RE:RE:RE:RE:Captured my gainsALBATROSS: I like your thinking, takes some profits and roll them into steady eddie dividend payers. Part of me wants to do that as up @ 70% on CVE and I have to pinch myself. But I'm staying in CVE as 1) believe still way undervalued, 2) longer term will evolve/mature to a good dividend payer, and 3) funds in taxable account so selling would crystalize a tax payment so my future div yield vs rebuying say Pembina is even higher.
SCLARDA: Nice precise summary, thank you. Timing on Husky was fortunate. What else do you own?
PIPELINES: Have owned Canadians PPL, ENB, KEY & IPL in past, ENB until recently when I switched to Cdn Oilfield Service Co's TCW, PD, ESI, & TOT. Never really like PPL as SNAFUs. Jordan Cove LNG fiasco you could have seen a mile away as no experience in LNG, plus LNG is normally the domain of big guys like Shell & XOM. Then there was the IPL takeover failure. That said PPL and KEY should both benefit from LNG Canada as piping in gas to Coastal GasLink.
Long CVE > CPG > TCW > PD > ESI > TOT, GLTA.