TSE:PPL

Pembina Pipeline Corp (PPL.TO)

65.20
-1.31 (1.97%)
as of Sep 21, 2026, 8:00:00 pm Market Open.
1167 watching
0
BUY
Prefers Canadian mid-streams, like PPL or GEI, both of which are focused on cashflow. Both are approaching fair value, but are good candidates if your quest is a good dividend and dividend growth.
BUY
At a bit of a premium, but among the best managed in the group. Fairly well priced. Very strong financials and management. Should continue dividend increases. A good one to own for the long term.
HOLD
Long or short-term hold? Dividend yield is sustainable, and it will increase by 3.8% once the KKR deal is done. Very strong balance sheet. Valuation is no longer compelling. O&G stocks go through boom and bust, so a long-term hold will see lots of volatility. Good for income, but better areas to invest in if you want compounded returns over 5 years.
BUY
M&A in this space? She can't forecast the M&A activity in this space. PPL prices are up in this rally. She likes Pembina for its near-6% dividend. Whether they merge with another company doesn't weigh on her decision to buy a stock.
BUY
Has owned in the past. Has lightened up but now shifting back. Good dividend yield. The group has stable earnings. It is in the energy sector without all the commodity price risks.
BUY
Dividend's good, growth rate not bad, trades at 16x 2023. Forecasts 6% EPS growth and 5% free cashflow per share growth. Commodity prices are the wind at its back. A buy.
BUY
PPL vs. ENB vs. TRP Mid-stream assets are strategic, critical, long-life, and attract high valuations. His preference would be ENB or PPL, on valuation and business mix. But he wouldn't quarrel with buying TRP.
BUY
Energy sector has pulled back in the last couple of months, which is the seasonal norm. Producers tend to do well from February into May. But pipes and midstream players are a good way to transition into the energy sector. A good choice in the space.
BUY
For income. Very competitive dividend, north of 5% and grows steadily, pretty safe. Organic growth opportunities like propane export. Conservatively financed, good capital allocator, strong and important strategic assets.
BUY
Selloff in mid-streams favours owning them over a producer like CVE. Producers are more commodity exposed, with risks of labour cost inflation and supply chain shortages. He prefers names like ENB, PPL, and TRP with their healthy dividends and less volatility.
TOP PICK
The oil producers haven't come off. What hurts the stock more is the uncertainty over the CEO transition. Pembina misstepped in recent years with their PHP facility getting mothballed. But they have an extension natural gas network in western Canada and are doing a carbon capture project with TC Energy. Pays a 6.5% dividend with some growth. (Analysts’ price target is $43.87)
BUY
PPL vs. CP CP from a growth perspective. The KSU acquisition will be fantastic. Next couple of quarters might be difficult, but the acquisition will be accretive. But hang on to PPL for decent valuation, some growth, great yield. Yield around 6%.
HOLD
PPL vs. ENB Income stock. Yield is attractive at just over 6%, and it's safe. Thinks the company will raise it by single digits over the foreseeable future. Should grow organically and make acquisitions. Still likes it. Also owns ENB in the pipeline space for the yield at just over 6.5%.
BUY
He considers it a buy. They are yielding about 6%. They are lower than they were before the pandemic. They are very diversified.
PAST TOP PICK
(A Top Pick Sep 25/20, Up 54%) Really well positioned for what's happening right now and for the next decade. LNG Canada development project is so important, with a significant increase in volumes. One of the largest nat gas infrastructure networks in western Canada. Continues to buy. We're short of energy and will need more going forward.
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