Keyera Corp T.KEY

Analyst Recommendation

[retiredcf]

BUY

Keyera Corp(KEY-T)

06/03/2024

 

Interest-sensitive pipelines have all had a rough time. He owns ENB.

 

These companies have great assets that aren't going away. CEOs of these companies feel it's difficult to do business in Canada. ENB, for example, is dedicating all its capital to the US. That's going to be the strategy if these companies want to grow. 

 

Good time to buy. Though rates aren't going down as quickly as people think, they're not going up from here. That's the value proposition. Over the next 6-9 months or so, rates will come down at the short end and the yield curve will look differently. These companies will benefit from that.
 

Oil / Gas

Paul Harris

$33.640
Unknown