Thoughts on PPL please

0
0

I have a much larger position in PPL than in TC Energy or ENB? Should I make a switch ? PPL is a dog recently?

Marked as spam
Asked on August 10, 2025 12:40 pm
52 views
0
Private answer

I still like the pipeline. I removed it from the Bull List in late 2024 after its runup as I thought the company had gotten a bit pricey. It has slid in price since then and is kind of on a year long downturn here.

I view it as one of the better pipelines of the 3, however the valuation gap between the three has now closed and I'd say it's more appropriately valued.

I wouldn't go chasing returns here and swapping from pipe to pipe. Pembina had its day from 2021-2024, and is now just kind of consolidating. It's still a high quality company.

Marked as spam
Posted by Dan Kent
Answered on August 12, 2025 2:19 pm