Enbridge Income Fund Holdings

ENF-T

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Analysis and Opinions about ENF-T

Signal
Opinion
Expert
COMMENT
COMMENT
February 23, 2018

Enbridge Income Fund (ENF-T) or Enbridge Pipeline (ENB-T)? He would not buy either of these. He sold the Fund about two weeks ago. He believes prices will go lower for both. The company’s recent acquisition has stressed the balance sheet. He fears rising interest rates will push this value lower – especially for the Fund. He might go in when yields go above 12%, but there is a way to go.

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Enbridge Income Fund (ENF-T) or Enbridge Pipeline (ENB-T)? He would not buy either of these. He sold the Fund about two weeks ago. He believes prices will go lower for both. The company’s recent acquisition has stressed the balance sheet. He fears rising interest rates will push this value lower – especially for the Fund. He might go in when yields go above 12%, but there is a way to go.

BUY
BUY
February 12, 2018

It is fine but why not go to a diversified source of dividends. ZWC-T is a basket of the best of the dividends plus a covered call overlay. You could also go for a foreign ETF but dividends are taxable.

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It is fine but why not go to a diversified source of dividends. ZWC-T is a basket of the best of the dividends plus a covered call overlay. You could also go for a foreign ETF but dividends are taxable.

HOLD
HOLD
February 7, 2018

Each year they've been increasing it by 10%. Price has been bouncing between $27-33, but it's now's attractive. Q3 missed because of Enbridge's parent, Enbridge Income Fund, had a miss. Also hurt by interest-sentitive fears. Have commitments on their pipelines. They have storage. Also have renewable resources. Good company for an income investor. Probably won't jump to $33 immediately, because the whole space has been hit, but collecting the yield is good. Yield 8.3%.

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Each year they've been increasing it by 10%. Price has been bouncing between $27-33, but it's now's attractive. Q3 missed because of Enbridge's parent, Enbridge Income Fund, had a miss. Also hurt by interest-sentitive fears. Have commitments on their pipelines. They have storage. Also have renewable resources. Good company for an income investor. Probably won't jump to $33 immediately, because the whole space has been hit, but collecting the yield is good. Yield 8.3%.

DON'T BUY
DON'T BUY
February 6, 2018

Gives a high dividend yield but has lost over 25% in share price in the last year. There are a handful of stocks that are interest sensitive but that have the potential for growth to offset interest rate pressure. Enbridge is not among them and has not participated on the upside of rising oil prices. (Analysts' price target is just under $34).

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Gives a high dividend yield but has lost over 25% in share price in the last year. There are a handful of stocks that are interest sensitive but that have the potential for growth to offset interest rate pressure. Enbridge is not among them and has not participated on the upside of rising oil prices. (Analysts' price target is just under $34).

BUY
BUY
January 26, 2018

He sees the dividend as being sustainable. They can grow their Free Cash Flow per Share 9%, for 2017-2019. The company recently gave guidance they’ll continue to grow their dividend 10% per year, out to 2020. The concern here is the regulatory approval for the Line 3 replacement risk. He thinks that it goes forward. Feels this is a buying opportunity. Dividend yield of 7.8%.

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He sees the dividend as being sustainable. They can grow their Free Cash Flow per Share 9%, for 2017-2019. The company recently gave guidance they’ll continue to grow their dividend 10% per year, out to 2020. The concern here is the regulatory approval for the Line 3 replacement risk. He thinks that it goes forward. Feels this is a buying opportunity. Dividend yield of 7.8%.

COMMENT
COMMENT
January 23, 2018

Change from Enbridge Inc. to this? His preference has always been for Enbridge Inc. than the income fund. The income fund has an attractive yield, but management's focus is on Enbridge Inc. They have an objective to increase dividends over the next few years at a rate of about 10%, and he can't see why they shouldn't be able to accomplish that. None of the pipelines look cheap from a statistical point of view, but this company's management has done extremely well within the industry. He would prefer Enbridge Inc. to this.

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Change from Enbridge Inc. to this? His preference has always been for Enbridge Inc. than the income fund. The income fund has an attractive yield, but management's focus is on Enbridge Inc. They have an objective to increase dividends over the next few years at a rate of about 10%, and he can't see why they shouldn't be able to accomplish that. None of the pipelines look cheap from a statistical point of view, but this company's management has done extremely well within the industry. He would prefer Enbridge Inc. to this.

BUY
BUY
January 22, 2018

He holds ENB-T. The parent pushes assets down on them and are forced to issue equity to pay for it. The yield is quite attractive. He prefers the safety of the parent.

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He holds ENB-T. The parent pushes assets down on them and are forced to issue equity to pay for it. The yield is quite attractive. He prefers the safety of the parent.

TOP PICK
TOP PICK
January 19, 2018

This has been trading for some years between its BV and about 80% of Book. Nice FMV and nice upside potential. Historically cheap, and doesn't think there is a big risk in it. Dividend yield of 7.8%. (Analysts' price target is $33.)

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This has been trading for some years between its BV and about 80% of Book. Nice FMV and nice upside potential. Historically cheap, and doesn't think there is a big risk in it. Dividend yield of 7.8%. (Analysts' price target is $33.)

HOLD
HOLD
January 9, 2018

A good investment for yield and income. The stock has been held back and thinks the market is waiting for their line 3 replacement to get final approval, which is due later on this year. Prefers the parent Enbridge (ENB-T) for their global diversity and their Spectra assets. However, both are good income vehicles.

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A good investment for yield and income. The stock has been held back and thinks the market is waiting for their line 3 replacement to get final approval, which is due later on this year. Prefers the parent Enbridge (ENB-T) for their global diversity and their Spectra assets. However, both are good income vehicles.

HOLD
HOLD
January 8, 2018

Enbridge (ENB-T) or Enbridge Income Fund (ENF-T) for a 45-year-old? He holds this. It isn't really much of a growth stock. It looked okay for a while, then started rolling over in early 2017. For people just looking for the dividend, it has pretty good support at around $27, so your downside is not huge. If he had to choose between the 2, he would probably select Enbridge (ENB-T) for the growth side and Enbridge Income (ENF-T) for the dividend. Dividend yield of about 7.5%.

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Enbridge (ENB-T) or Enbridge Income Fund (ENF-T) for a 45-year-old? He holds this. It isn't really much of a growth stock. It looked okay for a while, then started rolling over in early 2017. For people just looking for the dividend, it has pretty good support at around $27, so your downside is not huge. If he had to choose between the 2, he would probably select Enbridge (ENB-T) for the growth side and Enbridge Income (ENF-T) for the dividend. Dividend yield of about 7.5%.

DON'T BUY
DON'T BUY
December 29, 2017

The parent company Enbridge (ENB-T) has a lot of debt. They are in pipelines which is a tough business because of environmental concerns. This stock, the Enbridge Income Fund is a subordinate to the parent. The chart shows the stock, over the last 3 years, hasn't done much at all. It is a yield generating stock, but doesn't look like it has any momentum. If anything, there is some slight downside risk. He would avoid this.

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The parent company Enbridge (ENB-T) has a lot of debt. They are in pipelines which is a tough business because of environmental concerns. This stock, the Enbridge Income Fund is a subordinate to the parent. The chart shows the stock, over the last 3 years, hasn't done much at all. It is a yield generating stock, but doesn't look like it has any momentum. If anything, there is some slight downside risk. He would avoid this.

HOLD
HOLD
December 14, 2017

They recently raised equity. It gives you a 6.9% dividend rate with modest growth. He’d like to see the government change the rules regarding these equities.

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They recently raised equity. It gives you a 6.9% dividend rate with modest growth. He’d like to see the government change the rules regarding these equities.

COMMENT
COMMENT
December 13, 2017

Doesn't own this, but does own Enbridge (ENB-T). The company was very smart reorganizing into 2 structures. Lately they’ve done a lot to shore up the capital structure of both. If buying for yield, this has a slight advantage, but Enbridge (ENB-T) has reiterated that they intend to grow their dividend by about 10% over the next few years. They keep adding assets that are adding more cash flow. All the pipeline companies look somewhat expensive, and all go through the cycle of issuing equity to invest in capital expenditures, which adds to debt. Once those report cash flows, you are into the same cycle again. Prefers Enbridge (ENB-T) and taking the slight discount, but really doesn't have a problem with this one.

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Doesn't own this, but does own Enbridge (ENB-T). The company was very smart reorganizing into 2 structures. Lately they’ve done a lot to shore up the capital structure of both. If buying for yield, this has a slight advantage, but Enbridge (ENB-T) has reiterated that they intend to grow their dividend by about 10% over the next few years. They keep adding assets that are adding more cash flow. All the pipeline companies look somewhat expensive, and all go through the cycle of issuing equity to invest in capital expenditures, which adds to debt. Once those report cash flows, you are into the same cycle again. Prefers Enbridge (ENB-T) and taking the slight discount, but really doesn't have a problem with this one.

COMMENT
COMMENT
December 12, 2017

She likes the group, but doesn't own this. They recently did an equity issue to alleviate funding concerns over the next few years, as they have a big capital spending program. Provides a very attractive yield of 7%, which she feels is safe. Prefers the parent Enbridge (ENB-T). (See Top Picks.)

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She likes the group, but doesn't own this. They recently did an equity issue to alleviate funding concerns over the next few years, as they have a big capital spending program. Provides a very attractive yield of 7%, which she feels is safe. Prefers the parent Enbridge (ENB-T). (See Top Picks.)

TOP PICK
TOP PICK
December 11, 2017

Enbridge (ENB-T) rolls a portion of their Canadian assets into this and pay out the depreciation giving a nice yield. He accumulates this when it is in the $27-$28 range. Believes they will grow the dividend 10%. Dividend yield of 7.03%. (Analysts’ Price Target is $34.)

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Enbridge (ENB-T) rolls a portion of their Canadian assets into this and pay out the depreciation giving a nice yield. He accumulates this when it is in the $27-$28 range. Believes they will grow the dividend 10%. Dividend yield of 7.03%. (Analysts’ Price Target is $34.)

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