Inter Pipeline (IPL-T) Stock Predictions - Stockchase
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Inter Pipeline (IPL-T)

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Inter Pipeline

IPL-T

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Inter Pipeline (IPL-T) SAVE Mar, 20, 2019, 2:27 am

22.02 0.1 (0.45%)

About Inter Pipeline (IPL-T)

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

What the experts are saying about IPL-T



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DON'T BUY
Inter Pipeline(IPL-T) 

March 19, 2019

7.7% dividend yield at 60% payout ratio--sustainable? Often, a high yield means the market expects it be cut, but he doesn't think this will happen here. All pipeline yields are high. IPL has so-so growth and is quite oily. He prefers something geographically diverse of product diverse.
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7.7% dividend yield at 60% payout ratio--sustainable? Often, a high yield means the market expects it be cut, but he doesn't think this will happen here. All pipeline yields are high. IPL has so-so growth and is quite oily. He prefers something geographically diverse of product diverse.
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$22.020
Owned Owned
No

COMMENT
Inter Pipeline(IPL-T) 

March 13, 2019

He owns other pipelines, like ENB. IPL is more midstream than Enbridge and other peers--a lower choice. IPL yields over 7% which is sutainable. Their last quarter was spotty; they had excess capacity in their pipelines (not full going into Alberta). Overall, a good company
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He owns other pipelines, like ENB. IPL is more midstream than Enbridge and other peers--a lower choice. IPL yields over 7% which is sutainable. Their last quarter was spotty; they had excess capacity in their pipelines (not full going into Alberta). Overall, a good company
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$21.810
Owned Owned
No

BUY
Inter Pipeline(IPL-T) 

March 7, 2019

Like the dividend, which is safe. IPL is going ahead with a major chemical processing plant that will process Alberta oil and gas that that government loves. IPL should do well. As long as they pay a dividend, he'll hold this. Good cash flow.
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Like the dividend, which is safe. IPL is going ahead with a major chemical processing plant that will process Alberta oil and gas that that government loves. IPL should do well. As long as they pay a dividend, he'll hold this. Good cash flow.
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David Cockfield

Managing D, Northland Wealth Man...

Price Price
$21.750
Owned Owned
Yes

COMMENT
Inter Pipeline(IPL-T) 

March 4, 2019

He has a big position in pipelines. When the globe goes into recession, oil prices will fall. He prefers ZWU-T in the meantime.
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He has a big position in pipelines. When the globe goes into recession, oil prices will fall. He prefers ZWU-T in the meantime.
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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$21.910
Owned Owned
Unknown

WATCH
Inter Pipeline(IPL-T) 

February 27, 2019

It has not yet participated in the recovery this year. Backed up volumes in Canada may be hurting their operations. The first polypropylene venture is a little risky. He thinks the yield is well covered. He is watching it, but does not own it yet. Yield 8.1% (Analysts’ price target is $25.00)
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It has not yet participated in the recovery this year. Backed up volumes in Canada may be hurting their operations. The first polypropylene venture is a little risky. He thinks the yield is well covered. He is watching it, but does not own it yet. Yield 8.1% (Analysts’ price target is $25.00)
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Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$21.160
Owned Owned
No

PAST TOP PICK
Inter Pipeline(IPL-T) 

February 26, 2019

(A Top Pick Feb 22/18, Up 1%) He just sold it last week. All of his returns came from the dividend. They're building a giant petrochemical plant in Alberta, which is a big capital expenditure. To pay for this in part, IPL is deferring dividend payments. Also, a new competitor in Alberta and Saskatchewan is taking on their oil pipeline business, which triggered his sell. Also, their storage business in Europe is struggling with storage capacity. The dividend is safe, but he doesn't see growth in the business.
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(A Top Pick Feb 22/18, Up 1%) He just sold it last week. All of his returns came from the dividend. They're building a giant petrochemical plant in Alberta, which is a big capital expenditure. To pay for this in part, IPL is deferring dividend payments. Also, a new competitor in Alberta and Saskatchewan is taking on their oil pipeline business, which triggered his sell. Also, their storage business in Europe is struggling with storage capacity. The dividend is safe, but he doesn't see growth in the business.
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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$21.100
Owned Owned
No

WATCH
Inter Pipeline(IPL-T) 

February 26, 2019

Pays a safe 8% yield. He's taking a hard look at this. They're impacted by oil production and Alberta's isn't growing as expected. IPL is building a large propane facility for $3.5 billion that'll come onstream at end-2021. IPL will come down to project execution.
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Pays a safe 8% yield. He's taking a hard look at this. They're impacted by oil production and Alberta's isn't growing as expected. IPL is building a large propane facility for $3.5 billion that'll come onstream at end-2021. IPL will come down to project execution.
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Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$21.100
Owned Owned
No

PARTIAL BUY
Inter Pipeline(IPL-T) 

February 25, 2019

Pays an fairly safe 8% yield, though the stock hasn't done much recently. It will do okay in a dividend portfolio.
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Pays an fairly safe 8% yield, though the stock hasn't done much recently. It will do okay in a dividend portfolio.
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Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$21.170
Owned Owned
No

HOLD
Inter Pipeline(IPL-T) 

February 21, 2019

They just missed on their earnings from their conventional pipelines. Trades at a premium. Their payout ratio is going higher even as still safe-ish. You can have it for a yield proxy.
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They just missed on their earnings from their conventional pipelines. Trades at a premium. Their payout ratio is going higher even as still safe-ish. You can have it for a yield proxy.
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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$21.140
Owned Owned
Unknown

HOLD
Inter Pipeline(IPL-T) 

February 13, 2019

She thinks the yield is safe. She holds two other pipelines instead. Yield 8.1%.
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She thinks the yield is safe. She holds two other pipelines instead. Yield 8.1%.
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$21.210
Owned Owned
No

WEAK BUY
Inter Pipeline(IPL-T) 

February 8, 2019

It is yielding 8.2%. What bothers him is that the $1.71 dividend is well above earnings of $1.54 currently. Why are they paying more than the earnings? This creates negative compounding returns. He sees 35% upside on the stock and would consider a buy at $18. There are a lot of warts that gives him some pause.
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It is yielding 8.2%. What bothers him is that the $1.71 dividend is well above earnings of $1.54 currently. Why are they paying more than the earnings? This creates negative compounding returns. He sees 35% upside on the stock and would consider a buy at $18. There are a lot of warts that gives him some pause.
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$20.930
Owned Owned
No

SELL
Inter Pipeline(IPL-T) 

February 7, 2019

It is a bit of a poor cousin to ENB-T. Despite the fact that defensives sectors did well through the fall, it is still at a 52 week low relative to the market so its been signifncantly under performing. He would stay in ENB-T, but look even more for dividend growth. He suggests looking more to dividend growth like financials vs the big pipes.

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It is a bit of a poor cousin to ENB-T. Despite the fact that defensives sectors did well through the fall, it is still at a 52 week low relative to the market so its been signifncantly under performing. He would stay in ENB-T, but look even more for dividend growth. He suggests looking more to dividend growth like financials vs the big pipes.

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David Burrows

President , Barometer Capital Ma...

Price Price
$20.680
Owned Owned
Unknown

BUY
Inter Pipeline(IPL-T) 

January 28, 2019

IPL vs. Pembina IPL is sitting in a great area with support around $19, since 2012. Definitely a buy. Pembina is a lot more toppy, way past its support level and trying to break through upper resistance. He'd sell Pembina.
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IPL vs. Pembina IPL is sitting in a great area with support around $19, since 2012. Definitely a buy. Pembina is a lot more toppy, way past its support level and trying to break through upper resistance. He'd sell Pembina.
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Elliott Fishman

Director o, Trading Services Gro...

Price Price
$20.980
Owned Owned
Unknown

BUY
Inter Pipeline(IPL-T) 

January 17, 2019

Pipeline assets and they are building a PDH plant in Alberta. It is a big capital project. He would buy it here. They may do a preferred or equity issue later in the year. The yield is a reflection of what happened in December. There is not a lot of international investors buying energy names. He thinks they will continue to pay the dividend.
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Pipeline assets and they are building a PDH plant in Alberta. It is a big capital project. He would buy it here. They may do a preferred or equity issue later in the year. The yield is a reflection of what happened in December. There is not a lot of international investors buying energy names. He thinks they will continue to pay the dividend.
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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$21.270
Owned Owned
Yes

HOLD
Inter Pipeline(IPL-T) 

January 16, 2019

An $8.5 billion company that ranks well for the dividend. He expects negative earnings growth in 2019 so he is not a buyer today. They will be spending a ton of money on expansion. He prefers other in the space currently.
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An $8.5 billion company that ranks well for the dividend. He expects negative earnings growth in 2019 so he is not a buyer today. They will be spending a ton of money on expansion. He prefers other in the space currently.
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Robert McWhirte

President, Selective Asset Mana...

Price Price
$21.140
Owned Owned
No

BUY
Inter Pipeline(IPL-T) 

January 16, 2019

Has a $28 target. Likes it. Guidance was higher than expected. A steady pipeline. Good cash flow and worth holding onto. Not worried about the dividend.
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Has a $28 target. Likes it. Guidance was higher than expected. A steady pipeline. Good cash flow and worth holding onto. Not worried about the dividend.
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$21.140
Owned Owned
Yes

HOLD
Inter Pipeline(IPL-T) 

January 15, 2019

IPL vs. ALA? Had an unfairly rough 2018. Dividend increased. (ALA is a utility now whereas IPL is a midstream/pipeline.) They're building a big petrochem plant in Edmonton--a big unknown they're developing themselves. Good managers, but there's execution risk with that plant. He's resisted buying this, holding onto Enbridge instead. That said, you can hold IPL and that's fine. But keep it small in your portfolio.
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IPL vs. ALA? Had an unfairly rough 2018. Dividend increased. (ALA is a utility now whereas IPL is a midstream/pipeline.) They're building a big petrochem plant in Edmonton--a big unknown they're developing themselves. Good managers, but there's execution risk with that plant. He's resisted buying this, holding onto Enbridge instead. That said, you can hold IPL and that's fine. But keep it small in your portfolio.
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Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$20.950
Owned Owned
No

HOLD
Inter Pipeline(IPL-T) 

January 15, 2019

Still favours it, but not a buy right here. Tremendous yield at 8.61%. Dividend's not in particular jeopardy. A hold right now. For pipeline stocks, the multiples and the leverage always look high, but that's how these companies exist, they borrow to build. As long as throughput is maintained, they're in good shape.
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Still favours it, but not a buy right here. Tremendous yield at 8.61%. Dividend's not in particular jeopardy. A hold right now. For pipeline stocks, the multiples and the leverage always look high, but that's how these companies exist, they borrow to build. As long as throughput is maintained, they're in good shape.
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Michael Sprung

President, Sprung Investment Ma...

Price Price
$20.950
Owned Owned
Yes

COMMENT
Inter Pipeline(IPL-T) 

January 11, 2019

Safe dividend. Operates in Alberta plus BC, and doesn't face the pipeline problems that companies like Enbridge faces. A solid business. They don't suffer. This stock won't do anything until the entire oil/gas sector goes up, and that'll take some time. We need to see some takeovers in this sector.
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Safe dividend. Operates in Alberta plus BC, and doesn't face the pipeline problems that companies like Enbridge faces. A solid business. They don't suffer. This stock won't do anything until the entire oil/gas sector goes up, and that'll take some time. We need to see some takeovers in this sector.
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David Cockfield

Managing D, Northland Wealth Man...

Price Price
$20.900
Owned Owned
Yes

BUY
Inter Pipeline(IPL-T) 

January 9, 2019

TRP vs. IPL. He'd go with IPL. The yield is higher. TRP probably has the prospect of a couple of dividend hikes in the next year or two. Whereas hikes at IPL will probably be on hold because of capital expenditures. Quality of IPL assets is unassailable, and the new plant will be meaningfully accretive to their operating earnings when it comes online in 2021.
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TRP vs. IPL. He'd go with IPL. The yield is higher. TRP probably has the prospect of a couple of dividend hikes in the next year or two. Whereas hikes at IPL will probably be on hold because of capital expenditures. Quality of IPL assets is unassailable, and the new plant will be meaningfully accretive to their operating earnings when it comes online in 2021.
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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$20.940
Owned Owned
Unknown

DON'T BUY
Inter Pipeline(IPL-T) 

January 3, 2019

The dividend is not covered ($1.71 on expected earnings of $1.52). The quality of the balance sheet is not overwhelming. Technically it is showing signs of weakening. (Analysts’ price target is $27.20)
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The dividend is not covered ($1.71 on expected earnings of $1.52). The quality of the balance sheet is not overwhelming. Technically it is showing signs of weakening. (Analysts’ price target is $27.20)
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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$19.540
Owned Owned
No

DON'T BUY
Inter Pipeline(IPL-T) 

January 2, 2019

Pipelines take on a lot of debt. IPL's problem is that they're raising equity as their stock is down 25%. He's prefer Enbridge or Transcanada.
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Pipelines take on a lot of debt. IPL's problem is that they're raising equity as their stock is down 25%. He's prefer Enbridge or Transcanada.
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$19.410
Owned Owned
No

DON'T BUY
Inter Pipeline(IPL-T) 

December 31, 2018

Used to own it. He sold high-dividend stocks in 2014-16, expecting interest rates started rising. Utilities are levered up, too. IPL has come down in price a lot so he's interested, but he expects interest rates to rise, so he wouldn't look at utilities for longer-term growth.
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Used to own it. He sold high-dividend stocks in 2014-16, expecting interest rates started rising. Utilities are levered up, too. IPL has come down in price a lot so he's interested, but he expects interest rates to rise, so he wouldn't look at utilities for longer-term growth.
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$19.340
Owned Owned
No

HOLD
Inter Pipeline(IPL-T) 

December 24, 2018

It has come down a bit and broken its overall support level but the energy sector has been hit hard. If you are positive going forward, this is not a bad way to play the sector. He has not seen anything to say the dividend is not safe.
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It has come down a bit and broken its overall support level but the energy sector has been hit hard. If you are positive going forward, this is not a bad way to play the sector. He has not seen anything to say the dividend is not safe.
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Brooke Thackray

Research A, Horizons ETFs (Canad...

Price Price
$18.900
Owned Owned
Unknown

HOLD
Inter Pipeline(IPL-T) 

December 19, 2018

Their payout ratio is fine. Going into 2020 if keeps rising it will reach 80%. Reasonable balance sheet. He doesn't model any growth.
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Their payout ratio is fine. Going into 2020 if keeps rising it will reach 80%. Reasonable balance sheet. He doesn't model any growth.
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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$19.800
Owned Owned
Unknown

COMMENT
Inter Pipeline(IPL-T) 

December 18, 2018

Trading band of $21.50-28.50. It fell to a low of $18 at the start of 2016. He wants to see its low hold around $19. It it hits $21.50, he'd expect a quick jump to the middle of that band. But he doesn't see a catalyst and needs to see if there's be a move in interest rates tomorrow.
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Trading band of $21.50-28.50. It fell to a low of $18 at the start of 2016. He wants to see its low hold around $19. It it hits $21.50, he'd expect a quick jump to the middle of that band. But he doesn't see a catalyst and needs to see if there's be a move in interest rates tomorrow.
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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$19.820
Owned Owned
Unknown

BUY
Inter Pipeline(IPL-T) 

December 18, 2018

They've been challenged like all the midstream oil guys. They're okay. They slowed down their capex and sold non-core assets. This avoids going to market to raise equity.
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They've been challenged like all the midstream oil guys. They're okay. They slowed down their capex and sold non-core assets. This avoids going to market to raise equity.
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$19.820
Owned Owned
Unknown

TOP PICK
Inter Pipeline(IPL-T) 

December 10, 2018

Transportation, storage and a propane dehydration plan. It appears oversold, dividend over 8%. If it takes 4 years to get to where it was 4 months ago, you will earn the dividend. (Analysts’ price target is $27.33)

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Transportation, storage and a propane dehydration plan. It appears oversold, dividend over 8%. If it takes 4 years to get to where it was 4 months ago, you will earn the dividend. (Analysts’ price target is $27.33)

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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$20.500
Owned Owned
Yes

BUY
Inter Pipeline(IPL-T) 

December 10, 2018

Likes it; one of the better companies in this space. They have the contracted cash flow going further to pay their dividend and finance growth. The sector has too much oil and not enough pipelines
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Likes it; one of the better companies in this space. They have the contracted cash flow going further to pay their dividend and finance growth. The sector has too much oil and not enough pipelines
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Michael Sprung

President, Sprung Investment Ma...

Price Price
$20.500
Owned Owned
Unknown

PAST TOP PICK
Inter Pipeline(IPL-T) 

December 4, 2018

(A Top Pick Nov 30/17, Down 14%) Midstream energy has been challenging. IPL runs several businesses: nat. gas extraction which as recovered after depressed margins last year; cash flows coming from oil pipelines; storage which has struggled. When this backwardation clears, the margins should come back. Then there's a $3.5 billion propane dehydrogenation plant that'll be a great asset, that will crank out $600 million in operating profit yearly starting in late-2021. Until then, you'll pocket the dividend above 7%.

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(A Top Pick Nov 30/17, Down 14%) Midstream energy has been challenging. IPL runs several businesses: nat. gas extraction which as recovered after depressed margins last year; cash flows coming from oil pipelines; storage which has struggled. When this backwardation clears, the margins should come back. Then there's a $3.5 billion propane dehydrogenation plant that'll be a great asset, that will crank out $600 million in operating profit yearly starting in late-2021. Until then, you'll pocket the dividend above 7%.

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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$21.250
Owned Owned
Yes

COMMENT
Inter Pipeline(IPL-T) 

November 30, 2018

Doesn't have the same political problems as larger pipelines, as it's just in Alberta. Has suffered along with the rest of the sector. Excellent yield, last quarter was good. Doesn't suffer hugely from the price of oil, as you still have to move it. Yield is 8%.
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Doesn't have the same political problems as larger pipelines, as it's just in Alberta. Has suffered along with the rest of the sector. Excellent yield, last quarter was good. Doesn't suffer hugely from the price of oil, as you still have to move it. Yield is 8%.
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David Cockfield

Managing D, Northland Wealth Man...

Price Price
$21.360
Owned Owned
Yes

DON'T BUY
Inter Pipeline(IPL-T) 

November 23, 2018

Pipelines are defensive and their seasonality is summer, June 8-August 31. Since 2017, IPL has been in a declining trend. At least you collect a 7.6% dividend.
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Pipelines are defensive and their seasonality is summer, June 8-August 31. Since 2017, IPL has been in a declining trend. At least you collect a 7.6% dividend.
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Jon Vialoux

Research A, CastleMoore Inc....

Price Price
$21.920
Owned Owned
Unknown

BUY
Inter Pipeline(IPL-T) 

November 22, 2018

It is on sale. The dividend is stable. Main pipeline out of Fort McMurray. There is a scarcity of assets they have which makes it valuable. They made some acquisitions that they didn't over paid for them. Balance sheet is good. They have had it for several years now.
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It is on sale. The dividend is stable. Main pipeline out of Fort McMurray. There is a scarcity of assets they have which makes it valuable. They made some acquisitions that they didn't over paid for them. Balance sheet is good. They have had it for several years now.
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Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$22.080
Owned Owned
Yes

COMMENT
Inter Pipeline(IPL-T) 

November 21, 2018

They have a lot of contracted cash flows. They also have energy storage assets in Europe. They also have a large project in the early stage to produce polypropylene which will go to the big plastic manufacturers in the US.
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They have a lot of contracted cash flows. They also have energy storage assets in Europe. They also have a large project in the early stage to produce polypropylene which will go to the big plastic manufacturers in the US.
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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$22.090
Owned Owned
No

HOLD
Inter Pipeline(IPL-T) 

November 21, 2018

Safe dividend. 16x valuation. No growth over two years. Okay for capital and a hold, but not for new investors.
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Safe dividend. 16x valuation. No growth over two years. Okay for capital and a hold, but not for new investors.
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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$22.090
Owned Owned
Unknown

DON'T BUY
Inter Pipeline(IPL-T) 

November 1, 2018

He is concerned about the bond proxies. These names will continue to come under pressure. We are in a longer term down trend – lower lows and lower highs.
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He is concerned about the bond proxies. These names will continue to come under pressure. We are in a longer term down trend – lower lows and lower highs.
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Javed Mirza

Technical , Canaccord Genuity ...

Price Price
$21.540
Owned Owned
Unknown

COMMENT
Inter Pipeline(IPL-T) 

October 29, 2018

They did an equity issue this morning of $200 million to pay for an acquisition, but the price struggled which indicates a muted upside in the short term. He prefers Enbridge and Transcanada. 69% payout ratio is okay, not super-high. The dividend is safe.

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They did an equity issue this morning of $200 million to pay for an acquisition, but the price struggled which indicates a muted upside in the short term. He prefers Enbridge and Transcanada. 69% payout ratio is okay, not super-high. The dividend is safe.

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$21.290
Owned Owned
No

HOLD
Inter Pipeline(IPL-T) 

October 24, 2018

The pipelines have all been hit, because of problems in building them in Canada. These companies are also highly levered, thus sensitive to interest rate hikes. IPL's dividend is safe. They have other assets they are building and so these will add more revenues. This is one of the few pipelines he owns. Hold onto this and reap the dividend. This is a long-term prospect.

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The pipelines have all been hit, because of problems in building them in Canada. These companies are also highly levered, thus sensitive to interest rate hikes. IPL's dividend is safe. They have other assets they are building and so these will add more revenues. This is one of the few pipelines he owns. Hold onto this and reap the dividend. This is a long-term prospect.

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Michael Sprung

President, Sprung Investment Ma...

Price Price
$21.940
Owned Owned
Yes

COMMENT
Inter Pipeline(IPL-T) 

October 11, 2018

ENB-T vs. IPL-T.  He owned ENB-T for a while.  The payout was 48%.  Their earnings have picked up considerably.  They are reasonably profitable.  They will have -5% earnings growth next year.  You are secure in the yield.  IPL-T is higher than ENB-T at a sustainable 60% with earnings pulling back 7% next year.  He thinks both will trade sideways for a while.

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ENB-T vs. IPL-T.  He owned ENB-T for a while.  The payout was 48%.  Their earnings have picked up considerably.  They are reasonably profitable.  They will have -5% earnings growth next year.  You are secure in the yield.  IPL-T is higher than ENB-T at a sustainable 60% with earnings pulling back 7% next year.  He thinks both will trade sideways for a while.

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Robert McWhirte

President, Selective Asset Mana...

Price Price
$21.880
Owned Owned
No

PAST TOP PICK
Inter Pipeline(IPL-T) 

October 11, 2018

(Past Top Pick Sept. 22, 2017, Down 3%) These stocks have struggled as interest rates have risen. Still likes it. Canada may build another pipeline, but what's more important are the assets the company holds--that's why you own such stocks. Assets. They can sustain their yield. 

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(Past Top Pick Sept. 22, 2017, Down 3%) These stocks have struggled as interest rates have risen. Still likes it. Canada may build another pipeline, but what's more important are the assets the company holds--that's why you own such stocks. Assets. They can sustain their yield. 

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$21.880
Owned Owned
Yes

DON'T BUY
Inter Pipeline(IPL-T) 

October 10, 2018

Building a chemical facility that will come online in a few years. She took money out of pipelines and put it into electric utilities and renewable energies, because the future is good in this space.

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Building a chemical facility that will come online in a few years. She took money out of pipelines and put it into electric utilities and renewable energies, because the future is good in this space.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$21.990
Owned Owned
No

BUY
Inter Pipeline(IPL-T) 

October 5, 2018

If you want a company with the most stable contracts in the sector, this is one of the key players, with great connections to Fort McMurray. A great company with great returns. The stock has been sliding as interest rates have gone up and the company has no major growth plans outside of the major polypropylene project. They are spending $3.5 billion on the project and he believes they are on budget and on time. Yield 6%.  

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If you want a company with the most stable contracts in the sector, this is one of the key players, with great connections to Fort McMurray. A great company with great returns. The stock has been sliding as interest rates have gone up and the company has no major growth plans outside of the major polypropylene project. They are spending $3.5 billion on the project and he believes they are on budget and on time. Yield 6%.  

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Bill Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$22.390
Owned Owned
Yes

WATCH
Inter Pipeline(IPL-T) 

September 26, 2018

This company has been hit disproportionately hard by the Trans Mountain pipeline delay as a trans-regional shipper of crude.  Their big petrochemical project is a big risk for them, but could be very profitable as well.  The company is well-managed and raised their dividend consistently.  He is watching it now because of the yield.  Yield 7%.  

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This company has been hit disproportionately hard by the Trans Mountain pipeline delay as a trans-regional shipper of crude.  Their big petrochemical project is a big risk for them, but could be very profitable as well.  The company is well-managed and raised their dividend consistently.  He is watching it now because of the yield.  Yield 7%.  

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Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$22.690
Owned Owned
No

PARTIAL BUY
Inter Pipeline(IPL-T) 

September 17, 2018

He owns other pipelines. It's trading at near lows. If you're longterm on pipelines, it's a decent time to enter this, but Transcanada and Pembina offer better dividend growth.

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He owns other pipelines. It's trading at near lows. If you're longterm on pipelines, it's a decent time to enter this, but Transcanada and Pembina offer better dividend growth.

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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$22.990
Owned Owned
No

PAST TOP PICK
Inter Pipeline(IPL-T) 

September 13, 2018

(Past Top Pick, Nov. 30, 2017, Down 10%) A steady business, but was sold off as interest rates rose. Also, investors misunderstood their major growth project, which he thinks is sound. IPL is building a plant to process and move rich natural gas out of Alberta which will finish in 2021 and produce good profits. Investors are taking a wait and see approach, though. Pays a 7% dividend yield. He's happy to hold it.

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(Past Top Pick, Nov. 30, 2017, Down 10%) A steady business, but was sold off as interest rates rose. Also, investors misunderstood their major growth project, which he thinks is sound. IPL is building a plant to process and move rich natural gas out of Alberta which will finish in 2021 and produce good profits. Investors are taking a wait and see approach, though. Pays a 7% dividend yield. He's happy to hold it.

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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$23.240
Owned Owned
Yes

HOLD
Inter Pipeline(IPL-T) 

September 5, 2018

This has a flatter revenue profile than other pipelines, like Pembina.  The dividend is safe and the debt is not uncomfortably high.  

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This has a flatter revenue profile than other pipelines, like Pembina.  The dividend is safe and the debt is not uncomfortably high.  

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Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$23.430
Owned Owned
No

DON'T BUY
Inter Pipeline(IPL-T) 

August 15, 2018

This is not his favorite pipeline, because today with exposure to heavy oil, Alberta and only into the US Midwest it is limiting growth.  He is okay on the space, but would look to another company.  

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This is not his favorite pipeline, because today with exposure to heavy oil, Alberta and only into the US Midwest it is limiting growth.  He is okay on the space, but would look to another company.  

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$24.310
Owned Owned
No

PAST TOP PICK
Inter Pipeline(IPL-T) 

August 10, 2018

(A Top Pick July 26/17, Up 4%) Doing well until today. Earnings not bad, 20% over last year. Would stick with it. Likes management. Concern for people is system design on the oil sands, and oil sand are out of favour. Holding it for the yield, dividend not under threat. Yield around 6.9%.

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(A Top Pick July 26/17, Up 4%) Doing well until today. Earnings not bad, 20% over last year. Would stick with it. Likes management. Concern for people is system design on the oil sands, and oil sand are out of favour. Holding it for the yield, dividend not under threat. Yield around 6.9%.

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David Cockfield

Managing D, Northland Wealth Man...

Price Price
$24.310
Owned Owned
Yes

DON'T BUY
Inter Pipeline(IPL-T) 

August 9, 2018

Still owns a bit. Keyera and PPL are better ideas at this point. No place to get the world price of oil, but IPL still gets paid to move the oil. Growth for oil sands and IPL is limited. Selling was overdone, not a bad price now. Well run. Would be keener if they did more diversification.

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Still owns a bit. Keyera and PPL are better ideas at this point. No place to get the world price of oil, but IPL still gets paid to move the oil. Growth for oil sands and IPL is limited. Selling was overdone, not a bad price now. Well run. Would be keener if they did more diversification.

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Michael Decter

President , Lawrence Decter Inve...

Price Price
$25.210
Owned Owned
Yes

DON'T BUY
Inter Pipeline(IPL-T) 

July 17, 2018

He calls this an interest-sensitive stock. The dividend of $1.68 is not covered by earnings. Earnings estimates for this year and next are $1.46 and $1.41. Interest-sensitives have had a bounce recently, perhaps because people sense a slowdown coming. He is bearish on the group. He would buy this stock at about $19.60.

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He calls this an interest-sensitive stock. The dividend of $1.68 is not covered by earnings. Earnings estimates for this year and next are $1.46 and $1.41. Interest-sensitives have had a bounce recently, perhaps because people sense a slowdown coming. He is bearish on the group. He would buy this stock at about $19.60.

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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$24.770
Owned Owned
No

BUY
Inter Pipeline(IPL-T) 

June 28, 2018

He has owned it for some time.  It operates a large oil sands pipeline.  They also have a mid-stream natural gas processing business.  But they have take or pay contracts.  The margin they make from this is high.  A headwind is there storage business.  Some of their markets disincentives storage.  A nice catalyst down the road is the building of a dehydrogenation plant.  It will be a meaningful catalyst for the stock down the road.

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He has owned it for some time.  It operates a large oil sands pipeline.  They also have a mid-stream natural gas processing business.  But they have take or pay contracts.  The margin they make from this is high.  A headwind is there storage business.  Some of their markets disincentives storage.  A nice catalyst down the road is the building of a dehydrogenation plant.  It will be a meaningful catalyst for the stock down the road.

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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$24.590
Owned Owned
Yes

BUY
Inter Pipeline(IPL-T) 

June 27, 2018

Can Canadian pipelines preserve their capital? Yes, they can preserve that capital in their existing operations--they are regulated utilities. It's the growth that's a concern. He has little exposure in this space, but does own IPL-T. Stay away from Enbridge (too much debt and uncertainty). Growth is limited among pipelines, which is why he likes IPL, because they are building now.

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Can Canadian pipelines preserve their capital? Yes, they can preserve that capital in their existing operations--they are regulated utilities. It's the growth that's a concern. He has little exposure in this space, but does own IPL-T. Stay away from Enbridge (too much debt and uncertainty). Growth is limited among pipelines, which is why he likes IPL, because they are building now.

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Don Lato

President, Padlock Investment M...

Price Price
$24.810
Owned Owned
Yes

BUY
Inter Pipeline(IPL-T) 

June 22, 2018

IPL vs ALA  - He likes them both. There's upside in IPL. ALA pays a good dividend of around 8% and its prices has come down nicely so it's a good time to step in. If things turn around in Alberta, ALA will benefit with a nice move and institutional money will move in.

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IPL vs ALA  - He likes them both. There's upside in IPL. ALA pays a good dividend of around 8% and its prices has come down nicely so it's a good time to step in. If things turn around in Alberta, ALA will benefit with a nice move and institutional money will move in.

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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$25.080
Owned Owned
Unknown

COMMENT
Inter Pipeline(IPL-T) 

June 6, 2018

Pembina versus Inter Pipeline. PPL-T technically has a lid on the price chart, where it is now bouncing down away from.  Until it breaks above $45 he would think it goes sideways. One has a better trend formation – albeit lower highs and lower lows.  He would not be interested in buying this either.    

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Pembina versus Inter Pipeline. PPL-T technically has a lid on the price chart, where it is now bouncing down away from.  Until it breaks above $45 he would think it goes sideways. One has a better trend formation – albeit lower highs and lower lows.  He would not be interested in buying this either.    

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Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$24.520
Owned Owned
Unknown

BUY
Inter Pipeline(IPL-T) 

June 1, 2018

What utility stock with low debt to buy? He owns no utilities like AQN and BLX, but he likes IPL-T. Has little debt compared to its peers. Safe dividend. A decent buy if you have a time horizon of a few years. Dividend of 7%. 

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What utility stock with low debt to buy? He owns no utilities like AQN and BLX, but he likes IPL-T. Has little debt compared to its peers. Safe dividend. A decent buy if you have a time horizon of a few years. Dividend of 7%. 

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Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$24.410
Owned Owned
No

BUY
Inter Pipeline(IPL-T) 

May 28, 2018

He has been recommending it for three months.  It has a 7% yield., There is the Heartland Petro Chemical plant they are building over the next couple of years.  It should increase adjusted funds from operations over 4 years.  He considers them fairly entrepreneurial. 

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He has been recommending it for three months.  It has a 7% yield., There is the Heartland Petro Chemical plant they are building over the next couple of years.  It should increase adjusted funds from operations over 4 years.  He considers them fairly entrepreneurial. 

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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$23.940
Owned Owned
Unknown

WATCH
Inter Pipeline(IPL-T) 

May 28, 2018

He doesn't like pipelines for their interest-rate sensitivity. This is a decent name, but he wouldn't rush out and buy it. Keep it on your watch list. Below its current $24 share price is not bad.

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He doesn't like pipelines for their interest-rate sensitivity. This is a decent name, but he wouldn't rush out and buy it. Keep it on your watch list. Below its current $24 share price is not bad.

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Wolfgang Klein

Senior inv, Canaccord Genuity We...

Price Price
$23.940
Owned Owned
No

COMMENT
Inter Pipeline(IPL-T) 

May 23, 2018

His only concern with IPL are rising interest rates that will pressure these pipeline companies. He'd rather buy en energy producer like Pembina which has a comparable yield, but higher dividend growth.

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His only concern with IPL are rising interest rates that will pressure these pipeline companies. He'd rather buy en energy producer like Pembina which has a comparable yield, but higher dividend growth.

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David Burrows

President , Barometer Capital Ma...

Price Price
$24.190
Owned Owned
Unknown

DON'T BUY
Inter Pipeline(IPL-T) 

May 17, 2018

The pipelines had pullback for its sensitivity to interest rates. Margins are good. They made an investment in Heartland Petrochemical complex that is giving them strong margins. Dividend seems safe.

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The pipelines had pullback for its sensitivity to interest rates. Margins are good. They made an investment in Heartland Petrochemical complex that is giving them strong margins. Dividend seems safe.

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Prakash Harihar

Portfolio , Analytixinsight Inc....

Price Price
$23.950
Owned Owned
No

BUY
Inter Pipeline(IPL-T) 

May 16, 2018

It's in the middle of a major, transformational capital project worth over $3 billion project involved in propane. Alberta is awash in propane. IPL is benefitting by building this plant. It's taking a while to do this, because it's the first plant of its kind in Alberta, so there's a learning curve. But he's confident about the overall project which will enrich IPL's bottom line.

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It's in the middle of a major, transformational capital project worth over $3 billion project involved in propane. Alberta is awash in propane. IPL is benefitting by building this plant. It's taking a while to do this, because it's the first plant of its kind in Alberta, so there's a learning curve. But he's confident about the overall project which will enrich IPL's bottom line.

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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$23.840
Owned Owned
Unknown

COMMENT
Inter Pipeline(IPL-T) 

May 7, 2018

Results today were positive. They're funding and building an Alberta petro-chemical facility. He owns other companies in this space, but he simply can't own them all. Well-run, though has a flatter growth projection than its peers.

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Results today were positive. They're funding and building an Alberta petro-chemical facility. He owns other companies in this space, but he simply can't own them all. Well-run, though has a flatter growth projection than its peers.

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Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$24.110
Owned Owned
No

DON'T BUY
Inter Pipeline(IPL-T) 

May 3, 2018

It has hit a rough patch.  They are trying to grow.  They are now getting into a major petrochemical project.  He can see the business concept but the market has stopped it because they need to raise capital.  He would prefer KEY-T and PPL-T who do not have to raise this equity and have similar growth paths and similar dividends.

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It has hit a rough patch.  They are trying to grow.  They are now getting into a major petrochemical project.  He can see the business concept but the market has stopped it because they need to raise capital.  He would prefer KEY-T and PPL-T who do not have to raise this equity and have similar growth paths and similar dividends.

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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$23.350
Owned Owned
Unknown

COMMENT
Inter Pipeline(IPL-T) 

May 3, 2018

Now cheaper at around 16.6 P/E. 7% distribution which is good. They have a flat growth over forecast horizon though. He prefers Pembina Pipeline Corp (PPL-T).

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Now cheaper at around 16.6 P/E. 7% distribution which is good. They have a flat growth over forecast horizon though. He prefers Pembina Pipeline Corp (PPL-T).

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$23.350
Owned Owned
Yes

BUY
Inter Pipeline(IPL-T) 

April 23, 2018

IPL-T or ENF–T.  As a long term hold they are okay.  He would prefer that rather than a single company he would like ZWU-T because you get all the pipelines and telecoms and a covered call overly.  You are very diversified within Canada.  North of a 6% yield.  This is nice as a long term hold.

oil pipelines
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IPL-T or ENF–T.  As a long term hold they are okay.  He would prefer that rather than a single company he would like ZWU-T because you get all the pipelines and telecoms and a covered call overly.  You are very diversified within Canada.  North of a 6% yield.  This is nice as a long term hold.

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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$24.140
Owned Owned
No

PARTIAL SELL
Inter Pipeline(IPL-T) 

April 18, 2018

It's having a nice bounce because of the oil price rise. Reduce your stake a little. This will grow over time. But it depends on the oil sands. Price could be sluggish. A great yield of nearly 7%. 

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It's having a nice bounce because of the oil price rise. Reduce your stake a little. This will grow over time. But it depends on the oil sands. Price could be sluggish. A great yield of nearly 7%. 

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David Burrows

President , Barometer Capital Ma...

Price Price
$24.330
Owned Owned
Unknown

COMMENT
Inter Pipeline(IPL-T) 

April 12, 2018

He owns a number of pipelines but has been reducing exposure to dividend stocks.  As interest rates rise, competition for investor dollars takes money away from dividend stocks.  It is okay to hold for a very long period of time but the next two to three years may see the dividend eaten up by the stock falling. 

oil pipelines
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He owns a number of pipelines but has been reducing exposure to dividend stocks.  As interest rates rise, competition for investor dollars takes money away from dividend stocks.  It is okay to hold for a very long period of time but the next two to three years may see the dividend eaten up by the stock falling. 

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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$23.160
Owned Owned
Yes

DON'T BUY
Inter Pipeline(IPL-T) 

April 9, 2018

Pipeline companies are not great growers and do poorly when rates rise. Investors buy them for the dividends. Like all utilities, rates are set and don't move according to supply and emand, so earnings are limited.

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Pipeline companies are not great growers and do poorly when rates rise. Investors buy them for the dividends. Like all utilities, rates are set and don't move according to supply and emand, so earnings are limited.

oil pipelines
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Lorne Steinberg

President , Lorne Steinberg Weal...

Price Price
$22.820
Owned Owned
No

DON'T BUY
Inter Pipeline(IPL-T) 

April 5, 2018

13 times cash flow, okay return on equity.  Not a ton of free cash flow.  High cash to book.  Payout ratio is above 100%.  Price momentum is the problem here.

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13 times cash flow, okay return on equity.  Not a ton of free cash flow.  High cash to book.  Payout ratio is above 100%.  Price momentum is the problem here.

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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$22.780
Owned Owned
No

STRONG BUY
Inter Pipeline(IPL-T) 

April 4, 2018

He likes this stock and thinks it is great value at these levels.  The P/E at 15 is well below their long term average.  The market is somewhat concerned about the heavy capital spending program over the next four years.  This will fund the propane to polypropylene project, which should generate $600 million of annual operating profit once built.  This pullback is a good entry point.  Yield 7.6%.

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He likes this stock and thinks it is great value at these levels.  The P/E at 15 is well below their long term average.  The market is somewhat concerned about the heavy capital spending program over the next four years.  This will fund the propane to polypropylene project, which should generate $600 million of annual operating profit once built.  This pullback is a good entry point.  Yield 7.6%.

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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$22.130
Owned Owned
Yes

TOP PICK
Inter Pipeline(IPL-T) 

March 28, 2018

They have an interesting project in a propane dehydration plant converting excess propane into plastic pellets for export to the US gulf coast petrochemical complex.  This plant will cost $3.5 billion, but will not need new capital for this right away.  Yield 7.6%.  (Analysts’ price target is $28.73 )

oil pipelines
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They have an interesting project in a propane dehydration plant converting excess propane into plastic pellets for export to the US gulf coast petrochemical complex.  This plant will cost $3.5 billion, but will not need new capital for this right away.  Yield 7.6%.  (Analysts’ price target is $28.73 )

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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$22.070
Owned Owned
Yes

COMMENT
Inter Pipeline(IPL-T) 

March 8, 2018

They owned it for a couple of years but sold it a few months ago just to readjust their portfolios. Trimmed their exposure to pipeline in general. The construction of a new facility has created some uncertainty as they didn’t sign enough contracts for it. It has an attractive yield.

oil pipelines
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They owned it for a couple of years but sold it a few months ago just to readjust their portfolios. Trimmed their exposure to pipeline in general. The construction of a new facility has created some uncertainty as they didn’t sign enough contracts for it. It has an attractive yield.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$22.490
Owned Owned
No

DON'T BUY
Inter Pipeline(IPL-T) 

March 7, 2018

You are banking on growth in the oil sands, he thinks.  There is a risk of contraction and so the ability to see growth in multiplies is decline.  Pipelines are seen as a bond proxy, since bond prices are viewed as low, so too is this segment being impacted by bearish sentiment.  He would not own this. 

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You are banking on growth in the oil sands, he thinks.  There is a risk of contraction and so the ability to see growth in multiplies is decline.  Pipelines are seen as a bond proxy, since bond prices are viewed as low, so too is this segment being impacted by bearish sentiment.  He would not own this. 

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David Burrows

President , Barometer Capital Ma...

Price Price
$22.270
Owned Owned
No

BUY
Inter Pipeline(IPL-T) 

March 7, 2018

A good, mistream company. Dividend safe and will increase. Earnings and cash flow are increasing at an okay pace. Good growth. Stick with it or buy a little.

oil pipelines
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A good, mistream company. Dividend safe and will increase. Earnings and cash flow are increasing at an okay pace. Good growth. Stick with it or buy a little.

oil pipelines
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$22.270
Owned Owned
No

BUY
Inter Pipeline(IPL-T) 

March 1, 2018

It has come under pressure from the rise in dividend rates. The chart doesn’t look great. From the business perspective, they don’t have a ton of debt, their capacity is contracted with long term contracts, they have another project on polypropylene so they have other opportunities to grow, they have a strong 7% dividend.

oil pipelines
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It has come under pressure from the rise in dividend rates. The chart doesn’t look great. From the business perspective, they don’t have a ton of debt, their capacity is contracted with long term contracts, they have another project on polypropylene so they have other opportunities to grow, they have a strong 7% dividend.

oil pipelines
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Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$22.110
Owned Owned
Yes

TOP PICK
Inter Pipeline(IPL-T) 

February 23, 2018

Pipeline operator. Moves 2.3 million barrels a day. Yield of 7.4% Very cheap and good stable dividend. (Analysts’ price target is $28.5)

oil pipelines
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Pipeline operator. Moves 2.3 million barrels a day. Yield of 7.4% Very cheap and good stable dividend. (Analysts’ price target is $28.5)

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$22.880
Owned Owned
Yes

DON'T BUY
Inter Pipeline(IPL-T) 

February 23, 2018

The payout ratio is not bad at 71%. Probably tick up to 85% in 2020. Not a lot of growth in in the next couple of years. A yield proxy. More exciting names in the group.

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The payout ratio is not bad at 71%. Probably tick up to 85% in 2020. Not a lot of growth in in the next couple of years. A yield proxy. More exciting names in the group.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$22.880
Owned Owned
No

HOLD
Inter Pipeline(IPL-T) 

February 22, 2018

He does not believe in adding to a position just because it goes down.  Technically we are down to the lows of 2016.  It is difficult to say if it will continue up at this point.  He would prefer others.  Don’t add to it.

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He does not believe in adding to a position just because it goes down.  Technically we are down to the lows of 2016.  It is difficult to say if it will continue up at this point.  He would prefer others.  Don’t add to it.

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Brooke Thackray

Research A, Horizons ETFs (Canad...

Price Price
$22.630
Owned Owned
Unknown

DON'T BUY
Inter Pipeline(IPL-T) 

February 20, 2018

The company has had explosive growth over the past decade, with 14% compounded cash flow growth rate over the past 3 and 5 years. However cash flow growth has recently gone negative by 3.5% and estimated earnings have been revised downward. The yield at 7.4% is high, dividend coverage is below 75%, which is his upper limit. On a three-year basis this might be a good investment, but over a shorter term, he prefers other stocks despite the high yield.

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The company has had explosive growth over the past decade, with 14% compounded cash flow growth rate over the past 3 and 5 years. However cash flow growth has recently gone negative by 3.5% and estimated earnings have been revised downward. The yield at 7.4% is high, dividend coverage is below 75%, which is his upper limit. On a three-year basis this might be a good investment, but over a shorter term, he prefers other stocks despite the high yield.

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Robert McWhirte

President, Selective Asset Mana...

Price Price
$22.410
Owned Owned
No

DON'T BUY
Inter Pipeline(IPL-T) 

February 13, 2018

Decided last month to sell their position. One of her concerns is the cost of the new propane and polypropylene facility they are building. She estimates that they have only about 55% of capacity contracted and would have preferred 70% before they go ahead. This increases the future risk profile. The dividend is probably sustainable for now, the yield is attractive, but the future yield might have to come down.

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Decided last month to sell their position. One of her concerns is the cost of the new propane and polypropylene facility they are building. She estimates that they have only about 55% of capacity contracted and would have preferred 70% before they go ahead. This increases the future risk profile. The dividend is probably sustainable for now, the yield is attractive, but the future yield might have to come down.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$22.580
Owned Owned
No

TOP PICK
Inter Pipeline(IPL-T) 

February 7, 2018

Inter Pipe is spending $3 billion to convert natural gas to polypropylene plastics by 2022. Low Alberta natural gas prices makes this viable. Their pipeline business is take or pay and at full capacity. This will allow the company to grow and increase dividends. He thinks this is mispriced. Yield 7%. (Analysts’ price target is $30)

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Inter Pipe is spending $3 billion to convert natural gas to polypropylene plastics by 2022. Low Alberta natural gas prices makes this viable. Their pipeline business is take or pay and at full capacity. This will allow the company to grow and increase dividends. He thinks this is mispriced. Yield 7%. (Analysts’ price target is $30)

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Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$22.790
Owned Owned
Yes

DON'T BUY
Inter Pipeline(IPL-T) 

February 2, 2018

Now is not a good time for utilities because of rising interest rates. Iroincally, IPL has always been rich until now. Wait till utilities are back in favour before buying.

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Now is not a good time for utilities because of rising interest rates. Iroincally, IPL has always been rich until now. Wait till utilities are back in favour before buying.

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Matt Kacur

President, FSA Financial Scienc...

Price Price
$23.060
Owned Owned
Unknown

COMMENT
Inter Pipeline(IPL-T) 

January 26, 2018

Going to build a $3 billion plastics plant in Alberta, using gas as a feedstock. The market is probably concerned that this is a step away from their low risk profile, and is going to take a while, so he is not modeling any growth for the next few years. This is a dividend play in a lot of ways, so he models the payout ratio as going from 66% to 72% to 77% over the next 3 years. He sees the balance sheet slightly deteriorating from 4.7% to 5.2%. It is trading at a reasonable valuation versus its midstream peers. Just hiked their dividend by 4%. There are better plays out there, such as Pembina (PPL-T). Dividend yield of 6.7%.

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Going to build a $3 billion plastics plant in Alberta, using gas as a feedstock. The market is probably concerned that this is a step away from their low risk profile, and is going to take a while, so he is not modeling any growth for the next few years. This is a dividend play in a lot of ways, so he models the payout ratio as going from 66% to 72% to 77% over the next 3 years. He sees the balance sheet slightly deteriorating from 4.7% to 5.2%. It is trading at a reasonable valuation versus its midstream peers. Just hiked their dividend by 4%. There are better plays out there, such as Pembina (PPL-T). Dividend yield of 6.7%.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$25.090
Owned Owned
Unknown

HOLD
Inter Pipeline(IPL-T) 

January 25, 2018

It is a good hold with a decent 6.5% dividend.  They grew their facilities over the last few years and there is still a little bit of room to grow.  They are not cheap on an earnings basis.  You can safely hold this company and not worry about the dividend.  Don’t buy for growth.

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It is a good hold with a decent 6.5% dividend.  They grew their facilities over the last few years and there is still a little bit of room to grow.  They are not cheap on an earnings basis.  You can safely hold this company and not worry about the dividend.  Don’t buy for growth.

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Don Lato

President, Padlock Investment M...

Price Price
$25.370
Owned Owned
Unknown

COMMENT
Inter Pipeline(IPL-T) 

January 22, 2018

Concerns are somewhat valid.  If you issue more stock you have to pay dividends on it.  When there are overhangs on the stock you can have problems for quite some time.  The dividend is not in question but the growth of it may be.  Watch what happens as they do an issue.

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Concerns are somewhat valid.  If you issue more stock you have to pay dividends on it.  When there are overhangs on the stock you can have problems for quite some time.  The dividend is not in question but the growth of it may be.  Watch what happens as they do an issue.

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$25.750
Owned Owned
Unknown

COMMENT
Inter Pipeline(IPL-T) 

January 17, 2018

Enbridge (ENB-T) or Inter Pipeline (IPL-T)? This is kind of like "which of your children do you love best?". He owns both. This one doesn't have as many near term catalysts. Has a very steady and stable base business. Also has some midstream assets, where they fractionate natural gas into natural gas liquids. That gives a bit of a cyclical thrust, because fractionation margins on natural gas have been very good.

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Enbridge (ENB-T) or Inter Pipeline (IPL-T)? This is kind of like "which of your children do you love best?". He owns both. This one doesn't have as many near term catalysts. Has a very steady and stable base business. Also has some midstream assets, where they fractionate natural gas into natural gas liquids. That gives a bit of a cyclical thrust, because fractionation margins on natural gas have been very good.

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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$25.670
Owned Owned
Yes

HOLD
Inter Pipeline(IPL-T) 

January 9, 2018

Crude oil related, and has pulled back. This provides a nice yield. It’s not going to be as robust as it has been in prior years. Their operations are regulated and they have a steady cash flow stream. Feels the dividend is safe.

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Crude oil related, and has pulled back. This provides a nice yield. It’s not going to be as robust as it has been in prior years. Their operations are regulated and they have a steady cash flow stream. Feels the dividend is safe.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$26.070
Owned Owned
Yes

BUY
Inter Pipeline(IPL-T) 

January 4, 2018

ENB-T vs. IPL-T.  Oil pipelines are not going away and pipelines are safer than rail.  The question is where interest rates are going because people buy them for the dividend.  He believes rates are not going up very far so the yields remain quite compelling.  A Pipeline should be a key part of every portfolio and ENB-T would be his preferred because it has been so beaten up and the yield is higher.

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ENB-T vs. IPL-T.  Oil pipelines are not going away and pipelines are safer than rail.  The question is where interest rates are going because people buy them for the dividend.  He believes rates are not going up very far so the yields remain quite compelling.  A Pipeline should be a key part of every portfolio and ENB-T would be his preferred because it has been so beaten up and the yield is higher.

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David Baskin

President, Baskin Wealth Manage...

Price Price
$26.110
Owned Owned
Unknown

COMMENT
Inter Pipeline(IPL-T) 

January 3, 2018

The bottom at $22 in the summer was a pretty good Buy. It has been a little bit weak lately. There is probably going to be some pretty good buying at around $24.75, so there is possibly a little more downside. Pays a nice dividend. A well-run business.

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The bottom at $22 in the summer was a pretty good Buy. It has been a little bit weak lately. There is probably going to be some pretty good buying at around $24.75, so there is possibly a little more downside. Pays a nice dividend. A well-run business.

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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$26.020
Owned Owned
Yes

COMMENT
Inter Pipeline(IPL-T) 

December 21, 2017

Looks better to him than it has in the past. He has always wanted to like this company because it’s a good solid pipeline, but has found it to be quite overpriced in the past. In the last 2 years it hasn’t done that well on the market, it’s still a strong company but now it looks like it's priced better. Regarding the new petrochemical business they are getting into, there are some uncertainty, but there are some companies in this sector that are actually doing quite well. He doesn’t know the details of what they are getting into but he wouldn’t despair because it’s not a bad business in general.

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Looks better to him than it has in the past. He has always wanted to like this company because it’s a good solid pipeline, but has found it to be quite overpriced in the past. In the last 2 years it hasn’t done that well on the market, it’s still a strong company but now it looks like it's priced better. Regarding the new petrochemical business they are getting into, there are some uncertainty, but there are some companies in this sector that are actually doing quite well. He doesn’t know the details of what they are getting into but he wouldn’t despair because it’s not a bad business in general.

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Matt Kacur

President, FSA Financial Scienc...

Price Price
$25.360
Owned Owned
Unknown

COMMENT
Inter Pipeline(IPL-T) 

December 20, 2017

Enbridge (ENB-T) or Inter Pipeline (IPL-T)? He prefers Enbridge.

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Enbridge (ENB-T) or Inter Pipeline (IPL-T)? He prefers Enbridge.

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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$25.690
Owned Owned
Unknown

COMMENT
Inter Pipeline(IPL-T) 

December 19, 2017

They are building this $3.5 billion petrochemical plant to make plastic which is really interesting. From a company perspective, thats a huge thing for them. It’s going to add some diversification. As far as the actual technicals, we saw this overall flat period followed by a little bit of a correction, and the stock is down overall so far in 2017. Energy stocks tends to perform well in February or early January. This might be a good way to sneak into the sector right now. He would like to see a little bit more strength right now. We have seen a breakout on the downtrend which is positive, but he’d be looking for more of a breakout here.

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They are building this $3.5 billion petrochemical plant to make plastic which is really interesting. From a company perspective, thats a huge thing for them. It’s going to add some diversification. As far as the actual technicals, we saw this overall flat period followed by a little bit of a correction, and the stock is down overall so far in 2017. Energy stocks tends to perform well in February or early January. This might be a good way to sneak into the sector right now. He would like to see a little bit more strength right now. We have seen a breakout on the downtrend which is positive, but he’d be looking for more of a breakout here.

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Brooke Thackray

Research A, Horizons ETFs (Canad...

Price Price
$25.700
Owned Owned
Unknown

PAST TOP PICK
Inter Pipeline(IPL-T) 

December 14, 2017

(A Top Pick Feb 3/17. Down 1%.) The whole sector is suffering from the view that somehow energy is going to disappear in the next couple of years, which he doesn't believe at all. The dividend seems to be relatively safe. Has added to his positions.

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(A Top Pick Feb 3/17. Down 1%.) The whole sector is suffering from the view that somehow energy is going to disappear in the next couple of years, which he doesn't believe at all. The dividend seems to be relatively safe. Has added to his positions.

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David Cockfield

Managing D, Northland Wealth Man...

Price Price
$27.270
Owned Owned
Yes

COMMENT
Inter Pipeline(IPL-T) 

December 12, 2017

Inter Pipeline (IPL-T) or Enbridge (ENB-T)? If she had to choose between one or the other, her preference would be Enbridge. It was held back by the uncertainty of the financing of their capital program and that has now been alleviated. Also, they are more diversified getting into natural gas.

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Inter Pipeline (IPL-T) or Enbridge (ENB-T)? If she had to choose between one or the other, her preference would be Enbridge. It was held back by the uncertainty of the financing of their capital program and that has now been alleviated. Also, they are more diversified getting into natural gas.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$27.520
Owned Owned
Unknown

BUY
Inter Pipeline(IPL-T) 

December 12, 2017

Alta Gas (ALA-T) or Inter Pipeline (IPL-T)? She doesn't have a bias towards one or the other, and you can do either one.

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Alta Gas (ALA-T) or Inter Pipeline (IPL-T)? She doesn't have a bias towards one or the other, and you can do either one.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$27.520
Owned Owned
Yes

COMMENT
Inter Pipeline(IPL-T) 

December 5, 2017

Although he owns this, he would be somewhat interested in sniffing around at Enbridge (ENB-T) as well. There is always a scare of a dividend cut on Enbridge. Both names are pretty solid in his opinion. Dividend yield of 6%.

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Although he owns this, he would be somewhat interested in sniffing around at Enbridge (ENB-T) as well. There is always a scare of a dividend cut on Enbridge. Both names are pretty solid in his opinion. Dividend yield of 6%.

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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$27.440
Owned Owned
Yes

TOP PICK
Inter Pipeline(IPL-T) 

November 30, 2017

There is a big catalyst in front of them.  They are about to make a decision on a propane dehydrogenation and polypropylene plant in the next quarter.  Alberta is awash in propane so there is a glut.  It has a 6.3% dividend.  80% of the business is underpinned with take or pay contracts.  (Analysts’ target: $29.00).

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There is a big catalyst in front of them.  They are about to make a decision on a propane dehydrogenation and polypropylene plant in the next quarter.  Alberta is awash in propane so there is a glut.  It has a 6.3% dividend.  80% of the business is underpinned with take or pay contracts.  (Analysts’ target: $29.00).

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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$27.100
Owned Owned
Yes

COMMENT
Inter Pipeline(IPL-T) 

November 29, 2017

Trades on an EV to EBITDA at about 11X. Historically it should trade at around 13X. Thinks it is cheap. This is the pipeline from the oil sands. As all the producers in the oil sands increase their output, they are going to have to put it in some pipe. With a 4% yield and a tremendous cash flow, they have the ability to grow the dividend. It has the potential to go higher.

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Trades on an EV to EBITDA at about 11X. Historically it should trade at around 13X. Thinks it is cheap. This is the pipeline from the oil sands. As all the producers in the oil sands increase their output, they are going to have to put it in some pipe. With a 4% yield and a tremendous cash flow, they have the ability to grow the dividend. It has the potential to go higher.

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Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$26.910
Owned Owned
Yes

BUY
Inter Pipeline(IPL-T) 

November 10, 2017

Increased their dividend by about 3.5%. Their results were fine, but have to make a decision on the big $3.1 billion petrol/chemical facility. They want to secure long-term “take or pay” contracts before building it, which will decrease exposure to the commodity price. If you didn’t own this, this would be a chance to build a position. The dividend yield is over 6%.

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Increased their dividend by about 3.5%. Their results were fine, but have to make a decision on the big $3.1 billion petrol/chemical facility. They want to secure long-term “take or pay” contracts before building it, which will decrease exposure to the commodity price. If you didn’t own this, this would be a chance to build a position. The dividend yield is over 6%.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$26.110
Owned Owned
Yes

COMMENT
Inter Pipeline(IPL-T) 

October 13, 2017

He really likes this but can’t get there on valuation. A good operator and they’ve done a lot of good things. Earns a decent rate of return for a pipeline company, but is slightly higher than some of their counterparts. It is just out of the range of valuation that he would be willing to pay, around $20.

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He really likes this but can’t get there on valuation. A good operator and they’ve done a lot of good things. Earns a decent rate of return for a pipeline company, but is slightly higher than some of their counterparts. It is just out of the range of valuation that he would be willing to pay, around $20.

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Matt Kacur

President, FSA Financial Scienc...

Price Price
$26.120
Owned Owned
Unknown

COMMENT
Inter Pipeline(IPL-T) 

October 11, 2017

Inter Pipeline (IPL-T) or Brookfield Infrastructure Partners (BIP.UN-T)? This is primarily all Canadian although they have some assets in Europe. She would encourage Canadians to look outside of Canada, So Brookfield Infrastructure would probably offer more opportunities. She likes them both and they both provide attractive yields.

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Inter Pipeline (IPL-T) or Brookfield Infrastructure Partners (BIP.UN-T)? This is primarily all Canadian although they have some assets in Europe. She would encourage Canadians to look outside of Canada, So Brookfield Infrastructure would probably offer more opportunities. She likes them both and they both provide attractive yields.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$25.960
Owned Owned
Yes

HOLD
Inter Pipeline(IPL-T) 

October 3, 2017

The yield is quite attractive. It has been hit recently and doesn’t think that makes a lot of sense. They have a lot of optionality in their pipeline system, where they can add volume if projects continue to be built out. The dividend is well covered, and they continue to increase it.

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The yield is quite attractive. It has been hit recently and doesn’t think that makes a lot of sense. They have a lot of optionality in their pipeline system, where they can add volume if projects continue to be built out. The dividend is well covered, and they continue to increase it.

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Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$25.860
Owned Owned
No

COMMENT
Inter Pipeline(IPL-T) 

September 26, 2017

Likes this, but likes others better. He likes the area because it has been forgotten. Energy is probably putting in a bottom. We’ve seen a lot of selling pressure in the oil patch, and thinks all midstream type players should do okay. Dividend yield of 6.5%. (See Top Picks.)

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Likes this, but likes others better. He likes the area because it has been forgotten. Energy is probably putting in a bottom. We’ve seen a lot of selling pressure in the oil patch, and thinks all midstream type players should do okay. Dividend yield of 6.5%. (See Top Picks.)

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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$24.960
Owned Owned
No

TOP PICK
Inter Pipeline(IPL-T) 

September 22, 2017

Not a cheap stock, but a great story and pays a great 6.7% dividend yield. Has fallen off because of some issues with interest rates going up, and this is more of a utility stock. (Analysts’ price target is $29.)

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Not a cheap stock, but a great story and pays a great 6.7% dividend yield. Has fallen off because of some issues with interest rates going up, and this is more of a utility stock. (Analysts’ price target is $29.)

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$24.240
Owned Owned
Yes

COMMENT
Inter Pipeline(IPL-T) 

September 20, 2017

This has been caught up on the energy component, even though it has great contracts with bigger oil companies. Doesn’t consider it to be a dramatic high-yielder, so is not concerned about the payout ratio. They have some great, long term contracts, specifically with Imperial Oil (IMO-T). A good portion of it is shipping condensate for the oil sands. Notwithstanding the low energy prices, he doesn’t believe the oil sands projects are going to stop. Condensate will be needed and those contracts are long-term in nature.

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This has been caught up on the energy component, even though it has great contracts with bigger oil companies. Doesn’t consider it to be a dramatic high-yielder, so is not concerned about the payout ratio. They have some great, long term contracts, specifically with Imperial Oil (IMO-T). A good portion of it is shipping condensate for the oil sands. Notwithstanding the low energy prices, he doesn’t believe the oil sands projects are going to stop. Condensate will be needed and those contracts are long-term in nature.

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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$23.870
Owned Owned
Yes

COMMENT
Inter Pipeline(IPL-T) 

September 19, 2017

Has been out of favour and is the one pipeline he doesn’t own. In the short term, it has limited growth prospects which will impact the dividend growth potential. On a 1-year basis, it doesn’t look particularly attractive relative to a Pembina Pipeline (PPL-T), an Enbridge (ENB-T) and a Trans Canada (TRP-T).

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Has been out of favour and is the one pipeline he doesn’t own. In the short term, it has limited growth prospects which will impact the dividend growth potential. On a 1-year basis, it doesn’t look particularly attractive relative to a Pembina Pipeline (PPL-T), an Enbridge (ENB-T) and a Trans Canada (TRP-T).

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Nick Majendie

Director &, Scotia Wealth Manage...

Price Price
$23.810
Owned Owned
No

COMMENT
Inter Pipeline(IPL-T) 

September 13, 2017

Enbridge (ENB-T) or Inter Pipeline (IPL-T)? Both are out of favour now, but are 2 of the better pipeline stocks you can be invested in. Enbridge tends to be a little more expensive over time, but you are paying for very high-quality management. Both companies have well defined CapX programs going forward. You could probably expect more rapid increases in dividends from Enbridge. One unknown with this company is, will they go ahead with the big petrochemical plant. Both stocks would be vulnerable to a rising rate environment.

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Enbridge (ENB-T) or Inter Pipeline (IPL-T)? Both are out of favour now, but are 2 of the better pipeline stocks you can be invested in. Enbridge tends to be a little more expensive over time, but you are paying for very high-quality management. Both companies have well defined CapX programs going forward. You could probably expect more rapid increases in dividends from Enbridge. One unknown with this company is, will they go ahead with the big petrochemical plant. Both stocks would be vulnerable to a rising rate environment.

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Michael Sprung

President, Sprung Investment Ma...

Price Price
$22.700
Owned Owned
Unknown

COMMENT
Inter Pipeline(IPL-T) 

September 12, 2017

This is pipelines as well as midstream operations. A quite well-managed company. Have some big investments planning in their backlog. For now, it provides a very attractive yield of over 7%. They’ve been slowly increasing the dividend over time. If crude oil prices stay down, you may not see the increases we have seen in the past. She definitely feels the dividend is safe.

oil pipelines
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This is pipelines as well as midstream operations. A quite well-managed company. Have some big investments planning in their backlog. For now, it provides a very attractive yield of over 7%. They’ve been slowly increasing the dividend over time. If crude oil prices stay down, you may not see the increases we have seen in the past. She definitely feels the dividend is safe.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$22.620
Owned Owned
Yes

BUY
Inter Pipeline(IPL-T) 

September 8, 2017

Inter Pipeline (IPL-T) or Pembina Pipeline (PPL-T)? Local carriers in Alberta, Saskatchewan and BC. They take oil from various oil sands, do some treating, with some storage. They are local utility providers on the pipeline side. Don’t have the political problems of getting through province to province to province. He likes the business they are in. The reason he likes this one is that it yields 7%. Either one is a good investment.

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Inter Pipeline (IPL-T) or Pembina Pipeline (PPL-T)? Local carriers in Alberta, Saskatchewan and BC. They take oil from various oil sands, do some treating, with some storage. They are local utility providers on the pipeline side. Don’t have the political problems of getting through province to province to province. He likes the business they are in. The reason he likes this one is that it yields 7%. Either one is a good investment.

oil pipelines
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David Cockfield

Managing D, Northland Wealth Man...

Price Price
$22.760
Owned Owned
Unknown

WATCH
Inter Pipeline(IPL-T) 

September 7, 2017

Lots of conventional as well as oil sands pipelines.  They may invest in a plant in the West and that might require some raising of capital.  Their part of the logistics chain is vital to move products to market.

oil pipelines
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Lots of conventional as well as oil sands pipelines.  They may invest in a plant in the West and that might require some raising of capital.  Their part of the logistics chain is vital to move products to market.

oil pipelines
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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$22.870
Owned Owned
Unknown

COMMENT
Inter Pipeline(IPL-T) 

September 1, 2017

Technically, this is a bit on the weak side. However, around $23, it is probably not bad. However, if it fails to hold there, beware. The stock will be going to $18-$19.

oil pipelines
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Technically, this is a bit on the weak side. However, around $23, it is probably not bad. However, if it fails to hold there, beware. The stock will be going to $18-$19.

oil pipelines