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Bell Aliant
Symbol: BA.UN-T
Active: Y
Sector: telephone utilities
Notes:Rural phone lines
Last Price: 25.900
Last Price Date: 2010-03-12 02:20:23
Globe 200 day average
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Experts who have talked about Bell Aliant

DON'T BUY25.350Linda ShickDividend would have to shrink 30% when they convert to a corp. Would not own it for yield, but BCE might look to privatize it.2010-03-02
WEAK BUY25.950Michael Simpson, CFABCE owns about 44% of it. Not growing revenue, but squeezing costs. Will eventually taken in by BCE. Distribution will be cut when they convert. Prediction of $1.90-$2 dividend after conversion.2010-02-23
DON'T BUY25.950Barry SchwarrtzNot a lot of upside. Was a nice income trust but not sure what happens when they convert. Prefers big telcos.2010-02-22
DON'T BUY25.940Martin Hubbes, CFAWould prefer BCE vs. BA because he is looking for growth, not income. 2010-02-18
DON'T BUY25.700Ara NalbandianIt’s a good time to invest in the telecom sector , but not in this one. There is a dividend cut coming during the conversion to a corp. Eventually BCE might take it in.2010-02-16
HOLD26.210Norman LevineYou won't get rich with this one. An old wire line company that is having steady erosion but has been cutting costs faster than it is losing its wire line. Has also been increasing penetration in TV in the Maritimes. Once converted to a corp, yield will probably be within 15%-20% of where it is now. 2010-01-28
Comment26.210Colin StewartIf they are not acquired before the date of conversion, they may have to cut distributions.2010-01-28
HOLD26.740Michael Sprung(Market Call Minute.) Growth prospects are minimal.2010-01-27
BUY27.940Paul Gardner, CFAEastern landlines. Conservative balance sheet. Not a huge growth profile. Bell (BCE-T) is a majority shareholder and there is always talk of a takeover. Owns the debt but not the trust. Yield is compelling so wouldn't be surprised to see upper pressure on price.2010-01-08
DON'T BUY27.940Douglas KeeYields 10.3%. Wire line in a slow growth economy and are losing market share to wireless. We'll have about two years of tax losses when they convert to a corp. Pays out more than the cash flow but are trying to cut costs in order to maintain the payout. Not sure they can do that.2010-01-08
SELL27.950David Driscoll(Market Call Minute) Sell because long distance revenues being generated in Maritimes.2009-12-29
BUY27.980Norman LevineAt the end of 2010 it will have to convert to corporation distribution will likely be cut to 80%. Not a growth story. Manages its costs very well so will be able to pay a dividend for quite some time.2009-12-23
HOLD27.980Michael SprungMaybe peel a little profits off here. Dominant in their market but question is growth going forward. Wouldn’t worry in terms of downside risk.2009-12-22
BUY26.740Douglas KeeWell managed and distribution is reasonably safe. Wire line, which over time will decline. For now it's not a bad place to be.2009-11-19
PAST TOP PICK27.450Norman Levine(Top Pick Oct 14/08, Up 28.9%) Would look for loss of revenue from wire line accelerating faster than people expect to sell it. 2009-10-13
HOLD27.040David CockfieldThe wire line business of Bell (BCE-T). One of the better trusts to hold going into the 2011 period where trusts will have to convert. Excellent yield.2009-09-23
Comment27.040David Baskin(Market Call Minute.) Good income play but no real growth.2009-09-23
Comment26.880Michele RobitailleDoesn't think BCE (BCE-T) will acquire this. Doesn't see any impetus for this. Yield of almost 11%. You won't see a lot of unit price appreciation. Good stable business.2009-09-11
HOLD27.480Norman LevineWire line company for the Bell system in eastern Canada plus some rural Ontario and Quebec. Losing customers on a steady basis to wireless but that is built into the price. Announced they will be putting a lot of money into fibre into the homes. Expensive, but helps to protect the customer with more bandwidth. 10.5% yield. We'll still be a high dividend payer after they incorporate.2009-08-24
PAST TOP PICK26.680Ross Healy(A Top Pick Aug 29/08. Up 7.27%.) Good company and relatively cheap. Still a Buy.2009-08-13
Comment26.260Bruce CampbellThe problem is, come January 2011, will lose its tax advantage. Low growth is not so good for a corporation. Sees it stagnating. Okay to Hold now but as time passes they would be increasingly nervous about the distribution.2009-08-10
SELL26.560Michele RobitailleGood defensive name, particularly in this type of economy. Focused primarily on wire line on the East Coast. Yield of about 11% and expects that will be maintained over the next year. Longer term it will be challenged because of very little wireless exposure. Look for a 25%-30% cut in distributions after they convert post 2011. A little bit expensive, especially relative to BCE (BCE-T). Consider switching to BCE, which is yielding about 6.5%.2009-07-17
DON'T BUY26.340Karl BergerWould focus more towards the wireless space such as Telus (T-T) or Rogers (RCI.B-T). 11% yield but is in the traditional wire line space rather than wireless.2009-07-14
DON'T BUY26.200Randy LeClairBonds maturing 2016 with a yield of about 5.85%. BBB credit. Have a monopoly in their area and the parent company is Bell Canada (BCE-T). He prefers a more diverse telecom name with greater geography to draw from. Not a lot of liquidity so may be difficult to sell. Would look at Bell (BCE-T), Rogers (RCI.B-T) or Telus (T-T).2009-07-10
Comment26.500Michael SprungExpect distribution should be sustainable until they have to convert to a corporation. After that they will be taxable like anyone else.2009-06-26
Comment24.850Michael SprungThey’ll try to keep a reasonable yield but once they become a Corporation will probably have to cut back, possibly 30%-40%. You also have to wonder where their growth is going to come from.2009-05-27
PAST TOP PICK25.070Ross Healy(A Top Pick June 5/08. Down 15.9% excluding disbursements.) 2009-05-21
BUY24.920David BaskinVery steady unexciting business but right now bland is pretty good and the yield is pretty good and will probably stay that way for a couple of years. Over time, the landline business is being eroded.2009-05-19
BUY24.400Sandy McIntyreVery comfortable with this one. The regional companies are likely to be picked up by one of the seniors. 11.75% distribution.2009-05-14
Comment24.400Craig MacAdamBelieves that eventually BCE (BCE-T) will take it in under the new leadership. Very healthy distribution without much risk.2009-05-14
BUY24.220Norman LevineThe landline phone company in eastern Canada. Stable company. 12% distribution.2009-05-06
BUY24.180Paul Gardner, CFA(Market Call Minute) Well run management team.2009-05-04
HOLD23.740Hap (Robert) Sneddon FCSI(Market Call Minute) Hold based on dividend.2009-04-20
DON'T BUY24.280Nick MajendiePaying almost 12%, but when it becomes a corporation in 2011 they are likely to cut dividend to about 2-1/4%. P/E ratio is a bit high – there is some capital risk.2009-04-16
DON'T BUY24.580David BaskinMarket Call Minute. Boring infrastructure utility with declining revenue base, not exciting.2009-04-14
BUY24.860Michael Simpson, CFAGood utility income fund.2009-03-25
BUY25.310Veronika HirschJust reported good numbers. Attractive yield. Slight possibility that Bell Canada (BCE-T) at some point buys it. Safe. No financial issues.2009-02-05
HOLD24.650Michele Robitaille(Market Call Minute.) Distribution is safe. Little bit expensive but very stable and safe.2009-02-03
BUY23.450Sandy McIntyreLikes businesses that have structures of everyday life. You need telephone and you need cable. Ideal in the income fund structure. 12.5% yield.2009-01-22
BUY25.410Andrew Guy, CFAThe assets that were spun into this from BCE, excluded the wireless, which is where all the growth in the telecom space is. Its regional nature means less competition but wireless and cable is having an impact. A decent yield play. Not a homerun but a decent single.2009-01-06
BUY21.700Paul Gardner, CFA(Market Call Minute.) Possibility that BCE (BCE-T) could take it back. Solid revenue. Competition is not that progressive.2008-12-17
BUY21.750Norman LevineDistribution of around 13%. Somewhat economically sensitive, but not a huge amount. Distributions are fairly secure. Should still be able to pay very high distributions even after incorporation. Strong chance that BCE (BCE-T) could bring in back into the fold.2008-12-15
HOLD22.500Bill MacLachlan(Market Call Minute.) Whole regional telecom industry is going to face some difficulties. Really don't know what's going to happen in the post BCE-Teachers situation.2008-12-11
BUY22.500Ben ChengOperational focus is Northern Ontario and Northern Quebec. A rural landscape where there is not as much competition.2008-12-08
BUY23.180Michael Simpson, CFAProvides mostly wire line services to the Maritimes and rural communities in Ontario and Quebec. Won't be paying any cash taxes until 2012.2008-11-20
BUY25.250Norman LevineThe main wire line company in eastern Canada as well as rural Ontario and parts of Quebec. Excellent value here. Yield of 11.4%. Pretty close to recession proof. Very stable cash flows.2008-11-11
HOLD25.650Kevin O'LearyLikes the business model and management. Thinks the assumption that BCE will close is built into the price. Doesn't expect a lot of downside risk. However, as an income trust, it is going to have to go through the conversion process. He will hold this over the next year to see where it goes. Likes the telco space.2008-11-04
HOLD24.010David Cockfield(Market Call Minute.) Would almost support a Buy if the deal with BCE goes through, as they would get more assets.2008-10-31
Comment24.070Robert LauzonJust reported and earnings were good. Debt is a little high but the underlying assets are quite stable.2008-10-29
Comment23.170Sandy McIntyreBusiness itself is a decent one but what he doesn't like is that it is land lined in eastern Canada and not cellular. An ideal cash cow business.2008-10-24
TOP PICK23.940Norman LevineGood chance that BCE could buy them. Price is low. Not a growth business, slowly eroding, but lots of cash flow to service payout 12% distribution. Once it’s not a trust any more, the payout will come down a little bit. They have tax losses they can use and payout will still remain at a relatively high rate, plus a chance BCE will take in the rest of it or sell it to someone else.2008-10-14
BUY22.790Jeff ParentIt will be interesting to see if it can continue paying the distribution. If you want to buy, set a level of $21.50, but if it goes below $19.5 you have to get out.2008-10-10
PAST TOP PICK24.850Ross Healy(Top Pick Oct 5/07, Down 29%) Not unhappy with the holding and will keep holding it. Not trading far away from where it was when it was a corp.; not terrible exciting, but solid and conservative and well run.2008-10-02
HOLD24.850Michele RobitailleYield is strong, low risk of distribution cut, but lacks long-term growth catalyst because they sold off their wireless business. No reason from an operating point of view that it needed to sell off.2008-10-02
BUY24.990Gordon Higgins, CA, MBAReasonable valuation, reasonable dividend2008-09-30
HOLD27.020Michael DecterCan't see the growth prospects being very strong. When the BC (BCE-T) deal gets done there will be money looking for a new home in utilities. This might be one of the beneficiaries but prefers Rogers (RCI.B-T) instead.2008-09-23
DON'T BUY26.990Duncan StewartGood yield. He has seen some slightly distressing numbers in North America from telephone companies. DSL is starting to shrink indicating the phone companies are starting to lose customers.2008-09-11
TOP PICK27.820Ross HealyYield of almost 10%. Fairly inexpensive. Doesn't expect the dividend to be too different from the current distribution.2008-08-29
HOLD27.400Sandy McIntyreGood management and good asset base. Decent yield.2008-08-15
DON'T BUY27.200Michael SprungThe substantial payout ratio of 84% doesn't leave a lot of room for declining cash flows to cover distributions. Very good business and operation but not sure where the growth is going to come from. There are also more competitors coming in. Wouldn't look at holding this for the long term.2008-08-14
BUY26.740Andrew Guy, CFAVery conservative company. Has been caught up in the volatility of the telecom sector as well as uncertainty of the future of its largest shareholder BCE. Generates great free cash flow. Good levels.2008-07-22
TOP PICK29.800Ross HealyOne of the few income trusts that are really solid. When they convert back into businesses, his suspicion is that this one is really cheap. Good 10% yield. Very well run business and very stable.2008-06-05
HOLD30.370Kevin Hall BComm, CFAHas probably been one of the best performing telecom stock. Pretty steady performer but wouldn't put new money in.2008-05-06
Comment30.390Peter Brieger60% controlled by Bell Canada (BCE-T). Likes it because of the income. Its future is a bit cloudy based on when the Teachers Pension takes over BCE.2008-05-01
Comment30.170Robert FloydDoesn't see any material change if the BCE (BCE-T) deal goes through. 9.6% yield. This would be one for an income portfolio.2008-04-29
BUY30.490Norman LevineA rural wire line telephone company in eastern Canada and some rural parts of Ontario and Quebec. Wire line is a shrinking business. Not a lot of capital expenditure so they are paying income out to shareholders. Not a growth business. Pays about 10%.2008-04-10
BUY29.010Norman Levine(Market Call Minute.) This gives you a 10% yield with minimal downside risk.2008-03-10
Comment29.290Gavin GrahamWith East Link coming into Halifax and doing Voice over Internet this company lost about one third of its market share in landlines in 3 years. Probably all the adapters have moved and you do have both landlines and mobile. The real problem is that it is paying out almost 96% of its cash flow so when it starts paying tax in 2010, it may have to cut its payout.2008-03-06
Comment29.440Bill ShawDistribution is fairly safe and solid. Decent yield. Should continue to do reasonably well. There are more attractive opportunities in the telecom sector such as Telus (T-T), Bell Canada (BCE-T) and Manitoba Tel (MBT-T) and the yields are not too far off this one.2008-02-19
BUY29.000David BurrowsTelecom has not been a space that has been performing well. There are concerns about wire line revenues as well as the wireless side. If he had to pick one it would be this, which is paying about 9.5%. Just recently raised their distribution and only paying out about 90% of cash flow. Technically it has been performing better than most of the telecom stocks.2008-02-15
TOP PICK28.340Norman LevineWell protected and great payout. The dominant telco in eastern Canada. Payout of $2.90 giving you over 10%. Wire line telephone is not a growth business, so you don't own this for growth, only income.2008-02-11
BUY27.740Paul Gardner, CFA(Market Call Minute.) Has been hurt with the liquidity. Still have the landlines and a very conservative capital structure. Expect it will recover in the telco space.2008-02-05
TOP PICK27.600Norman LevineMostly into wire line on the east coast and it is not a growing business but the payout is over 10% while you are waiting for the market to turn around. Stable business.2008-01-29
Comment27.000Michael Simpson, CFAPrimarily wire line in Atlantic Canada. Line erosion seems to be stabilizing. Made an acquisition of Bell Nordique giving them a small wireless exposure in northern Quebec and Northern Ontario. Some concern that they might sell their entire stake of their 42% holding of their parent company BCE (BCE-T). He doesn't think they will.2008-01-22
HOLD27.000Ben Cheng(Market Call Minute.) Probably at little more recession resistant. Has good growth in their wireless sector.2008-01-21
WEAK BUY28.220Michael SprungRelatively safe place to be. After BCE is gone, it will be one of the last telecom utilities you can get exposure to. Distribution should be pretty safe. Somewhat constrained in where growth is going to come from in the future. Would look at it for the yield but not capital appreciation.2008-01-08
TOP PICK28.350Norman LevineThe dominant phone company in eastern Canada. At current prices it has a 10% payout. In a declining business and it's not likely distributions will grow much, but in a bad market, he is happy to sit with 10%. When the market starts to lift, you will probably get some lift in the stock.2007-12-18
HOLD28.800Kevin Hall BComm, CFAHas corrected in line with the broader equity markets. This is a good, steady, core holding. Not a lot of excitement. Will deliver a pretty good, steady, stable yield. There might be 1%-2% annual growth in the underlying business.2007-12-04
BUY28.850Norman Levine(Market Call Minute.)2007-12-03
BUY29.070Ross HealyDoesn't feel the government announcement on wireless (spectrum) will have any effect on this stock. One of the few trusts that he likes.2007-11-30
Comment28.680David BaskinThese are the assets that Bell didn't want and couldn't grow. Pretty much a done deal that there won't be a lot of growth from the rural landlines. However it does give a pretty steady income. If interest rates are going down in Canada/US, the income stream becomes a little more attractive, which could give them a bit of an uptick.2007-11-29
Comment30.910Patrick KimSecondary market landlines rather than wireless. Slow growth. A fairly stable earnings growth story. When BCE gets de-listed there will be additional demand as people look for other telecom names to go to. For better growth prospects look at Telus (T-T).2007-11-02
HOLD30.910Andrew Guy, CFAContinues to do very well. The one advantage they have over others is its regional focus. A very stable company. Looking at the valuations, he wouldn't buy it now.2007-11-02
TOP PICK31.740Ross HealyHad considered Cash as the top pick. This is a defensive choice. Fairly reasonably valued. When it reverts out of a trust, there won't be any downside move on the stock. Nice yield.2007-10-05
BUY31.470Norman LevineHe owns this as a cash substitute. Earning 8.8%, whereas money markets are in the 4% range. Feels the distributions are pretty solid in a very stable business. A good, relatively safe income vehicle.2007-10-02
DON'T BUY32.040Leslie LundquistPrimarily a landline phone operator. There is increasing competition from wireless assets. Didn't think the growth was sufficient to offset their competition.2007-07-25
HOLD31.970Ian NakamotoIf the Teachers Federation takes over BCE, he would expect they would take this company over also.2007-07-24
TOP PICK31.440Andrew Guy, CFABell Aliant Group is a fun pick. BCE owns a big part of Bell Aliant and can'tsee anything but good when the takeove is complete. Believes the evaluation over time is good. 2007-06-27
HOLD31.620Bruce CampbellWire line, slow growth at 2%-3%. BCE (BCE-T) going private should not affect it. Yield is about 8.5%.2007-05-09
BUY31.520Michael SprungWell priced and the cash flow is stable. Distribution is fairly secure.2007-04-27
DON'T BUY29.530John O'Connell, CFAStill have some major pension issues. It's land lines so not a lot of growth opportunity. Very competitive business.2007-03-30
TOP PICK29.820Ross HealyIf it goes back to a corporation, it is fairly cheap. A defensive holding.2007-03-07
Comment29.310Patrick KimSold their directory business to Yellow Pages (YLO.UN-T). Predominantly wire line with some wireless. Buying back stock. Prefers Telus (T-T), which has a decent yield and a much better growth potential.2007-02-22
Comment28.530Robert FloydIncreased their distribution, which is positive. Just acquired Bell Nordique (BNQ.UN-T). This is more suited to an income portfolio.2007-02-13
Comment28.800Andrew Guy, CFAGood company. Has some challenges in its business. Cable companies are starting to move in. Feels the distribution is safe.2007-02-08
DON'T BUY29.460Paul Gardner, CFAMostly Eastern landlines. Had very good earnings last quarter, but looking closer at the numbers, a lot of it was IT consulting and equipment sales. There was a big decay in the operating business. Cable company competition is growing.2007-02-05
HOLD29.350Michele RobitailleWon't set the lights on fire, but a good, solid core holding. Some challenges achieving even modest growth. Focused on regional/rural areas, so have some insulation from competitive challenges that urban telcos are facing. Likes the name. Just increased distributions by 3%. Fully valued.2007-02-02
HOLD29.540Patrick KimThinks it will go up in the near term. Not a huge fan of the business model relative to what else is available. Longer term, would look outside income trusts to something like Telus T-T).2007-01-26
HOLD29.080Robert LauzonOwns most of the rural phone lines in Eastern Canada. Very stable business in the short term.2007-01-22
HOLD28.760Robert FloydAn interesting income trust. Acquired Bell Nordique (BNQ.UN-T). Feels it can survive in this income trust scenario for some time.2007-01-19

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