| Comment | 7.030 | Neil Wickham | Have interests in a number of US power companies. Some regulation changes could react negatively on them but he doesn’t think so. Generating a good level of earnings. 15% yield but payout ratio will be getting slightly smaller as the earnings creep ahead. Not sure what’s driving the price down. | 2008-07-14 | |
| PAST TOP PICK | 10.570 | Sandy McIntyre | (Past Top Pick Dec 29/06. Down 6%.) Consistent with the interest sensitive sector of the trust market. Took some profit when it was high. Has outperformed many of the power peers. Still likes. A Buy. | 2007-08-13 | |
| BUY on WEAKNESS | 10.810 | Michael Simpson, CFA | US company. Primarily a collection of power assets. Some of their assets are of shorter duration then he likes. | 2007-07-04 | |
| Comment | 10.820 | Michael Sprung | Is a corporation that is held by at trust. The corporation holds interest in power generating in the Atlantic provinces.Overall, long term it might be an interesting company. | 2007-06-15 | |
| TOP PICK | 11.290 | Sandy McIntyre | Has very deep institutional ownership. | 2006-12-29 | |
| BUY | 10.110 | Sandy McIntyre | Has material US$ exposure. 78% payout ratio. Good operators in a diverse base of power assets. Still likes. | 2006-05-12 | |
| PAST TOP PICK | 10.320 | Sandy McIntyre | The trust has not really gone up, but there is a distribution and it has had an annual yield in the 10% area. Still is holding. | 2006-03-04 | |
| TOP PICK | 10.250 | Sandy McIntyre | (A Top Pick Aug 12/05. Down 6%.) A power trust with double-digit yield. Decent asset base and decent payout ratio.70% payout ratio. Good management. | 2005-12-16 | |
| TOP PICK | 10.580 | Sandy McIntyre | Have a portfolio of about 15 generation facilities in the US. 10.5% yield. Did a transaction yesterday that is immediately accretive to earnings, cash flow and distributions. In a sector where there is a huge commonality in types of underlying assets, there shouldn't be this degree of pricing discrepency and saw this as an opportunity. | 2005-08-12 | |
Experts that have talked about Atlantic Power Corp.
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