Keyera Corp

KEY-T

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%.

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)

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)

A midstream operator, which she considers an income provider for shareholders. Yield 5.6%.

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.

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.

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)

An infrastructure company in Western Canada, a mid-streamer. He has liked it for a long time. It under-performed for 2 or 3 years because of a lack of growth projects. They now have some new projects, one of which he thinks will propel it in the next few months.

Likes the chart. After a downtrend in late-2018, it's had a strong uptrend since January. It's a safer energy play; expect insitutional money to flow into this name.

(A Top Pick May 31/18, Down 10%) Process oil/gas, don't produce anything. Frustrating to own because of market sentiment. Ones that are surviving are well run. Good dividend. Has owned it for a long, long time.

Good managers, but is in a touch sector, Alberta oil. KEY is picking up a little bit lately, relatively well. Oil may take a while to revive, but a few take-overs could have a huge impact.

(A Top Pick Feb 13/18, Up 4%) They have irreplaceable assets that are fundamental to an economy, expensive to replace. They clean impurities from gas before that's shipped for home use. Pays an attractive yield with only minor commodity exposure.

He likes this and the dividend is sustainable. He has been shying away from the energy sector. If you are looking for cash flow, probably not too bad. He is concerned with Canadian energy. Probably some upside to this name, and currently a good entry point. Has a $38 target.

It had a good quarter recently. He would put this lower in his rankings as there are others that are just a bit better. It yields less than ENB-T, where the risk is lower. Yield 5.7%