Parkland Fuel Corp (PKI.TO) Buy, Sell or Hold

Parkland Fuel Corp (PKI.TO)

39.84

-0.14 (0.35%)

as of Nov 4, 2025, 9:00:00 pm Market Open.

321 watching

BUY

He owns ATD-B instead, but PKI is a great, profitable company. The dividend will grow and the company is a great buyer of assets and opportunities may lie ahead in the wake of today's Marathon deal.

TOP PICK

Driving is up 50% from January. People aren't flying for vacation. It is the biggest producer of fuel in Canada. They have set their sights in the US. They are ready to make some acquisitions in the states. He expects many years of growth. Undervalued. (Analysts’ price target is $41.15)

HOLD

It is a fuel distributor for industrial and consumer sales. She does not own this as it may lend itself better to short term trading than long term investing. If you own it now, assuming the economy recovers, so too should the stock price. Be patient the share price will eventually recover with the economy. (Analysts’ price target is $40.30)

BUY

A big footprint in western Canada and it is a fairly non-cyclical business. The price of oil does not affect them the way you think. When oil prices drop sharply, there is a huge spike in their margins. It is a consolidator. They will be able to do these tuck-in acquisitions. He prefers ATD.B-T but likes this one too.

PAST TOP PICK

(A Top Pick Jun 17/19, Down 8%) They have refining, convenience stores and gas pumps. They have been able to navigate very well through this. Their working capital has gone down very much with the price of oil going down. This is not really an energy company. He is sticking with it.

PAST TOP PICK

(A Top Pick Apr 04/19, Down 18%) They are not rated investment grade on their debt. They went way down. If people are not going to do a lot of flying they may do a lot of driving. No question Q2/3 will be tough but they will come out of this in a much stronger position. Some driving trends in the US have recovered to where they were before COVID. Gas margins have stayed up.

WEAK BUY

The management team is a seasoned one. They reduced their salaries. Demand is challenging. This is the reason for the decline. You will see acquisitions decline due to the company trying to keep cash. He thinks you are in good shape here.

PAST TOP PICK

(A Top Pick Mar 06/19, Up 27%) Management is doing everything they should. They just bought assets in the massive California market as well as in the Caribbean. They leveraged some refining capacity to send fuel to some locations. They buy wholesale that they refine, then sell it at retail--that's the spread they make. Happy to hold this. It's a mini-Couche Tard (ATD'B), but PKI more nimble in making acquisitions and own a refinery.

BUY

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

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

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

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

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

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

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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