Pembina Pipeline Corp
PPL-T
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About Pembina Pipeline Corp (PPL-T)
Pembina Pipeline is a Canadian petroleum and natural gas pipeline operator.
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Expert
TOP PICK
TOP PICK
September 12, 2019
Nice income stock. Pipeline plus midstream operations. Footprint well-placed in western Canada. Recent acquisitions of Kinder Morgan and half a US pipeline. Good capital plan, well funded. Payout ratio is 55%. Mid-high single digit range of increasing cash flow. Increasing dividend. Yield is 4.92%. (Analysts’ price target is $56.18)
pipelines
BUY
BUY
September 9, 2019
He has lately been taking a serious look at it. He does not see any reason to switch from any of the others, but for someone new coming into this sector this would be a Top Pick in the sector.
He has lately been taking a serious look at it. He does not see any reason to switch from any of the others, but for someone new coming into this sector this would be a Top Pick in the sector.
pipelines
BUY
BUY
August 27, 2019
ALA-T? He prefers Pembina and has performed much better than ALA. Pembina just bought the Kinder Morgan Canada pipeline and section of a US pipeline. It pays a good dividend. He likes pipelines. It's held up during this volatility.
ALA-T? He prefers Pembina and has performed much better than ALA. Pembina just bought the Kinder Morgan Canada pipeline and section of a US pipeline. It pays a good dividend. He likes pipelines. It's held up during this volatility.
pipelines
TOP PICK
TOP PICK
August 27, 2019
They just proposed a $4.3 billion acquisition. Low interest rates spell cheap capital for them. They continue to do the right things. He likes the midstreams. They've had a price dip due to financing risk--probably need to finance $2 billion in equity with another $2 billion from debt. Holding up well despite a brutal oil sector. (Analysts’ price target is $56.20)
They just proposed a $4.3 billion acquisition. Low interest rates spell cheap capital for them. They continue to do the right things. He likes the midstreams. They've had a price dip due to financing risk--probably need to finance $2 billion in equity with another $2 billion from debt. Holding up well despite a brutal oil sector. (Analysts’ price target is $56.20)
pipelines
BUY
BUY
August 26, 2019
A solid pipeline/midstream company. A recent acquisition extends them into the U.S. Ottawa refuses to build pipelines, and oil amounts to 20% of Canada's economy, so this hurts the national economy. Pembina and other pipeline companies are solid.
A solid pipeline/midstream company. A recent acquisition extends them into the U.S. Ottawa refuses to build pipelines, and oil amounts to 20% of Canada's economy, so this hurts the national economy. Pembina and other pipeline companies are solid.
pipelines
COMMENT
COMMENT
August 21, 2019
He held it for a while then sold options to increase yield. Suddenly, PPL ran up. So, he rolled over the option instead of lose the stock. He wanted to sell leaps, but the 2022 LEAPS are bid 15 cents per $50 call, ask $5.50. What happens to time value? The price is way off. If you sell it, you'll likely keep it until it matures in 2022. He writes options against PPL to deliver cash flows. He likes this strategy. To roll up the strategy, don't sell a long-term LEAP, because you won't get liquidity....On the other hand, he's made the maximum return which you should always aim for. He doesn't think PPL will continue to run sizably. PPL pays a good yield.
He held it for a while then sold options to increase yield. Suddenly, PPL ran up. So, he rolled over the option instead of lose the stock. He wanted to sell leaps, but the 2022 LEAPS are bid 15 cents per $50 call, ask $5.50. What happens to time value? The price is way off. If you sell it, you'll likely keep it until it matures in 2022. He writes options against PPL to deliver cash flows. He likes this strategy. To roll up the strategy, don't sell a long-term LEAP, because you won't get liquidity....On the other hand, he's made the maximum return which you should always aim for. He doesn't think PPL will continue to run sizably. PPL pays a good yield.
pipelines
BUY
BUY
June 18, 2019
He owns it for the 5% dividend, not growth. It's well-managed; they get things built and move the product. Don't expect the growth of 10 years ago, though. Solid assets.
He owns it for the 5% dividend, not growth. It's well-managed; they get things built and move the product. Don't expect the growth of 10 years ago, though. Solid assets.
pipelines
BUY
BUY
May 31, 2019
They are doing very well. They are not running into the pipeline expansion problems that others are having. This is a utility grade, and dividends are well covered. This name will continue to do well. A solid investment.
They are doing very well. They are not running into the pipeline expansion problems that others are having. This is a utility grade, and dividends are well covered. This name will continue to do well. A solid investment.
pipelines
HOLD
HOLD
May 15, 2019
An interesting play and they have a great midstream business. They are now into LNG as well. A well managed company and pays a great dividend.
An interesting play and they have a great midstream business. They are now into LNG as well. A well managed company and pays a great dividend.
pipelines
TOP PICK
TOP PICK
May 14, 2019
Pays a 6% dividend, an income stock, and they increased it by 5% last week. They can fund their cash flow growth and will increase their dividend by 5-6%. They have natural gas pipelines. Defensive cash flow and a 55% payout ratio. Perhaps there are risks in investing in a huge petrochemical plant with possible cost overruns, but they seem to be on track. (Analysts’ price target is $55.28)
Pays a 6% dividend, an income stock, and they increased it by 5% last week. They can fund their cash flow growth and will increase their dividend by 5-6%. They have natural gas pipelines. Defensive cash flow and a 55% payout ratio. Perhaps there are risks in investing in a huge petrochemical plant with possible cost overruns, but they seem to be on track. (Analysts’ price target is $55.28)
pipelines
BUY
BUY
May 2, 2019
Top pick for many years for him. A quality name. They don't have the headline risk that Enbridge and the others have. The problem is that their growth is slowing and it is getting expensive. Still trading at 9.4% 2023 free cash flow. Nice dividend.
Top pick for many years for him. A quality name. They don't have the headline risk that Enbridge and the others have. The problem is that their growth is slowing and it is getting expensive. Still trading at 9.4% 2023 free cash flow. Nice dividend.
pipelines
COMMENT
COMMENT
May 1, 2019
ENB-T or TRP-T? He owns both pipelines. Today, he would favour TRP-T. He has also been watching PPL-T as well. The space has always been a good investment.
ENB-T or TRP-T? He owns both pipelines. Today, he would favour TRP-T. He has also been watching PPL-T as well. The space has always been a good investment.
pipelines
HOLD
HOLD
March 19, 2019
He sold it a year ago because it got fully valued. They've made some good acquisitions. Now, it's fully valued. Hold.
He sold it a year ago because it got fully valued. They've made some good acquisitions. Now, it's fully valued. Hold.
pipelines
BUY WEAKNESS
BUY WEAKNESS
February 21, 2019
A top pick for him for many years. Still likes the name. He models 5% FCF growth and 8% EPS growth. Reasonable payout ratio. It will go higher and if you get it at $46-$47 you will do OK 12 months out.
A top pick for him for many years. Still likes the name. He models 5% FCF growth and 8% EPS growth. Reasonable payout ratio. It will go higher and if you get it at $46-$47 you will do OK 12 months out.
pipelines
TOP PICK
TOP PICK
February 13, 2019
This is her infrastructure Top Pick. They are well positioned in the Canadian shale plays of Montney and Duvernay. They bought Verasan about a year ago, bringing allow some high quality assets in Western Canada and the prospect of a LNG facility. Stable cash flow anchored by take or pay contracts. Yield 4.9%. (Analysts’ price target is $54.28)
This is her infrastructure Top Pick. They are well positioned in the Canadian shale plays of Montney and Duvernay. They bought Verasan about a year ago, bringing allow some high quality assets in Western Canada and the prospect of a LNG facility. Stable cash flow anchored by take or pay contracts. Yield 4.9%. (Analysts’ price target is $54.28)
pipelines
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Nice income stock. Pipeline plus midstream operations. Footprint well-placed in western Canada. Recent acquisitions of Kinder Morgan and half a US pipeline. Good capital plan, well funded. Payout ratio is 55%. Mid-high single digit range of increasing cash flow. Increasing dividend. Yield is 4.92%. (Analysts’ price target is $56.18)