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Northland Power Inc Stock Symbol: NPI-T

Last Price Recorded: $23.6500 on 2017-05-26

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Date Signal Expert Opinion Price
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
2017-01-09 TOP PICK Daniel Lloyd

It is an event driven situation for him.  They put themselves up for sale.  He thinks they want to get a deal done.  The market is under estimating what the pricing should be.  (Analysts’ Target:  $25.60).


Price:
$23.430
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-01-05 TOP PICK Douglas Kee

An independent power producer, producing 1400 MW. The attraction is the growth in offshore wind in Europe where they have 2 projects currently coming on. One is coming on right now, and the other will be coming on in 2017-2018, which will bump their cash flow by 50%-60%. There is potential for pretty big increases in dividends over the next couple of years. In July, they announced that they were doing a strategic review. One family owns 30% of the company, and the question is, do they want out. There is a potential that the assets could be sold. He likes the company long term, because he thinks the dividends are going up. Dividend yield of 4.59%. (Analysts’ price target is $25.60.)


Price:
$23.510
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Yes
2016-12-29 HOLD Steve Belisle

The key thing to be cautious of is that the company is for sale.  He would expect a takeout offer in the next few weeks or months.  The question is price.    If they don’t sell themselves it could be negative for them. 


Price:
$23.320
Subject:
NORTH AMERICAN - LARGE - DIVIDEND
Bias:
BULLISH on FINANCIALS
Owned:
Unknown
2016-11-30 TOP PICK Lyle Stein

Wind player in the North Sea. They’ve spent a lot of money building capacity up, and now they are going to start benefiting from the cash flow in the income stream. Dividend yield of 4.99%. He expects significant dividend increases as the cash flow goes up 60%-65% over the next 2-3 years. (Analysts’ price target is $25.60.)


Price:
$21.720
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-11-21 HOLD Bruce Tatters

They put themselves up for sale and if they get bought, it will be at market or higher so you don’t lose.  The stock dropped because bond yields went up. 


Price:
$21.370
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-11-10 PAST TOP PICK Ryan Bushell

(A Top Pick Nov 10/15. Up 26.22%.) Had been purchasing this ahead of what he thought would be some catalysts on some alternative wind projects they were building in Europe. Those have come through. They’ve done a great job of executing. They are now under strategic review where they are thinking of selling the company. There is great cash flow in this business.


Price:
$21.400
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
UNKNOWN
Owned:
Yes
2016-09-08 BUY Matt Kacur

Strong regulations in Canada take care of our utility companies.  They consistently get 4-5% return on invested capital.  A really good company.


Price:
$23.810
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
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