Parkland Fuel Corp | StockChase
214
Parkland Fuel Corp (PKI-T)

Last Price Recorded: $25.4800 on 2017-11-17

ON STOCKCHASE SINCE Oct 2002

merchandising/lodging

Parkland Fuel Corp


Signal Opinion Expert

2016-10-31

BUY
Parkland Fuel Corp (PKI-T)

A fuel retailer involved in an acquisition.  ATD.B-T will have to divest the Canadian part of an acquisition they just made and it will sell it to PKI-T.  It is all subject to review.

merchandising/lodging
Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment Council

Price: $31.250
Owned: Unknown

2016-10-28

HOLD
Parkland Fuel Corp (PKI-T)

They bought a piece of the gas stations from ATD.B-T.  He owns ATD.B-T and it moved.  PKI-T is pretty fully valued now unless it pulled back into the high $20s.  At $33-$34 it is a sell.

merchandising/lodging
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $31.250
Owned: No

2016-09-06

BUY on WEAKNESS
Parkland Fuel Corp (PKI-T)

(Market Call Minute.) Made a good acquisition, but the stock has had a huge move in the last month, and a bit pricey for him.

merchandising/lodging
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $29.740
Owned: Unknown

2016-08-24

HOLD
Parkland Fuel Corp (PKI-T)

(Market Call Minute.) This has had tremendous appreciation, especially in the last few days. He is tempted to scale back at current levels.

merchandising/lodging
Michael Sprung

President, Sprung Investment Management

Price: $29.120
Owned: Yes

2016-08-23

BUY
Parkland Fuel Corp (PKI-T)

Just acquired 500 Ultramar locations. That’s a great deal for them. There are big synergies in this business, and room for this to definitely move higher.

merchandising/lodging
James Telfser

Partner & Portfolio Manager, Aventine Management Group

Price: $29.230
Owned: Yes

2016-08-22

COMMENT
Parkland Fuel Corp (PKI-T)

(Market Call Minute.) After its 15% move today, this would be a Hold or a Sell, because the move was too big.

merchandising/lodging
John Kim

Portfolio Manager, Aston Hill Financial

Price: $29.270
Owned: Unknown

2016-08-10

BUY
Parkland Fuel Corp (PKI-T)

Think of this company as the middleman for fuel. They buy fuel from the refineries, and then sell it to end consumers, plus they have a bit of a wholesale division as well. They own a lot of gas stations, and do a lot of commercial type stuff like propane to housing. As they get bigger, they get better at negotiating power with the people they are buying fuel from. A very good company. A good entry point. 4.6% dividend yield.

merchandising/lodging
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment Management

Price: $24.630
Owned: Yes

2016-08-03

COMMENT
Parkland Fuel Corp (PKI-T)

Alimentation Couche-tard (ATD.B-T) or Parkland Fuel (PKI-T)? A tough call. Alimentation is in Europe making all sorts of acquisitions and is an acquisition driven story. This one is making smaller acquisitions, but their main thesis over the next 5 years is cost reduction in order to improve margins and is largely NA focused. He would choose large and safer over a smaller Canadian company, but there is nothing wrong with this company.

merchandising/lodging
Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $23.240
Owned: No

2016-07-25

BUY
Parkland Fuel Corp (PKI-T)

It is a fuel distributor.  Gas stations and other types of fuel distribution and transportation.  Earnings grow on acquisition.  Nice yield and the dividend grows.

merchandising/lodging
Norman Levine

Managing Director, Portfolio Management Corp

Price: $22.860
Owned: Yes

2016-07-18

BUY
Parkland Fuel Corp (PKI-T)

You need to be aware of fuel margins.  Oil costs are steady as are gasoline costs right now so they should be able to do a little bit better.  Things should be okay for them in this environment.

merchandising/lodging
Ben Cheng

President and Chief Investment Officer, Aston Hill Financial Ltd.

Price: $23.090
Owned: Unknown

2016-06-17

TOP PICK
Parkland Fuel Corp (PKI-T)

A fuel distribution business, mostly retail gas stations, but also wholesale and commercial. Largely in Western Canada although have made some Eastern Canadian acquisitions, such as Pioneer Fuels. They are a growth by acquisition company, and there are some big assets that will be coming up. Loblaw’s (L-T) has talked about putting their gas station assets up for sale. They raise their dividend a little bit every year. Dividend yield of 5.08%.

merchandising/lodging
Norman Levine

Managing Director, Portfolio Management Corp

Price: $22.330
Owned: Yes

2016-06-08

BUY on WEAKNESS
Parkland Fuel Corp (PKI-T)

Some of their business is fuel distribution and marketing, which has been under pressure a little. They also own a very large gas station/convenience store business. A pretty good stable growing business, and well-run. He would like to get this at a lower price.

merchandising/lodging
Colin Stewart

CEO & Portfolio manager, JC Clark Investments Ltd.

Price: $23.020
Owned: No

2016-06-03

HOLD
Parkland Fuel Corp (PKI-T)

(Market Call Minute.) Fuel retailer. Good valuation, good volatility and a good yield at 4.9%. He has a small holding.

merchandising/lodging
Jason Mann

CIO & Co-Founder, Edgehill Patners

Price: $23.290
Owned: Yes

2016-05-18

WATCH
Parkland Fuel Corp (PKI-T)

This has been stuck in a range lately. There were some concerns about fuel volumes in Western Canada, and also in North Dakota where they have a growing business. Recently made a nice acquisition of some fuel stations from Imperial Oil (IMO-T). They are becoming more of a retail fuel station operator, than a wholesale reseller of fuel. That should gather a higher multiple. You may see an acquisition in the next few months, that will probably come with an equity issue. That would be a great way to increase your position. Dividend yield of 5% is fairly sustainable.

merchandising/lodging
Steve Belisle

Senior Portfolio Manager & Managing Director, Manulife Asset Management

Price: $22.640
Owned: Unknown

2016-05-06

COMMENT
Parkland Fuel Corp (PKI-T)

(Market Call Minute.) A refiner and a retailer of gasoline. They are driving costs down. Last quarter was good and they continue to grow. Nice, steady growth. Making good margins.

merchandising/lodging
Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $23.700
Owned: Unknown

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1 Comment

hitch

August 14th 2017 at 5:50pm

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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