TSE:KEY

Keyera Corp (KEY.TO)

58.45
+0.10 (0.17%)
as of Jun 26, 2026, 5:23:18 pm Market Open.
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Investor Insights
star iconJun 26, 2026, 12:00 am

This summary was created by AI, based on 13 opinions in the last 12 months.

Keyera Corp (KEY-T) has garnered a mixed yet generally positive outlook from various experts. Many commend the recent Plains acquisition, emphasizing its potential to drive growth through 2030 and enhance cash flows, positioning Keyera favorably in the energy infrastructure sector. The company is viewed as a strong player in the midstream natural gas market, with stable cash flows and a decent dividend yield. However, concerns linger regarding the ongoing probe into its proposed acquisition and its exposure to oil price fluctuations. Experts highlight the firm's growth potential, particularly with LNG projects ramping up in Canada, suggesting a bright future bolstered by stable management and solid acquisition strategies.

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Consensus
Positive
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Valuation
Fair Value
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ENB,ENB
TOP PICK

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.

TOP PICK
Oil/gas business in Western Canada cannot operate without this company. They are a processor and shipper of natural gas and liquids. They own the processing facilities and get paid a fee to do that. Great management. 4.6% yield.
BUY
Very good company and he thinks the dividend is quite safe. Gas processor, so although gas prices are very low and impacting the producers, it doesn't really have that much of an impact on this company.
TOP PICK
It stumbled so this is an opportunity to pick it up. It is a screaming bargain and then they had a really good quarter. 4.8% yield. Buy it and put it away.
TOP PICK
A processor, shipper and distributor of natural gas. If this company didn't exist, the oilsands would not be able to function. A natural gas company gets the gas out of the ground and goes to one of this company's plant’s, which strips all the ethane, butane and condensate and then ship it down their own pipes to someone else's pipes. 4.75% yield.
TOP PICK
In the natural gas business but not a commodity producer at $1.50, but is a natural gas processor. Quite stable business. Stock ran up and got hit when there was a bit of short-term volatility in their trading business. Very stable business. 5% dividend yield. Company can incrementally grow its business by about 5% a year.
BUY
(Market Call Minute.) Very stable cash flow. Investors have been too cruel to this stock.
HOLD
Gold stocks have underperformed for 3 or 4 months because they had been under a lot of selling pressure. When gold sort of gave up in Jan/Feb, stocks have not been able to get any kind of traction.
TOP PICK
Gas transmission plants that clean natural gas. Good cash flow. Good yield. Gas business is not going away although price is a problem short-term.
BUY
Recently bought on its weakness. Stock got hit because of its propane business, which used to price off of oil but now prices off natural gas. This is a midstream producer that takes all the by-products of natural gas, which is usually a high margin business. Great management. Has an internal growth profile of 10%-15%.
COMMENT
Have a nice run-up until the end of December and started pulling back. He expects there would be support at around the $36 level. The next level would be $34.
HOLD
In the last quarter, oil services sector has become extremely unpopular. He feels the worst is over for this one and it is into some kind of bottoming process. Chart shows a 5 wave down, which is an extreme bear. Has big-time support at around $38. If it went to $37,
BUY
Energy infrastructure company. They have plants that process natural gas and in some cases strip out the higher one of the liquids such as propane and butane. Also involved in storage. Their results were hurt by the warm winter which created weaker propane prices. Expect they will realize a loss in Q1.
STRONG BUY
He likes this name a lot. Has had a disappointing 4 months or so. 4th quarter earnings were not great. One of the issues is that they have a big marketing business in which the gains were not existent in that quarter. 1st quarter will be weak because there is an oversupply of propane, one of the key components that they market.
DON'T BUY
(Market Call Minute) This one has some gas exposure so be careful. Go to other names.
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