Viewing Company Algonquin Power & Utilities Corp | StockChase
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Compiling comments that experts make about stocks while on public TV.

Algonquin Power & Utilities Corp Stock Symbol: AQN-T

Notes:hydro generating US and Canada

Last Price Recorded: $12.9000 on 2017-04-27

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Date Signal Expert Opinion Price
2017-04-21 BUY on WEAKNESS Greg Newman

This has a DRIP program, which can work very well. Sees about 22% EPS this year and next, and yet it is trading at a very similar multiple to its peers. There is some very good dividend growth of around 8%. They just beat their Q4 numbers. He would add on any sort of weakness.


Price:
$12.930
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Unknown
2017-04-19 BUY David Burrows

Probably his biggest utility-like position. It has outperformed the sector for quite some time and has been able to grow its cash flow and dividend handily. 4.7% dividend yield is very attractive.


Price:
$12.930
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-04-11 BUY Cole Kachur

He likes this. Pays a really nice dividend yield. There are growth opportunities here. Recently did a purchase in the US and will be getting some synergies from there in future quarters. Their last results were very strong and target prices were starting to get raised. Not cheap, but there is going to be an avenue where you are going to see continued revenue growth, most likely dividend growth. He could see 15%-20% total return.


Price:
$12.780
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-24 TOP PICK Greg Newman

He really likes this name.  Be cautious that higher interest rates in the US will filter to Canada and hurt companies like this a little bit.  They are growing so well.  21% earnings per share growth is his model.  They have a good and improving balance sheet and growth from several sources.  You should continue to own it and use weakness to add to it.  He is forecasting 8% dividend growth every year.  They beat Q4 estimates.  (Analysts’ target: $14.25).


Price:
$12.770
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
Yes
2017-03-20 COMMENT Jim Huang

2017 is probably going to be a pretty decent year for this company. It is a combination of an unregulated power developer as well as owner of a lot of regulated utilities, especially in the US. They’ve done very well with a strategy of acquiring smaller orphaned utilities, managing them better, and passing on some of the tax synergies, being a Canadian holding company. At some point, when it gets big enough, there will be less accretion continuing, but for 2017-2018 they have more than enough runway for growth. Have been growing dividends very rapidly.


Price:
$12.570
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-03-14 BUY Kash Pashootan

Thinks the 5% dividend is safe. You have to look past the dividend and at the fundamentals of the business. Their business is 50% generation and 50% distribution. On the generation side, they continue to reinvest. On the distribution side, they continue to grow their customer base.


Price:
$12.460
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-03-13 TOP PICK Matt Kacur

What makes this a little exciting is the renewable energy, and they’ve grown their capital quite a bit. In 2010 they only had $1.2 billion invested capital, and now have $6.1 billion. Quite a bit of growth in a short period of time. They’ve done some acquisitions, and at the same time their revenue and cash flow has grown. Valuation still looks cheap. Dividend yield of 4.9%. (Analysts’ price target is $14.25.)


Price:
$12.390
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-03-10 PAST TOP PICK Bruce Campbell (2)

(A Top Pick Jan 13/16. Up 19%.) He still likes this and has been looking at possibly adding to his holdings. Good dividend grower.


Price:
$12.400
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-21 COMMENT Robert McWhirter

Payout ratio is 50%. A “sleep at night” stock meaning it has a low beta, volatility is half of the market over the last 5 years. Year-over-year sales was up 9% in November and earnings were down 31% and down 21% in the coming quarter, but are expected to grow from $.42 to $.65, a 54% lift, against an 18 PE giving you a .33 PE to growth. A PE to growth that is less than 1%X is typically viewed as attractive. Ranks in the top 25% of his database. Enterprise value to EBITDA is 13X, which is pretty reasonable. Thinks there is a pretty secure future. Dividend yield of 5.2%. (See Top Picks.)


Price:
$11.830
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on OIL
Owned:
No
2017-02-07 COMMENT Benj Gallander

Revenues have skyrocketed, but at the same time so has their debt, a danger signal. They pay a very healthy dividend and have a lot of good assets. Lately, utilities have done pretty darn well, but they come into favour and out of favour. If he owned this, he might consider selling it. He would look very carefully at the debt load and ask himself “what if”, and that would be somewhat worrisome. Dividend yield of 5.2%.


Price:
$11.740
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
No
2017-02-02 DON'T BUY Lyle Stein

It has been a safe utility name that just made an acquisition in the US.  It is following the footsteps of TRP-T and others that made acquisitions in the US.  There was a bit of a tax ARP.  He prefers NPI-T because of its better near term momentum.


Price:
$11.580
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-01-27 PAST TOP PICK Kash Pashootan

(A Top Pick Jan 11/16. Up 7.46%.) Sold a few months after he had picked it, and then bought it back later in the year. He likes its diversity between Canada and the US with the distribution and generation business. You are buying this for yield, not share price appreciation.


Price:
$11.280
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-01-23 DON'T BUY Bill Harris, CFA

If interest rates go up, this is the company that gets hit in this sector.  He did not get excited about the price coming off a bit when interest rates went up.  It is a great company and now his nervousness is more on the strength of the US$.  He would buy if it was not for the macro factors.  5.5% yield.


Price:
$11.260
Subject:
RESOURCE
Bias:
BULLISH on GAS
Owned:
No
2017-01-18 COMMENT Peter Hodson

A renewable power company, and like a lot of Canadian companies, they made an acquisition in the US. There are a few more opportunities in the US. Bigger is generally better in utilities. They just raised their dividend by 10%. This is one of his favourite renewable plays. Their dividend track record in growth has been very impressive. A very, very solid name.


Price:
$11.340
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2017-01-18 PAST TOP PICK Greg Newman

(A Top Pick Jan 21/16. Up 9.72%.) Chose this for solid growth. He believed that yield proxies had more life in them and that interest rates would stay low for some time. He still sees this growing really well, 16% over the next couple of years. He sees dividend growth. The whole group might be a little expensive when there are more exciting alternatives.


Price:
$11.340
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
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