RE:RE:RE:RE:RE:RE:RE:Russia Threatens to Crash the ISSWell BIP could certainly use the extra product for their polypropylene plant. I'm not how many people know this but polypropylene converts back to propane easier and cheaper than it was made from propane in the first palce. Shipping it by rail cross country and shipping it to Europe would be safe and easy. I bet IPL is making deals with energy starved European nations as we speak. KEY may be able to suck 20-40% out of BIP just like IPL shareholders did.
Maybe ARX is tired of waiting for The Coastal Gaslink to finish and will take a bite?
It does not look like a good fit for Enbridge though.
GLTY and Go Enbridge! ;-)
SargeX wrote: That's an interesitng comment on a KEY take-over. I had sort of been thinking it might be time for BIP to do another one as they are so flush with cash even after IPL. guess it means a KEY take-over may be in play from a couple spots.
My wife and I definitely like having a few holdings in each of our key sectors - banks, utilities, midstream, telcos, and REITs. It sure does smooth things out and more importantly, it means very rarely selling anything.
The only reason I'd sell part of our KEY is to turn that part into just trading as KEY is wildly volatile. I'm sure once I think about it more, it will sound like too much work so we'll end up just holding all the midstreamers for at least the next few years.
Ciao
Sarge
Quintessential1 wrote: Thanks Sarge. It looks like ENB has some catching up to do this year. Being diversified over all four stocks would guarantee that you don't miss out on any excellent deals like the one PPL just pulled off. I have heard murmurs of PPL buying out KEY so it may be well worth keeping for the premium that may come with it.
GLTY
SargeX wrote: Here's an interesting total returns table of the 4 midstreamers that my wife & I own. Our current rating is #1 TRP & PPL, #2 ENB, #3 KEY. I have total confidence in the first 3 but am not too sure on KEY. To top it off for KEY, the PPL/KKR deal hurts their big KAPS project as KKR is selling out of it.
Here's the table. | Ticker | | YTD | | 3 Month | | 1 Year | | 3 Year | | 5 Year | | 10 Year |
| PPL | | 19.03 | | 20.33 | | 45.24 | | 2.51 | | 5.83 | | 9.04 |
| TRP | | 18.12 | | 19.42 | | 33.11 | | 10.06 | | 6.68 | | 8.07 |
| ENB | | 15.22 | | 18.93 | | 34.32 | | 9.90 | | 5.14 | | 7.52 |
| KEY | | 4.73 | | 8.25 | | 26.34 | | 2.29 | | -0.29 | | 7.86
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Quintessential1 wrote: Ha, it is never until I read your responses that I realize what a lousy speller I am.
Hey, do not underestimate the 20k window man's ability to make up a BS story to make his sht deal turn into shineola.
There was already one divy trader that sold and said he popped his earnings into PPL which was languishing and then added he also put it into TRP afterwards. Uh-huh. I'm not sure why this BS is ever needed just sell and FO. No need to come back here and share your hollow victory.
PPL has since made an excellent deal and is trading up nicely but given ENB's superior div I believe it is still performing better and I didn't have to do FA to get it...again.
Go Enbridge! ;-)
FiddyFiddyOddzz wrote: Yes SIr, good riddance indeed.
I just hope 20 K window man doesn't start blabbing again about how much money he made on a fictional Tesla trade, please spare us all !!
Quin wrote:"I hope they don't crash it into Line 5.
On an off topic note (rolling eyes) this high share price virtually insures that the 20k window man and his merry band of divy trading compadres won't be returning anytime soon as they have missed their window and are now outsdie looking in.
Good riddens DBs!
Go Enbridge! ;-)"