Bullboard - Stock Discussion Forum Enbridge Inc T.ENB

Alternate Symbol(s): ENB | T.ENB.PF.A | T.ENB.PF.C | T.ENB.PF.E | ENBOF | ENBFF | T.ENB.PF.G | EBBNF | T.ENB.PF.U | T.ENB.PF.V | EBGEF | T.ENB.PR.A | ENBGF | T.ENB.PR.B | EBRGF | T.ENB.PR.D | EBRZF | T.ENB.PR.F | T.ENB.PR.H | ENBHF | T.ENB.PR.J | ENBRF | T.ENB.PR.N | ENNPF | T.ENB.PR.P | ENBMF | T.ENB.PR.T | T.ENB.PR.V | EBBGF | ENBNF | T.ENB.PR.Y | T.ENB.PF.K | T.ENB.PR.G | T.ENB.PR.I | T.ENB.PR.Z

Energy Oil & Gas Midstream

Enbridge Inc. is an energy transportation and distribution company. The Company operates through five business segments: Liquids Pipelines, Gas Transmission and Midstream, Gas Distribution and Storage, Renewable Power Generation, and Energy Services. Liquids Pipelines consists of pipelines and terminals in Canada and the United States that transport and export various grades of crude oil and... see more

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TSX:ENB - Post Discussion

Enbridge Inc > Interesting info on pure renewables

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Post by SargeX on Feb 25, 2021 12:01pm

Interesting info on pure renewables

As I've been saying for a while, renewables are grossly over-priced and midstreamers are under-priced. Here's a quote from part of my post from Jan 14th.

Anyway, as I've been saying for a little while, anything green including the pure renewblres is grossly over-priced and headed for a 10-20% correction in the next months. On the other hand, the midstreamers are grossly under-priced and headed for a run-up.

I just made up a table of the correction on a few pure rewables companies thus far. It's a mess and I'm not sure it's over yet.

Ticker	Curr	High	Diff%	Date
BEP.UN	51.58	63.39	-18.63	21.01.08
BLX	40.95	56.70	-27.78	21.01.12
INE	23.94	32.48	-26.29	21.01.08
NPI	41.98	51.45	-18.41	21.02.05
RNW	19.81	24.47	-19.04	21.01.07

In the meantime, the midstreamers have done quite well.

I'm quite happy to have sold all our BEP.UN and 60% of our NPI.

Ciao
Sarge

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Comment by FreeAtFiddy on Feb 25, 2021 12:13pm

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Comment by WalterWhy on Feb 25, 2021 12:24pm

Thanks, Sarge--as always, appreciate the insight. I know you have full positions most of the time, but are you thinking of adding any more midstreamers at this point? I sold all my NPI, AQN and RNW recently near the peaks, and have been re-deploying into TRP/ENB/PPL/KEY (I already have a full position in ENB). I wanted to sell my ALA at around $20, but changed my mind as I'm still well ...more

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Comment by SargeX on Feb 25, 2021 12:56pm

Hey Walt Great to hear from you. A huge congrats on your marvelous timing on both sides - selling renewables and buying midstreamers. Yes, we do have a full position in ENB, KEY, PPL, and TRP. No plans to add anymore as they are all at 5% of our total book value. I never really care about the % of total portfolio but do have a rule that 5% of book is as high as I want to be for any ...more

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Comment by WalterWhy on Feb 25, 2021 5:21pm

Thanks, Sarge--I have a limit of about 25% on my midstream in total, but my split is about ENB (10%), ALA (6%), TRP / KEY / PPL the rest. I also have a few hundred shares of IPL that I'll hold on to to see how this BIPC takeover plays out. Are you still holding BPY? It has done fairly well recovering recently, and many were expecting a dividend cut, but it never came, and ...more

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Comment by SargeX on Feb 25, 2021 6:25pm

Hey Walt That has to be the nicest post I've ever gotten. Thanks mucho for it. That is truly wonderful to hear that the dividend income approach is working for you. I really do believe that it is very simple to set up and can be totally stress free. As I mentioned, I base the size of a holding on book value rather than current vlaue and coincidentally, our total midstream book% is 23 ...more

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Comment by FreeAtFiddy on Feb 25, 2021 6:55pm

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Comment by Bigtunes217 on Jun 29, 2021 12:50pm

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Comment by silkos on Jun 29, 2021 1:47pm

BigTunes = BigPumper = BigTimeWaster This troll account was opened days ago and digged very deep into some old posts to praise the profets. Welcome to ignore.

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