List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-04-22 | TOP PICK | John Stephenson |
DBS downgraded the corporate debt and this gives you an ideal buying opportunity. Pretty good yield of 5.8%. You are basically buying into a power producer that is mainly run on river or hydro power. Has 20+ year PPA and have contracts for this. There are no fuel risks. Very defensive. Tweet finance |
Price: $9.890 Subject: RESOURCE Bias: CAUTIOUS Owned: Yes |
| 2013-01-31 | STRONG BUY | Andy Nasr |
Really likes this but doesn’t own it because it is very illiquid and tough for him to buy. Good dividend. Likes their renewable focus. Average length of their PPA (power purchase agreements) is well over 20 years. Rock solid business model. Tweet finance |
Price: $10.230 Subject: CANADIAN DIVIDEND & REITS Bias: OPTIMISTIC Owned: No |
| 2012-10-09 | PAST TOP PICK | John Stephenson |
(A Top Pick Sept 28/11. Up 22.45%.) Getting close to being fully valued and he is starting to Sell it. Has had phenomenal growth and is very conservatively managed. Doesn’t see much upside so is basically holding it for its yield. Tweet finance |
Price: $10.800 Subject: RESOURCE Bias: CAUTIOUS Owned: Yes |
| 2012-08-30 | PAST TOP PICK | John Stephenson |
(A Top Pick Sept28/11. Up 24.65%.) Has started to peel a little off (about 25%-30%). Thinks there is still some modest upside but thinks it’s pretty fully valued at this point. Tweet finance |
Price: $11.080 Subject: RESOURCE Bias: CAUTIOUS Owned: Yes |
| 2011-09-28 | TOP PICK | John Stephenson |
Something that has modest growth ahead of it. Independent, fully contracted power producer. No exposure to fuel risk. Very stable, 6.3% yield. Tweet finance |
Price: $9.250 Subject: RESOURCE Bias: DEFENSIVE Owned: Yes |
| 2008-10-29 | BUY | Robert Lauzon |
(Market Call Minute.) Very stable power assets. Tweet finance |
Price: $10.080 Subject: INCOME TRUSTS Bias: UNKNOWN Owned: Unknown |
| 2005-11-04 | WEAK BUY | Patrick Kim |
Great Lakes Hydro (GLH.UN-T) and Innergex Power Income (IEF.UN-T) are both focused on hydro electricity generation. Over the long term these are solid holdings. They both have an excellent portfolio of assets. Doesn't own because of valuations. These will also be interest sensitive. Tweet finance |
Price: $12.120 Subject: INCOME TRUSTS Bias: OPTIMISTIC Owned: No |
| 2003-09-17 | BUY | Ben Cheng |
The power generating facilities are very good. Not much growth in power generation trust. If interest rates rise, that will be harmful. Solid management. Tweet finance |
Price: $11.180 Subject: INCOME TRUSTS Bias: UNKNOWN Owned: Unknown |
| 2003-07-09 | BUY | Bill Shaw |
Hydro electric facilities tend to be sasfer. 9.25% yield. Almost at fair value. Tweet finance |
Price: $10.940 Subject: CANADIAN LARGE & INCOME TRUSTS Bias: OPTIMISTIC Owned: Yes |