Issue 34- Pembina Makes the First Move

Canadian energy is ready for consolidation, as the first transaction was announced on August 21st,2019. Palos is expecting many more consolidations in the coming months, as evaluations have hit all time lows. I’m of the opinion that the stronger energy companies, pension plans, activists, and private equities are all looking at this space.


Disclaimer: Palos Funds are shareholders of PPL.

By Charles Marleau, CIM & Joany Pagé, CFA

Continue Reading in PDF

By Charles Marleau, CIM & Joany Pagé, CFA


Click to Read Macro View

By Hubert Marleau


Click to Read Options Corner

By Robert Mendel


Click to Read Palos-Mitchell Report

By William Mitchell