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Transalta Corp Stock Symbol: TA-T

Notes:.

Last Price Recorded: $8.2900 on 2015-08-01

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Date Signal Expert Opinion Price
2015-07-31 COMMENT Lyle Stein

Had a bit of a slap on the wrist because of a ruling on their pricing. As a contrarian investor, that is the kind of thing that you want to perk your ears up at. It’s a one-time event, and the market panics on one-time events. However, the issue hitting them extends a little beyond pricing issues. They have Alberta and Alberta power prices are about as low as they have been in a long, long time. They cut their dividend, which was probably the right thing to do.


Price:
$8.290
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2015-07-30 DON'T BUY Robert Lauzon

He would look at it as his infrastructure fund, but is avoiding it at present.  They are up against some charges of price fixing.  The main headwind is their coal plant with the NDP government.  Another headwind is the Alberta economy. 


Price:
$8.050
Subject:
ENERGY
Bias:
SELECTIVE
Owned:
Unknown
2015-07-28 DON'T BUY Jim Huang

This has been challenged for a long time. First because they have unsustainable dividends that they couldn’t support, but kept on paying. The challenge right now is that they have a big coal generation portfolio, which under legislation to come, will be phased out in the next few years. Have an operation in Australia which is doing okay. Thinks the company will still be around, but they have to make some adjustments.


Price:
$8.550
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2015-07-16 COMMENT Douglas Kee

Doesn’t own the stock because there is no dividend growth potential. The big question mark is that in 2017 a number of their PPA’s (Power Purchasing Agreement) in Alberta come off, and whether they can sell power into the spot market at a good price. 7.4% is a decent yield and it is sustainable.


Price:
$9.680
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
No
2015-07-13 DON'T BUY John O'Connell, CFA

Power pricing in Alberta remains very challenging and very difficult. You have the NDP government in there, and this company is in the coal business. Hasn’t demonstrated a lot of management expertise at running the business. Not an investment you need to be in.


Price:
$9.660
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2015-06-19 BUY Benj Gallander

It has a lot of potential and a nice dividend.  There are a lot of people sitting on two sides of the fence as to where it is going to go.  Long term it should do well, but there is not enough clarity right now.


Price:
$9.820
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2015-06-05 COMMENT Kash Pashootan

He owns the preferred shares, because he feels the risk to return on a yield basis with preferreds is meaningful at 5.75%. Although common shares are a little too rich for him, he likes the 5.75% on the preferreds.


Price:
$9.970
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
No
2015-05-11 DON'T BUY Ryan Bushell

He divested it.  He looks at the sustainability of the dividend and they eventually cut theirs.  They are looking at decreasing carbon emissions in Alberta and this will impact TA-T with their power plants.


Price:
$11.320
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
CAUTIOUS
Owned:
No
2015-05-07 COMMENT Benj Gallander

This has done very well since it was bought at the end of last year. A good money spinner and has a lot of potential capital increase. He can see it doing quite well.


Price:
$11.360
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2015-05-01 HOLD Bruce Campbell (1)

(Market Call Minute.) It has been a Sell for a long time and he hasn’t liked it, but down here it would be a Hold.


Price:
$11.920
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-03-31 COMMENT Gajan Kulasingam

A bit of a tough story in the near term. Balance sheet is a little bit levered up and they need to de-lever it. They spun out Transalta Renewables (RNW-T) which unlocked some value. Have a significant amount of assets that they need to drop-down into Transalta Renewables. They’ll take that cash back and de-lever the balance sheet. He thinks they are committed to maintaining an investment grade balance sheet. It is going to take some time for them to work through this cycle, so you are going to have to be patient.


Price:
$11.750
Subject:
INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
Unknown
2015-03-23 HOLD John Stephenson

Most people worry about dividends being cut but you are fine with this one.  If you think Alberta power prices will go up this would be good, but be does not think so.  You are fine if you are buying it for the dividend.  He has no utilities and might short some soon.  Hold for now until rates rise.


Price:
$11.880
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
OPTIMISTIC
Owned:
No
2015-02-18 DON'T BUY David Cockfield

Has been beaten up for good reason. They have a lot of coal-fired plants in Alberta. When the price of gas is down, coal is not a great place to be. Recently bought some assets in New Zealand. Thinks the dividend is safe, but can’t see anything in capital gains. Prefers others.


Price:
$11.100
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2015-02-10 SELL Christine Poole

Cut their dividend last year. They are trying to preserve their cash and find an area of growth through acquisitions. Power prices are quite depressed and she doesn’t see any visible signs of cash flow earnings growth going forward.


Price:
$10.810
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2015-02-09 PAST TOP PICK Hap (Robert) Sneddon FCSI

(A Top Pick Jan 3/14. Down 14.17%.) This company hasn’t really executed. He would have liked to have gotten out of this sooner. Bought a little bit more at today’s price. This has a lot of moving parts.


Price:
$10.950
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 498 entries
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