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Transalta Corp Stock Symbol: TA-T

Notes:.

Last Price Recorded: 12.0700 on 2014-09-22 01:14:12

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Date Signal Expert Opinion Price
2014-09-18 TOP PICK Nick Majendie

Hit lows last week going back to 2000.  They have a new director from ARC Energy.  Having cut the dividend they are executing well in terms of operational efficiency and new projects.  It is selling at the cheapest cash flow multiple in 25 years.


Price:
$12.020
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-09-11 DON'T BUY Stan Wong

Just hit a new low today. Missed 7 of their last 8 quarterly earnings estimates. He tends not to purchase stocks with that type of pattern and that are trading well below the 200 day moving average, with lower lows and lower highs. Stock is down 8% and its peer group is up 25%.


Price:
$11.630
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-09-09 DON'T BUY David Burrows

(Market Call Minute.) A serial under-performer. This is an industry that is booming, and they are having a difficult time.


Price:
$11.900
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
No
2014-09-09 DON'T BUY Christine Poole

Doesn’t see a lot of growth. They cut their dividend. If you want to own a dividend paying stock, there are other areas in the market that have more attractive cash flow and attractive earnings growth.


Price:
$11.900
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2014-09-04 DON'T BUY Douglas Kee

There is a decent yield on the stock, but he doesn’t think it is going up any time soon. Feels there are better places to put your money in the utility field. (See Top Picks.)


Price:
$12.330
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
No
2014-08-14 COMMENT Paul Harris, CFA

Reduced their dividend, so it is much more sustainable at these levels. One issue is that they are really tied to the Alberta power market, and prices have been fairly volatile. The renewable energy business is really heavily weighted to wind as opposed to other areas. They have assets that require a lot of capital expenditures, which is one of the issues he has for this company. If you can Buy at these levels, you are fine. There are other areas that are much more beneficial.


Price:
$12.630
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BULLISH
Owned:
No
2014-08-11 BUY Larry Berman CFA, CMT, CTA

Does not love the company but likes the relative valuation.  This space certainly has some negative headwinds.  It is in an area where you generally want to own it.  You are at the low end of the range going back 10 years.  He does not give it a whole lot of downside from here.  But he may cut the position if it does not rebound in the net number of months.


Price:
$12.390
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-08-08 HOLD Rick Stuchberry

Looks at this one every quarter because it is cheap, but it doesn’t want to go up. Has some operational problems. If you own, Hold it for the dividend, otherwise just let the stock tell you when to Buy, which is when it starts to improve.


Price:
$12.340
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULLISH
Owned:
No
2014-08-06 DON'T BUY Michael Decter

Have been building new plants in Australia. He has been leery about this one because their main business is still Alberta, and Alberta power prices have not been as strong as they were hoping. Prefers other utilities, which have had stronger growth. 5.9% dividend.


Price:
$12.380
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2014-08-01 SELL Norman Levine

This is a utility, and investors should own utilities for the safety of their business and for the yield. However, this one is a very risky utility. Its business model is pretty iffy. Had problems and cut its dividend. You should not own this stock.


Price:
$12.490
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2014-07-08 DON'T BUY Paul Gardner, CFA

There is a feeling that they are having problems with regulatory reviews and there is litigation risk.  The Alberta assets are struggling.  There is also a risk that their coal plants could get assessed with environmental problems.  It is probably going down another 10% before you want to take a hard look at it.


Price:
$12.750
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Unknown
2014-06-27 BUY Jaime Carrasco

Probably a good entry point at this price. 5.5% yield.


Price:
$12.980
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2014-06-18 WATCH Rick Stuchberry

Has looked at this 3 times because it is down so much, there might be an opportunity to Buy. There is a reason this is down. They are having some operational problems, and he is not sure how safe the dividend is. If you are not sure about a dividend on a utility stock, you have to take a very hard look at it. He would leave it for awhile, and let them show you a couple of more quarters of operational success.


Price:
$12.970
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULLISH on EMERGING MARKETS
Owned:
No
2014-06-17 DON'T BUY Ross Healy

It was probably good that they cut their dividend, because it had been acting as a real a drag on the balance sheet growth. The net worth of the company had actually been falling, pretty steadily for 3-4 years. It still is, but is kind of levelling out a little. Stock is cheap but the problem is that we need some earnings. So far the earnings have not changed.


Price:
$12.980
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2014-06-09 COMMENT Andy Nasr

Likes this as a longer-term hold, and feels the dividend is sustainable. Thinks you will see the payout ratio creep down coincident with the company deleveraging their balance sheet. The real “trick shot” for them is going to be the long-term growth potential, when some of their power facilities go from being fully contracted to having merchant power exposure. Longer-term he feels power prices in Western Canada are going to increase. Once they can sell into that merchant market, at prices that are almost twice as high as what they are currently contracted for, they will make money hand over fist. However this doesn’t happen for 4-5 years, so you have to be very patient. Thinks the breakup value is higher than the current stock price.


Price:
$12.700
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 465 entries
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