Inter Pipeline

IPL-T

TSE:IPL

22.48
0.00 (0.00%)
Inter Pipeline is a multinational petroleum transportation and infrastructure limited partnership that ranks among North America's leading natural gas and NGL's extraction businesses.
More at Wikipedia

Analysis and Opinions about IPL-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 21, 2020
Natural gas is challenged, while our WCS continues to trade at a big discount to US oil. IPL is rangebound, so look elsewhere for opportunities.
Show full opinionHide full opinion
Inter Pipeline (IPL-T)
January 21, 2020
Natural gas is challenged, while our WCS continues to trade at a big discount to US oil. IPL is rangebound, so look elsewhere for opportunities.
BUY
BUY
January 20, 2020
Pays a 7% yield, good for income investors. True, some are concerned about the dividend, but he isn't worried. Over two years, you'll make at least that 7%. A defensive move into IPL isn't bad in this economic climate. Income is important; dividends often comprise half a stock's return. The worst is behind IPL.
Show full opinionHide full opinion
Inter Pipeline (IPL-T)
January 20, 2020
Pays a 7% yield, good for income investors. True, some are concerned about the dividend, but he isn't worried. Over two years, you'll make at least that 7%. A defensive move into IPL isn't bad in this economic climate. Income is important; dividends often comprise half a stock's return. The worst is behind IPL.
HOLD
HOLD
January 17, 2020

Income safe? Both ARX (8% yield and 100% payout ratio) and IPL (yield of 7.7% payout ratio of 110%). He thinks both should be fine to continue with the dividend. If he had to pick, he would prefer ARX as a producer and with lower debt.

Show full opinionHide full opinion
Inter Pipeline (IPL-T)
January 17, 2020

Income safe? Both ARX (8% yield and 100% payout ratio) and IPL (yield of 7.7% payout ratio of 110%). He thinks both should be fine to continue with the dividend. If he had to pick, he would prefer ARX as a producer and with lower debt.

COMMENT
COMMENT
January 9, 2020

IPL vs ENB If he was just interested in income, he'd pick IPL. But he's interested in total return, so he owns Enbridge. Both good companies, but concern with IPL was no capital appreciation. Enbridge has continued to grow dividend at 10%. IPL has a huge capital project on the go, which diverts cash from dividend increases and share buybacks. Enbridge getting Line 3 replacement in place would derisk the story. The dividend would then creep down to 5%, which implies a stock price north of $60.

Show full opinionHide full opinion
Inter Pipeline (IPL-T)
January 9, 2020

IPL vs ENB If he was just interested in income, he'd pick IPL. But he's interested in total return, so he owns Enbridge. Both good companies, but concern with IPL was no capital appreciation. Enbridge has continued to grow dividend at 10%. IPL has a huge capital project on the go, which diverts cash from dividend increases and share buybacks. Enbridge getting Line 3 replacement in place would derisk the story. The dividend would then creep down to 5%, which implies a stock price north of $60.

WAIT
WAIT
January 7, 2020
It has a nice yield. They are probably paying out too much, and the balance sheet is going no where. The earnings forecast has steadily decreased for the last two years and is accelerating. It could go up to $25, which appears to be the ceiling. The price it's at now could go either way.
Show full opinionHide full opinion
Inter Pipeline (IPL-T)
January 7, 2020
It has a nice yield. They are probably paying out too much, and the balance sheet is going no where. The earnings forecast has steadily decreased for the last two years and is accelerating. It could go up to $25, which appears to be the ceiling. The price it's at now could go either way.
BUY
BUY
January 6, 2020
The plastics they produce are not the ones being declared war on by the world. The plastics are harder and higher density. This is the longer lasting and more durable plastics in things we use every day. The plant is on time and on budget at the present. He started purchasing last summer and continues to add.
Show full opinionHide full opinion
Inter Pipeline (IPL-T)
January 6, 2020
The plastics they produce are not the ones being declared war on by the world. The plastics are harder and higher density. This is the longer lasting and more durable plastics in things we use every day. The plant is on time and on budget at the present. He started purchasing last summer and continues to add.
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.

Show full opinionHide full opinion
Inter Pipeline (IPL-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.

BUY
BUY
January 2, 2020
7.6% dividend yield. He recently added it to his income portfolio. They are building a major facility in Western Canada which when it comes online their cash flow will be a third higher so he thinks there will be upside in the stock. There will be some debt buildup in bringing this facility on line.
Show full opinionHide full opinion
Inter Pipeline (IPL-T)
January 2, 2020
7.6% dividend yield. He recently added it to his income portfolio. They are building a major facility in Western Canada which when it comes online their cash flow will be a third higher so he thinks there will be upside in the stock. There will be some debt buildup in bringing this facility on line.
PARTIAL BUY
PARTIAL BUY
December 31, 2019
He's stepping into oil now. Chart shows a downtrend since 2017. IPL is a slightly riskier play in the oil space, but it has bounced recently. He likes the oil space looking ahead.
Show full opinionHide full opinion
Inter Pipeline (IPL-T)
December 31, 2019
He's stepping into oil now. Chart shows a downtrend since 2017. IPL is a slightly riskier play in the oil space, but it has bounced recently. He likes the oil space looking ahead.
COMMENT
COMMENT
December 24, 2019
Other pipeline stocks look better. He likes ENB, for instance. He likes IPL's graph with a set of higher lows, but if it falls below $20ish, it means it will fall lower. Breaking above $25, conversely, means IPL is rising further.
Show full opinionHide full opinion
Inter Pipeline (IPL-T)
December 24, 2019
Other pipeline stocks look better. He likes ENB, for instance. He likes IPL's graph with a set of higher lows, but if it falls below $20ish, it means it will fall lower. Breaking above $25, conversely, means IPL is rising further.
BUY
BUY
December 20, 2019
Likes the company and they have good yield. There’s no political risk since it’s in BC and Alberta. It’s taking a risk by stepping into processing with the plastic plant but it should be a success.
Show full opinionHide full opinion
Inter Pipeline (IPL-T)
December 20, 2019
Likes the company and they have good yield. There’s no political risk since it’s in BC and Alberta. It’s taking a risk by stepping into processing with the plastic plant but it should be a success.
BUY
BUY
December 16, 2019
He bought it a couple of years ago in anticipation of the plant they are building. It should add 35% to the value of the company and so he would consider it a buy.
Show full opinionHide full opinion
Inter Pipeline (IPL-T)
December 16, 2019
He bought it a couple of years ago in anticipation of the plant they are building. It should add 35% to the value of the company and so he would consider it a buy.
TOP PICK
TOP PICK
December 10, 2019
They're developing a $3-billion asset, chemical production from propane to create condensates. Also have a pipeline to the Oil Sands in a time of scarce pipelines. A boring investment. They'll do sales to reduce their leverage, which is a negative for IPL. He's long owned it. You get your 8% rate of return. Overall, Canadian pipeline progress is slow, but pipelines are progressing. TransMountain will happen. Oil by train is slower and more polluting. (Analysts’ price target is $24.06)
Show full opinionHide full opinion
Inter Pipeline (IPL-T)
December 10, 2019
They're developing a $3-billion asset, chemical production from propane to create condensates. Also have a pipeline to the Oil Sands in a time of scarce pipelines. A boring investment. They'll do sales to reduce their leverage, which is a negative for IPL. He's long owned it. You get your 8% rate of return. Overall, Canadian pipeline progress is slow, but pipelines are progressing. TransMountain will happen. Oil by train is slower and more polluting. (Analysts’ price target is $24.06)
COMMENT
COMMENT
December 9, 2019

He prefers other pipelines. They have to operate perfectly for the next few years to . Canadians should own a pipeline. Prefers Enbridge, a fine operator with better dividend growth.

Show full opinionHide full opinion
Inter Pipeline (IPL-T)
December 9, 2019

He prefers other pipelines. They have to operate perfectly for the next few years to . Canadians should own a pipeline. Prefers Enbridge, a fine operator with better dividend growth.

DON'T BUY
DON'T BUY
December 5, 2019
The dividend is far greater than its earnings. Part of the yield is return of capital. Model price is $22.12 or a 2% upside.
Show full opinionHide full opinion
Inter Pipeline (IPL-T)
December 5, 2019
The dividend is far greater than its earnings. Part of the yield is return of capital. Model price is $22.12 or a 2% upside.
Showing 1 to 15 of 758 entries