| HOLD | 7.760 | Ian Nakamoto | With its yield of 10.3%, he would hold on to it. Feels they will recover. They fall massacre was a bit of an overreaction. If interest rates are cut, high-yielding interest holdings could have another leg up. | 2007-05-14 | |
| HOLD | 7.590 | Michael Decter | Payout ratio is very high, which is a concern. Just announced a partnership on a new power plant. Demand for power is growing. Buy for the dividend, but not for growth. | 2007-02-26 | |
| WATCH | 7.590 | John Stephenson | This is a trader that you trade from $7 to $8. | 2007-02-21 | |
| BUY | 7.160 | John Stephenson | Have great assets, but some of them are a little bit out of the money. If you can buy in the $7 range, it’s a Buy. If it goes much above $8, he would be a seller. | 2006-11-16 | |
| DON'T BUY | 8.240 | Kevin Hall BComm, CFA | Has a number of natural gas coal generated power facilities. He is underweight the power trust sector. Sees risks in the natural gas fired facilities and the margins on these. | 2006-10-27 | |
| DON'T BUY | 8.000 | John Stephenson | Might provide some attractive opportunities here and there. Have 4 generating facilities. The Ottawa one has a gas contract rolling off in a year and it cost them quite a bit to generate electricity. Market believes there will be a distribution cut. If you can get it in the low$7’s and sell it around $8, that is ideal. | 2006-10-12 | |
| DON'T BUY | 7.750 | Robert Lauzon | He moved out of power trusts a few years ago and is starting to move back . Believes this company will have to start cutting distribution. Would avoid it. Recommends picking more stable names like Northland Power, Epcore Power and Inter Pipeline. | 2006-09-29 | |
| SELL | 7.760 | Peter Brieger | There are more stable companies elsewhere. | 2006-09-26 | |
| DON'T BUY | 8.150 | Sandy McIntyre | Some concerns about their gas supply arrangements for a couple of their facilities. Would prefer Northland Power (NPI.UN-T). Power trusts have been the worst performers in the last 10 years. | 2006-07-28 | |
| DON'T BUY | 9.240 | Dean Orrico | Power generation is very interest-rate sensitive. You are not likely to see distribution increases. Reported a pretty bad quarter. | 2006-02-03 | |
| DON'T BUY | 9.500 | Greg Guichon | A co-generation power trust. His concern is that their long-term gas contracts are going to be coming to an end over the next couple of years. Will they be able to convert to a higher priced in gas and sell their electricity. Too risky. | 2006-01-20 | |
| DON'T BUY | 10.250 | Bill Shaw | Fully valued. A high quality trust in power generation. Expect a coupon type of return, somewhere in the 7.5/8% range. Haven't done much in terms of acquisition. High quality assets. | 2005-02-22 | |
| BUY | 9.950 | Blair Wilson | Distributions should be stable. Comfortable with the long term contracts that they have. | 2005-01-07 | |
| HOLD | 10.120 | Robert Lauzon | Its parent Transalta has a nice pipeline of assets that can be blended into the trust for growth. Distribution is stable. As linterest rates creep up, you'll see pressure on the unit price.. The recent spike occurred when it was added to the TSE. Could fall back a bit in January. | 2004-12-24 | |
| BUY | 9.340 | Blair Wilson | For a conservative trust and will be more interest sensitive. On their Recommended list. Valuation is somewhat high. | 2004-11-26 | |
| DON'T BUY | 8.770 | John Stephenson | A somewhat risky investment. Buying gas and converting it into electricity is getting more expensive. | 2004-09-27 | |
| DON'T BUY | 9.110 | Sandy McIntyre | Not a favourite. | 2003-05-07 | |
| WEAK BUY | 9.400 | Ben Cheng | Very stable for short term investment. Won't have much capital gain. | 2001-12-03 | |
| TOP PICK | 8.610 | Sandy McIntyre | Have had problems which are being solved. Yield 8.5%. | 2001-10-02 | |
Experts that have talked about Transalta Power Lp
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