Viewing Company Trans Canada Corp | StockChase
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Compiling comments that experts make about stocks while on public TV.

Trans Canada Corp Stock Symbol: TRP-T

Last Price Recorded: $61.9800 on 2017-01-18

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Date Signal Expert Opinion Price
2017-01-18 COMMENT Greg Newman

Enbridge (ENB-T) or TransCanada (TRP-T)? These are both great stocks. Enbridge is a little more expensive at 24X with this one at about 22X. This has some issues on Line 3 with regulators in the US, as to whether or not it goes through. Both have good growth, but Enbridge has the better growth over the next couple of years. He likes the Keystone element and thinks Trump is going to put that through.


Price:
$61.980
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Unknown
2017-01-16 COMMENT Paul Harris, CFA

TransCanada (TRP-T) or Enbridge (ENB-T) for a 10-year hold? Both companies have done something very interesting by making big US acquisitions. He likes Enbridge because he thinks there is some very good growth and management has been spectacular. Management in this one has not been as consistent.


Price:
$61.210
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
No
2016-12-23 TOP PICK Lorne Zeiler

Great management team. Reasonable valuation to the peer group. There is going to be a lot of pipeline that he is expecting to come online in the next number of years. There is about $25 billion of infrastructure that has been spent, and will be coming online, probably within the next 2 years. There is another $45 billion that is likely coming on in the next 5 years from there. A huge amount of growth in that space. The company has said that they are likely to increase dividends at a 10% clip over the next 5 years. We are also likely going to see Keystone approved. Dividend yield of 3.64%. (Analysts’ price target is $68.31.)


Price:
$62.130
Subject:
NORTH AMERICAN DIVIDEND STOCKS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-12-19 HOLD Don Vialoux

Similar seasonality to oil.  The stock has formed a trading range for the last 6 months.  If it breaks the trading range it should get to $69, but wait for a confirmation of a breakout where it getting above the resistance level around $61.


Price:
$61.680
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2016-12-09 BUY on WEAKNESS Greg Newman

Probably one of the beneficiaries of the Trump’s presidency. Trading a lot cheaper than Endbridge at about 8.5%. Just had a large issuance that was slightly dilutive. Their payout ratio is about 47%, while their peers are at about 70%. Thinks they are capable of dividend growth of 8%-10% each and every year through 2025. On a little bit of a pullback you want to be constructive on this.


Price:
$58.840
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Unknown
2016-12-02 COMMENT David Cockfield

Will Canadian large cap bilateral companies move to the US with Trump’s dropping of corporate taxes by 15%? These are things that are over the horizon. If it begins to go that way, the Canadian government will have to react. Canada has managed to be lower than the US previously, and we don’t seem to be that concerned about deficits. We have to be competitive with the US on things like this. Thinks our government will react. Feels this company is going to be a big beneficiary of Trump.


Price:
$58.660
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2016-11-11 TOP PICK Darren Sissons

The key story here is that they have repositioned the portfolio fairly recently. Made an acquisition, raised some capital, and are going to lock in 8%-10% dividend growth through 2020. Dividend yield of 3.84%. The type of company you just buy and put in your portfolio, and it will continue to reward. (Analysts’ price target is $67.13.)


Price:
$58.910
Subject:
GLOBAL TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Yes
2016-11-09 PAST TOP PICK Daniel Lloyd

*Short* half of pairs trade (Top Pick Sept 15/16, Up 1.60%) It is a very levered company.  It is excessively valued.  This does not make sense in a rising rate environment.  The story is Keystone XL, but it would require a lot of Cap-X.


Price:
$59.960
Subject:
CANADIAN
Bias:
BEARISH
Owned:
Yes
2016-11-04 COMMENT Michael Sprung

(Market Call Minute.) Most pipeline stocks are selling at very high multiples right now, but they tend to produce very great cash flow, of which they pay a lot out to shareholders. If you think some of these pipelines are going to be approved in Canada, which he does, it is reasonable to hold onto them, because in the meantime you can live with a yield they produce.


Price:
$57.940
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-11-02 TOP PICK Veronika Hirsch

If Hillary Clinton wins the election, she thinks pipelines will become more valuable, because it is not expected that she will he be approving any new pipelines. TransCanada has just made an acquisition in the US as there are not going to be that many new pipelines developed in Canada. 5-6 years down the road, those existing pipelines will be even more valuable. Dividend yield of 3.91%.


Price:
$57.820
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2016-11-01 BUY Robert Lauzon

Just raised $3 billion for an acquisition of a US pipeline. They financed it with debt and equity. Management was going to sell some of their Mexican assets to further pay down the debt, but their Mexican assets are acting so well, and they want to expand in Mexico now, that they decided just to tap the market again. He likes this company.


Price:
$60.590
Subject:
GLOBAL DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2016-10-28 COMMENT Bruce Campbell (1)

He was a recent seller of it. He still likes it but it is valuation. If it were to pull back to the mid-$50s he would consider it again. 


Price:
$60.590
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
No
2016-10-13 COMMENT David Baskin

This is both in the pipeline and power generation businesses. The stock has gone up a lot. A very reliable stock, and one that has increased its dividend on a regular basis. The pipeline is very interesting in that it may be very hard to build another pipeline in Canada. He is not rushing out to sell his holdings.


Price:
$61.100
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-26 DON'T BUY Larry Berman CFA, CMT, CTA

It is at 25 times earnings and is not cheap for a pipeline.  If we go through a period of worry about rising interest rates, there is a likelihood of a correction in the stock.  There is no value here.


Price:
$62.340
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-09-15 TOP PICK Daniel Lloyd

*Short* (Pairs trade with a long on TA-T).  TA-T he was buying as long as a couple of days ago and TRP-T shorting the week before.  The ownership of TA renewable in TA-T is worth $7.70 of the share price.  At this point the rest of TA-T has a negative value.  TRP-T is incredibly expensive.  They have excessive debt.  They are about to cut the toll of their gas pipeline by 40% which is a major part of their revenue.


Price:
$61.490
Subject:
CANADIAN
Bias:
BEARISH on BONDS
Owned:
Yes
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