TSE:ENB
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Enbridge (ENB-T) is largely viewed as a strong investment primarily for its high dividend yield, which hovers around 6% to 8%. Experts highlight its robust business model as the largest oil pipeline operator in Canada, emphasizing its integral role in North America's energy infrastructure. While many analysts foresee continued growth, especially post deregulation and amidst favorable political conditions, concerns around interest rates and potential tariff impacts linger. The company has also made strategic acquisitions in natural gas utilities, which contribute to its diversified revenue stream. Overall, reviewers suggest that while the valuation might be on the higher side, the long-term prospects and dependable income through dividends make it an attractive hold.
If the leading sectors in the market are those that would benefit from a more inflationary environment (financials, materials, industrials, some energy), and they are, you want to look at the groups that are not. Things that act like bonds (utilities, staples, REITs, pipelines) are underperforming.
It could be that people piled into defensives in April, but they just haven't performed. So with other groups that are economically sensitive performing, the defensive groups are being used as a source of cash. Great dividend, and that will grow mid-single digits. He'd rather be leaning towards hedging against inflation than disinflation (which is where a pipeline would come in).
Where will supply shift? This year, the Canadian E&Ps are outproducing all other international E&Ps, including Europe, US or Australia. He also bought ENB, which delivers the crude oil to the US. The US refiners have an insatiable need for Canadian oil. There's a 10% tariff on Canadian oil. Well, guess what--the Canadian oil companies are not eating the tariff, but rather the US refiners. If there's a shift in supply (given Mideast tensions), Canada will be able to supply that oil. US energy companies have a -12% earnings estimate this year vs. Canadian energy of only -0.20%
We now have a gateway to Asia. With tariffs, Canadian energy will not be welcome in the US. Integrated nature of its pipelines make it a long-term asset with growth capabilities that will reward shareholders well. Buy when it goes on sale, trim any gains. Good place to be, core holding for him.
Q1 EPS of $1.03 beat estimates of 96c; revenue of $18.5B beat estimates handily. EBITDA of $5.82B beat estimates by 4.9%. 2025 guidance was affirmed. It was a broad 'beat' across the board. EBITDA rose 18%. EPS rose 12%. Distributable cash rose 9.1%. We would consider the results very strong.
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Canadian infrastructure name. She owns for income in client portfolios. Robust business model. Often has long-term, take-or-pay contracts; visible cashflow stream. Guided that it can grow EBITDA (cashflows) by single digits over next few years. She'd expect dividend increases to reflect that.
Stock's pulled back with underlying commodity prices. Should have lower volatility than energy producers. Yield is ~6%.
It's hard for a non-expert to get a handle on how embedded energy infrastructure in NA really is. A lot of the oil coming from Canada into the US can't easily be replaced. Even if the US does produce a lot of oil itself, there are many factors to consider: where does it need to go, where does it need to be refined, and what grade is it. It's not like an on/off switch.
Largest oil pipeline operator in Canada. Pipelines are still the cheapest and fastest way to transport. Cheaper than rails. From what she understands, it doesn't seem that the pipelines themselves will be hit by tariffs. Recent move in the CAD would mitigate any tariff impact; even if not, the US depends on oil in this pipeline, so volume likely wouldn't be disrupted. Yield is 6%.
Oil price doing a bit better. Pipeline/utility mid-cap part of energy has done extremely well, holding up better than the producers. Great run second half last year, now sideways range. This is normal consolidation. Acting extremely well, very well supported, picking up within its current trading range.
Enbridge is a Canadian stock, trading under the symbol ENB-T on the Toronto Stock Exchange (ENB-CT). It is usually referred to as TSX:ENB or ENB-T
In the last year, 59 stock analysts published opinions about ENB-T. 45 analysts recommended to BUY the stock. 5 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Enbridge.
Enbridge was recommended as a Top Pick by on . Read the latest stock experts ratings for Enbridge.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
59 stock analysts on Stockchase covered Enbridge In the last year. It is a trending stock that is worth watching.
On 2025-07-28, Enbridge (ENB-T) stock closed at a price of $61.33.
Likes all the pipelines. Energy infrastructure spending is a huge area for Canada over the next number of years. This name is a prime beneficiary. Good dividend yield.