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Transalta Corp Stock Symbol: TA-T

Notes:.

Last Price Recorded: $11.7800 on 2015-03-02

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Date Signal Expert Opinion Price
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
2015-01-27 DON'T BUY Joey Mack

2030 strip bond at 6.2%? With this, you have the coupon payments and you have the bond. Transalta is BB rated and could easily get downgraded to junk in the next couple of years. A junk company could potentially default, and if they do, those interest payments disappear. He would not recommend this company.


Price:
$11.090
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Unknown
2015-01-23 COMMENT Jaime Carrasco

His company has this, is a Sector Outperform with medium risk and a $14 target. The issue is that they own the Transalta renewables, and there is a little bit of unknown as to how the transition between the 2 companies, as it passed through some of the earnings. He feels good with the dividend and holds it for the yield. Would be looking to add at some point.


Price:
$11.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-01-08 PAST TOP PICK Hap (Robert) Sneddon FCSI

(A Top Pick Jan 3/14. Down 14.09%.) This one went against him quickly and he looked to exit, but kept having indications of a sort of base. Still likes it. Fundamentally it is a fantastic company.


Price:
$10.960
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-01-07 DON'T BUY Michael Sprung

With the current environment in Alberta, he doesn’t see any big driver to put this company forward. Their business has always been the production and sale of energy. It has been a while since they have had positive earnings. Their cash flow does cover the dividend, but overall this company has been a disappointment for a number of years. Dividend of a little over 6% is relatively safe for the time being.


Price:
$10.710
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2015-01-05 SELL ON STRENGTH Larry Berman CFA, CMT, CTA

He is a sector strategist.  He owns it for the yield.  He is kicking himself because he should have got out.  It has been a chronic underperformer.  He is looking to sell into strength.


Price:
$10.600
Subject:
SEASONAL & TECHNICAL
Bias:
UNKNOWN
Owned:
Yes
2014-12-10 BUY Alex Ruus

Has definitely been a perpetual under performer. He modestly likes the stock as he thinks it is showing the first signs of a turn. Fairly new CEO recently bought a bit of stock, and thinks that is a pretty good call. Thinks the dividend is stable. 7.11% yield.


Price:
$10.120
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2014-12-09 DON'T BUY Christine Poole

Cut the dividend by quite a large margin a few months ago. There isn’t a lot of earnings growth. She doesn’t see good visibility for an increase in dividend. For income, you want to try and identify a dividend paying stock that has a very visible path to increase the dividend over time, so that if rates do start to move up, thde dividend will move along with the rate.


Price:
$10.390
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
No
2014-12-04 DON'T BUY Norman Levine

You want to own utility stocks for the earnings safety and safety of the dividend.  With this one you have none of that.  The dividend is not safe and earnings are not growing regularly.  They are the opposite of EMA-T which is his favourite.  Don’t go near TA-T or its preferreds.


Price:
$10.340
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
Unknown
2014-11-20 DON'T BUY Hank Cunningham

6.2% strip bonds maturing in 2030? This is very long-term and his preference is to “not” Buy long term corporate bonds. The credit rating on this company is a low BBB, verging on a BB+, so it is not very high quality.


Price:
$11.500
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
No
2014-11-10 SELL Joey Mack

Preferred Shares. Will not recover to par at any time soon. The ‘D’ series will not reset to where it should be paying. It pays what it does because of the risk. But he does not think they have a place in your portfolio. There is a lot of term on the stripped coupon bonds so you have interest rate risk.  


Price:
$10.840
Subject:
FIXED INCOME
Bias:
Bullish on Fixed Income
Owned:
Unknown
2014-10-30 DON'T BUY Paul Harris, CFA

Hasn't liked this company because they have such poor assets. Doesn't understand why they didn't cut their dividend. He prefers others.


Price:
$11.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BULLISH
Owned:
No
2014-10-23 PARTIAL BUY Greg Newman

Just about everybody that is going to sell this, probably already has. Have recently been plagued by lower Alberta prices and uncertainties surrounding costs of environmental regulations that might be brought. Bottom fishing is very hard to do with stocks because you almost always overshoot. He sees the NAV at $15 a share. He models a 69% 2015 estimated payout ratio. 6.5% dividend is safe. Trades at a 2015 estimated free cash yield of 9.6%. If you can hold your nose, this is one that you can incrementally Buy.


Price:
$10.840
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
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