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Altagas Ltd

Stock Symbol: ALA-T

Last Price Recorded: 40.1800 on 2013-05-21 01:14:01

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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.


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.


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.


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.


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.


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.


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.


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.


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.


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.


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.


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%.)


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.


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.


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.


Price:
$34.080
Subject:
REITs, UTILITIES & INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 125 entries
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