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Transalta Corp

Stock Symbol: TA-T

Notes:.

Last Price Recorded: 15.4300 on 2013-05-22 01:14:15

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Date Signal Expert Opinion Price
2013-05-17 DON'T BUY Jeff Young

Close to 8% on the dividend yield. Coal/gas fire utility. Doesn't think they need to cut the dividend anytime soon, but there's not a lot in the way of growth prospects for the company.  They have some assets coming on later on this year, which will help maintain the dividend, but everything has to go right.  Not a name that's attractive to him.

 Price:
$15.460
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Unknown
2013-05-09 BUY on WEAKNESS Jon Vialoux

Utilities can do quite well this time of year.  Pursue this stock.  Moving averages are trending positive.  July into September is the period of seasonal strength. 

 Price:
$15.000
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Unknown
2013-05-06 PAST TOP PICK Hank Cunningham

(A Top Pick Aug 2/12. Up 10.59%.) 6.4% bond, maturing Nov 18/19.

 Price:
$15.020
Subject:
FIXED INCOME
Bias:
BEARISH on BONDS
Owned:
Yes
2013-05-03 DON'T BUY Michele Robitaille

Keeps looking at this as it has a very attractive dividend yield but feels the business is quite challenged, particularly for the next couple of years in that it is not going to show a lot of growth. Also, its fleet of plants, particularly in Alberta, is quite old and there are questions as to how well maintained it is. Dividend is likely sustainable.

 Price:
$14.960
Subject:
DIVIDENDS & REITS
Bias:
CAUTIOUS
Owned:
No
2013-04-30 COMMENT Lorne Steinberg

Owns a note which is due in 2029 and the face value is up 17%. What would you do with this? If you have other bonds with shorter maturities, he would have no trouble with this as part of a bond portfolio. If this 16 year maturity represents most of your bond portfolio, then that is far too long. Professional money manager, like himself, would sell it. If rates go up you are going to lose that gain.

 Price:
$14.810
Subject:
VALUE STOCKS & HIGH YIELD BONDS
Bias:
BULLISH on FOREIGN
Owned:
Unknown
2013-04-24 COMMENT Rob McConnachie

Not sure that the dividend is safe but doesn’t see any reason for an imminent cut. Have a lot of coal plants and a lot of them are going to have to be shut, over the next decade. This is a high risk business model and they have to really execute well to maintain the dividend.

 Price:
$13.720
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
BULLISH on US MARKET
Owned:
No
2013-04-23 SELL Nick Majendie

There are better dividend paying stocks around. Doesn’t know of any analyst that is looking for dividend growth in this company. There are some fears of a dividend cut but he doesn’t think it’s likely. They need power prices to recover in Alberta and the Centralia operation to be more profitable.

 Price:
$13.700
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2013-04-12 DON'T BUY James Telfser

Has been a little disappointing operationally. Very exposed to Alberta and there is a lot going on there in the power space. There is a big plant coming on again which is going to have a negative affect on power prices which negatively affects this one. On the side, they have a lot of plants where operational issues pop up. These things hurt earnings. A lot of debt on the balance sheet.

 Price:
$14.480
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2013-04-10 SELL Norman Levine

Probably his least favourite Canadian utility and he would Sell if he owned. 7.9% dividend yield is so high because the market does not believe it is sustainable. A number of their operations are questionable as to what they are able to earn on them.

 Price:
$14.770
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-03-11 COMMENT Ryan Bushell

Continues to hold some.  They had some issues related to Nat Gas pricing in NW US.  They remain committed to the dividend, but the coverage is a bit slim.  Tread carefully.

 Price:
$15.230
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
Yes
2013-03-04 DON'T BUY John Stephenson

This is a real call on Alberta power prices. One of the issues with Alberta power is that they are overwhelmingly in a coal market and why use coal when you can get cheap natural gas. There are also issues with Centralia, their power plant in Washington state and he would wait until those issues are clarified and re-contracted.

 Price:
$15.380
Subject:
RESOURCE
Bias:
CAUTIOUS
Owned:
No
2013-02-27 COMMENT David Cockfield

Just reported and numbers were not great but he wasn’t expecting great numbers. Over the years, this company has shown itself to be quite capable of maintaining their dividends on a cash flow basis. Have some pretty good assets and pretty good market penetration in Western Canada.

 Price:
$15.650
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2013-02-22 COMMENT Jaime Carrasco

Trimmed back on some of this. He still likes it. All the pipelines are becoming really strong monopolies because it is the only way to ship the oil out. Hasn’t been adding to his holdings. 7% yield.

 Price:
$16.520
Subject:
RESOURCE
Bias:
BULLISH on GOLD
Owned:
Yes
2013-02-19 DON'T BUY David Baskin

Trouble with this company is that everybody believed the dividend was unsustainable, but believed that for an awful long time. These are older, coal fired plants mostly. Thinks that Canadian Utilities (CU-T) and Fortis (FTS-T) are better companies with better models.

 Price:
$16.440
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-01-31 DON'T BUY Andy Nasr

Expect there will be pressure on Alberta power prices and they will remain in a range of $50-$55 longer-term because there is some capacity coming on stream. This company has some assets in north-eastern US which has come under significant pressure in terms of the rates they are going to be able to get in the renewal of their contracts. Doesn’t see much room for capital appreciation. The DRIP program is a bit disconcerting as well.

 Price:
$16.040
Subject:
CANADIAN DIVIDEND & REITS
Bias:
OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 391 entries
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