TSE:KEY

Keyera Corp (KEY.TO)

57.53
+0.25 (0.44%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
548 watching
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Investor Insights
star iconJun 6, 2026, 12:00 am

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

Keyera Corp (KEY-T) has garnered mixed reviews from various experts, with the overall sentiment leaning toward a cautiously optimistic view. The stock is recognized for its stable cash flows and the potential for growth, particularly following its recent acquisition, which some believe will hedge marketing exposure risks. While some analysts point to a probe into this acquisition as a significant concern, others highlight the company's strong fundamentals and ongoing demand within the LNG sector. Despite its higher valuation compared to peers, experts acknowledge its growth prospects and the embedded catalysts that could drive future performance. However, caution is advised due to market exposure, particularly related to fluctuating oil prices, leading to a variety of perspectives on the stability of its dividend and overall investment appeal.

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Consensus
Positive
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Valuation
Fair Value
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Similar
ENB
TOP PICK
Had a rough start to the year. It says that there is a buying opportunity. Takes dirty gas out of the well and cleans it to send it to your house. Low price of Gas only mean they may clean more of it. Not a commodity play. Dividend is going to rise.
COMMENT
Best in class in energy infrastructure. With the stock being up 49% last year, he was actively reducing his weighting. Q4 was a disappointment last year and Q1 is going to be a rough quarter. There has been a sharp drop in propane prices.
BUY ON WEAKNESS
Their mid stream business is a great margin business. The input is Natural Gas. A Fantastic dynamic. If it drops another couple of dollars he would look at increasing his position.
BUY
(Market Call Minute) Good dividend and have taken a loss, but info is well disseminated.
WEAK BUY
Well-managed company, mid stream assets. Prefers Alta gas.
BUY
Loves it, just bought more. Had a hiccup in their propane but it is not a long-term problem. Thinks it is right on trend.
HOLD
They just did a financing. The fundamentals are quite good. The equity issue was done at a discount to the market to make it successful so it rolled off a bit. The stock still shows some weakness. He has talked about buying some on a pullback.
WATCH
Great asset. Pipelines are paying out dividends. A lot of the exposure came about because of frac spreads. He is staying away from these companies right now because of valuation concerns. Would like to see more accountability in their exposure to NGL margins on account of positive frac spreads and how much is baked into the name.
COMMENT
Recently reported some issues in relation to marketing margins. This is going to be temporary this quarter as well. Their hedges didn't really work for them. Dividend yield is sustainable. Good, longer-term name.
TOP PICK
Fantastic management team. They help companies process natural gas and liquids. One of the by-products of natural gas is propane, whose sales are very seasonal. They keep the propane and market it but because of weather, sales were weak and hedges didn't work out well so it's a good price now. 5% dividend.
HOLD
200 day is still rising so it is still in an uptrend. If you are a long term investor, it’s fine. If a short term investor, you’ve already been in a bit of a correction. It’s back down to the 50, which is trying to roll over.
BUY ON WEAKNESS
Correcting. Not a huge amount of downside as long as they can continue to increase dividend. He is fairly positive on it. Wait until it is 10% down from recent high.
PAST TOP PICK
(Top Pick Feb 16/11, Up 48.13%)
PARTIAL SELL
In an RRSP, he would be tempted to trim some because it has done so well. If you like pipelines, diversify into another one, just don't have too much specific risk. Valuations are getting to the point where it would be pretty normal to see some kind of pullback. If it's over 25% of your portfolio, sell a quarter.
TOP PICK
Volatility is in the producer. Toll booth type of business. It is harder to find these at this valuation. Thinks he will get 8-10% return.
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