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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: Mike K who wrote (179947)	8/8/2013 7:42:28 AM
From: Mike K	Respond to of 206202

More on Keyera from CIBC this morning; Keyera Corp Q2/13 First Look: 11% Dividend Increase On The Back Of A Strong Beat ? Keyera reported Q2/13 AFFOPS of $1.01, above our $0.80 estimate and consensus of $0.86. Better-than-expected results were driven primarily by the marketing segment, which benefited from strong iso-octane margins and condensate imports. ? Keyera announced it will increase its monthly dividend 11% from $0.18/share to $0.20/share or $2.40/share annually starting with the September 2013 distribution. The current yield based on the new dividend rate is 4.3% (up from 3.9%). ? Keyera has over $800 million of committed growth projects that will start operations over the next three years. We estimate these projects will result in a 7.5% dividend CAGR during this period. The potential for upside is significant given Keyera's suite of development projects. ? Keyera will host a Q2/13 conference call on August 8, 2013, at 10:00 a.m. ET. The call-in numbers are 888-231-8191 or 647-427-7450. We maintain our Sector Outperformer rating with $1 higher $62 price target.

To: Mike K who wrote (179947)	8/8/2013 2:39:55 PM
From: Biomaven	Read Replies (1) \| Respond to of 206202

Appreciate the response Mike - I'll certainly take a look at both the plays you mention. I've generally been cautious on Canadian plays because of the potential impact of the US shale discoveries - it's very hard for me to get a handle on how this disruptive event will eventually re-jigger the whole pipeline, natural gas and natural gas liquids infrastructure in North America. I am looking for some short plays in this area to offset my long positions in midstream and pipelines. Any companies in this field that you see as long term losers? There surely have to be some now that Canada is going to lose major US markets. Peter