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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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.
Showing 316 to 330 of 373 entries