Q: Hello Peter
one of the speakers on BNN made Key his past pick and has done well
he seems to prefer Key.ca over some of the Cdn pipelines like ENB TRP and PPL
Keyera has out performed the above pipelines in the last year or so
should I start a partial position in Keyera or add to my pipelines with any pullback, thank you
Michael
one of the speakers on BNN made Key his past pick and has done well
he seems to prefer Key.ca over some of the Cdn pipelines like ENB TRP and PPL
Keyera has out performed the above pipelines in the last year or so
should I start a partial position in Keyera or add to my pipelines with any pullback, thank you
Michael
5i Research Answer:
We think KEY is fine, but not necessarily 'better' than ENB. ENB does have a higher yield now. We would consider it similar to the others. Depending on how many pipes are owned, we would still be fine adding KEY for diversification.