Keyera Corp

KEY-T

TSE:KEY

32.45
0.64 (2.01%)
Keyera is one of the largest midstream oil and gas operators in Canada. The company services oil and gas producers in Western Canada and transports natural gas liquids such as propane, ethane, butane, ...
More at Wikipedia

Analysis and Opinions about KEY-T

Signal
Opinion
Expert
WEAK BUY
WEAK BUY
December 4, 2019

ENB vs. Keyera for dividend safety They pay the same yield. FMV of Keyera is 14% higher and Enbridge is 13.4% than current stock prices. Keyera has resistance at $36 (sell at this point). The big difference is, the balance sheet of Enbridge is slipping away, while Keyera's is rising, so he mildly prefers Keyera. Both have limited upside.

Keyera Corp (KEY-T)
December 4, 2019

ENB vs. Keyera for dividend safety They pay the same yield. FMV of Keyera is 14% higher and Enbridge is 13.4% than current stock prices. Keyera has resistance at $36 (sell at this point). The big difference is, the balance sheet of Enbridge is slipping away, while Keyera's is rising, so he mildly prefers Keyera. Both have limited upside.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$32.110
Owned
Unknown
COMMENT
COMMENT
November 29, 2019
IPL vs ENB? IPL is really a Western Canadian story with a 7.7% yield, whereas ENB is a North American play. IPL is building a petrochem plant, which is going to require a lot of debt. He thinks investors were upset with the take-over bid as they never were given a chance to vote on it. At this price level, he likes it. He prefers KEY.
Keyera Corp (KEY-T)
November 29, 2019
IPL vs ENB? IPL is really a Western Canadian story with a 7.7% yield, whereas ENB is a North American play. IPL is building a petrochem plant, which is going to require a lot of debt. He thinks investors were upset with the take-over bid as they never were given a chance to vote on it. At this price level, he likes it. He prefers KEY.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$32.630
Owned
_N/A
BUY WEAKNESS
BUY WEAKNESS
October 31, 2019
It is a core holding for him. It is more gas oriented. They are looking at an interesting expansion projects in western Canada and the stock does not get a lot of respect for them from this. He does not think they will have to issue equity but that threat may be overhanging the stock price. He likes the company and the management.
Keyera Corp (KEY-T)
October 31, 2019
It is a core holding for him. It is more gas oriented. They are looking at an interesting expansion projects in western Canada and the stock does not get a lot of respect for them from this. He does not think they will have to issue equity but that threat may be overhanging the stock price. He likes the company and the management.
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$30.940
Owned
Yes
BUY
BUY
October 30, 2019
He's owned this before. It's formed a nice bottom, so it's a good time to buy it now. He will. It's a decent entry point. Good for an RRSP or a long-term investor.
Keyera Corp (KEY-T)
October 30, 2019
He's owned this before. It's formed a nice bottom, so it's a good time to buy it now. He will. It's a decent entry point. Good for an RRSP or a long-term investor.
Andrew Pyle
Senior wealth advisor and portfolio manager, The Pyle Group, Scotia Wealth Mgt.
Price
$30.540
Owned
No
BUY
BUY
October 24, 2019
It is a Nat gas mid-stream focused company. He likes it and holds it in his fund. They have a strong management team. There is going to be some continued shakeout at current depressed prices. They announced additionally they would have a key access pipeline system to transmit gas from Alberta to north west Saskatchewan. This should lift the price of the stock over the next couple of years.
Keyera Corp (KEY-T)
October 24, 2019
It is a Nat gas mid-stream focused company. He likes it and holds it in his fund. They have a strong management team. There is going to be some continued shakeout at current depressed prices. They announced additionally they would have a key access pipeline system to transmit gas from Alberta to north west Saskatchewan. This should lift the price of the stock over the next couple of years.
Varun Anand
Portfolio Manager, Starlight Capital
Price
$30.110
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 13, 2019
(A Top Pick Oct 05/18, Up 2%) He actually doubled up on this position. What has transformed the business is that natural gas processing margins have expanded. They outlined a large infrastructure plan for 2022 to take advantage of growing production. In three years time the company's earnings will be very positive, he feels. Yield 5.8%
Keyera Corp (KEY-T)
September 13, 2019
(A Top Pick Oct 05/18, Up 2%) He actually doubled up on this position. What has transformed the business is that natural gas processing margins have expanded. They outlined a large infrastructure plan for 2022 to take advantage of growing production. In three years time the company's earnings will be very positive, he feels. Yield 5.8%
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$33.420
Owned
Yes
BUY
BUY
September 10, 2019

He likes the LNG space, and KEY has good assets in good areas. Pays a very good dividend as they grow these projects. A definite buy, but be patient with its capital appreciation. Good managers.

Keyera Corp (KEY-T)
September 10, 2019

He likes the LNG space, and KEY has good assets in good areas. Pays a very good dividend as they grow these projects. A definite buy, but be patient with its capital appreciation. Good managers.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$33.550
Owned
Yes
BUY
BUY
July 30, 2019

Bored investors get paid. KEY processes natural gas and has a deep moat, yet keeps increasing its dividend to pay shareholders.

Keyera Corp (KEY-T)
July 30, 2019

Bored investors get paid. KEY processes natural gas and has a deep moat, yet keeps increasing its dividend to pay shareholders.

David Baskin
President, Baskin Wealth Management
Price
$33.780
Owned
Yes
BUY
BUY
July 18, 2019
Likes it. Part of his core infrastructure portfolio. Has performed well YTD, but still well off the highs. Nice thing is they have a really stable business and some growth initiatives. Waiting for a better environment for the stock to move higher. Great for an RRSP, and everyone should be looking at it. Yield is 5.2%.
Keyera Corp (KEY-T)
July 18, 2019
Likes it. Part of his core infrastructure portfolio. Has performed well YTD, but still well off the highs. Nice thing is they have a really stable business and some growth initiatives. Waiting for a better environment for the stock to move higher. Great for an RRSP, and everyone should be looking at it. Yield is 5.2%.
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$34.720
Owned
Yes
TOP PICK
TOP PICK
July 17, 2019
An internmediate mid-stream company. Over the next three years they are have several new projects coming on line. A sizable gas plant came onstream in May and will ramp up volumes in the second half of the year. An octane plant is also coming online. They announced another pipeline project in the Montney and Duvernay areas into their hub assets. He expects a 10% annual increase in earnings through to 2022. Yield 5.11% (Analysts’ price target is $39.34)
Keyera Corp (KEY-T)
July 17, 2019
An internmediate mid-stream company. Over the next three years they are have several new projects coming on line. A sizable gas plant came onstream in May and will ramp up volumes in the second half of the year. An octane plant is also coming online. They announced another pipeline project in the Montney and Duvernay areas into their hub assets. He expects a 10% annual increase in earnings through to 2022. Yield 5.11% (Analysts’ price target is $39.34)
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$35.160
Owned
Yes
TOP PICK
TOP PICK
June 14, 2019
A way to get into beaten up western Canada. Natural gas business. Processing plants. Stock's been hit. Have put in a pipe to tie all their assets together. Great piece of infrastructure, growing dividend. Yield is 5.58%. (Analysts’ price target is $39.50)
Keyera Corp (KEY-T)
June 14, 2019
A way to get into beaten up western Canada. Natural gas business. Processing plants. Stock's been hit. Have put in a pipe to tie all their assets together. Great piece of infrastructure, growing dividend. Yield is 5.58%. (Analysts’ price target is $39.50)
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$32.250
Owned
Yes
HOLD
HOLD
June 11, 2019
A midstream operator, which she considers an income provider for shareholders. Yield 5.6%.
Keyera Corp (KEY-T)
June 11, 2019
A midstream operator, which she considers an income provider for shareholders. Yield 5.6%.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$32.560
Owned
No
HOLD
HOLD
June 4, 2019
A core holding for him. In the short term it is being impacted along with the rest of the energy space. A great hold for the next 5-10 years. They have continued to grow the dividend and are looking to expand into the US. Guidance is strong for the balance of the year, which he views as positive. They have assets that can not be replaced at cheaper value. A good hold.
Keyera Corp (KEY-T)
June 4, 2019
A core holding for him. In the short term it is being impacted along with the rest of the energy space. A great hold for the next 5-10 years. They have continued to grow the dividend and are looking to expand into the US. Guidance is strong for the balance of the year, which he views as positive. They have assets that can not be replaced at cheaper value. A good hold.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$32.640
Owned
Yes
WATCH
WATCH
May 29, 2019
Solid and continual dividend growth is what you'd want for a dividend play. Made a nice recovery since December. A little more room to run for the next 3 months, but be cautious near the end of the summer. Depends on the state of the economy and energy demand.
Keyera Corp (KEY-T)
May 29, 2019
Solid and continual dividend growth is what you'd want for a dividend play. Made a nice recovery since December. A little more room to run for the next 3 months, but be cautious near the end of the summer. Depends on the state of the economy and energy demand.
Andrew Pyle
Senior wealth advisor and portfolio manager, The Pyle Group, Scotia Wealth Mgt.
Price
$32.670
Owned
No
HOLD
HOLD
May 23, 2019
More in the natural gas processing business. Good company. Still struggling with the price. He wouldn't rush it to buy it. (Analysts’ price target is $39.09)
Keyera Corp (KEY-T)
May 23, 2019
More in the natural gas processing business. Good company. Still struggling with the price. He wouldn't rush it to buy it. (Analysts’ price target is $39.09)
Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$33.130
Owned
Unknown
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