Gibson Energy

GEI-T

TSE:GEI

27.00
0.21 (0.78%)
Gibsons is a Canada-based supplier to the oil and gas industry. It is listed on the Toronto Stock Exchange.
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Analysis and Opinions about GEI-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
January 23, 2020
Raised target to $30. Infrastructure like storage and distribution. Great entry point. Likes oil patch, but not ready to buy oil companies just yet, so he likes these plays. Yield is 4.84%. (Analysts’ price target is $28.83)
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Gibson Energy (GEI-T)
January 23, 2020
Raised target to $30. Infrastructure like storage and distribution. Great entry point. Likes oil patch, but not ready to buy oil companies just yet, so he likes these plays. Yield is 4.84%. (Analysts’ price target is $28.83)
TOP PICK
TOP PICK
October 24, 2019
They have gone from very commodity exposed to a very clean story in terminals and bulk storage. They are able to increase the volumes of crude by rail. (Analysts’ price target is $26.13)
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Gibson Energy (GEI-T)
October 24, 2019
They have gone from very commodity exposed to a very clean story in terminals and bulk storage. They are able to increase the volumes of crude by rail. (Analysts’ price target is $26.13)
HOLD
HOLD
September 20, 2019
A mid-market company in the energy space -- not a producer. A quasi utility, with a reasonable dividend and some growth opportunity. He would hold it.
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Gibson Energy (GEI-T)
September 20, 2019
A mid-market company in the energy space -- not a producer. A quasi utility, with a reasonable dividend and some growth opportunity. He would hold it.
TOP PICK
TOP PICK
May 10, 2019
A midstream operator. A safer play on energy and prices more like a utility as a result. Has $200 million in project growth each year. Yield 5.99% (Analysts’ price target is $25.04)
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A midstream operator. A safer play on energy and prices more like a utility as a result. Has $200 million in project growth each year. Yield 5.99% (Analysts’ price target is $25.04)
BUY WEAKNESS
BUY WEAKNESS
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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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.
HOLD
HOLD
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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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%.

DON'T BUY
DON'T BUY
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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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.

COMMENT
COMMENT
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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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.

COMMENT
COMMENT
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.

HOLD
HOLD
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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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.

PAST TOP PICK
PAST TOP PICK
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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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.

SELL STRENGTH
SELL STRENGTH
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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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.

SHORT
SHORT
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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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.

BUY WEAKNESS
BUY WEAKNESS
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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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.

COMMENT
COMMENT
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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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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