
TSE:PPL
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.
She's a long-term owner of stocks, this gives you the impact of compounding dividend growth. She will trim if necessary, not holding a weight of 10% for example. Proven long-term ability to grow, lots ahead. Coastal GasLink will bring more nat gas to the West Coast.
Doesn't love buying for new clients at these levels, but confident in its ability to grow.
Shows long-term resistance, and that stuff matters. Resistance is the price that some people bought at and will be looking to get out, so there's going to be some selling pressure. But if there's a breakout, that's great. Watch and see what happens.
Politics is a terrible way to invest. Freehold will probably do well because of government environmental incentives and the ESG trend. Pembina will do better if the Republicans win in the US or the Tories in Canada. There will still be a need for pipelines; green energy won't do the trick.
It is well positioned to the growth of natural gas production and processing. Its dividend yield is 5 1/4 and dividend growth is good. It should see higher volumes with existing assets. There is investor concern on whether they will buy Trans Alta. They already have KKR as a partner as well as a good balance sheet. Buy 10 Hold 5 Sell 0
(Analysts’ price target is $55.70)Likes it as a core income name. Uniquely placed in Western Canada to benefit from rising nat gas production. Guided to 4-6% EBITDA growth through 2026. Self-funding, with backlog and projects in place to support growth. Implies dividend can also grow in mid-single-digit range. Yield is 5.35%, track record of increasing dividend.
Will benefit from increased LNG export facility takeaway capacity. Declining interest rates will be a tailwind for the sector.
Just starting to break out, you can see it on the 5-year chart. Whenever you see a breakout, that's good news. Pretty decent-looking chart. If looking for entry points, perhaps buy on a pullback to the neckline around 50-ish dollars. As long as the breakout holds, anywhere near that $50 point is a great buy point.
Before you get too many legs in, maybe wait till it goes to $53, and then pulls back a buck or two.
Good company, strong financials, strong management. Expects continued dividend increases. Should benefit from higher oil prices. Good long-term hold. Cheaper than ENB. 12% profitability, slightly better than current TSX. Balance sheet quite strong, especially for a pipeline. Impressive yield.
Take a look at TRP, less expensive.
It is one of the better pipelines and has done pretty well this year with volume growth out of Western Canada. With there now being two large scale pipelines there are lots of opportunities in moving oil and gas to the west coast. With greater volumes there is less concern over the commodity prices.
Used to own this. The pipelines hold monopolies. They're in an excellent market position and pay an attractive dividend, which will do well as rates fall. Is a long-term hold.