Which Pipeline if any do you prefer??

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Asked on March 25, 2025 9:15 am
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I do believe Pembina to be the best pipeline in the country. Historically, it has executed the best. The company was a former Bull List stock here that we added primarily as a value play. Once we felt that value gap closed, we removed it from the list.

I still feel from a valuation standpoint and a balance sheet perspective the company is the best pipeline in the country. The only difficulty here is I also do believe that the valuations in the pipelines have ran up a bit. I'd have no problem buying and holding them for the long-term, but I do believe the large value gap has officially closed.

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Posted by Dan Kent
Answered on March 26, 2025 8:51 am