Inter Pipeline

IPL-T

TSE:IPL

22.18
0.42 (1.93%)
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
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.
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.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$21.700
Owned
Unknown
COMMENT
COMMENT
December 3, 2019
This will do well over time. They had some problems lately. They have a good capital program. Their chemical plant will be a positive. The valuation prevents him from adding to his position, but he'd buy if this pulled back 20%.
Inter Pipeline (IPL-T)
December 3, 2019
This will do well over time. They had some problems lately. They have a good capital program. Their chemical plant will be a positive. The valuation prevents him from adding to his position, but he'd buy if this pulled back 20%.
Michael Sprung
President, Sprung Investment Management
Price
$21.910
Owned
Yes
COMMENT
COMMENT
December 3, 2019

It's been down but that could be a signal of some sort. Look at its peers, like Pembina or Keyera (which he owns). If those are stable in comparision, then maybe the market is trying to say something. IPL's dividend is 50% higher than the market, which could be a signal.

Inter Pipeline (IPL-T)
December 3, 2019

It's been down but that could be a signal of some sort. Look at its peers, like Pembina or Keyera (which he owns). If those are stable in comparision, then maybe the market is trying to say something. IPL's dividend is 50% higher than the market, which could be a signal.

David Baskin
President, Baskin Wealth Management
Price
$21.910
Owned
No
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.
Inter Pipeline (IPL-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.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$22.230
Owned
_N/A
COMMENT
COMMENT
November 29, 2019
There have been talks about a takeover or a sell-off of a section of their business. However, there has been delays with NGL processing. The growth rate of the dividend is negligible. A lot of capital expenditure that will be completed in the next couple years.
Inter Pipeline (IPL-T)
November 29, 2019
There have been talks about a takeover or a sell-off of a section of their business. However, there has been delays with NGL processing. The growth rate of the dividend is negligible. A lot of capital expenditure that will be completed in the next couple years.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$22.230
Owned
No
BUY
BUY
November 26, 2019
The recent pullback in the share price makes it worth looking at. Informed corporate buyers see a value, deducing from the purchase offer.
Inter Pipeline (IPL-T)
November 26, 2019
The recent pullback in the share price makes it worth looking at. Informed corporate buyers see a value, deducing from the purchase offer.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$22.220
Owned
No
TOP PICK
TOP PICK
November 18, 2019
The heartland petro chemical complex is the biggest thing to come. It has never been done before in Western Canada. When this works, you will see a considerable re-rating of this stock. The 8% dividend is safe. (Analysts’ price target is $24.19)
Inter Pipeline (IPL-T)
November 18, 2019
The heartland petro chemical complex is the biggest thing to come. It has never been done before in Western Canada. When this works, you will see a considerable re-rating of this stock. The 8% dividend is safe. (Analysts’ price target is $24.19)
Ryan Bushell
President, Newhaven Asset Management
Price
$21.920
Owned
Yes
PARTIAL BUY
PARTIAL BUY
November 14, 2019
He owned it for quite a while and did a drip on it. $21.50 is the support. There could be a leg down below that to $20. He thinks the downtrend might be starting to turn, however. Buy half a position and then buy the other half if it gets weaker.
Inter Pipeline (IPL-T)
November 14, 2019
He owned it for quite a while and did a drip on it. $21.50 is the support. There could be a leg down below that to $20. He thinks the downtrend might be starting to turn, however. Buy half a position and then buy the other half if it gets weaker.
Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$21.600
Owned
Yes
COMMENT
COMMENT
November 13, 2019
Safe dividend? Yes. The big issue is they're building a $3.5 billion plant that processes nat. gas into plastic, but can their balance sheet support this expansion. Also, pipelines are a big part of their business, and it's no surprise about pipeline woes in Canada. The chart is making higher highs and higher lows, and they're selling non-core assets in Europe to shore up the balance sheet. The worst is behind them. This new plant should add 40% to their EBITDA.
Inter Pipeline (IPL-T)
November 13, 2019
Safe dividend? Yes. The big issue is they're building a $3.5 billion plant that processes nat. gas into plastic, but can their balance sheet support this expansion. Also, pipelines are a big part of their business, and it's no surprise about pipeline woes in Canada. The chart is making higher highs and higher lows, and they're selling non-core assets in Europe to shore up the balance sheet. The worst is behind them. This new plant should add 40% to their EBITDA.
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$21.520
Owned
Unknown
COMMENT
COMMENT
November 12, 2019
She owns pipelines, ENB and Pembina (better growth), but not IPL.
Inter Pipeline (IPL-T)
November 12, 2019
She owns pipelines, ENB and Pembina (better growth), but not IPL.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$21.450
Owned
No
DON'T BUY
DON'T BUY
November 12, 2019
It was his largest holding for many years, but he didn't count on that route from north Alberta being blocked off. IPL has sold some assets. He now owns some Pembina and Keyera. IPL is a little risky until the fate of the oil sands is decided; if that oil doesn't get to market, then IPL is vulnerable.
Inter Pipeline (IPL-T)
November 12, 2019
It was his largest holding for many years, but he didn't count on that route from north Alberta being blocked off. IPL has sold some assets. He now owns some Pembina and Keyera. IPL is a little risky until the fate of the oil sands is decided; if that oil doesn't get to market, then IPL is vulnerable.
Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$21.450
Owned
No
PAST TOP PICK
PAST TOP PICK
November 11, 2019
(A Top Pick Dec 10/18, Up 10%) Sentiment in the oil patch is so negative that companies are not being recognized for what they plan to do down the line. He has reduced purchases on this one. There are better places to invest. It is better to get out now.
Inter Pipeline (IPL-T)
November 11, 2019
(A Top Pick Dec 10/18, Up 10%) Sentiment in the oil patch is so negative that companies are not being recognized for what they plan to do down the line. He has reduced purchases on this one. There are better places to invest. It is better to get out now.
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$21.700
Owned
Yes
TOP PICK
TOP PICK
November 7, 2019
Huge capital spend, but the payoff could be really big. Getting paid to wait. Over the next 2 years, they'll get their funding. Yield is 7.61%. (Analysts’ price target is $25.09)
Inter Pipeline (IPL-T)
November 7, 2019
Huge capital spend, but the payoff could be really big. Getting paid to wait. Over the next 2 years, they'll get their funding. Yield is 7.61%. (Analysts’ price target is $25.09)
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$22.290
Owned
Yes
COMMENT
COMMENT
October 30, 2019

IPL vs MFI? Maple Leaf foods dividend is 2.2%, well below that of IPL. He has not assessed the MFI earnings miss announced today. He would want to see how things settle out -- three days to let it rebalance. IPL had a big jump about an month ago about a potential takeout bid. IPL has a solid dividend and they are diversifying into other activities and into new pipeline projects, which should allow dividend increases. He would favour IPL.

Inter Pipeline (IPL-T)
October 30, 2019

IPL vs MFI? Maple Leaf foods dividend is 2.2%, well below that of IPL. He has not assessed the MFI earnings miss announced today. He would want to see how things settle out -- three days to let it rebalance. IPL had a big jump about an month ago about a potential takeout bid. IPL has a solid dividend and they are diversifying into other activities and into new pipeline projects, which should allow dividend increases. He would favour IPL.

Don Lato
President, Padlock Investment Management
Price
$22.170
Owned
_N/A
WATCH
WATCH
October 24, 2019
He likes it. It is a good management team. They went ahead with a Polypropylene facility for making highly recyclable plastics. They are spending more than a billion dollars on this project but have not given enough information on off-take agreements. The market is not giving them credit for the full utilization of this facility. He thinks it will be successful, but needs more signs and more progress on the contracting side to get excited about the stock. The yield is sustainable – has doesn't have concerns.
Inter Pipeline (IPL-T)
October 24, 2019
He likes it. It is a good management team. They went ahead with a Polypropylene facility for making highly recyclable plastics. They are spending more than a billion dollars on this project but have not given enough information on off-take agreements. The market is not giving them credit for the full utilization of this facility. He thinks it will be successful, but needs more signs and more progress on the contracting side to get excited about the stock. The yield is sustainable – has doesn't have concerns.
Varun Anand
Portfolio Manager, Starlight Capital
Price
$0.000
Owned
No
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