List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-05-13 | PAST TOP PICK | Andy Nasr |
(Past top pick May 28,2012 Recommended at $29.78 now $38.94 up 35.97%) Expects it to be $43 to $44 a year from now. Expects to see very good dividends. Tweet finance |
Price: $39.000 Subject: NORTH AMERICAN DIVIDENDS Bias: UNKNOWN Owned: Yes |
| 2013-05-09 | BUY | David Burrows |
He has recommended a few times. Biggest single theme that he is invested in (energy infrastructure). This industry will continue to be revalued. There are a lot of analysts that want to look at the last 10 years, but the opportunity now is different and the growth rate is different. Assets are very long life and contracts have indexing to inflation. They have big new projects that will add significantly to their cash flow over the next two years. If your window is 3 years you get 4% yield and 7-10% dividend years. Tweet finance |
Price: $38.550 Subject: NORTH AMERICAN - LARGE Bias: SELECTIVE Owned: Unknown |
| 2013-05-02 | TOP PICK | Rick Stuchberry |
Dividend is quite safe. Company has 3 parts. Utility and power parts have long term contracts. Gas part has some real growth potential. Thinks it can grow 10% a year. 4% yield. Tweet finance |
Price: $37.510 Subject: CANADIAN LARGE & iNTERNATIONAL ADR's Bias: SELECTIVE Owned: Yes |
| 2013-04-12 | DON'T BUY | James Telfser |
Just made a reasonable acquisition in California, which will diversify their portfolios. There are risks in moving out of their territory. A lot of political issues that are hard to understand in how that drives power prices. Paying out about 50% of their cash flow, so the dividend is safe. Tweet finance |
Price: $35.300 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Unknown |
| 2013-04-05 | BUY | Alice Tsang |
Doesn’t think it has reached its full potential yet. In a low growth environment, these are the ideal stocks you want to own. Generates 4%-5% growth year after year. Infrastructure and power, so a fairly reasonable, stable cash flow. Should have room to increase their dividends down the road. Tweet finance |
Price: $35.120 Subject: CANADIAN RESOURCE Bias: CAUTIOUS Owned: Yes |
| 2013-04-01 | BUY | Michael Bowman |
Energy infrastructure. Trading at 10X price to AFFO and all its peers are trading at a little over 12. Great balance sheet. Payout ratio on the funds from operations is probably 45%. Great company. 4.1% dividend yield. Tweet finance |
Price: $34.910 Subject: CANADIAN LARGE & ETFs Bias: CAUTIOUS Owned: Unknown |
| 2013-03-25 | TOP PICK | John O'Connell, CFA |
(A Top Pick May 11/12. Up 19.51%.) Just announced a half billion project in the US and are issuing shares to raise money. Good opportunity to add to your position. Can see dividend growth of 10% a year in future. Management team has consistently delivered on good projects and under budget. Yields 4.3%. Good diversified stream of regulated and unregulated businesses. Tweet finance |
Price: $34.900 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: Yes |
| 2013-03-22 | BUY | Jaime Carrasco |
Likes this because it is fully diversified. They are in production, distribution, energy generation. 4% yield. His company has a $40 target on this and rates it as an outperform. Tweet finance |
Price: $36.040 Subject: ENERGY, MATERIALS, UTILITIES & REITS Bias: BULLISH on GOLD Owned: Yes |
| 2013-03-12 | PAST TOP PICK | David Burrows |
(A Top Pick March 6/12. Up 21.26%.) Has a very diversified energy infrastructure business. Part of it is regulated and part of it is not. They can probably see a 10% plus cash flow growth over the next 5 years. Have lots of interesting projects. Tweet finance |
Price: $35.690 Subject: NORTH AMERICAN - LARGE Bias: BULLISH on US MARKET Owned: Yes |
| 2013-02-27 | COMMENT | David Cockfield |
Currently looking at this one. Seem to be quite nimble. Have done quite well in Alberta. Making deals that look pretty interesting. Basically a utility. Tweet finance |
Price: $34.500 Subject: CANADIAN Bias: UNKNOWN Owned: Yes |
| 2013-02-14 | TOP PICK | David Burrows |
(Top Pick Mar 6/12, Up 17.72%) Diversified mid-stream energy company. Nice yield a little over 4%. Growing cash flow through building new projects. Three new hydro projects in BC with 60 year contracts with BC Hydro that have inflation adjustment. Also, have a contract with a Japanese company for LNG and liquefied petroleum. Modest distribution growth that accelerates over the next 5 years. Tweet finance |
Price: $34.620 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: Yes |
| 2013-02-05 | PAST TOP PICK | John O'Connell, CFA |
(A Top Pick Jan 9/12. Up 20.01%.) Tweet finance |
Price: $35.770 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: Unknown |
| 2013-01-14 | PAST TOP PICK | Douglas Kee |
(A Top Pick Jan 12/12. Up 19.08%.) Quite happy with this one. Tweet finance |
Price: $33.390 Subject: CANADIAN DIVIDEND Bias: OPTIMISTIC Owned: Yes |
| 2012-12-18 | TOP PICK | Andy Nasr |
Energy infrastructure. Have some Run-of-River assets that will come on stream in 2014-2016 which will significantly contribute to EBITDA growth. Feels there will also be dividend increases. Feels upside is close to $40. 4.3% distribution. Tweet finance |
Price: $33.790 Subject: CANADIAN DIVIDEND & REITS Bias: BULLISH on REITs Owned: Yes |
| 2012-11-27 | BUY | Dennis Mitchell, CFA |
Great name. Not overly cheap. Worth about $36, giving you about a 10% upside to add to your 5% dividend yield, a 15% total return which is pretty good. Have a number of projects that are going to double the EBITDA between now and 2015-2016 so the outlook is very robust. Tweet finance |
Price: $34.080 Subject: REITs, UTILITIES & INFRASTRUCTURE Bias: UNKNOWN Owned: Yes |