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

Pembina Pipeline Corp (PPL.TO)

64.25

+0.72 (1.13%)

as of Oct 1, 2026, 6:52:25 pm Market Open.

1167 watching

PAST TOP PICK

(A Top Pick July 6/11. Up 13.35%.) Got out in March with a 27% total return. If you are a long-term investor, continue to hold.

COMMENT

About 30% of their EBITDA are now tied to frac spreads and commodity marketing. Frac spread really narrowed over the last few months, which is a reason for an opportunity. Oil flows in Alberta continue to be a high-growth area. Expanding their facilities by about 30% in 2012-2014. EBITDAs will go up by about 30%. They are pricey relative to their peers.

TOP PICK

Making good money and the cash flow is sustainable. No matter what happens to the North American economy, we have to heat homes, we have to transfer oil and we have to transfer energy. Average infrastructure in North America is 80 years old.

TOP PICK

This is primarily a play for yield seekers, not for capital appreciation. Thinks the stock is fully priced but has low volatility. (Ships and processes natural gas, which is part of its market.) 6.1% dividend yield.

HOLD

Down about 17.4%. Suspects that this is because it is more heavily involved in natural gas liquids and the spreads have been narrowing because of the increasing amounts being found. If you are looking for a stock that is going to provide stable, long-term growth with an opportunity for increased distribution this is one of 2 you should have.

COMMENT

Prefers Gibson Energy (GEI-T). Has a real levered balance sheet compared to Gibson whose debt to EBITDA is about 2.4 where Pembina’s is double that. Also Gibson’s forward PE is more attractive. Mid-stream oil is a good area to be in. Currently being affected now by the narrowing frac spread. (See Top Picks.)

TOP PICK

Likes pipelines. Considering all the talk. The pipelines are leaking in the UIS because they are 95 years old because they haven’t built any recently. They are pretty steady in cash flow and he would rather own a pipeline than fixed income.

DON'T BUY

Although they have some exposure to natural gas liquid prices, their biggest exposure is to oil prices. As oil prices get strong, there is more demand for pipelines that they will be operating in building. His problem is the valuation of 15X plus that they are trading at.

BUY

Likes this type of business. Nice diversified stream of oil pipeline distribution providing product to the oilsands, midstream natural gas collection. Irreplaceable assets. Long track record of increasing dividends.

BUY

Pipelines have been the steady Eddie's in the stock market. They have managed to deliver decent returns. This is as good an entry point as any during the last year.

BUY

Excellent yield. There is choppiness on the horizon, though. You could put this one away and not worry about it.

HOLD

He has a lot of pipelines in his portfolio including this one. Arguably they are expensive but these not sure what makes them less expensive. Keep coming through with good earnings growth.

PAST TOP PICK

(A Top Pick May 4/11. Up 39.17%.)

PAST TOP PICK

(A Top Pick June 3/11. Up 12.5%.) 8.75% convertible preferred shares.

TOP PICK

Largest of the mid-stream. 5-7% dividend growth rate. Predictable business that is fee revenue. Could be a take-out target. The Majors missed out on the opportunity.

Showing 571 to 585 of 749 entries

Most Recent Experts

Dennis Mitchell, CFA

Sentry Select Capital Corp

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Jim Cramer - Mad Money

CNBC

Andrew Moffs

Vision Capital

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)