Pembina Pipeline Corp (PPL.TO) Buy, Sell or…

Pembina Pipeline Corp (PPL.TO)

68.16

+1.32 (1.97%)

as of Nov 6, 2026, 9:00:00 pm Market Closed.

1170 watching

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.

PAST TOP PICK

(A Top Pick Dec 16/19, Down 23%) Still likes it. The energy infrastructure names is very inexpensive. The cashflow stream is durable and it has proven itself during the 08/09 crisis. About 85% is from longterm contracts. They got hit from their mid-stream assets. Still really likes the assets and valuation. They cut their cap-ex plans to support the dividend.

BUY

The dividend is safe, given their cash flow and balance sheet. They have less sensitivity to commodity price moves. He's fine with this. The valuation is at the higher end of mid-tier pipeline companies, but he see growth here.

DON'T BUY

It is part of the beaten down energy related stocks. Debt is a problem, it is expensive on a EBITA bases and price momentum has been poor. It is not quite cheap enough. It has not come off the bottom. It could be subject to tax loss selling. It is too dangerous to short, but it is also not own-able.

BUY

A good income name. She usually holds 2.5-3% of a portfolio in each name for income. Maintained pre-Covid guidance. Question is do they bring on projects or do share buybacks? Highly defensible business, long-term contracts. Yields over 8%.

BUY

It's good. Whole sector has been taken down with Biden and the price of oil. Still room for growth. Great balance sheet and very good dividend. Value stock that got oversold and ignored. We still need pipelines, and PPL will be part of that.

BUY ON WEAKNESS

Energy is not a loved sector. The world is transitioning to electricity. However, the yield is approaching 9%. It is an opportunity to pick up some income. With current interest rates, the yield is very attractive. The dividend is safe for now, and even if it is cut a little bit, the stock shouldn't be punished too much as it would be a result of prolonged lockdowns and competitors will be doing the same.

HOLD

The dividend is safe. They've short up the balance sheet and deferred capex to uphold the divvy. A hold. Overall, sentiment on energy is very negative.

BUY

Keyera vs. Pembina He owns both. Keyera: pays a slightly higher dividend, but also slightly riskier, due to its mix of liquids and gas processing, so probably more earnings volatility short-term. Pembina is a pipeline play with operating cash flow around 9-10x. They were resilient in the downturn. What's good about both is that they are sensitive to volumes, not the oil price, especially Pembina. The dividends are safe and earnings resilient. If the stocks do nothing, at least both pay more than 8% in dividend yields.

BUY

They have assets that are stable and provides income to investors. With bond yields and interest rates being low, these companies are being looked at positively for stability and income. The petrochemical plant project is a question of how they come up with funding, and managing the timeline between spending and revenues.

TOP PICK

Natural gas focus and infrastructure assets that are contracted on a long-term basis makes this a good opportunity. The dividend is well-covered on a sustained basis. Energy demands is poised to rise for a little while. It should return to pre-covid levels eventually. A quality company. (Analysts’ price target is $39.36)

Showing 196 to 210 of 751 entries

Most Recent Experts

Jim Cramer - Mad Money

CNBC

Mike Philbrick

ReSolve Asset Management

Jeff Parent B. Eng. FCSI CIM

Castlemoore Inc.

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Rebecca Teltscher

Newhaven Asset Management

Wealthica The ultimate 360° Tracker Your financial life in one place, automatically

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Pembina Pipeline Corp (PPL.TO)