TSE:PPL

Pembina Pipeline Corp (PPL.TO)

68.40
+1.27 (1.89%)
as of Jun 10, 2026, 7:26:23 pm Market Open.
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Investor Insights
star iconJun 9, 2026, 12:00 am

This summary was created by AI, based on 48 opinions in the last 12 months.

Pembina Pipeline Corp (PPL) is regarded as a strong player in the pipeline and utility sector, driven by growing energy demand, particularly from data centers and LNG exports. The company has a solid balance sheet, long-term contracts, and a sustainable dividend, which analysts appreciate. While there is a consensus that PPL has shown decent growth, many experts express caution regarding its current valuation, suggesting it might be priced on the higher side. Despite some concerns over asset performance and regulatory challenges, the growth prospects in LNG and natural gas make PPL a compelling investment for medium to long-term holders. Analysts acknowledge the company's attractive yield between 4% to 5.5%, with potential upward growth due to strategic positioning in a favorable energy market.

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Consensus
Buy
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Valuation
Fair Value
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ENB
COMMENT
A great pipeline and infrastructure play. Expect it will convert to a corporation around 2011.
HOLD
Main business is moving crude from the oil sands. A growth utility type of company. Every time it gets towards the $18 area, it seems to pull back. You could try to buy on a pullback but maybe this time it will move higher. Pretty fully priced.
BUY
(Market Call Minute.) The trust with the most exposure to the oil sands development. Long-term story.
COMMENT
Likes the pipeline trusts, as they are a good solid utility business and are yielding about 8%. Inter Pipeline (IPL.UN-T) is his favourite as they have indicated they will maintain their distributions after they are taxable.
BUY
Expecting there will be a distribution cut in 2011, but he thinks a large part of this cut can be offset by growth.
TOP PICK
Well protected and great payout. A big mover of oil and oil liquids, regular and from the oil sands. Growing and adding capacity. Pays about 8.5% and not economically sensitive. Limited downside.
BUY
He likes pipelines because it is a relatively stable cash flow. Only yielding about 6%-7%. Good place for long-term steady returns.
TOP PICK
High quality income trust. Have pipelines in Alberta, the business is stable and growing. There will be more demand for pipelines. Has owned it for a while.
BUY
A defensive play. For those interested, a full position would be 5% of an income-oriented portfolio and 4% of a growth portfolio. Had 2 distribution increases in the last year.
BUY
Should have secure distributions for the foreseeable future.
BUY
Pipelines are a growth industry and if demand keeps on rising, the product will have to be shipped. Has been buying Fort Chicago (FCE.UN-T) Inter Pipeline (IPL.UN-T) and Pembina (PIF.UN-T) for new accounts.
BUY
The pipeline trusts is a sector with tremendous value. Offer better value than the pipeline companies. He owns Keyera (KEY.UN-T), Inter-Pipeline (IPL.UN-T), Fort Chicago (FCE.UN-T) and Pembina (PIF.UN-T). Distributions have held and the yields are up. Feels they will be taken out.
BUY
Pipeline and utility companies in the income trust format are very interesting here. Very stable cash flows. Huge targets for private equities or corporate buyers.
BUY
The pipeline business is ideally suited to a trust structure. Pembina (PIF.UN-T), Fort Chicago (FCE.UN-T) and Interpipeline (IPL.UN-T). If you were ever going to buy any trust in this market, it would be one of these three.
PAST TOP PICK
(A Top Pick Sept 28/05. Up 17.5% plus distributions.) Once it gets to $18-$18.50 he'll start taking profits.
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