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

TransCanada Corp Stock Symbol: TRP-T

Last Price Recorded: $61.8700 on 2017-10-20

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Date Signal Expert Opinion Price
2017-10-20 TOP PICK Bruce Campbell (1)

On the growth/pipelines/utilities/telecom group, you are looking for guys that can grow earnings so that they can grow dividends. This company fits. There was a big US acquisition in 2016, which really helped. Although Energy East is now defunct, you get the dividend yield of 4%, along with the demonstrative plan of growth including the dividend over the next 5-7 years. A great place to hide, particularly in this environment where everything looks and feels a bit expensive. (Analysts’ price target is $72.)


Price:
$61.870
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-03 COMMENT Ryan Bushell

This had everything going for it in the past couple of years. One thing that is looking a little more questionable is their growth plan going forward. With their Columbia acquisition, they have lots of growth in the US, but in Canada they have the LNG pipelines, which look to be suspect at best. He hopes that Keystone XL gets done. Even if that doesn’t go, the company has a great infrastructure program with all the natural gas pipelines they can build. There is probably not as much opportunity from these prices as there is with others.


Price:
$61.230
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
UNKNOWN
Owned:
Yes
2017-09-11 PAST TOP PICK Darren Sissons

(A Top Pick Nov 11/16. Up 7%.) A toll business, the product goes through the pipe and they collect the toll. Dividend yield of 4%. Still a Buy.


Price:
$62.540
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-08-24 BUY Stan Wong

It has been one of the stronger names in that space.  They will grow the dividend 8-10% over the next few years.  He has PPL-T instead, where you get more yield.


Price:
$63.390
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULL on GLOBAL GROWTH
Owned:
No
2017-08-22 WEAK BUY David Baskin

TRP-T vs. ENB-T. TRP-T has generation as well as transmission.  ENB has more retail as well as wholesale transmission.  They are both favoured by income seekers.  When there was talk of increasing interest rates at the BOC, these stocks tended to go down.  This makes him nervous about the pipelines and utilities.  He owns TRP-T and feels everyone should own one of them.  You won’t go too far wrong with either one.


Price:
$62.610
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-08-17 HOLD Bruce Campbell (1)

(Market Call Minute)  If it pulled back $2 more it would be in buy territory.


Price:
$62.130
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-08-08 COMMENT Lyle Stein

Headlines today are all about Brascan Keystone. As a long-term investor, you want to ask yourself if you want to own a major North American mover of an energy commodity. This company fills that bill quite nicely. With their most recent acquisition of Columbia, they have a really good play on the whole North American energy infrastructure. Reasonably hedged between oil and natural gas. A great place to play in the dividend growth we have seen for 50 years, and will probably see down the road as well. A little pricey relative to Enbridge (ENB-T), but this is a great long-term ownership, particularly since we are not going to build a lot of new pipelines. Dividend yield of 3.9%.


Price:
$63.440
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-26 COMMENT David Cockfield

Pipelines have had their problems politically, but the Keystone looks like it is on its way. This is going to give them another big source of revenue over time. He considers pipelines as utilities. Revenues are pretty predictable. (See Top Picks.)


Price:
$63.840
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2017-07-24 BUY Matt Kacur

It is a really good company. It is a low return-on-capital company, but it is expected to be.  It is at a decent valuation, has a good dividend yield with a decent payout ratio. He would like to see the leverage down a little.


Price:
$64.310
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2017-07-13 BUY Paul Harris, CFA

This company has done something very unique in not dealing in Canada any more, but moving into the US. This has made a really large acquisition, so you should see some really good growth in the next little while. This acquisition allows them to make more acquisitions down the road. Great dividend yield.


Price:
$62.620
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-07-04 SELL Kash Pashootan

There is just not enough going on for him to stick around. It is going to be interest sensitive, and he has been reducing his exposure to these names. Has a decent dividend of about 4%, but the stock is not cheap.


Price:
$61.750
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
2017-07-04 TOP PICK Bruce Campbell (1)

A growth dividend payer. For pipelines, there is such a lead time in construction, contracts, etc. This has basically laid out 8%-10% earnings growth over each of the next 5 years with commensurate dividend growth. If you get that and you keep the current valuation, you are going to get 5 years of compound 12% a year or something. It’ll probably end up less, because rates are going to go up. A relatively safe way to park some money. Dividend yield of 4%. (Analysts’ price target is $72.)


Price:
$61.750
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-06-23 HOLD David Cockfield

The prospects for this company with Keystone has improved significantly. Trump’s positive approach to this is not going to go away. The States they are involved with seem to have a positive attitude towards it.


Price:
$62.350
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2017-06-22 BUY Paul Harris, CFA

This company and Enbridge (ENB-T), which he owns, are not too dissimilar. Both made very large US acquisitions, and this is where growth comes from for the next while. You could own either as they will both do very well over the next several years. Once they integrate their acquisitions in, you will see much better cash flow growth, but more importantly, you will see their ability to make even bigger acquisitions.


Price:
$62.090
Subject:
NORTH AMERICAN/GLOBAL
Bias:
OPTIMISTIC
Owned:
No
2017-06-21 HOLD Andy Nasr

Sell TransCanada (TRP-T) and move into Enbridge (ENB-T)? He would keep this as well as buying into Enbridge. You can’t really go wrong with both.


Price:
$62.550
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
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