Keyera Corp | StockChase
239
Keyera Corp (KEY-T)

Last Price Recorded: $35.4700 on 2017-12-13

ON STOCKCHASE SINCE Jun 2003

gas processor plants in Alberta

oil/gas
239
Keyera Corp (KEY-T)

Last Price Recorded: $35.4700 on 2017-12-13

ON STOCKCHASE SINCE Jun 2003

gas processor plants in Alberta

oil/gas

Keyera Corp


Signal Opinion Expert
COMMENT
Keyera Corp(KEY-T) 

December 12, 2017

Just did a big equity issue of more than $400 million, and some were surprised by that. Generally speaking, the group has been a bit soft with the volatility in Canadian crude oil/natural gas prices. In this environment, you just ride this out and hopefully the commodity price improves.

oil/gas

Just did a big equity issue of more than $400 million, and some were surprised by that. Generally speaking, the group has been a bit soft with the volatility in Canadian crude oil/natural gas prices. In this environment, you just ride this out and hopefully the commodity price improves.

oil/gas
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$35.030
Owned Owned
No

COMMENT
Keyera Corp(KEY-T) 

November 21, 2017

Oil is a structural macro problem for energy infrastructure companies right now. Trading near its lows, as is the whole group. From 2009 through 2014, prices rose for oil, volumes grew dramatically, dividends grew dramatically, and energy infrastructure companies went from 6X earnings to 24X earnings, and then the bubble burst. Stocks are reflecting that growth will not necessarily be there.

oil/gas

Oil is a structural macro problem for energy infrastructure companies right now. Trading near its lows, as is the whole group. From 2009 through 2014, prices rose for oil, volumes grew dramatically, dividends grew dramatically, and energy infrastructure companies went from 6X earnings to 24X earnings, and then the bubble burst. Stocks are reflecting that growth will not necessarily be there.

oil/gas
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$36.640
Owned Owned
Unknown

DON'T BUY
Keyera Corp(KEY-T) 

October 18, 2017

He lumps it into the bond proxy bucket and so does not own it.  He would prefer ENB-T because it has an element of growth – a high dividend close to 5% and an explicit plan to grow the dividend 10-12% a year.  You need this to avoid multiple compression.

oil/gas

He lumps it into the bond proxy bucket and so does not own it.  He would prefer ENB-T because it has an element of growth – a high dividend close to 5% and an explicit plan to grow the dividend 10-12% a year.  You need this to avoid multiple compression.

oil/gas
Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment ...

PricePrice
$37.220
Owned Owned
No

PAST TOP PICK
Keyera Corp(KEY-T) 

September 20, 2017

(A Top Pick June 21/16. Up 7%.) He still likes the name. A very well-managed company. Conservative debt metrics. Provides good income.

oil/gas

(A Top Pick June 21/16. Up 7%.) He still likes the name. A very well-managed company. Conservative debt metrics. Provides good income.

oil/gas
Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd....

PricePrice
$38.580
Owned Owned
Yes

PAST TOP PICK
Keyera Corp(KEY-T) 

August 22, 2017

(Top Pick Apr 12/16, Down 3.13%)  This is a good income pick for people.  You don’t buy it because the stock price will double.  Don’t buy the horses, buy the race track.  No matter what, it has to go through a KEY-T facility regardless of whether the price of oil goes up or down.

oil/gas

(Top Pick Apr 12/16, Down 3.13%)  This is a good income pick for people.  You don’t buy it because the stock price will double.  Don’t buy the horses, buy the race track.  No matter what, it has to go through a KEY-T facility regardless of whether the price of oil goes up or down.

oil/gas
David Baskin

President, Baskin Wealth Manage...

PricePrice
$36.450
Owned Owned
Yes

HOLD
Keyera Corp(KEY-T) 

July 4, 2017

One of his top picks has better bottom line growth. This is not in a terrible industry and does have some growth, so he thinks it is okay to hold. There are better choices, but there are way worse choices. (See Top Picks.)

oil/gas

One of his top picks has better bottom line growth. This is not in a terrible industry and does have some growth, so he thinks it is okay to hold. There are better choices, but there are way worse choices. (See Top Picks.)

oil/gas
Bruce Campbell (1)

President, Campbell and Lee Inv...

PricePrice
$40.890
Owned Owned
Unknown

HOLD
Keyera Corp(KEY-T) 

June 14, 2017

A very, very well-run company. The dividend payout ratio is low and it is very well financed. This has been stagnant for about 2 years. Americans love to hate this stock at times. Thinks this company is set to go. You could see it down at $38 again. Depending on your time frame, this is a solid, long term hold. Good dividend growth potential.

oil/gas

A very, very well-run company. The dividend payout ratio is low and it is very well financed. This has been stagnant for about 2 years. Americans love to hate this stock at times. Thinks this company is set to go. You could see it down at $38 again. Depending on your time frame, this is a solid, long term hold. Good dividend growth potential.

oil/gas
John O'Connell, CFA

Chairman and CEO, Davis Rea...

PricePrice
$41.460
Owned Owned
Yes

COMMENT
Keyera Corp(KEY-T) 

March 17, 2017

He likes this. An extremely well-run company, probably one of the better run companies in the oil/gas sector. Valuation metrics always look a little bit pricey. If this got under $30, he would be tempted to take a fairly good size position.

oil/gas

He likes this. An extremely well-run company, probably one of the better run companies in the oil/gas sector. Valuation metrics always look a little bit pricey. If this got under $30, he would be tempted to take a fairly good size position.

oil/gas
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$38.470
Owned Owned
Yes

COMMENT
Keyera Corp(KEY-T) 

February 10, 2017

The chart looks fairly flat over the last year, but this is a safe, stable, midstream/utility type company. You are not going to get any surprises with this company. It will pay you a decent distribution. Dividend yield of 4.2%.

oil/gas

The chart looks fairly flat over the last year, but this is a safe, stable, midstream/utility type company. You are not going to get any surprises with this company. It will pay you a decent distribution. Dividend yield of 4.2%.

oil/gas
Craig Porter

Senior Portfolio Manager, LOGiQ Asset Manageme...

PricePrice
$38.120
Owned Owned
Yes

TOP PICK
Keyera Corp(KEY-T) 

January 23, 2017

This is all those stocks coming off and where can we still have exposure to this sector and the infrastructure.  4% yield and 50% distribution.  It is a really well run business and he wants to own something in the infrastructure space.  (Analysts’ Target: $44.73%).

oil/gas

This is all those stocks coming off and where can we still have exposure to this sector and the infrastructure.  4% yield and 50% distribution.  It is a really well run business and he wants to own something in the infrastructure space.  (Analysts’ Target: $44.73%).

oil/gas
Bill Harris, CFA

Portfolio Manager, Avenue Investment Ma...

PricePrice
$38.990
Owned Owned
Yes

COMMENT
Keyera Corp(KEY-T) 

December 14, 2016

She likes this business model, but prefers Pembina (PPL-T) and Inter Pipeline (IPL-T).

oil/gas

She likes this business model, but prefers Pembina (PPL-T) and Inter Pipeline (IPL-T).

oil/gas
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$39.570
Owned Owned
No

TOP PICK
Keyera Corp(KEY-T) 

November 17, 2016

Management is exceptional.  It is a natural gas and processing company.  Take or pay contracts, with storage.  Dividend yield is 4.13%, low payout ratio.  (Analysts’ Target: $44.43)

oil/gas

Management is exceptional.  It is a natural gas and processing company.  Take or pay contracts, with storage.  Dividend yield is 4.13%, low payout ratio.  (Analysts’ Target: $44.43)

oil/gas
Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd....

PricePrice
$38.700
Owned Owned
Yes

COMMENT
Keyera Corp(KEY-T) 

October 26, 2016

Long-term hold of 10 years? A good company. It is more in the midstream space like Inter-Pipe or Pembina. It has had nice appreciation over the course of the last 6 months, but to him it is fully valued. If you own it, you could probably hold it for 10 years and you would be okay. There are better opportunities to make money in the short term.

oil/gas

Long-term hold of 10 years? A good company. It is more in the midstream space like Inter-Pipe or Pembina. It has had nice appreciation over the course of the last 6 months, but to him it is fully valued. If you own it, you could probably hold it for 10 years and you would be okay. There are better opportunities to make money in the short term.

oil/gas
Cole Kachur

Senior Wealth Advisor, ScotiaWealth Managem...

PricePrice
$40.970
Owned Owned
No

COMMENT
Keyera Corp(KEY-T) 

September 27, 2016

Keyera (KEY-T) or Vermilion Energy (VET-T)? He doesn’t own either, but would probably prefer this one, because in this kind of a market they are acquiring a lot of assets at a good price. Vermilion has more of a commodity play in it, and probably has more zip as the commodity patch comes back.

oil/gas

Keyera (KEY-T) or Vermilion Energy (VET-T)? He doesn’t own either, but would probably prefer this one, because in this kind of a market they are acquiring a lot of assets at a good price. Vermilion has more of a commodity play in it, and probably has more zip as the commodity patch comes back.

oil/gas
Michael Decter

President & CEO, Lawrence Decter Inve...

PricePrice
$40.750
Owned Owned
No

COMMENT
Keyera Corp(KEY-T) 

September 7, 2016

Have done a very, very good job. They have excellent infrastructure assets, and are able to take advantage of arbitrage opportunities. Very opportunistic and, most importantly, they are very, very focused on getting the best bang for their buck. Believes this is one of these plays in “energy land” that you can own over the long-term. The trick is just to know when to own a lot of it.

oil/gas

Have done a very, very good job. They have excellent infrastructure assets, and are able to take advantage of arbitrage opportunities. Very opportunistic and, most importantly, they are very, very focused on getting the best bang for their buck. Believes this is one of these plays in “energy land” that you can own over the long-term. The trick is just to know when to own a lot of it.

oil/gas
Stephen Groff

Principal & Portfolio Manager, Cambridge Global Ass...

PricePrice
$40.860
Owned Owned
Yes

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