His company has this with a $130 US target on it and $145 two years out. He has this as a sector perform, even though it is high volatility because of the oil exposure. Quite a well diversified company with a lot of assets offshore. If you are looking for an international oil play, this is definitely a good choice.
He ranks this more in with the pipelines. This is in the energy infrastructure and mostly works with rail, storage, delivery, etc. This is a pretty good entry point. His company has a $29 target.