TSE:PPL
50.42
0.00
(0.00%)
Pembina Pipeline is a Canadian petroleum and natural gas pipeline operator.
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Analysis and Opinions about PPL-T
Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
January 16, 2020
(A Top Pick Nov 22/19, Up 7%) Bit of overhead resistance now. If it starts to fail at current prices, they may have to ditch it. He's keeping an eye on it.
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(A Top Pick Nov 22/19, Up 7%) Bit of overhead resistance now. If it starts to fail at current prices, they may have to ditch it. He's keeping an eye on it.
BUY
BUY
January 10, 2020
Kinder Morgan sold 5% of PPL shares, then the stock went up--so that overhang is now gone. Also, PPL just released details of their new petrochemical project, which helps de-risk PPL. That's why this stock jumped $2. Dividend is growing by 6%. He expects 8% free cash flow per share growth. PPL is a good, growing name with new projects. The whole sector is expensive though. A fine name overall at the current price.
Show full opinionHide full opinionKinder Morgan sold 5% of PPL shares, then the stock went up--so that overhang is now gone. Also, PPL just released details of their new petrochemical project, which helps de-risk PPL. That's why this stock jumped $2. Dividend is growing by 6%. He expects 8% free cash flow per share growth. PPL is a good, growing name with new projects. The whole sector is expensive though. A fine name overall at the current price.
COMMENT
COMMENT
January 3, 2020
He owns ENB and TRP instead. He sold this to reduce his exposure in the area. Nothing wrong with the company, he just sees better dividend and capital growth opportunities with the others. Yield 5.3%
PAST TOP PICK
PAST TOP PICK
December 31, 2019
(A Top Pick Nov 22/19, Up 3%) Bought this as a defensive move. Pays a 5% dividend and won't move down too much if there is a market pullback.
Show full opinionHide full opinion(A Top Pick Nov 22/19, Up 3%) Bought this as a defensive move. Pays a 5% dividend and won't move down too much if there is a market pullback.
WAIT
WAIT
December 24, 2019
Better than IPL. He's waiting for a breakout above current levels, but more level it will stall before rising in February-March (due to a market pullback, he predicts). Be patient.
Show full opinionHide full opinionBetter than IPL. He's waiting for a breakout above current levels, but more level it will stall before rising in February-March (due to a market pullback, he predicts). Be patient.
TOP PICK
TOP PICK
December 23, 2019
It is a great way to play energy. It has had a long base pattern. It pays a nice dividend. They are adding propane capacity. He expects the share price to accelerate. He expects the dividend to increase. (Analysts’ price target is $54.93)
Show full opinionHide full opinionIt is a great way to play energy. It has had a long base pattern. It pays a nice dividend. They are adding propane capacity. He expects the share price to accelerate. He expects the dividend to increase. (Analysts’ price target is $54.93)
TOP PICK
TOP PICK
December 16, 2019
A well-run energy infrastructure storage name. They closed the Kinder Morgan Canada purchase today. Reasonable growth ahead and trades at an attractive valuation at 10x cash flow. It pays over a 4% dividend yield. (Analysts’ price target is $55.26)
A well-run energy infrastructure storage name. They closed the Kinder Morgan Canada purchase today. Reasonable growth ahead and trades at an attractive valuation at 10x cash flow. It pays over a 4% dividend yield. (Analysts’ price target is $55.26)
PAST TOP PICK
PAST TOP PICK
December 13, 2019
(A Top Pick Dec 11/18, Up 14%) She still likes this holding. An attractive yield. They expect the acquisition of Kinder Morgan Canada to close mid-December. This will allow them to increase the dividend by 5%. This is still an attractive place to accumulate shares. Very attractive long term prospects. Yield 5%
(A Top Pick Dec 11/18, Up 14%) She still likes this holding. An attractive yield. They expect the acquisition of Kinder Morgan Canada to close mid-December. This will allow them to increase the dividend by 5%. This is still an attractive place to accumulate shares. Very attractive long term prospects. Yield 5%
HOLD
HOLD
December 11, 2019
They missed on Q3 earnings, but they have announced new projects that will help create 8% free cash flow growth. They have a nice dividend supported by a low payout ratio of 55%. They are buying out KinderMorgan Canada.
Show full opinionHide full opinionThey missed on Q3 earnings, but they have announced new projects that will help create 8% free cash flow growth. They have a nice dividend supported by a low payout ratio of 55%. They are buying out KinderMorgan Canada.
COMMENT
COMMENT
December 4, 2019
Nice yield, but the earnings have peaked and are sliding a little bit. This can rise to $54. But earnings are edging off which worries him. Could fall as low as $39, which it has touched twice this year. It trades at 1.5-2x book value and is rangebound.
Show full opinionHide full opinionNice yield, but the earnings have peaked and are sliding a little bit. This can rise to $54. But earnings are edging off which worries him. Could fall as low as $39, which it has touched twice this year. It trades at 1.5-2x book value and is rangebound.
HOLD
HOLD
November 28, 2019
Has been a big winner in infrastructure of the Canadian energy sector. Has grown through acquisition. One of the few stocks still holding their high in the whole energy sector. Their acquisition of Kinder Morgan makes them a bigger player. Will probably benefit from the synergy. He would continue to hold.
Show full opinionHide full opinionHas been a big winner in infrastructure of the Canadian energy sector. Has grown through acquisition. One of the few stocks still holding their high in the whole energy sector. Their acquisition of Kinder Morgan makes them a bigger player. Will probably benefit from the synergy. He would continue to hold.
BUY
BUY
November 28, 2019
Great long-term investment. Great midstream processor. Good investment here.
Show full opinionHide full opinionGreat long-term investment. Great midstream processor. Good investment here.
TOP PICK
TOP PICK
November 22, 2019
It is forming a nice break out and he likes the dividend. He thinks it can target highs just below $50 going forward. Yield 5.06% (Analysts’ price target is $55.81)
Show full opinionHide full opinionIt is forming a nice break out and he likes the dividend. He thinks it can target highs just below $50 going forward. Yield 5.06% (Analysts’ price target is $55.81)
HOLD
HOLD
November 20, 2019
They have been a good performer with a good yield. It won't catch hold until investors return to the space, but a great income play. Yield 5%
Show full opinionHide full opinionThey have been a good performer with a good yield. It won't catch hold until investors return to the space, but a great income play. Yield 5%
TOP PICK
TOP PICK
November 14, 2019
They are a safe way to play the bounce back. Third quarter results were in line. There is capital spending increasing modestly. The dividend is increasing modestly. He just picked this one up. It has a nice trend. (Analysts’ price target is $55.81)
Show full opinionHide full opinionThey are a safe way to play the bounce back. Third quarter results were in line. There is capital spending increasing modestly. The dividend is increasing modestly. He just picked this one up. It has a nice trend. (Analysts’ price target is $55.81)
