Enbridge

ENB-T

TSE:ENB

50.57
0.17 (0.34%)
Enbridge Inc. is a Canadian multinational energy transportation company based in Calgary, Alberta. It focuses on the transportation, distribution and generation of energy, primarily in North America.
More at Wikipedia

Analysis and Opinions about ENB-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 11, 2019
(A Top Pick Feb 22/19, Up 11%) They are doing the right things (paying down debt, dealing with partnership restructuring) and increasing the dividend. It is the second largest term holding they have.
Enbridge (ENB-T)
December 11, 2019
(A Top Pick Feb 22/19, Up 11%) They are doing the right things (paying down debt, dealing with partnership restructuring) and increasing the dividend. It is the second largest term holding they have.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$51.200
Owned
Yes
COMMENT
COMMENT
December 11, 2019
They just raised the dividend by 9% and it is cheap on a free cash yield basis. He models 6% earnings growth. There is still risk with Line 3, but that seems to be working out. A good dividend. He was buying back in around $41.
Enbridge (ENB-T)
December 11, 2019
They just raised the dividend by 9% and it is cheap on a free cash yield basis. He models 6% earnings growth. There is still risk with Line 3, but that seems to be working out. A good dividend. He was buying back in around $41.
Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$51.200
Owned
Yes
WEAK BUY
WEAK BUY
December 10, 2019
He's added to this. He owns it for the yield and valuation. Pipeline stocks used to trade at 10x earnings with no growth. There's still no growth, but today with zero interest rates, these stock look attractive. In turn, pipelines will get higher valuations of 12x or more operating cash flow. But ENB's dividend last year was more than the total earnings of the company--scary. The balance sheet is stretched. All in all, it's a defensive play that's done well.
Enbridge (ENB-T)
December 10, 2019
He's added to this. He owns it for the yield and valuation. Pipeline stocks used to trade at 10x earnings with no growth. There's still no growth, but today with zero interest rates, these stock look attractive. In turn, pipelines will get higher valuations of 12x or more operating cash flow. But ENB's dividend last year was more than the total earnings of the company--scary. The balance sheet is stretched. All in all, it's a defensive play that's done well.
John Zechner
Chairman, J. Zechner & Assoc
Price
$51.350
Owned
Yes
BUY
BUY
December 10, 2019
A dividend-paying stock There are many, 20. Enbridge is one. Delays in line 3 and debt were a problem, but ENB has solved both and have in fact just raised their dividend. If pipelines are scarce, then why not own one? ENB isn't expensive now.
Enbridge (ENB-T)
December 10, 2019
A dividend-paying stock There are many, 20. Enbridge is one. Delays in line 3 and debt were a problem, but ENB has solved both and have in fact just raised their dividend. If pipelines are scarce, then why not own one? ENB isn't expensive now.
Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management
Price
$51.350
Owned
Unknown
COMMENT
COMMENT
December 4, 2019

ENB vs. Keyera for dividend safety They pay the same yield. FMV of Keyera is 14% higher and Enbridge is 13.4% than current stock prices. Keyera has resistance at $36 (sell at this point). The big difference is, the balance sheet of Enbridge is slipping away, while Keyera's is rising, so he mildly prefers Keyera. Both have limited upside.

Enbridge (ENB-T)
December 4, 2019

ENB vs. Keyera for dividend safety They pay the same yield. FMV of Keyera is 14% higher and Enbridge is 13.4% than current stock prices. Keyera has resistance at $36 (sell at this point). The big difference is, the balance sheet of Enbridge is slipping away, while Keyera's is rising, so he mildly prefers Keyera. Both have limited upside.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$50.450
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
December 3, 2019

(A Top Pick Dec 10/18, Up 28%) Pays over a 5% yield. They have a $19 billion spending program that they can self-fund without issuing shares. Their leverage is a little higher than their target. They just reported a very good quarter. He's sticking with it. He slightly prefers this over TC Energy.

Enbridge (ENB-T)
December 3, 2019

(A Top Pick Dec 10/18, Up 28%) Pays over a 5% yield. They have a $19 billion spending program that they can self-fund without issuing shares. Their leverage is a little higher than their target. They just reported a very good quarter. He's sticking with it. He slightly prefers this over TC Energy.

Michael Sprung
President, Sprung Investment Management
Price
$50.350
Owned
Yes
COMMENT
COMMENT
December 3, 2019

TRP vs. Enbridge Both are great companies, but prefers TC for paying a higher dividend (that should continue to rise), and a more stable balance sheet. ENB has a lot of debt from acquisitions. ENB's dividend is higher, but less safe. TC is a core investment.

Enbridge (ENB-T)
December 3, 2019

TRP vs. Enbridge Both are great companies, but prefers TC for paying a higher dividend (that should continue to rise), and a more stable balance sheet. ENB has a lot of debt from acquisitions. ENB's dividend is higher, but less safe. TC is a core investment.

David Baskin
President, Baskin Wealth Management
Price
$50.350
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
November 29, 2019
(A Top Pick Jan 31/19, Up 11%) One of the largest shippers of oil and natural gas in North America. December 10 is their analyst day and there should be good news on earnings. It should get 8-10% growth plus the dividend. Yield 6%
Enbridge (ENB-T)
November 29, 2019
(A Top Pick Jan 31/19, Up 11%) One of the largest shippers of oil and natural gas in North America. December 10 is their analyst day and there should be good news on earnings. It should get 8-10% growth plus the dividend. Yield 6%
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$50.460
Owned
Yes
COMMENT
COMMENT
November 29, 2019
IPL vs ENB? IPL is really a Western Canadian story with a 7.7% yield, whereas ENB is a North American play. IPL is building a petrochem plant, which is going to require a lot of debt. He thinks investors were upset with the take-over bid as they never were given a chance to vote on it. At this price level, he likes it. He prefers KEY.
Enbridge (ENB-T)
November 29, 2019
IPL vs ENB? IPL is really a Western Canadian story with a 7.7% yield, whereas ENB is a North American play. IPL is building a petrochem plant, which is going to require a lot of debt. He thinks investors were upset with the take-over bid as they never were given a chance to vote on it. At this price level, he likes it. He prefers KEY.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$50.460
Owned
_N/A
TOP PICK
TOP PICK
November 28, 2019
NA's largest energy transporter. Key piece of infrastructure. Increasingly difficult to build new pipelines, so these are increasingly valuable assets. Underappreciated. You get paid to wait. Good 20% upside from here. Yield is 5.84%. (Analysts’ price target is $55.17)
Enbridge (ENB-T)
November 28, 2019
NA's largest energy transporter. Key piece of infrastructure. Increasingly difficult to build new pipelines, so these are increasingly valuable assets. Underappreciated. You get paid to wait. Good 20% upside from here. Yield is 5.84%. (Analysts’ price target is $55.17)
Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$50.460
Owned
Yes
COMMENT
COMMENT
November 25, 2019
Not free cash-flow positive. 5.7% dividend with a payout ratio of 55%. Overall, he’s positive on energy stocks but it’s not his preferred pick in the space.
Enbridge (ENB-T)
November 25, 2019
Not free cash-flow positive. 5.7% dividend with a payout ratio of 55%. Overall, he’s positive on energy stocks but it’s not his preferred pick in the space.
Robert McWhirter
President, Selective Asset Management
Price
$49.710
Owned
No
COMMENT
COMMENT
November 20, 2019
Favourite pipeline? Pembina, Transcanada and three others--whatever pays the highest dividend. But he always follows Enbridge. It's a stalwart and pays a healthy dividend. Pipelines are a monopoly.
Enbridge (ENB-T)
November 20, 2019
Favourite pipeline? Pembina, Transcanada and three others--whatever pays the highest dividend. But he always follows Enbridge. It's a stalwart and pays a healthy dividend. Pipelines are a monopoly.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$49.940
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
November 19, 2019
The stock and whole group looks good. Don't chase, but buy on weakness. Also pay a 6% dividend.
Enbridge (ENB-T)
November 19, 2019
The stock and whole group looks good. Don't chase, but buy on weakness. Also pay a 6% dividend.
Elliott Fishman
Director of U.S. and international equity trading, Trading Services Group, Scotia Wealth
Price
$50.260
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
November 18, 2019
It had a big move recently. A surprise in the most recent quarter pushed the stock price up. He would hope for a stumble to get the stock price into a buying range again. (Analysts’ price target is $55.00)
Enbridge (ENB-T)
November 18, 2019
It had a big move recently. A surprise in the most recent quarter pushed the stock price up. He would hope for a stumble to get the stock price into a buying range again. (Analysts’ price target is $55.00)
Ryan Bushell
President, Newhaven Asset Management
Price
$50.510
Owned
Yes
BUY
BUY
November 15, 2019
Dividend is good. The pipeline side is a utility so your money is safe. It went through some difficult times but it’s up and he would go with it for the dividends.
Enbridge (ENB-T)
November 15, 2019
Dividend is good. The pipeline side is a utility so your money is safe. It went through some difficult times but it’s up and he would go with it for the dividends.
David Cockfield
Managing Director, Northland Wealth Management
Price
$50.000
Owned
Unknown
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