TSE:PPL

Pembina Pipeline Corp (PPL.TO)

71.69
+0.61 (0.86%)
as of Jul 22, 2026, 7:56:49 pm Market Open.
1161 watching
0
Investor Insights
star iconJul 22, 2026, 12:00 am

This summary was created by AI, based on 49 opinions in the last 12 months.

Pembina Pipeline Corp (PPL) has garnered a generally positive outlook from various analysts, highlighting its strong position within the energy infrastructure sector. Many experts note its decent dividend yield, good growth projects, and favorable contracts that provide revenue visibility. While some analysts have expressed concerns about its recent performance and valuation, citing potential for a pullback, others emphasize its strategic assets and opportunities related to natural gas production. The stock demonstrates resilience amid turbulent market conditions, and many believe it remains a solid long-term investment choice, particularly in light of Canada’s increasing energy needs and infrastructure developments.

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Consensus
Buy
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Valuation
Fair Value
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Similar
ENB, ENB
DON'T BUY
Too much deviation from the 200 line and are too far above. Feels the whole sector has been over bought.
DON'T BUY
This is an income play. Reasonable yield but relatively low growth. If you believe inflation is coming and interest rates are rising (he does), this becomes less attractive over time. He plans to reduce his exposure to low growth income plays.
TOP PICK
Boring but steady. Provides a decent stable income. Strong trend line. Could come off a bit. Has good support at $18.50 and $21. All 4 segments of its business, pipeline, oil sands transportation, gas services and midstream businesses are expected to perform well up to 2013. Has a great chance of increasing operating income. 7% dividend.
BUY ON WEAKNESS
Dividend on the record of the company has been fabulous. Paid out $179 million in 2007, $198 million in 2008, $233 million in 2009 and over $240 million in 2010. Some volatility to the stock price but any time the stock gives you an opportunity, add to your portfolio.
BUY
Likes this pipeline.
DON'T BUY
Sold his holdings when he thought it got fully valued. Paying out 100% of their earnings and if there should be a hiccup, the payout would be vulnerable. Would prefer Keyera (KEY-T). (See Past Picks.)
HOLD
He cut a little bit because he thinks it is fully valued and a bit inflation sensitive. Dividends become less and less attractive as other investment yields creep up due to rising interest rates.
HOLD
Felt that management was a little too conservative and not aggressive enough. so moved over to Inter Pipeline Fund (IPL.UN-T). (See Top Picks.) Good and solid with a nice dividend but doesn’t see the same potential growth.
HOLD
Pipeline. Conservative with a good dividend but not as much upside. Fully valued. Good company.
BUY ON WEAKNESS
Yield of near 7% is safe. Expect the pipeline will have growth as the Horizon project evolves. (See Top Picks.)
WAIT
Pipelines in general are an asset class you can feel very comfortable with. 7.4% yield, which is a massive yield pickup for a business that has decent growth (10%). Likes it very much. This will correct, but then the money will come right back in.
BUY
Well managed. In the oil sands and has done a good job of competing against Enbridge (ENB-T). Good income yielder.
PAST TOP PICK
(Top Pick Nov 3/09, Up 54.47%) Trimmed a little on valuation. Had an excellent run recently
COMMENT
Stock price increase reflects a shortage of quality yields in the market. Pipelines have very predictable cash flows and CapX.
HOLD
(Market Call Minute.) Good name. Leverage to oil sands growth.
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