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Opinions Robert Lauzon
Keyera CorpKEY.TOHOLDMar 11, 2020
Robert LauzonStock price when the opinion was issued
As of Jun 19, 2026. Market Open.
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Mostly nat gas plants and processing. Critical infrastructure. A great, steady mid-stream business. 10-year lows on valuation. Yield is 5.96%.
(Analysts’ price target is $35.57)
Alex RuusSteady dividend in a noisy macro time, without a lot of risk. Beat on Q2. Low leverage and payout ratio. Expects higher valuations once market becomes comfortable with Key Access Pipeline.
Greg NewmanTrades at a decent 16x and 6.4% dividend and decent growth rate. It remains a good play on LNG.
Greg NewmanThrough its investments, has shown itself to be much more than a conventional pipeline company. Held up better than others in the space. Good things for the future. Happy to hold.
Michael DecterNot buying for growth clients, but more for a balanced and income-focused portfolio. All the pipelines are down, but he still expects them to raise dividends going forward.
Barry Schwartz
The market's precarious, so he's just looking for stocks that pay a dividend. It's a sideways chart. His stop point is a line in the sand, so if it starts to break down, he'll be out. Buy near the bottom of the channel and you'll be OK. Yield is 6.3%.
Keith RichardsHe's very positive about LNG Canada, not because gas prices will shoot to the moon, but due to gas volumes, if they ever or when they finish the Coastal Gaslink. After a decade or more, Canada is finally selling nat gas abroad. Finally. Really likes Keyera. Infrastructure in western Canada is underpriced considering opportunities in the coming years.
Excellent long term business prospects with legacy assets.
Building pattern happening in technical analysis.
Good for the short term with strong dividends.
Keith Richards
This is a midstream company that takes natural gas and extracts liquids for octane enhancers and other valuable liquids, while taking a toll from the energy producers. He thinks 30% of their total decline is their association to the energy sector. The other portion of the share decline is related to perceived counter-party credit risk -- will their customers be able to pay them. They have strategic assets in Alberta and we know it is harder to do business in energy in Canada. He is still holding this for now, just be careful of how much exposure you have with the mid-stream companies these days. They do not have a debt problem, so the dividend looks safe for this year he thinks. Yield 9.6%