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This has done very well in the last 3 months. Just put out some guidance for next year, which was better than expected. A very high quality diversified industrial company in the US, and is quite global with about 60% of revenues from outside North America. Valuation is relatively expensive, trading above its historical metrics in terms of the PE ratio, so she wouldn't be chasing it.
This has done very well in the last 3 months. Just put out some guidance for next year, which was better than expected. A very high quality diversified industrial company in the US, and is quite global with about 60% of revenues from outside North America. Valuation is relatively expensive, trading above its historical metrics in terms of the PE ratio, so she wouldn't be chasing it.
It’s difficult to find a pure play in this industry, which is why she thinks it is garnering a premium valuation. She would continue to Hold. They made a small acquisition of a smart metering company.
It’s difficult to find a pure play in this industry, which is why she thinks it is garnering a premium valuation. She would continue to Hold. They made a small acquisition of a smart metering company.
Which of the FANG stocks do you least prefer? She probably wouldn't sell any. Would look at the valuation levels to see which were the most onerous and possibly trim back on the one that is the most elevated. Facebook (FB-Q) is probably the one most richly valued.
Which of the FANG stocks do you least prefer? She probably wouldn't sell any. Would look at the valuation levels to see which were the most onerous and possibly trim back on the one that is the most elevated. Facebook (FB-Q) is probably the one most richly valued.
She likes the group, but doesn't own this. They recently did an equity issue to alleviate funding concerns over the next few years, as they have a big capital spending program. Provides a very attractive yield of 7%, which she feels is safe. Prefers the parent Enbridge (ENB-T). (See Top Picks.)
She likes the group, but doesn't own this. They recently did an equity issue to alleviate funding concerns over the next few years, as they have a big capital spending program. Provides a very attractive yield of 7%, which she feels is safe. Prefers the parent Enbridge (ENB-T). (See Top Picks.)
Despite the fact that we see WTI up to $57 and Brent over $60, the Canadian producers are not reflecting those price levels. In fact, the differential has widened. A lot of Canadian energy producers are down, and she doesn't have a lot of exposure. Feels this one is more highly levered than some of the others. She would rather own a very low-cost producer with a very strong balance sheet.
Despite the fact that we see WTI up to $57 and Brent over $60, the Canadian producers are not reflecting those price levels. In fact, the differential has widened. A lot of Canadian energy producers are down, and she doesn't have a lot of exposure. Feels this one is more highly levered than some of the others. She would rather own a very low-cost producer with a very strong balance sheet.
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.
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.
Inter Pipeline (IPL-T) or Enbridge (ENB-T)? If she had to choose between one or the other, her preference would be this. It has been 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.
Inter Pipeline (IPL-T) or Enbridge (ENB-T)? If she had to choose between one or the other, her preference would be this. It has been 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.
