Tidewater Midstream and Infrastructure Ltd | StockChase
10
Tidewater Midstream and Infrastructure Ltd (TWM-X)

Last Price Recorded: $1.4600 on 2017-11-16

ON STOCKCHASE SINCE Jul 2016


Tidewater Midstream and Infrastructure Ltd


Signal Opinion Expert

2017-11-15

COMMENT
Tidewater Midstream and Infrastructure Ltd (TWM-X)

A relatively new company. Sales have gone up by 56% per share when they reported on November 14. Earnings declined 35%, but upcoming earnings are expected to grow by about 8% when they report. Because this is a utility, it will be trading more on a Price to cash flow basis. Pays a dividend of 2.7%. As an income investment, this should do okay.

Robert McWhirter

President, Selective Asset Management

Price: $1.480
Owned: Unknown

2017-10-12

PAST TOP PICK
Tidewater Midstream and Infrastructure Ltd (TWM-X)

(A Top Pick Oct 26/16, Down 10%)  It is a function of a few things.  There is the whole overhang of the pipelines; ALA-T owns a significant portion and it looks like their relationship has been severed and that ALA-T may sell that piece off.  This one is going to continue to grow.  He thinks the management team will eventually sell to a bigger company.  Longer term it will continue to grow.

Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $1.380
Owned: Yes

2017-09-11

TOP PICK
Tidewater Midstream and Infrastructure Ltd (TWM-X)

It is a mid-stream company.  But they are newer.  Their valuation is 40% less than the peer group and they have low debt.  It is Nat Gas processing.  Mid-streamers are all up from 5 years ago.  They came out of favour recently.  (Analysts’ target: $2.15).

Teal Linde

Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report

Price: $1.370
Owned: Yes

2017-06-22

BUY
Tidewater Midstream and Infrastructure Ltd (TWM-X)

(Market Call Minute) His pipeline pick, even though it is off the beaten path.

Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $1.300
Owned: Unknown

2017-04-26

COMMENT
Tidewater Midstream and Infrastructure Ltd (TWM-X)

This is in the midstream business. Had started off really small, and made small acquisitions. They also have organic growth. This continues to move along and grow. If you have a longer-term view, this is one you could Buy. Also has a small dividend.

Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $1.340
Owned: Unknown

2017-01-25

COMMENT
Tidewater Midstream and Infrastructure Ltd (TWM-X)

Almost a mini version of Altagas (ALA-T). They have an arrangement with Altagas, where one of their facilities has been flowed down to this company. It continues to build out its infrastructure in Alberta in the Montney area and he thinks they will continue to do that. 2.5% dividend yield.

Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $1.620
Owned: Unknown

2016-10-26

TOP PICK
Tidewater Midstream and Infrastructure Ltd (TWM-X)

This is in the natural gas distribution business. They have some pipelines and gas plants, and do some shipping. Trades at about half the multiple of their peers. They are in a growth mode right now. The CEO had a company that he built up and sold for a nice premium, so he knows how to operate and manage a similar type of business. Dividend yield of 2.56%.

Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $1.560
Owned: Yes

2016-09-29

BUY
Tidewater Midstream and Infrastructure Ltd (TWM-X)

He likes them.  It is somewhat under followed.  He likes the management team.  If you are going to own one, this is the one that stands out.  It is his goto name in this space.

Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $1.440
Owned: Yes

2016-08-09

TOP PICK
Tidewater Midstream and Infrastructure Ltd (TWM-X)

Has grown through acquisition and has a net cash balance sheet. They are starting to spend money integrating the assets they bought. Dividend yield of 2.9% is relatively safe because they have no debt. Their peers have moved up a lot, and this one hasn’t moved much at all. Trading at 6X EBITDA while their peers are trading at 12X, and this one’s balance sheet is better.

James Rife

Head of Canadian Equities, Canalyst Financial Modeling Corp

Price: $1.380
Owned: Unknown

2016-07-20

BUY
Tidewater Midstream and Infrastructure Ltd (TWM-X)

He really likes this company, and now is the time to Buy it. Good management team. Looking out 6 months, the stock should be a lot higher than what it is. 3% dividend yield.

Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $1.320
Owned: Yes

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