Thank you fauxtomato for your always unselfish informative inputs, make this forum an interesting place.
Last few years my focus was on E&P, now start to build positions at some infrastructures(PPL/ALA/ENB/TRP/AQN). TWM not in my original plans but this price...the story sounds good too.
I can understand your feeling, we all here "believing the inflection point was around the corner". Indeed I have some similar concerns as yours - if this management team put shareholder returns as their absolute priority? Any doubt of that I will cut off without hesitation.
For the same reason my energy portfolio was heavy on Riddell's companies(POU/PMT/RBY). I am very happy Jim, Sue and Mike are growing my money like they are growing their own, unlike others who are spending mine as if it was theirs.
God bless Alberta!