Post by
SargeX on Apr 19, 2022 11:43am
power rankings
Just like the major sports, I like to do an occasional "midstream power rankings". After the successful KEY investor day, here's my latest:
1 - PPL, 2-TRP, 3-KEY, 4-ENB.
Of course, my personal rankings don;t affect doing any selling as we have no plans to sell any midstreamers in the next 3-5 years. This is a tad different than the rest of our holdings that we never plan to sell (until our estate gets settled). I think with all the green cr*p, we will need to monitor a bit in the coming years.
ENB is last because of the terrible Mainline contract decision and the ongoing line 5 hassles. It also always seems to have a big target on its back.
Ciao
Sarge
Comment by
bttmfischer on Apr 19, 2022 5:31pm
SargeX, Your "power ranking" is fair, except I would put ALA before KEY. I also believe that PPL may do better than ENB on the long run. Anyway that's my 5c worth.
Comment by
bttmfischer on Apr 19, 2022 5:41pm
I should add that while I held KEY a long time ago, I never had TRP, so I cannot say anything about that one. I do have ENB(both commons and preferreds) as well as PPL(again commons and preferreds), which keep me off the streets and out of pool halls, and keeps CRA happy, thank you.
Comment by
stocktalk on Apr 19, 2022 9:50pm
Sarge, I was in the same boat as you and many others. Old Ala management were a bunch of slim balls ! Luckily, I broke even and move on to PPL and never look back. Low Ready ! Stocktalk
Comment by
corvette67 on Apr 20, 2022 1:15pm
Enbridges problem seems to be line 5 and their lawyers seem to being doing very little except padding the bill. It's amazing that Trump lawyers manage to get to the courts 65 times in three months. Of course they lost virtually all the cases but imagine what they could have accomplished if they actually had a case.GLTA
Comment by
bttmfischer on Apr 20, 2022 2:16pm
As a footnote SargeX, did you notice who KKR's CEO is? General Petreaus( not sure if I spelled his name all right). He has connection and a pipeline to information, like nobody else, as he was the Director of the CIA before.
Comment by
Joe455 on Apr 21, 2022 5:41pm
Sarge really knows his stuff.
Comment by
Ghost73patrol on May 04, 2022 2:32pm
This post has been removed in accordance with Community Policy
Comment by
Ghost73patrol on May 09, 2022 4:29pm
This post has been removed in accordance with Community Policy
Comment by
Ghost73patrol on May 23, 2022 6:18am
This post has been removed in accordance with Community Policy
Comment by
Jtpatrol1 on Oct 27, 2022 4:11am
great points, thanks Sarge
Comment by
JohnTool321 on Nov 28, 2022 3:36pm
This post has been removed in accordance with Community Policy
Comment by
Lisagerrard17 on Nov 28, 2022 3:38pm
thanks for the posts Sarge
Comment by
DannyI7 on Dec 03, 2022 12:38am
This post has been removed in accordance with Community Policy
Comment by
GreenCarpStorm on Dec 01, 2022 7:30pm
This post has been removed in accordance with Community Policy
Comment by
Karren911 on Dec 11, 2022 4:21am
This post has been removed in accordance with Community Policy