TSE:ALA

Altagas Ltd (ALA.TO)

55.37
+1.06 (1.95%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
809 watching
0
Investor Insights
star iconJun 4, 2026, 12:00 am

This summary was created by AI, based on 17 opinions in the last 12 months.

Altagas Ltd (ALA-T) has garnered positive reviews from experts, with many highlighting its strong asset portfolio that includes significant operations in the US East Coast and Canadian West Coast. The company is characterized by a stable mix of energy infrastructure (approximately 45%) and regulated utilities (about 55%), which provides a balance of growth potential and stability. Analysts commend its midstream operations and the pivotal role natural gas plays in supporting data centers, particularly as natural gas demand rises with the growth of AI infrastructure. While some analysts caution about its fair valuation and recent price movements, the overall sentiment leans towards growth opportunities associated with its strategic assets, particularly in a recovering energy market. The company's consistent dividend growth and management quality further bolster its appeal among long-term investors.

consensus icon
Consensus
Buy
valuation icon
Valuation
Fair Value
review icon
Similar
PPL
TOP PICK
4.4% dividend and thinks they can grow it 5% a year for the next couple of years. Sold 60-year contracts to the BC Hydro. Full consumer price inflation indexing, which is almost unheard of. The big dividend funds have not picked this up as yet.
TOP PICK
Converted from a trust. 4.6% monthly dividend. Just increased their dividend. Processing, distribution and transportation of natural gas. Just signed new 60 year contracts to build some hydroelectric generating capacity to sell to BC Hydro. Can increase dividends up to 2014 by 5% a year followed by 10% a year after that.
TOP PICK
Energy infrastructure. About 50% of revenues is from transmission of gas and this is growing. About 33% is from our transmission. Will probably double their EBITDA by 2017. 5% yield. Just acquired Pacific Gas, which gives them a foothold into Kittimac to develop future liquefied natural gas business for exporting.
PAST TOP PICK
(A Top Pick Aug 23/11. Up 15.49%.) Sees Upside to around $33.
BUY
DRIP is available in this company. Has done very well and he is thinking of buying it back. If you can be patient with this for 5-10 years, it's a terrific way to have growth and to reinvest dividends.
BUY
Likes the growth prospects. Building and expanding gas plants. Long-term growth is really in the power generation side in BC where they have very good power purchase agreements. Expecting a big bump in cash flow in 2014-2015 from a very large project. Have 2 other projects nearby that they have just signed on with very good power purchase agreements.
BUY
Interesting company after the consolidation of the utility business. Just raised dividends yesterday. 60-year contract with inflation protection. Positioned to grow its cash flow over the next few years.
PAST TOP PICK
Still a great place to be.
TOP PICK
Middle man processor of energy, distribution. Power production. Strong development pipeline. Will benefit from higher power prices. Reasonable payout ratio and can increase dividends in future.
BUY
His forecast is for the payout to be below 100% payout in 2013 and below 80% in 2014. Couple of major projects coming on. A core holding. Likes the name and it is trending in the right direction.
TOP PICK
Growth in 2011 because they will have some new gas plants. In 2012 there will be more growth. 18% increase in cash flows due to some power projects they are bringing on. Big one will be 2014 when they will have over 100 MW for a project in British Columbia. Cash flow will double by 2016.
TOP PICK
Energy infrastructure play. Basically have a balance between power, gas and utility. Benefiting from Alberta’s leverage to power prices. With Transalta (TA-T) bringing down its Sundance plant, supply dynamics has tightened up. Also benefiting from strong frac spreads. Very visible growth opportunities for the next several years. Goal is to double EBITDA by 2016. 5% yield.
PAST TOP PICK
(Top Pick Dec 29/09, Up 19.01%) Reach his targets that he set for it.
COMMENT
There would be some upside if you think the economy in Alberta is going to increase. Fairly hedged so natural gas prices do not hurt or help them too much so would be more concerned on the electricity side.
HOLD
(Market Call Minute.) Attractive from a yield perspective but doesn't see a catalyst going forward.
Showing 571 to 585 of 651 entries