TSE:PKI

Parkland Fuel Corp (PKI.TO)

39.84
-0.14 (0.35%)
as of Nov 4, 2025, 9:00:00 pm Market Open.
434 watching
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Investor Insights
star iconJun 5, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

Parkland Fuel Corp (PKI-T) has garnered significant attention following its acquisition deal with Sunoco. Experts are generally optimistic about the transaction, with several analysts noting the strong assets and potential for margin growth given the current geopolitical climate. There is a price target of $41.50 being discussed, with initial suggestions indicating a takeout offer of around $44, although its current trading price remains below this threshold, raising concerns about the deal's completion. Some analysts recommend shareholders consider their options ahead of the October 17 deadline, while others express caution about potential volatility post-acquisition. Overall, while the stock is linked to steady dividends, the mid-term outlook appears to be less favorable due to integration challenges with Sunoco.

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Consensus
Hold
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Valuation
Fair Value
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DON'T BUY
Sold his holdings when he found cash flows, relative to distributions, are not great. Feels the dividend is too high. They are either going to cut the distribution or there will be no growth.
BUY
Dividend is sustainable (80%). Suffered recently. Largest independent gas marking firm. Own gas stations. 10% of all outstanding gas stations. Margins are stable. Hiccup because market fell. Some value and stability there and continue to pay out the 11% dividend.
TOP PICK
[Program signal failed in Sept. Also the web site did not record a clip for top picks. No opinions were recorded for Top Picks. This item was inserted on Nov 30/11.]
COMMENT
Propane, fuel oil and gasoline. Also do distribution for Esso. Well run business. Have been making acquisitions through the use of debt, which is why he has reduced his holdings.
TOP PICK
Retail oil business with gas stations and convenience stores in Alberta. Have expanded out to eastern Canada with propane distribution. Excellent yield of 11.9%, which he expects will be cut but still over 9%.
SELL
Have had a hard time in the marketing side of refined products and margins have been squeezed. Distribution is suspect. Use as a tax-loss.
HOLD
Recently acquired more fuel distribution facilities, which had a heavier component of diesel sales. Credit facility has been expanded by the banks up to $400 million.
BUY ON WEAKNESS
Distributor of fuel oil, gasoline and runs retail stores, largely in Western Canada. Expecting a distribution cut and will end up at about70% to where it is today. There may be some knee-jerk selling on the back of this, which will be a buying opportunity.
COMMENT
(Market Call Minute.) Have pulled back recently because refining margins have been compressed. Might be a good time to look at this one.
BUY ON WEAKNESS
Lot of respect for management. One of largest independent distributors of fuel and propane. Would buy on weakness. Reporting results in a week or so. Likes the markets they serve – less competition. They have been growing.
BUY ON WEAKNESS
(Market Call Minute.) Just made a nice acquisition in the energy distribution business. Would be interested in the $12 range.
COMMENT
Owns rural gas stations, mostly in western Canada but spreading into Atlantic provinces and Ontario. Likes it but doesn't own as much as he used to. 1) What will happen when they have to convert and 2) what will happen to their PetroCan agreement, which is coming up for renewal.
BUY
(Market Call Minute) Great execution.
BUY
Great looking chart. Trading above all the moving averages. Volume has been decent and steady. Use an $11.14 stoploss.
PAST TOP PICK
(A Top Pick Sept 19/08. Up 18.28%.) Retail gas distribution in Western Canada but has expanded into Ontario. Well managed. Will probably acquire some of the Suncor (SU-T) gas stations that have to be divested.
Showing 286 to 300 of 373 entries