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TSE:KEY
This summary was created by AI, based on 13 opinions in the last 12 months.
Keyera Corp (KEY-T) has garnered mixed reviews from experts in the energy infrastructure sector. Many analysts appreciate its position in Western Canada and the synergies gained from the recent Plains acquisition, which are expected to fuel growth through 2030. The company boasts stable cash flows and a good track record of EPS growth, alongside an attractive yield, although concerns have been raised regarding its higher valuation compared to peers. While some experts emphasize the volatility in the marketing segment and exposure to commodity prices, they also acknowledge that the overall fundamentals and growth opportunities remain strong. The consensus among many is that, despite slight risks and current market pressures, Keyera Corp presents a compelling investment opportunity at these levels.
Midstream operator. Tremendous track record from its 2004 IPO. Had one bad quarter and the stock sold off from $52 to $39 giving a golden opportunity to step in. Even at $47, he thinks it is worth $53. Tremendous small tuck-in acquisition potential as well as projects they have going on in Alberta. 4.3% dividend yield.
Had a bit of a stumble earlier this year because of natural gas liquids and frac spreads. Last quarter was not so bad. A good long-term investment.