Keyera Corp T.KEY

Enbridge,Keyera, Pembina?

[Lacas24]

I have a question for the more affluent members of the board. All things considered. Which one has the highest rate of return in your opinion? I am buying all 3 for a while in a 50% Pembina 30% Enbridge 20% Keyera ratio. I am about to double my allocation. Should I stick to this ratios?

[JohnSP]

I'm currently: 1) 25% ENB: Safe high yield dividend, share price is 37% below 52 week high earlier this year before Covid, yet forecast 2020 DCF is unchanged and expected to be midpoint. Annual div raise normally announced in early Dec. 2) 20% ALA: Mostly a US Utility company with legacy Alberta assets and juicy RIPET. This is my safe stock with a nice div yield. 3) 6% KEY: Very undervalued

[Lacas24]

Thank you. Great picks.