12 months and probably get some pickup. Dividend yield of 7.6%.

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Had a big fall from January until July/Aug, and now there is a bit of a turnaround. Oil has to move somehow, which is the primary driver of this company’s business. If there continues to be a pickup in energy, this is going to get some pickup along with that. Prefers pipelines which have less volatility. You could continue to hold this for the next 6-12 months and probably get some pickup. Dividend yield of 7.6%.

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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$17.250
Owned Owned
No

DON'T BUY
Gibson Energy(GEI-T) 

June 26, 2017

They are more transportation than pipeline.  It is a little riskier.  The dividend is safe, but the growth is a little more challenged.

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They are more transportation than pipeline.  It is a little riskier.  The dividend is safe, but the growth is a little more challenged.

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Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$16.940
Owned Owned
No

COMMENT
Gibson Energy(GEI-T) 

June 14, 2017

These are smart guys who are shuffling the pieces around, and you have to be patient. While they are shuffling the pieces, the stock goes sideways. 50% of the hard assets are where they have the tanks, the kind of really dumb metal business that is still needed, and it is all still active. He likes their bonds and that is what he would own, where the risk/reward is really interesting.

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These are smart guys who are shuffling the pieces around, and you have to be patient. While they are shuffling the pieces, the stock goes sideways. 50% of the hard assets are where they have the tanks, the kind of really dumb metal business that is still needed, and it is all still active. He likes their bonds and that is what he would own, where the risk/reward is really interesting.

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Bill Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$17.760
Owned Owned
No

COMMENT
Gibson Energy(GEI-T) 

May 9, 2017

You are basically looking at key infrastructure assets, that will do very, very well as we continue to expand the oil sands, tank storage in particular. Those are crucial assets that would be very, very difficult to replace. There are better names to own in the area, in between the pipeline and the producer. The dividend is high, and they are going to have to grow into that. At this stage, he thinks you can find companies that have already done the growing of the dividend.

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You are basically looking at key infrastructure assets, that will do very, very well as we continue to expand the oil sands, tank storage in particular. Those are crucial assets that would be very, very difficult to replace. There are better names to own in the area, in between the pipeline and the producer. The dividend is high, and they are going to have to grow into that. At this stage, he thinks you can find companies that have already done the growing of the dividend.

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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$18.590
Owned Owned
No

HOLD
Gibson Energy(GEI-T) 

March 30, 2017

It is a small short for him.  Poor valuation and not a lot of return on equity or cash flow.  Their balance sheet is not in particularly good shape.

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It is a small short for him.  Poor valuation and not a lot of return on equity or cash flow.  Their balance sheet is not in particularly good shape.

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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$19.100
Owned Owned
Unknown

PAST TOP PICK
Gibson Energy(GEI-T) 

March 28, 2017

(Top Pick Feb 10/16, Up 41%) She likes it because of the way it is changing and evolving.  It is leaning more toward the infrastructure business.  This is a very stable type business.  She sees upside when oil prices come back.

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(Top Pick Feb 10/16, Up 41%) She likes it because of the way it is changing and evolving.  It is leaning more toward the infrastructure business.  This is a very stable type business.  She sees upside when oil prices come back.

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Swanzy Quarshie

Portfolio , Sentry Investments...

Price Price
$19.450
Owned Owned
Yes

SELL ON STRENGTH
Gibson Energy(GEI-T) 

March 13, 2017

He wouldn’t hold this for the long-term. It has not been consistent enough, and is at a cyclical low. However, because it is kind of moving up at the moment, he would try to get out at a little higher price.

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He wouldn’t hold this for the long-term. It has not been consistent enough, and is at a cyclical low. However, because it is kind of moving up at the moment, he would try to get out at a little higher price.

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Matt Kacur

President, FSA Financial Scienc...

Price Price
$20.170
Owned Owned
Unknown

SHORT
Gibson Energy(GEI-T) 

November 3, 2016

It has an 8% yield. Price momentum is good, but part of it is because they were approached by someone.  They rejected them and it has cooled off a bit.  Valuation is not great.  They trade at about 2 times book and they have a bit of a debt problem.  They missed on recent earnings.  It is a small short for him.

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It has an 8% yield. Price momentum is good, but part of it is because they were approached by someone.  They rejected them and it has cooled off a bit.  Valuation is not great.  They trade at about 2 times book and they have a bit of a debt problem.  They missed on recent earnings.  It is a small short for him.

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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$16.120
Owned Owned
Yes

BUY on WEAKNESS
Gibson Energy(GEI-T) 

October 21, 2016

Energy infrastructure names that are commodity sensitive have really outperformed over the last quarter. Management says their services businesses should turn up next year. They are also growing their infrastructure businesses with 2 new storage tank projects. He sees them growing their cash flow 2018 over 2016. The bad news is that they are making absolutely no money this year in terms of EPS, and their dividend is at about 126% payout ratio on cash flow. You could buy this at around $16 and you would do okay. 7.3% dividend yield.

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Energy infrastructure names that are commodity sensitive have really outperformed over the last quarter. Management says their services businesses should turn up next year. They are also growing their infrastructure businesses with 2 new storage tank projects. He sees them growing their cash flow 2018 over 2016. The bad news is that they are making absolutely no money this year in terms of EPS, and their dividend is at about 126% payout ratio on cash flow. You could buy this at around $16 and you would do okay. 7.3% dividend yield.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$18.160
Owned Owned
Unknown

COMMENT
Gibson Energy(GEI-T) 

July 28, 2016

Just announced they are going to be selling their propane business, which is 13% of their business mix. They want to focus more on infrastructure. This is probably the most commodity focused of the energy infrastructure, so it has been very volatile. From a very low base, he is modelling that their cash flow can grow 25% between 2015 and 2017. Very good balance sheet relative to other energy infrastructure names. Not a bad little play down here all things considered. It’s one you could consider selling Puts on.

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Just announced they are going to be selling their propane business, which is 13% of their business mix. They want to focus more on infrastructure. This is probably the most commodity focused of the energy infrastructure, so it has been very volatile. From a very low base, he is modelling that their cash flow can grow 25% between 2015 and 2017. Very good balance sheet relative to other energy infrastructure names. Not a bad little play down here all things considered. It’s one you could consider selling Puts on.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$14.720
Owned Owned
Unknown

COMMENT
Gibson Energy(GEI-T) 

July 26, 2016

This is not performing as poorly as the crude oil complex, because it does not have exposure to production. The short term chart is neutral. It probably attracts a lot of dividend seekers. The longer-term chart shows an overhead supply from 2013 to 2015, but is now struggling. There should be resistance at $16-$17 and upwards. Yield of about 9%.

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This is not performing as poorly as the crude oil complex, because it does not have exposure to production. The short term chart is neutral. It probably attracts a lot of dividend seekers. The longer-term chart shows an overhead supply from 2013 to 2015, but is now struggling. There should be resistance at $16-$17 and upwards. Yield of about 9%.

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William Chin

Portfolio , Caldwell Investment ...

Price Price
$14.810
Owned Owned
Unknown

SELL
Gibson Energy(GEI-T) 

July 25, 2016

(Market Call Minute.) There is a risk to the dividend, so he would be selling this.

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(Market Call Minute.) There is a risk to the dividend, so he would be selling this.

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Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$14.760
Owned Owned
Unknown

COMMENT
Gibson Energy(GEI-T) 

July 21, 2016

Stumbled a little with the release of Q1. There was probably a bit of miscommunication between the analyst community and management. There are 2 segments to their business, transportation and wholesale. He still likes the company and thinks they are well positioned in terms of pipelining, storage, tankage etc. Current yield is about 8.6%, which he views as safe.

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Stumbled a little with the release of Q1. There was probably a bit of miscommunication between the analyst community and management. There are 2 segments to their business, transportation and wholesale. He still likes the company and thinks they are well positioned in terms of pipelining, storage, tankage etc. Current yield is about 8.6%, which he views as safe.

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Mason Granger

Portfolio , Sentry Investments...

Price Price
$14.970
Owned Owned
Yes

COMMENT
Gibson Energy(GEI-T) 

July 20, 2016

Thinks we have seen the bottom in the price of oil. This company has been really disappointing. It is obviously much more cyclical than all their competition. They have trucking and some oil/gas service business. The stock is really cheap now and has a yield of 9%, and doesn’t think they need to cut the dividend. It might be an interesting one to look at.

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Thinks we have seen the bottom in the price of oil. This company has been really disappointing. It is obviously much more cyclical than all their competition. They have trucking and some oil/gas service business. The stock is really cheap now and has a yield of 9%, and doesn’t think they need to cut the dividend. It might be an interesting one to look at.

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Veronika Hirsch

Chief Inve, Arrow Capital...

Price Price
$14.370
Owned Owned
No

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