Viewing Company Northland Power Inc | StockChase
stockchase picture

Compiling comments that experts make about stocks while on public TV.

Northland Power Inc Stock Symbol: NPI-T

Last Price Recorded: $24.0400 on 2017-10-20

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2017-10-20 HOLD Bruce Campbell (1)

Northland Power (NPI-T) or Capital Power (CPX-T)? This one would be viewed as quite a bit purer as there is a lot of wind in there. Moved up a fair bit in 2016 when they put themselves up for sale, and then went sideways when nothing happened. Now you have an expensive stock treading water to catch up with its own fundamentals. He would classify both as in the Hold category, and a little bit lower on the pecking order.


Price:
$24.040
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-09-26 PAST TOP PICK Lyle Stein

(A Top Pick Nov 30/16. Up 11%.) He still likes this. They are in the electric generation business. A year ago, they were just finishing up the first project. Now they’ve finished the construction of the last turbine, and it should be in full operation by the end of this year. For the next 10-15 years, they’ll just be spinning cash. Thinks they’ll raise the distribution in 2018. A well-run company.


Price:
$23.350
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-09-25 HOLD Stephen Takacsy, B. Eng, MBA

A very innovative management team.  The founding shareholder owns about 30% of the company.  He would want a much higher price for the sale of the company.  It will be hard to maintain the clip of growth in this company.  He would not expect it to move up quickly from here.  It will be treading water from here.  Continue to sit on it and collect the dividend.


Price:
$23.340
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
No
2017-07-19 HOLD Veronika Hirsch

(Market Call Minute.)


Price:
$23.430
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-07-05 COMMENT Daniel Lloyd

A renewable energy independent power producer, largely focused on wind with a little hydroelectric power generation mixed in. They initiated a process to Sell the company, which has been dragging on and on, for almost a year. Investors started getting a little squeamish, so he exited his Long position when he got wind of more capital controls in China. This morning, it was reported, but not announced by Northland, that they were about to end the sale process, and the stock traded up on that news. A very worthwhile name, and he is probably going to buy his shares back.


Price:
$23.230
Subject:
CANADIAN
Bias:
BULLISH on ENERGY
Owned:
No
2017-06-27 TOP PICK Lyle Stein

Big wind generator in the North Sea. He likes the assets. It started as an alternative energy provider in Ontario and then spread across Canada, followed by a big foray into Europe about 10 years ago. This is now starting to pay off big time. Their 1st wind plant, Gemini, is now generating cash. Nordsee will be generating cash by the end of this year. Just announced a 3rd offshore wind plant that will be coming on in a couple of years. Dividend yield of 4.6%. (Analysts’ price target is $26.50.)


Price:
$23.320
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-27 COMMENT Ryan Bushell

This seems to have dragged on in the $23 level, and the longer it drags on, the less likely it is that someone takes them out. The company has great assets and great cash flow, so if it doesn’t get taken out, you are probably looking at a significant dividend increase. He took about half his money off the table. If it dropped to the low $20s or the high teens, he would look to add to his position to get back to his previous weighting.


Price:
$23.320
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-05-25 COMMENT Douglas Kee

This is basically going sideways, although down a little recently. Reported earnings a couple of weeks ago were fine. They have 2 projects in Europe. One is on and the other will be fully on by the end of 2018. They announced they were doing a strategic review, and the hope was that there would be an announcement made when their earnings came out. They haven’t raised their dividend in the last 5 years, and with this new cash flow they are getting out of the European projects, he would expect that, if they are not selling the company, they will raise the dividend sometime this year. 4.6% dividend yield.


Price:
$23.510
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-05-08 BUY on WEAKNESS Don Vialoux

Historically stocks like this do very well from around May right through until October of each year. This is a time when this stock does quite well on a seasonal basis. Technically, the chart shows it is forming a trading range.


Price:
$23.500
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-03-20 PAST TOP PICK Lyle Stein

(A Top Pick March 31/16. Up 19%.) He was looking for stability and for its yield. He expects to see further dividend growth because of the wind projects in the North Sea, that are now coming into fruition. They’ve just announced another project for later on, plus you get the possibility of something happening because the company is looking at strategic alternatives. Dividend yield of 4.4%.


Price:
$24.410
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-03-14 COMMENT Daniel Lloyd

Has just agreed to acquire 252MW German offshore wind farms. Shortly after they announced this, the stock sold off pretty hard, which he feels was a knee-jerk. This makes it a more appealing takeover target. Dividend yield of 4.4%.


Price:
$24.480
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-02-24 DON'T BUY Bill Shaw

A smaller energy producer. Results have been OK. Most of these names have gotten a bit stretched in terms of valuation.


Price:
$24.430
Subject:
CANADIAN DIVIDEND & REITS
Bias:
UNKNOWN
Owned:
Unknown
2017-02-08 COMMENT Robert Lauzon

They’ve locked themselves into some nice contracts over the next 5 years in some of the wind power new developments they’ve got coming from Europe. The dividend is safe. They’ve essentially put themselves up for sale and the stock is pretty much trading in the range of what companies could pay. Maybe an Asian company wanting to get some tax environmental credit. There should be word on the sale over the next month.


Price:
$24.450
Subject:
GLOBAL DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-02-02 PAST TOP PICK Lyle Stein

(Top Pick Mar 31/16, Up 17.63%) He saw dividend growth from The Netherlands and eventually from German offshore wind sites.  They have the capacity to grow that dividend.  The company is up for sale, essentially.  They have been delivering on time and under budget wind power projects. 


Price:
$24.130
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-01-12 BUY James Telfser

(Market Call Minute.) He really likes their business model.


Price:
$23.820
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Unknown
Showing 1 to 15 of 113 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.