Parkland Fuel Corp

PKI-T

Analysis and Opinions about PKI-T

Signal
Opinion
Expert
BUY
BUY
January 21, 2020
Canadian mid-caps (no past picks today) He specializes in these. They are under the radar of Canada's large mutual funds and receive little analyst coverage, so they trade at a discount. (No past picks today.) He buys stocks only during momentum, as they are rising and keep rising. PKI has a nice up channel on its chart, meaning that investors continue to buy this stock (momentum), and secondly management are executing well.
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Parkland Fuel Corp (PKI-T)
January 21, 2020
Canadian mid-caps (no past picks today) He specializes in these. They are under the radar of Canada's large mutual funds and receive little analyst coverage, so they trade at a discount. (No past picks today.) He buys stocks only during momentum, as they are rising and keep rising. PKI has a nice up channel on its chart, meaning that investors continue to buy this stock (momentum), and secondly management are executing well.
WATCH
WATCH
January 16, 2020
Owned it in his income platform. As this one got high and into its old resistance zone, risk on the stock was increasing, so they sold. If it breaks $50, could be very bullish. But potential for resistance, so keep an eye out.
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Parkland Fuel Corp (PKI-T)
January 16, 2020
Owned it in his income platform. As this one got high and into its old resistance zone, risk on the stock was increasing, so they sold. If it breaks $50, could be very bullish. But potential for resistance, so keep an eye out.
BUY
BUY
January 9, 2020
They are an independent fuel distributor in Canada. They plan to use a supply advantage and will be able to undercut competition. It has been a big acquisition story last year. There are interesting things they can do with their Caribbean acquisition from last year. There is good execution and synergies from execution have been there.
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They are an independent fuel distributor in Canada. They plan to use a supply advantage and will be able to undercut competition. It has been a big acquisition story last year. There are interesting things they can do with their Caribbean acquisition from last year. There is good execution and synergies from execution have been there.
COMMENT
COMMENT
November 6, 2019
SU vs PKI? The two go to stocks in the energy space are CNQ and SU. We are eventually going to have a big consolidation in the energy space, there are too many small players now. SU is a solid company, he would prefer it.
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Parkland Fuel Corp (PKI-T)
November 6, 2019
SU vs PKI? The two go to stocks in the energy space are CNQ and SU. We are eventually going to have a big consolidation in the energy space, there are too many small players now. SU is a solid company, he would prefer it.
BUY
BUY
October 15, 2019
A great story, similar to ATD. They've executed brilliantly. Their royalty program is boosting sales. As they expand in the U.S. and focus on fresh food and loyalty programs, those pave the way for a few good years coming.
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Parkland Fuel Corp (PKI-T)
October 15, 2019
A great story, similar to ATD. They've executed brilliantly. Their royalty program is boosting sales. As they expand in the U.S. and focus on fresh food and loyalty programs, those pave the way for a few good years coming.
DON'T BUY
DON'T BUY
October 10, 2019
PKI vs. ATD.A Couche-Tard is a better company. Parkland has run up, but returns prospectively are lower. Couche-Tard will have better returns going forward, global consolidator of a fragmented industry, profitable, scalable, marketing sophistication. Buy Couche-Tard comfortably here, pullback is a great opportunity.
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Parkland Fuel Corp (PKI-T)
October 10, 2019
PKI vs. ATD.A Couche-Tard is a better company. Parkland has run up, but returns prospectively are lower. Couche-Tard will have better returns going forward, global consolidator of a fragmented industry, profitable, scalable, marketing sophistication. Buy Couche-Tard comfortably here, pullback is a great opportunity.
COMMENT
COMMENT
October 4, 2019
Couche-Tard vs Parkland Fuel? He prefers PKI-T as they own a refinery. He does not like the tobacco element of ATD.B-T. He would stay away from ATD.B-T and is glad he missed the recent 35% drop.
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Couche-Tard vs Parkland Fuel? He prefers PKI-T as they own a refinery. He does not like the tobacco element of ATD.B-T. He would stay away from ATD.B-T and is glad he missed the recent 35% drop.
PAST TOP PICK
PAST TOP PICK
October 2, 2019
(A Top Pick Oct 16/18, Up 7%) They have aggregated gas stations very well. They've bought a lot of companies, but he still sees life in it. Don't rush to buy at these prices, but hold it.
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(A Top Pick Oct 16/18, Up 7%) They have aggregated gas stations very well. They've bought a lot of companies, but he still sees life in it. Don't rush to buy at these prices, but hold it.
BUY
BUY
September 23, 2019

A mini-ATD'B, both well-run. You can own either. Earnings continue to be good. This will set new highs.

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Parkland Fuel Corp (PKI-T)
September 23, 2019

A mini-ATD'B, both well-run. You can own either. Earnings continue to be good. This will set new highs.

HOLD
HOLD
September 20, 2019

ATD.B-T or PKI-T? He owns ATD.B-T as a pure consumer play. He owns bonds in PKI-T as it is a blend of consumer and energy and he likes the 6% yeild of the bonds. Holding both is fine.

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Parkland Fuel Corp (PKI-T)
September 20, 2019

ATD.B-T or PKI-T? He owns ATD.B-T as a pure consumer play. He owns bonds in PKI-T as it is a blend of consumer and energy and he likes the 6% yeild of the bonds. Holding both is fine.

BUY
BUY
September 3, 2019
They have a lot of great refining assets which has been hugely profitable. They grow by acquisition and do it well. The yield is safe. The shares are moving sideways after a big move, but that's normal and fine.
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Parkland Fuel Corp (PKI-T)
September 3, 2019
They have a lot of great refining assets which has been hugely profitable. They grow by acquisition and do it well. The yield is safe. The shares are moving sideways after a big move, but that's normal and fine.
HOLD
HOLD
August 29, 2019
Owns it in his income fund. Great dividend. In an uptrend. Going to find resistance. Cash flow is pretty good. Not a massive grower, so there may be other avenues to look at. It may stall out here. If you're happy with the dividend, that's great.
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Owns it in his income fund. Great dividend. In an uptrend. Going to find resistance. Cash flow is pretty good. Not a massive grower, so there may be other avenues to look at. It may stall out here. If you're happy with the dividend, that's great.
COMMENT
COMMENT
August 28, 2019
It got a little ahead of itself in the past six months. He likes its push into the US with some acquisitions there and are looking for US investors. He's amazed with the massive number of gas stations to buy out there. Concerned about the valuation, so he doesn't own this now.
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It got a little ahead of itself in the past six months. He likes its push into the US with some acquisitions there and are looking for US investors. He's amazed with the massive number of gas stations to buy out there. Concerned about the valuation, so he doesn't own this now.
PAST TOP PICK
PAST TOP PICK
August 27, 2019

(A Top Pick Oct 23/18, Down 5%) Unfortunately, this is painted with the same oil brush, and the oil sector is under fire. It's a mini-ATD'B. It's really a consumer discretionary stock and not energy.

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(A Top Pick Oct 23/18, Down 5%) Unfortunately, this is painted with the same oil brush, and the oil sector is under fire. It's a mini-ATD'B. It's really a consumer discretionary stock and not energy.

BUY
BUY
August 19, 2019
It has done a really good job in the acquisition front. With interest rates low, they have done a good job of integrating acquisitions so they should continue t do well.
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It has done a really good job in the acquisition front. With interest rates low, they have done a good job of integrating acquisitions so they should continue t do well.
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