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To: gcrispin who wrote (61060)7/17/2018 7:37:35 PM
From: Spekulatius  Respond to of 78751
 
re ENB - I still own a large position in ENB. I sold SEP after the FERC dies Aster at a small loss, but recently bought some back for 15% less close to the absolute lows. I also swapped some ENB in my tax deferred accounts in EEQ. My position is ~10% overall if my total.

I see ENB as an utility company that can benefit from shale oil, boils sand and NG growth almost regardless of energy prices. The company is now on my solid footing after the asset and they sales they have a nice slug of growth assets starting to generate cash. I think it is a dividend growth stock with very visible growth over the next 5 years at least. I am intending to hold it for full value realization, which I think will be at least $50/share in a few years.