TSE:ALA

Altagas Ltd (ALA.TO)

51.91
-0.34 (0.65%)
as of Sep 11, 2026, 8:00:00 pm Market Open.
808 watching
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Investor Insights
star iconSep 12, 2026, 12:00 am

This summary was created by AI, based on 16 opinions in the last 12 months.

Altagas Ltd (ALA-T) is a diversified utility and gas processing company with a strong presence in both the U.S. and Canada. Experts praise its strategic positioning in the LNG market, highlighting its capacity to export propane and liquids while maintaining robust midstream operations. The company benefits from its involvement in data centers, particularly in Virginia, which accounts for a significant portion of U.S. data center traffic. While some analysts note its recent pullback and mixed revenue reports, there is a consensus on its potential for growth linked to AI infrastructure and the natural gas demand. They regard its mix of regulated utilities and energy infrastructure as providing stability, although the yield may be slightly lower compared to pure-play pipeline companies.

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Consensus
Positive
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Valuation
Fair Value
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Similar
PPL
BUY

Meets all his criteria. He has trimmed because it gets too big. Look for them to become a lower yield.

BUY
(Market Call Minute.) Looks very good.
BUY
Thinks they can increase their dividend 30% over the next 3-4 years.
PAST TOP PICK
(A Top Pick Aug 23/11. Up 20.77%.) Still sees upside anywhere from $40-$45 in 2-3 years. An energy infrastructure company today but out in 2015-2016, when they bring some run-of-river assets online, it will turn more into a utility with very little commodity price exposure. 4.6% dividend yield. Still a Buy.
TOP PICK
Dividend at just under 5%. Going out 2-3 years, some of their projects are repositioning a mid-tier more oil/gas sector sensitive company into a utility.
TOP PICK
Dividend of about 4.8% and it has good growth potential over time. Have some electrical power generation facilities in BC with long-term contracts and inflation protection. They are a distributor and processor of natural gas. Recently made some acquisitions.
TOP PICK
High-quality company. In the energy infrastructure space which is a really attractive place to be. Have a good balanced portfolio so they have access to power, gas and utility. Focused on growth which is very strong on long-term predictable cash flow. 4.8% dividend yield is sustainable. Payout ratio is very reasonable at just under 50%.
WEAK BUY
Looked at it recently. It has had a pretty good run. He went with a smaller one with a slightly higher yield (GEI-T). You would not go far wrong with ALA.
TOP PICK
(Top Pick, Aug 23’11 Up17.72%) Very different – mid-stream producer. Huge increase in oil and gas production. Oil sands production will triple over 20 years. Expects 30% total return on this stock.
TOP PICK
A processor/distributor of natural gas. 4.5% dividend yield. Fantastic management team. Looking for 10% dividend growth over the next 5 years.
TOP PICK
A growing dividend company. The dividend could probably grow at a 10% level over 5, 10, 15 years. A great play on natural gas moving to Asia. $36 as a target price in 12 months, makes sense.
COMMENT
Diversified power producer with power from hydro and natural gas plants. Recently acquired regulated natural gas assets in the US. Have a coal power purchase agreement that goes out to 2020.
BUY
A big position in his income strategy. Predictable revenue stream. There is a secular growth opportunity that could give them a triple in their cash flow. He would put this in almost any portfolio.
PAST TOP PICK
(A Top Pick Apr 8/11. Up 23.2%.)
TOP PICK
Dividend growth story. Mid-stream assets that are producing well now. 3 hydro assets coming on stream in a couple of years and just did an acquisition.
Showing 556 to 570 of 656 entries