KEY-T
Keyera vs. Pembina He owns both. Keyera: pays a slightly higher dividend, but also slightly riskier, due to its mix of liquids and gas processing, so probably more earnings volatility short-term. Pembina is a pipeline play with operating cash flow around 9-10x. They were resilient in the downturn. What's good about both is that they are sensitive to volumes, not the oil price, especially Pembina. The dividends are safe and earnings resilient. If the stocks do nothing, at least both pay more than 8% in dividend yields.
Historically these have been great assets to own. They will follow energy stocks in general too. He prefers to own KEY over PPL. There have been concerns about insolvencies with producers in the energy space with low oil prices. He has added more to their KEY holdings, thinking the natural gas space is safer than oil right now. He would own a couple of holdings in a diversified way.
Historically these have been great assets to own. They will follow energy stocks in general too. He prefers to own KEY over PPL. There have been concerns about insolvencies with producers in the energy space with low oil prices. He has added more to their KEY holdings, thinking the natural gas space is safer than oil right now. He would own a couple of holdings in a diversified way.
This is a midstream company that takes natural gas and extracts liquids for octane enhancers and other valuable liquids, while taking a toll from the energy producers. He thinks 30% of their total decline is their association to the energy sector. The other portion of the share decline is related to perceived counter-party credit risk -- will their customers be able to pay them. They have strategic assets in Alberta and we know it is harder to do business in energy in Canada. He is still holding this for now, just be careful of how much exposure you have with the mid-stream companies these days. They do not have a debt problem, so the dividend looks safe for this year he thinks. Yield 9.6%
This is a midstream company that takes natural gas and extracts liquids for octane enhancers and other valuable liquids, while taking a toll from the energy producers. He thinks 30% of their total decline is their association to the energy sector. The other portion of the share decline is related to perceived counter-party credit risk -- will their customers be able to pay them. They have strategic assets in Alberta and we know it is harder to do business in energy in Canada. He is still holding this for now, just be careful of how much exposure you have with the mid-stream companies these days. They do not have a debt problem, so the dividend looks safe for this year he thinks. Yield 9.6%
It's about balance sheet and fear of loss of clients. It's more at risk in an environment like this. This one will struggle. The ones that are safe would be ENB, TRP, PPL, GEI.
He likes it--slower growth, higher yield, something to hold onto for the long term. Its valuation is lower than its peers. Its debt is lower than ENB-T's. The dividend pays over 6%. Not flashy and it's boring, but you want something safe like this. Oil itself swings to extremes though millennials and ESG will stay away from energy long-term.
He likes it--slower growth, higher yield, something to hold onto for the long term. Its valuation is lower than its peers. Its debt is lower than ENB-T's. The dividend pays over 6%. Not flashy and it's boring, but you want something safe like this. Oil itself swings to extremes though millennials and ESG will stay away from energy long-term.
Ranking : 5 out of 5
Bullish - Buy Signals / Votes : 15
Neutral - Hold Signals / Votes : 1
Bearish - Sell Signals / Votes : 3
Total Signals / Votes : 19
Keyera Corp is a Canadian stock, trading under the symbol KEY-T on the Toronto Stock Exchange (KEY-CT). It is usually referred to as TSX:KEY or KEY-T
In the last year, 19 stock analysts published opinions about KEY-T. 15 analysts recommended to BUY the stock. 3 analysts recommended to SELL the stock. The latest stock analyst recommendation is BUY. Read the latest stock experts' ratings for Keyera Corp.
Keyera Corp was recommended as a Top Pick by John Zechner on 2020-10-13. Read the latest stock experts ratings for Keyera Corp.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
19 stock analysts on Stockchase covered Keyera Corp In the last year. It is a trending stock that is worth watching.
On 2020-10-30, Keyera Corp (KEY-T) stock closed at a price of $18.91.
Keyera vs. Pembina He owns both. Keyera: pays a slightly higher dividend, but also slightly riskier, due to its mix of liquids and gas processing, so probably more earnings volatility short-term. Pembina is a pipeline play with operating cash flow around 9-10x. They were resilient in the downturn. What's good about both is that they are sensitive to volumes, not the oil price, especially Pembina. The dividends are safe and earnings resilient. If the stocks do nothing, at least both pay more than 8% in dividend yields.