TSE:PPL

Pembina Pipeline Corp (PPL.TO)

68.23
+1.10 (1.64%)
as of Jun 10, 2026, 8:00:00 pm Market Open.
1161 watching
0
Investor Insights
star iconJun 10, 2026, 12:00 am

This summary was created by AI, based on 48 opinions in the last 12 months.

Pembina Pipeline Corp (PPL-T) has generally received favorable reviews from industry experts, highlighting its solid position in the energy sector and strong cash flow from contracted pipelines. Analysts appreciate its 5%-plus dividend yield, which is supported by a stable business model based on take-or-pay contracts. While some analysts caution that valuation appears stretched at current levels, they acknowledge the company’s potential for future growth, especially in LNG exports. Overall, the sentiment is largely positive, although there are differing views on timing and the need for a better entry point. Concerns over certain assets and competitive pressures exist, but many see long-term benefits, especially as energy demand is expected to increase.

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Consensus
Buy
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Valuation
Fair Value
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Similar
ENB
DON'T BUY

He sold not that long ago. He did not like going on either side of a take-out battle. The stock has had a fantastic bounce off the lows last year but he has been more inclined to add to ENB-T. PPL-T is always on his radar screen.

WEAK BUY
Very good history. Nice return since lows of March 2020. Near term, energy is challenged. Look at it for the higher dividend. Wouldn't want to see it break the 200-day MA, which is around $36. Not a rocket, but a good total return investment. Yield is just over 6%.
WEAK BUY

PPL vs. ENB vs. TRP TRP, PPL, and ENB are all high quality companies that you can't go wrong owning. He prefers ENB, as its valuation is still at a modest discount, Line 5 is mostly resolved.

BUY
Buy oil producers? She owns pipelines, but not the producers, because they pay a growing, sustainable dividends around 7% though the growth rate will be slower. It's difficult to build new pipelines from environmental pressures. Pembina is well-positioned in western Canada.
BUY

It is one of 4 great mid-stream companies and he owns the other 3, but there is nothing wrong with this one. They are engaged in a battle for the takeover of IPL-T. He thinks they will be successful in their bid. He will roll IPL-T into PPL-T so he could be a future holder of this stock. PPL-T should do well.

PAST TOP PICK
(A Top Pick Jul 17/20, Up 27%) It was cheap and was a nice yield play. It has paid off quite nicely. He suspects there is further to go in pipelines in general. They have a nice balance sheet.
HOLD

A fine choice. Does not have as much growth as other mid stream companies. Trades at a full valuation. Gibson and Keyera might be better places to be. Gibson has the best valuation for growth and dividend. PPL he has liked in the past but would not put new capital into.

PAST TOP PICK
(A Top Pick Apr 06/20, Up 52%) He got it close to the panic of last year. It took until the last couple of months until the share price started to recover. The future is now bright for them.
BUY

It is pipeline as well as processing. He likes this and KEY-T at present among the group.

BUY
He owns it on behalf of an investor. These are difficult projects to get approved. He thinks in the end they will get the green light on the current project. This will be incremental to their valuation and earnings. Write-down's on assets are usually backwards looking so he does not pay a lot of attention to it as a forward looking indicator. The financial strength is good and it should grow.
BUY

They move natural gas and he sees growing demand for this and will continue to. The oil Canada ships, primarily to the US is very steady and won't change--it's safe. Canadian pipelines will remain near capacity. He's positive natural gas infrastructure plays like Pembina and TC Energy.

BUY

For income investors, pipelines look great. Great dividend. The sector suffered neglect as people chased higher growth areas of the market. He owns ENB, PPL, and TRP. Also consider KEY, which has more exposure to the commodity. Makes a lot of sense for conservative investors.

BUY
A good stock to take into your retirement. A lot of their revenues are contracted, so safe. Pembina offers quality assets and good managers. It pays nearly a 7% dividend.
BUY

For a retirement portfolio. Overall, likes it to navigate choppy waters ahead. Lower risk in growth profile than a name like Inter Pipline. Performed well in 2020, and positioned balance sheet well in 2021. Can be volatile, so perhaps not the best for a retirement portfolio. Something like a Fortis gives you a stable yield. Could also do a barbell approach, with some Pembina and some Fortis, or another high-quality Canadian utility, to limit the volatility.

COMMENT

Has a safe dividend and is a good operator. He wouldn't be surprised if IPL merged with them; both companies have similar assets are are good managers. PPL has great pipelines, but also have chemical plants, which face environmental headwinds.

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