
TSE:PPL
This summary was created by AI, based on 46 opinions in the last 12 months.
Pembina Pipeline Corp (PPL-T) has garnered positive reviews for its robust dividend yield of around 4.5% to 5.5% and a solid pipeline of growth projects, particularly with potential developments related to LNG in Western Canada. Analysts appreciate its stable cash flows derived from contracted revenues, which provides a safety net for investors. Despite the favorable positioning and growth prospects, some experts express caution regarding current valuations and potential market volatility. A number of analysts highlighted PPL's strong management and infrastructure quality, making it a reliable choice for income-focused investors, though some suggested it may be fair-priced or even slightly overvalued at this moment, recommending strategic entry points. The sentiment suggests a buy in the long-term but with a cautious approach to current pricing levels.
The payout ratio on PPL is about 98%, so there is not a lot of wiggle room. He does not own this one. The company is looking to buy KML. He has a short on this simply because they are already long KML. The balance sheet is better than most pipelines out there. However, it does not score cheaply enough on valuations for him to want to buy today. Yield 5.2%
(A Top Pick Dec 11/18, Up 14%) She still likes this holding. An attractive yield. They expect the acquisition of Kinder Morgan Canada to close mid-December. This will allow them to increase the dividend by 5%. This is still an attractive place to accumulate shares. Very attractive long term prospects. Yield 5%