Tidewater Midstream and Infrastructure Ltd…

Tidewater Midstream and Infrastructure Ltd (TWM.TO)

16.60

+0.10 (0.61%)

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

87 watching

BUY

Really likes it. Best performing on the TSX this year, second only to IPL. 2020 was a banner year. Pioneer Pipeline sale approved, and proceeds will be used to pay down debt. Helped by commodity cycle. Lucrative project pipeline. He cautions that it is energy and a small cap, so will be volatile. Long term, investors will be rewarded.

PAST TOP PICK

(A Top Pick Jun 22/20, Up 64%) He would still be a buyer at this price. It has come back to where it was trading in prior years. They are embarking on a new energy project which is a major deal. 3000 barrels a day of a bio fuel that replaces diesel. The government is supporting the project, making it economical to the company. It could add 50 cents to the stock.

BUY

The dividend is very sustainable with a payout ratio of 25%. He has owned it for 2 to 3 years and they did everything they said they would. He considers it undervalued and a buy. They are in the process of selling one of their pipelines to reduce debt.

BUY

Likes it. They're a lot smaller than their peers, so that's why there's a slight valuation discount. They bought the Prince George refinery a few years ago that they market didn't like because TWM took on debt, but Prince George has performed ahead of expectations. TWM is now laser-focussed on paying down debt. TWM is not a value trap, given smart management moves.

PAST TOP PICK

(A Top Pick Feb 10/20, Down 6%) Held up well in 2020. Speaks to quality of the assets. Plans to delever balance sheet and focus on growth.

BUY

The dividend is safe. It was trading over a dollar earlier this year. Now the Prince George plant is running at full capacity. They are down because of nervousness over the high levels of debt. They are in the process of selling a pipeline that will take the debt load to a reasonable level. 5% dividend at less than a 30% debt level.

COMMENT

The dividend is safe, because they've endured a few quarters during Covid and have performed in line. They announced the sale of a pipeline that will pay down debt and lower their leverage. After that, expect a re-rating of the stock. However, this stock and sector are volatile. Also, a big firm has been buying up these shares, which is a positive sign.

COMMENT

A small midstream infrastruture player with about $200 million market cap. They just had a significant new equity partner come in (buying 24%) that focuses on private equity investing. This has helped TWM share prices. TWM has adjusted some operations and has sold some assets to TRP to help pay down debt. They are seeing good margins on facilities in BC.

PAST TOP PICK

(A Top Pick Jun 24/19, Down 49%) There were two infrastructure projects that were completed in 2019. They were completed on time and on budget. Then there was the fall out in the oil and gas sector. It is very attractive at these levels.

TOP PICK

They have a new large shareholder that holds 24% of the company -- It is a private equity firm. This firm has a stellar track record. (Analysts’ price target is $1.20)

BUY

They bought the Prince George refinery and sold off their Pioneer Pipeline project. That's helped their balance sheet. The refinery has performed better than expected. Northern BC will benefit from LNG Canada and TransMountain. There's also been insider buying here, another plus.

DON'T BUY

A small-cap energy infrastucture name that's been acquiring assets in western Canada. It looks very cheap and managers own a lot of stock. But this name doesn't have enough diverse assets for him. He prefers ENB and Pembina.

TOP PICK

A midstream company in Canada. They announced a refinery that was not welcomed and the stock dropped due to debt. He thinks the refinery will have better results than the guidance implies. (Analysts’ price target is $1.82)

WATCH

He owns a little of this one. He has not been particularly keen on management. They continue to buy assets, but the market does not believe it is acreative. He thinks investors are moving towards larger mid-streamers instead. Yield 3.8%

BUY

The CEO just bought a million shares. They just purchased a refinery at a steal. The larger refinery companies would not be interested in something this small.

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Tidewater Midstream and Infrastructure Ltd (TWM.TO)