Notwithstanding the Scotia downgrade, aside from a couple of Holds, almost every analyst in the last 4 months has been favourably disposed towards GEI with the dividend looking perfectly safe. Also note that David Burrows will be back on tomorrow's Market Call Tonight. GLTA

 

GEI-T   2012-12-28 PAST TOP PICK Michael Giordano

(A Top Pick June 29/12. Up 17.53%.) Made a nice acquisition of a US environmental services company, so he likes the greater diversification. Looking at 10% returns plus dividends because it is more of a “steady as she goes” type of company. 4.4% dividend. Still a good Buy today because of the growth outlook and the stable dividend.


Price:
$23.770
Subject:
RESOURCE
Bias:
BULLISH on RESOURCES
Owned:
Yes
  GEI-T   2012-12-18 BUY Norman Levine

Energy infrastructure. Very safe dividend. Has grown quite a bit and done very well for its investors. Good profitability.


Price:
$23.940
Subject:
GLOBAL DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
  GEI-T   2012-11-20 BUY Mike S. Newton, CIM FCSI

Well liked mid stream pipeline.  Caller wanted to ‘dip his toe in’ and guest agreed.  A pretty good buy right here.  4.6% yield.


Price:
$22.310
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
No
  GEI-T   2012-11-15 TOP PICK Andy Nasr

Energy infrastructure company that makes most of its money hauling oil.  Relatively defensive name.   Growth through acquisition and potential distribution increases along the way.  4.8% dividend.


Price:
$21.820
Subject:
CANADIAN DIVIDEND & REITS
Bias:
OPTIMISTIC
Owned:
Yes
  GEI-T   2012-11-01 HOLD Jim Huang

A bit of an eccentric company in regards to their business mix. They have basically oil service companies, pipe, generation, etc. Right now they are benefiting from the whole trend of shipping oil through rail. Have a lot of logistics solutions and are making good acquisitions as well in the US. More of a yield play than anything else but on that point it’s nice and steady and has been around for a long time.


Price:
$23.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
  GEI-T   2012-10-17 HOLD Michael Smedley

Acquired Omni Energy Services, which should be accretive to cash. Also, announced new financing and increased the dividend. Marvellous company with all kinds of peripherals to oil/gas services infrastructure, particularly oil sands.


Price:
$23.430
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
  GEI-T   2012-10-10 PAST TOP PICK Jeff Young

(A Top Pick May 15/12. Up 9.92%.)


Price:
$22.630
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Unknown
  GEI-T   2012-09-06 PAST TOP PICK Jeff Young

(Top Pick May 15/12, Up 5.07%) A little more volatile than the infrastructure guys as there is a big trucking component.  As long as money keeps getting spent on oil sands development it will do well.


Price:
$22.350
Subject:
CANADIAN DIVIDEND
Bias:
SELECTIVE
Owned:
Yes
  GEI-T   2012-08-28 PAST TOP PICK Andrew Hamlin

(Top Pick Aug 16/11, Up 39.67%) Owned since they went public.  Small dividend.  Mid-stream, diversified player.  Should do well as North American economy grows. 


Price:
$21.960
Subject:
GROWTH & INCOME
Bias:
CAUTIOUS
Owned:
Yes
  GEI-T   2012-08-22 TOP PICK Steve Carlin

Oil services and operates in a variety of different areas in Alberta such as transportation and marketing. Have only been public for 5 quarters, but every single quarter tends to deliver. Just committed $200 million plus to growth projects over the next couple of years, which should help its earnings. 4.5% dividend.


Price:
$22.300
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
  GEI-T   2012-08-13 PAST TOP PICK David Burrows

(A Top Pick Aug 18/11. Up 36.54%.) He is continuing to buy this stock. He is a big believer in the long-term secular theme in energy infrastructure. Have lots of opportunity to expand their business. He thinks they will grow the 4.5% dividend steadily over the next 5 years. (See Top Picks.)


Price:
$22.070
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
  GEI-T   2012-08-08 TOP PICK Veronika Hirsch

Got a bunch of assets.  Has been around for a long time but recently IPO’ed and not everyone knows of it.  Industry is attractive.  People are having trouble getting approval for asset expansion but these guys already have an attractive suite of assets.  It is a mid-stream player so doesn’t have to be as concerned about the rise and fall of commodity prices.  As volumes increase their earnings go up.  Short-term fluctuations in price of oil do not affect them.  They are boosting their cap-x and that is all good because they can make a return on that.


Price:
$21.410
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes