Gibson Energy | StockChase
119
Gibson Energy (GEI-T)

Last Price Recorded: $16.5500 on 2017-11-20

ON STOCKCHASE SINCE Aug 2011

pipelines

Gibson Energy


Signal Opinion Expert

2017-10-25

HOLD
Gibson Energy (GEI-T)

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%.

pipelines
Cole Kachur

Senior Wealth Advisor, ScotiaWealth Management

Price: $17.250
Owned: No

2017-06-26

DON'T BUY
Gibson Energy (GEI-T)

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

pipelines
Stephen Takacsy, B. Eng, MBA

Chief Investment Officer & Portfolio Mgr, Lester Asset Management

Price: $16.940
Owned: No

2017-06-14

COMMENT
Gibson Energy (GEI-T)

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.

pipelines
Bill Harris, CFA

Portfolio Manager, Avenue Investment Management

Price: $17.760
Owned: No

2017-05-09

COMMENT
Gibson Energy (GEI-T)

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.

pipelines
Lyle Stein

Sr. Portfolio & Managing Director, Vestcap Investment Management

Price: $18.590
Owned: No

2017-03-30

HOLD
Gibson Energy (GEI-T)

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.

pipelines
Jason Mann

CIO & Co-Founder, Edgehill Patners

Price: $19.100
Owned: Unknown

2017-03-28

PAST TOP PICK
Gibson Energy (GEI-T)

(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.

pipelines
Swanzy Quarshie

Portfolio Manager, Sentry Investments

Price: $19.450
Owned: Yes

2017-03-13

SELL ON STRENGTH
Gibson Energy (GEI-T)

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.

pipelines
Matt Kacur

President, FSA Financial Science and Art

Price: $20.170
Owned: Unknown

2016-11-03

SHORT
Gibson Energy (GEI-T)

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.

pipelines
Jason Mann

CIO & Co-Founder, Edgehill Patners

Price: $16.120
Owned: Yes

2016-10-21

BUY on WEAKNESS
Gibson Energy (GEI-T)

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.

pipelines
Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $18.160
Owned: Unknown

2016-07-28

COMMENT
Gibson Energy (GEI-T)

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.

pipelines
Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $14.720
Owned: Unknown

2016-07-26

COMMENT
Gibson Energy (GEI-T)

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%.

pipelines
William Chin

Portfolio manager, Caldwell Investment Management

Price: $14.810
Owned: Unknown

2016-07-25

SELL
Gibson Energy (GEI-T)

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

pipelines
Ryan Bushell

V. P. & Portfolio Manager, Leon Frazer and Associates

Price: $14.760
Owned: Unknown

2016-07-21

COMMENT
Gibson Energy (GEI-T)

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.

pipelines
Mason Granger

Portfolio Manager, Sentry Investments

Price: $14.970
Owned: Yes

2016-07-20

COMMENT
Gibson Energy (GEI-T)

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.

pipelines
Veronika Hirsch

Chief Investment Officer, Arrow Capital

Price: $14.370
Owned: No

2016-07-18

HOLD
Gibson Energy (GEI-T)

(Market Call Minute) The storage business is doing well, but the trucking business is lagging.

pipelines
Ben Cheng

President and Chief Investment Officer, Aston Hill Financial Ltd.

Price: $14.600
Owned: Unknown

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