Tidewater Midstream and Infrastructure Ltd | StockChase
13
Tidewater Midstream and Infrastructure Ltd (TWM-T)

Last Price Recorded: $1.5500 on 2017-12-13

ON STOCKCHASE SINCE Jul 2016

Moved from "CVE" to "TSX", Nov 2017

0
13
Tidewater Midstream and Infrastructure Ltd (TWM-T)

Last Price Recorded: $1.5500 on 2017-12-13

ON STOCKCHASE SINCE Jul 2016

Moved from "CVE" to "TSX", Nov 2017


Tidewater Midstream and Infrastructure Ltd


Signal Opinion Expert
BUY

A fairly small company.  Management understands the mine.  They have some natural gas storage.  The price of natural gas in Alberta has been depressed and at some points in the summer it was down to zero.  Having the storage facilities allows them to hold the gas from the market until the price comes back.  They have a good expansion strategy and they will likely be a takeout target over a multi year timeframe.

A fairly small company.  Management understands the mine.  They have some natural gas storage.  The price of natural gas in Alberta has been depressed and at some points in the summer it was down to zero.  Having the storage facilities allows them to hold the gas from the market until the price comes back.  They have a good expansion strategy and they will likely be a takeout target over a multi year timeframe.

0
Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment ...

PricePrice
$1.490
Owned Owned
Unknown

TOP PICK

A natural gas processor.  Dry gas is depleting and being replaced by liquid rich gas which requires much more processing so this company can take advantage of that.  Their balance sheet has less leverage than others.  The biggest risk would be competition.  (Analysts’ target: $2.08).

A natural gas processor.  Dry gas is depleting and being replaced by liquid rich gas which requires much more processing so this company can take advantage of that.  Their balance sheet has less leverage than others.  The biggest risk would be competition.  (Analysts’ target: $2.08).

0
Teal Linde

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

PricePrice
$1.490
Owned Owned
Yes

TOP PICK

Operates processing and transmission facilities, largely for natural gas producers. Natural gas liquids and propane are trading at reasonably good prices in Western Canada. He sees this trading at a pretty steep multiple discount to their much larger peers. Really likes management and feels they will be able to execute on their growth plans. Dividend yield of 2.7%. (Analysts’ price target is $2.08.)

Operates processing and transmission facilities, largely for natural gas producers. Natural gas liquids and propane are trading at reasonably good prices in Western Canada. He sees this trading at a pretty steep multiple discount to their much larger peers. Really likes management and feels they will be able to execute on their growth plans. Dividend yield of 2.7%. (Analysts’ price target is $2.08.)

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Daniel Lloyd

Portfolio Manager, Forge First Asset Ma...

PricePrice
$1.490
Owned Owned
Yes

COMMENT

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.

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.

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Robert McWhirter

President, Selective Asset Mana...

PricePrice
$1.480
Owned Owned
Unknown

PAST TOP PICK

(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.

(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.

0
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investm...

PricePrice
$1.380
Owned Owned
Yes

TOP PICK

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).

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).

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Teal Linde

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

PricePrice
$1.370
Owned Owned
Yes

BUY

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

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

0
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investm...

PricePrice
$1.300
Owned Owned
Unknown

COMMENT

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.

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.

0
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investm...

PricePrice
$1.340
Owned Owned
Unknown

COMMENT

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.

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.

0
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investm...

PricePrice
$1.620
Owned Owned
Unknown

TOP PICK

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%.

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%.

0
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investm...

PricePrice
$1.560
Owned Owned
Yes

BUY

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.

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.

0
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc...

PricePrice
$1.440
Owned Owned
Yes

TOP PICK

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.

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.

0
James Rife

Head of Canadian Equities, Canalyst Financial M...

PricePrice
$1.380
Owned Owned
Unknown

BUY

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.

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.

0
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc...

PricePrice
$1.320
Owned Owned
Yes

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