Bell Aliant (BA.TO)
Financials 
Technical Analysis 0
BUY
Earnings were pretty good. Payout ratio is around 86-87%. Good company. Cheap
Michael Simpson, CFAOwned
Utilities
TOP PICK
A combination of a regional phone business in Ontario and Quebec along with the Aliant business in eastern Canada. Feels that landlines in these areas are very stable. Expected to grow at a 1%-3% range. 8% yield.
Rob CallanderOwned
Utilities
BUY
Will probably trade in the range of $32 to $35. Not a lot of growth. Acquiring Bell Nordique (BNQ.UN-T) and issuing some units. That puts pressure on the stock price. Once Telus (T-T) converts, it will be a better story than this one.
Robert LauzonOwned
Utilities
TOP PICK
7.8% yield. Good quality. Well managed. Will grow at 1%. 2%, 3% a year. Dependable, measurable capital expenditures so you will be able to count on the distributions. Also has capital gain potential.
Rob CallanderOwned
Utilities
WEAK BUY
Bell Canada (BCE-T) still owns a lot of this. It does pay a decent level of income but doesn't expect there will be a lot of income growth. Would prefer a higher dividend-yielding name like Verizon (VZ-N) with a 4.6% yield.
John O'Connell, CFAOwned
Utilities
TOP PICK
BUY
Likes it. Won't be a high-growth business. Mostly wire-line. Generating lots of cash. Good yield.
John ZechnerOwned
Utilities
WEAK BUY
About 8.5% yield. A little bit of attrition to the landlines. Would have liked it better if Bell had endowed it with the same asset base as Bell Nordique, where there is wireless and cable as well as the landlines.
Sandy McIntyreOwned
Utilities
BUY
A good valuation. 8.5% yield. Not growing a lot but there’s not risk in the core business. A decent size and thinks the yield will improve.
John ZechnerOwned
Utilities
TOP PICK
A great conservative, stable way to participate in the telephone industry. Yields about 8%. Conservative payout ratio of about 90%. Possible increased distributions in the next year or so because of surplus cash flow. Have some interesting acquisition opportunities.
Bruce HartmanOwned
Utilities
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