Parkland Fuel Corp (PKI.TO) Buy, Sell or Hold

Parkland Fuel Corp (PKI.TO)

39.84

-0.14 (0.35%)

as of Nov 4, 2025, 9:00:00 pm Market Closed.

426 watching

COMMENT

Crude oil prices have risen so significantly and this company has quite a bit of their businesses tied in with refining margins and gasoline stations. The recent drop in crude prices should help them.

BUY

Strong disciplined management. Payout ratio is not high on their free cash flow. Stock prices weak because of the squeeze on high-energy prices creating low margins on gasoline.

PARTIAL BUY

Was a great company when gasoline margins were very high. This has shrunk and is hurting them. Dividend could be vulnerable. In the long run, margins will recover and this is probably a decent time to be picking away at it.

SELL

Sold his holdings because they were expanding into rural eastern Canada, which he thought was already well serviced by Esso.

BUY

Off brand gas stations in rural western Canada. Great business as it was in the right geography at the time and fuel margins were expanding. Excellent operator. Fuel margins have now shrunk. Also the new tax regime in Alberta has slowed things down. He sold about one third of his position. Would wait until fuel margins start to expand again.

BUY

Service stations in rural western Canada. Expanded into propane, some fertilizer and industrial lubricants. Q1/08 was less than Q1/07, but the latter was a record year with very good refining margins, which they have a share of. Well run company. Low debt. Recently made an acquisition in Ontario Noko that provides fuel in rural areas outside of the GTA.

BUY

Made a lot of money so took some profits. A good long-term story. In the near term they will be affected by refining margins, but still a great company.

PAST TOP PICK

(A Top Pick Apr 16/07. Up 22% total return.) Sold about 1/3 of his position but is still buying for new clients. Near term, some of the fundamentals are not as good as they have been in the past.

TOP PICK

Primarily gas stations in rural western Canada. Diversified by selling propane, lubricants, etc. over the last year or two. This offsets Q1 weakness on gasoline sales. In the last couple of years they have raised their distributions and paid dividends. Low debt to cash flow. Well-managed. Very cheap.

HOLD

(Market Call Minute.) One of the sole providers of gasoline and diesel oil plus non-energy goods.

BUY

This has been one of the better income trusts. A great play on the growth in western Canada. Provides gasoline on a rural basis and increasingly on a commercial basis. Has been helped in particular by their spreads. Great conservative management team. Disciplined balance sheet. Issued a special distribution.

BUY

Gas stations in western Canada. Very good trust with very low debt. Very attractive.

DON'T BUY

Been a very successful run lately, because of play on gasoline margins. A lot of earnings income’s come from favourable margins, which can be volatile. Expect there to be pullback. Too volatile to own.

COMMENT

Runs a series of retail gas stations/convenience stores and have done very well. Had great fuel margins. Historically does well in the 2nd and 3rd quarters, so consider exiting as you move towards December.

BUY

Have oil/gas stations in Alberta and up into the Yukon. A great company.

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Parkland Fuel Corp (PKI.TO)