Gibson Energy (GEI.TO) Buy, Sell or Hold

Gibson Energy (GEI.TO)

29.56

+0.33 (1.13%)

as of Jun 19, 2026, 8:00:01 pm Market Open.

150 watching

COMMENT

This is a company for the future. Exciting in that they are in an area where there is a lot of expansion. Good balance sheet. Raised a lot of capital. Energy stocks are kind of spongy in the summertime. This is on his short watch list.

TOP PICK

(On Top Picks, do Partial Buys aiming for a full position by year end.) Likes it for the 5% dividend and its appreciation. Diversified mid-stream company servicing the oil industry in both western Canada and the US. Has 5 divisions including pipelines, terminals, truck transportation, nat gas liquids marketing and processing well site fluids. $75 million in cash. Western Canada has grown oil production 2.5% per year for the past 15 years and the US has grown 4% for the past 5 years. Sees $25 to $27 in 12 months.

COMMENT

Chart shows some pretty strong support coming in at around $20 or so. Given that the market has a little bit of upside to it and there is a bit of momentum on oil, this has a reasonably good chance of some upside.

BUY

More attractive valuation than ENB. GEI offers more value. Very little exposure to Nat Gas prices.

TOP PICK

Pretty small sized company and has exposure to rising oil flows. Have to move all the oil and they are trucking it and moving it through their pipelines. Trades at around 9.6 EV to EBITDA (?). Very strong balance sheet and can make acquisitions.

TOP PICK

Has a lower payout ratio than the industry so by the time they catch up, there will be more dividend increases. Energy is going to be one of the more attractive industries going forward so anyone that services energy production is in good shape to benefit from increases in production in Canada and US. Attractive dividend.

TOP PICK

They do everything from collecting from the gas well to refining. No matter what the price is, they are benefiting. They can take advantage of volatility. 4.6% dividend. No near term increase coming but down the road they have room to increase.

TOP PICK

Pipelines. Basically pick up oil from the well head and do everything in between to get it to the refiner. Try to touch the barrel several times in that process and try to make money on every touch. Opening new contracts all the time. Keep increasing their dividends. Trades at a slight discount to other names in the group.

BUY

(Market Call Minute.) Trades at a discount to the group. You are insulated from natural gas price weakness and you may actually benefit from wider differentials.

TOP PICK

They truck and pipeline oil all around. Their largest shareholder was a private company that just sold the balance of their holdings. They should make it into the index, perhaps today. 4.8% yield is not shabby, 65% payout, vs. a norm of 70%, and they said they want to catch up so she expects a dividend increase or two. Just reported fantastic numbers. They got everything right. Haven’t even been public for a year.

COMMENT

A private equity company got involved in it and have been basically selling off their interest over time and he thinks they will continue to do that. It’s a grab bag of a bunch of essential services. A big part of it is trucking. A little bit rich. Doesn't expect it to be a huge growth business.

TOP PICK

Oil trucker. Fantastic earnings. Have a growth profile ahead of them. Have suggested that they will grow the dividend along with their earnings.

TOP PICK

5.5% yield. Very large midstream company and was in the private sector for 57 years. Brilliant management. Into installations of piping and other infrastructure facilities in western Canada and US.

TOP PICK

(Recent IPO.) Midstream in the energy world. Trucking and propane. Likes this group because he knows there will be continued growth and activity. Yield of just under 6% and that will grow steadily.

TOP PICK

Midstream oil/gas provider including terminals, pipelines and trucking. Tremendous growth opportunities. About 5.5% dividend.

Showing 136 to 150 of 150 entries

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Gibson Energy (GEI.TO)