Parkland Fuel Corp (PKI-T) Stock Predictions - Stockchase
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241
Parkland Fuel Corp (PKI-T)

ON STOCKCHASE SINCE Oct 2002

merchandising/lodging

Parkland Fuel Corp Parkland Fuel Corp
PKI-T

128 241
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Parkland Fuel Corp (PKI-T) SAVE

46.28

0.22 (0.47%)

Oct, 19, 2018, 12:00 am

OPINIONS

What the experts are saying about PKI-T



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TOP PICK
Parkland Fuel Corp(PKI-T) 

October 16, 2018

They've done a great job expanding, including a big, very recent purchase in the Caribbean. They can go global. It's a steady business and well-managed. (2.5% dividend yield, Analysts' price target: $50.43)

merchandising/lodging

They've done a great job expanding, including a big, very recent purchase in the Caribbean. They can go global. It's a steady business and well-managed. (2.5% dividend yield, Analysts' price target: $50.43)

merchandising/lodging
Michael Decter

President , Lawrence Decter Inve...

Price Price
$46.950
Owned Owned
Yes

BUY
Parkland Fuel Corp(PKI-T) 

October 5, 2018

Sold out a couple of years ago, and he regrets that. Into propane, diesel fuel, distribution. Yield is OK, just under 3%. Fully priced right now. Good company if you’re buying for the long term. In a niche that hasn’t been affected by oil price.

merchandising/lodging

Sold out a couple of years ago, and he regrets that. Into propane, diesel fuel, distribution. Yield is OK, just under 3%. Fully priced right now. Good company if you’re buying for the long term. In a niche that hasn’t been affected by oil price.

merchandising/lodging
David Cockfield

Managing D, Northland Wealth Man...

Price Price
$42.380
Owned Owned
No

DON'T BUY
Parkland Fuel Corp(PKI-T) 

September 25, 2018

He owned this for a long time but sold out as its price rose. His worry is that, with all the acquisitions they made, their debt has become huge. A slowdown, or a rise in interest rates could be very difficult for them. The market is ignoring this for now, partially because Parkland has made interesting acquisitions, such as a refinery, which came with Chevron’s retail operations. They buy Canadian oil at a discount, refine it and sell the gasoline at world price. The margin is excellent at this time. World oil price is at 4 year highs, but that might not last.

merchandising/lodging

He owned this for a long time but sold out as its price rose. His worry is that, with all the acquisitions they made, their debt has become huge. A slowdown, or a rise in interest rates could be very difficult for them. The market is ignoring this for now, partially because Parkland has made interesting acquisitions, such as a refinery, which came with Chevron’s retail operations. They buy Canadian oil at a discount, refine it and sell the gasoline at world price. The margin is excellent at this time. World oil price is at 4 year highs, but that might not last.

merchandising/lodging
Norman Levine

Managing D, Portfolio Management...

Price Price
$43.260
Owned Owned
No

BUY on WEAKNESS
Parkland Fuel Corp(PKI-T) 

September 24, 2018

They recently acquired some gas stations from Couche-Tard. Their stock price has risen faster than Chouche-Tard's 
recently. They can acquire and integrate companies well. Richly valued now, so wait for a pullback to enter a position. Definitely hold it.

merchandising/lodging

They recently acquired some gas stations from Couche-Tard. Their stock price has risen faster than Chouche-Tard's 
recently. They can acquire and integrate companies well. Richly valued now, so wait for a pullback to enter a position. Definitely hold it.

merchandising/lodging
Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$43.270
Owned Owned
Unknown

TOP PICK
Parkland Fuel Corp(PKI-T) 

September 10, 2018

It is a very large company.  You have probably bought gas from them and they run the 'C' store behind the counter.  They have been very acquisitive over the last 18 months.  They can roll out more private label products, open more 'C' stores and make acquisitions to grow.  They have blown away analysts' estimates and will probably do it again.  (Analysts’ target: $44.50).

merchandising/lodging

It is a very large company.  You have probably bought gas from them and they run the 'C' store behind the counter.  They have been very acquisitive over the last 18 months.  They can roll out more private label products, open more 'C' stores and make acquisitions to grow.  They have blown away analysts' estimates and will probably do it again.  (Analysts’ target: $44.50).

merchandising/lodging
Gerard Ferguson

CEO & Port, Jemekk Capital Manag...

Price Price
$41.830
Owned Owned
Yes

COMMENT
Parkland Fuel Corp(PKI-T) 

August 15, 2018

It is not an energy company.  It is a smaller Couch-Tarde, passing energy through it convenience stores.  It acts differently than a typical energy stock.  The stock was cheap and it is now too late to buy it.  He is actually looking at buying the bond instead, yielding 6%.  Yield 2.9%.  

merchandising/lodging

It is not an energy company.  It is a smaller Couch-Tarde, passing energy through it convenience stores.  It acts differently than a typical energy stock.  The stock was cheap and it is now too late to buy it.  He is actually looking at buying the bond instead, yielding 6%.  Yield 2.9%.  

merchandising/lodging
Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$40.870
Owned Owned
No

BUY on WEAKNESS
Parkland Fuel Corp(PKI-T) 

August 9, 2018

It’s been on a tear. Really likes it. Terrifically well run. Argument for paying $40 is the multiple’s less than Couche-Tard. Argument for not paying $40 is it’s close to its all-time high. If gets back to mid-30s, they’ll be heavy buyers. Long-term hold, not a trade.

merchandising/lodging

It’s been on a tear. Really likes it. Terrifically well run. Argument for paying $40 is the multiple’s less than Couche-Tard. Argument for not paying $40 is it’s close to its all-time high. If gets back to mid-30s, they’ll be heavy buyers. Long-term hold, not a trade.

merchandising/lodging
Michael Decter

President , Lawrence Decter Inve...

Price Price
$40.140
Owned Owned
Yes

DON'T BUY
Parkland Fuel Corp(PKI-T) 

August 7, 2018

Bunch of gas stations throughout Canada. Thinks of them like Couche-Tard. Owns the bonds, not the stock. Dividend growth muted. Bond’s yielding around 6% right now.. If market collapses, you’re not going with it. Parkland stock is bond-like return with equity-like risk, and he prefers equity return with bond-like risk.

merchandising/lodging

Bunch of gas stations throughout Canada. Thinks of them like Couche-Tard. Owns the bonds, not the stock. Dividend growth muted. Bond’s yielding around 6% right now.. If market collapses, you’re not going with it. Parkland stock is bond-like return with equity-like risk, and he prefers equity return with bond-like risk.

merchandising/lodging
David Driscoll

President , Liberty Internationa...

Price Price
$39.590
Owned Owned
No

TOP PICK

Small dividend. Very nice chart. Not a turnaround situation, earnings have been lining up. Earnings are coming out next week, so expect some volatility. Be careful if it drops to $34, and get out at $33. Yield is 3.3%. (Analysts’ price target is $37.79.)

merchandising/lodging

Small dividend. Very nice chart. Not a turnaround situation, earnings have been lining up. Earnings are coming out next week, so expect some volatility. Be careful if it drops to $34, and get out at $33. Yield is 3.3%. (Analysts’ price target is $37.79.)

merchandising/lodging
Jeff Parent B.

VP & Portf, Castlemoore Inc....

Price Price
$35.360
Owned Owned
Yes

WATCH

This is an example of a company that pays a yield but has a positive correlation with interest rates. Companies in that category are more often industrial, discretionary, or REITs. They have pricing power and can raise prices with inflation. Parkland has good pricing momentum, good stability, but it is getting a little expensive (trades at 31x earnings). It pays a 3.5% yield and its payout ratio is a little higher than he likes. It is not overpriced relative to utilities or some other interest sensitives, but it is overpriced relative to companies like Chorus Aviation.

merchandising/lodging

This is an example of a company that pays a yield but has a positive correlation with interest rates. Companies in that category are more often industrial, discretionary, or REITs. They have pricing power and can raise prices with inflation. Parkland has good pricing momentum, good stability, but it is getting a little expensive (trades at 31x earnings). It pays a 3.5% yield and its payout ratio is a little higher than he likes. It is not overpriced relative to utilities or some other interest sensitives, but it is overpriced relative to companies like Chorus Aviation.

merchandising/lodging
Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$32.570
Owned Owned
Yes

COMMENT

He sold it recently, based on a sale within Parkland based on leverage, and he's moving away from leveraged companies. The yield is safe and you can hold it for that, but it's a little too levered for his tastes.

merchandising/lodging

He sold it recently, based on a sale within Parkland based on leverage, and he's moving away from leveraged companies. The yield is safe and you can hold it for that, but it's a little too levered for his tastes.

merchandising/lodging
Steve DiGregori

Portfolio , Canoe Financial...

Price Price
$32.980
Owned Owned
No

COMMENT

It's a small-cap Couche-Tard based in the west. They picked up a refinery, which now looks smart, because oil prices have since risen. That said, he prefers Couche-Tard.

merchandising/lodging

It's a small-cap Couche-Tard based in the west. They picked up a refinery, which now looks smart, because oil prices have since risen. That said, he prefers Couche-Tard.

merchandising/lodging
Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$30.440
Owned Owned
Unknown

COMMENT

Higher oil prices may discourage people from driving which could pressure PKI since a large part of their business is running gas stations. That said, their margins are growing as they expand in scale from recent acquisitions.

merchandising/lodging

Higher oil prices may discourage people from driving which could pressure PKI since a large part of their business is running gas stations. That said, their margins are growing as they expand in scale from recent acquisitions.

merchandising/lodging
Mario Mainelli,

Portfolio , Caldwell Investment ...

Price Price
$31.300
Owned Owned
Unknown

COMMENT

Has a strong quarter. 28% earnings growth. 62% payout ratio. It is trading at a high value. He likes it. Balance sheet is OK. Not cheap.

merchandising/lodging

Has a strong quarter. 28% earnings growth. 62% payout ratio. It is trading at a high value. He likes it. Balance sheet is OK. Not cheap.

merchandising/lodging
Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$31.390
Owned Owned
Yes

DON'T BUY
Parkland Fuel Corp(PKI-T) 

March 27, 2018

They are in the fuel delivery and transportation business. They have some convenience stores. This is an established industry without much opportunity for organic growth. An investor might buy a company like this for growth by acquisition, with resulting synergies reducing costs. He would not pay up for it. 

merchandising/lodging

They are in the fuel delivery and transportation business. They have some convenience stores. This is an established industry without much opportunity for organic growth. An investor might buy a company like this for growth by acquisition, with resulting synergies reducing costs. He would not pay up for it. 

merchandising/lodging
Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$28.810
Owned Owned
No

Showing 1 to 15 of 241 entries
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1 Comment

hitch

August 14th 2017 at 8:50pm

I was reviewing TD’s Action Buy List and they put PKI on the list in the last few days. Interesting thinking I recall was the writer said they couldn’t understand the 20% drop in the share value


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