Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

TSE:PKI

Parkland Fuel Corp (PKI.TO)

39.84
-0.14 (0.35%)
as of Nov 4, 2025, 9:00:00 pm Market Open.
321 watching
0
PAST TOP PICK
(A Top Pick Sept 22/11. Up 72.71%.) They intend to double their EBITDAs over the next 5 years. This is a fragmented business. Good organic growth from cross-selling. Still a good story.
COMMENT
Has the fuel distribution business, retail business in remote communities and also have the refinery side as well. Trading at 21X earnings. Not sure he would Buy at these levels. 7% dividend yield. If you own, consider taking some of your profit off the table.
PAST TOP PICK
(A Top Pick Sept 22/11. Up 62.29%.) Have managed costs extremely well.
TOP PICK
7.3% Dividend, sustainable, very stable business.
PAST TOP PICK
(A Top Pick Sept 22/11. Up 56.24%.) Sold his holdings mid-13 because it is trading at a much higher EBITDA. Also Suncor’s (SU-T) contract expires towards the end of 2013. Had benefited from a wider crack spread, which is not as wide now.
HOLD
Likes the yield. He is concerned about how KEY got whacked recently. He has to be a little careful. Now this company is diversified across Canada, so hopefully they will get through this period. He is not buying but not selling.
COMMENT
Not sure they will increase dividend because they are making lots of acquisitions. Good operators. They are a growth company.
DON'T BUY
Distribution is safe for now. A TOP PICK last September for him. At this point its valuations are getting a little bit stretched. Payout ratios are safe for this year and probably next. In 2013 they loose 20% of supply contracts with Suncor and they have to replace that.
HOLD
Has had a nice run. Likes that you and the progress they have made. Also likes that they are in Western Canada. Feels it could get back to the high teens.
BUY ON WEAKNESS
Has not been adding to it, but watching it. Likes it because it has a good payout but the ratio is rather high. It was more predictable in the past and were good managers, then got into the fuel distribution and done well, but he is watching it until he gets a better fix on how the expansion plan has worked. Add closer to $10.
PAST TOP PICK
(A Top Pick Dec 17/10. Up 22%.) Very good yield at about 7%.
PAST TOP PICK
(A Top Pick Sept 22/11. Up 26.25%.) Still cheap but wouldn’t Buy at this price.
BUY
Basically in the fuel distribution business. Dividend is safe and is big but will not grow. It is their intention to keep it where it is (dollar value, not percentage). They want to expand the company.
DON'T BUY
Sold his holdings when he found cash flows, relative to distributions, are not great. Feels the dividend is too high. They are either going to cut the distribution or there will be no growth.
BUY
Dividend is sustainable (80%). Suffered recently. Largest independent gas marking firm. Own gas stations. 10% of all outstanding gas stations. Margins are stable. Hiccup because market fell. Some value and stability there and continue to pay out the 11% dividend.
Showing 241 to 255 of 341 entries