Enbridge

ENB-T

TSE:ENB

44.17
0.15 (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.
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Analysis and Opinions about ENB-T

Signal
Opinion
Expert
COMMENT
COMMENT
January 3, 2020

ENB vs IPL? A classic case, where he prefers ENB (due to its growth profile). Getting a higher yield on IPL will be overshadowed by a higher capital return on ENB. He owns ENB.

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Enbridge (ENB-T)
January 3, 2020

ENB vs IPL? A classic case, where he prefers ENB (due to its growth profile). Getting a higher yield on IPL will be overshadowed by a higher capital return on ENB. He owns ENB.

COMMENT
COMMENT
December 19, 2019
Enbridge has : They've filed this before and the current press release is a little unclear. Are they refiling, hoping it goes through? They really want longer-term contracts. Won't have any effect on ENB stock (that he owns)
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Enbridge (ENB-T)
December 19, 2019
Enbridge has : They've filed this before and the current press release is a little unclear. Are they refiling, hoping it goes through? They really want longer-term contracts. Won't have any effect on ENB stock (that he owns)
HOLD
HOLD
December 18, 2019
Dividend safe? He owns ENB. It was a poor performer for a while, but it seems to be coming their way. Pipelines are getting approval, and Line 3 is beginning to flow in Canada. Michigan is putting up a fight so it may take a while. The dividend was announced to increase by 10% and he believes it is solid. He would have no issue owning it here. Just be aware that a rise in interest rates would hurt them as they trade like a utility.
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Enbridge (ENB-T)
December 18, 2019
Dividend safe? He owns ENB. It was a poor performer for a while, but it seems to be coming their way. Pipelines are getting approval, and Line 3 is beginning to flow in Canada. Michigan is putting up a fight so it may take a while. The dividend was announced to increase by 10% and he believes it is solid. He would have no issue owning it here. Just be aware that a rise in interest rates would hurt them as they trade like a utility.
BUY
BUY
December 16, 2019
They recently announced they are raising the dividend 10% and expanding their existing pipelines. They are expanding so they export their oil at US ports. They are going to do a joint venture in Texas out to a deep sea port to be able to export oil ocean tankers.
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Enbridge (ENB-T)
December 16, 2019
They recently announced they are raising the dividend 10% and expanding their existing pipelines. They are expanding so they export their oil at US ports. They are going to do a joint venture in Texas out to a deep sea port to be able to export oil ocean tankers.
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.
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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.
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.
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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.
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.
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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.
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.
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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.
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.

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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.

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.

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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.

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.

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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.

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%
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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%
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.
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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.
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)
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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)
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.
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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.
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