ENBA News and Press, Enbridge Inc 6.375% Fixed-to-Floating Rate Subordinated Notes Series 2018-B due 2078 From 02/09/23

Summary This month I had 3 transactions. New forward dividends are approximately $1,225. Next month I will look into Ahold, CTPNV, Prosus and CBOE Global. The first month of the year is already done and what a month it has been in terms of stock returns. The S&P500 ( ...

Summary Enbridge Inc. is one of the largest midstream companies in North America, owning an extensive infrastructure network that spans the continent. The company enjoys remarkably stable cash flows regardless of conditions in the broader economy. Enbridge boasts significant forward...

Summary This article is part of our monthly series where we highlight five companies that are large-cap, relatively safe, dividend-paying, and are offering large discounts to their historical norms. It's always a good idea to keep your wish list ready by separating the wheat from the ch...

Summary EPD just released Q4 and FY2022 results. The company provided two very important updates that significantly impact the investment thesis. We discuss these in detail and offer our updated outlook on EPD. Enterprise Products Partners ( EPD ) just released Q4 and ...

Summary My previous bullish pick on a mid-stream O&G ETF has generated 5.04% alpha in a month. Now, I am changing my stance on the sector to a neutral 'hold'. A warmer EU winter implies lower volume demand. Slowing economic activity to curb top-line growth. A low-growth econ...

Summary JRI has performed well since our last update, but the discount remains attractive. This fund is split between real assets, and that includes real estate and energy infrastructure exposure. REITs had a tough time in 2022, but that side of the sleeve is starting to show some s...

Summary We had suggested Enbridge baby bonds as a way to play the hawkish Federal Reserve. The baby bonds have moved near par value. We discuss what the odds are for redemption and what are alternative securities to consider. We have been fans of Enbridge Inc. ( ENB ) ...

Summary Couche-Tard, Activision Blizzard, and Intertape Polymer (acquired throughout the year) were my top performers for 2022. The increase in dividends is worth a lot more to me than how my portfolio did in 2022. The increase comes mostly from dividend increases by companies and f...

Summary Plains All American Pipeline, L.P. and Enbridge Inc. are two high-yield investment grade midstream businesses. Plains is far cheaper, but Enbridge has a vastly superior track record. We compare them side by side and offer our take on which is a better buy right now. ...

Summary iShares Global Infrastructure ETF looks like an attractive buy for a balanced portfolio. Utility exposure presents defensive positioning. Infrastructure policy will fuel medium-term growth. Lower cement prices will ease construction margins. Technical analysis also s...