Transalta Power Lp

TPW.UN-T

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about TPW.UN-T

Signal
Opinion
Expert
BUY
BUY
August 16, 2019
CPX vs. Transalta They're transitioning away from coal to natural gas, wind and solar.They've executed extremely well, but he prefers Transalta for its valuation--and Brookfield could buy Transalta. Both companies are well-run.
CPX vs. Transalta They're transitioning away from coal to natural gas, wind and solar.They've executed extremely well, but he prefers Transalta for its valuation--and Brookfield could buy Transalta. Both companies are well-run.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.000
Owned
Yes
HOLD
HOLD
May 14, 2007
With its yield of 10.3%, he would hold on to it. Feels they will recover. They fall massacre was a bit of an overreaction. If interest rates are cut, high-yielding interest holdings could have another leg up.
With its yield of 10.3%, he would hold on to it. Feels they will recover. They fall massacre was a bit of an overreaction. If interest rates are cut, high-yielding interest holdings could have another leg up.
Ian Nakamoto
Director of Research, MacDougall, MacDougall & MacTier
Price
$7.760
Owned
Unknown
HOLD
HOLD
February 26, 2007
Payout ratio is very high, which is a concern. Just announced a partnership on a new power plant. Demand for power is growing. Buy for the dividend, but not for growth.
Payout ratio is very high, which is a concern. Just announced a partnership on a new power plant. Demand for power is growing. Buy for the dividend, but not for growth.
Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$7.590
Owned
Unknown
WATCH
WATCH
February 21, 2007
This is a trader that you trade from $7 to $8.
This is a trader that you trade from $7 to $8.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$7.590
Owned
Unknown
BUY
BUY
November 16, 2006
Have great assets, but some of them are a little bit out of the money. If you can buy in the $7 range, it’s a Buy. If it goes much above $8, he would be a seller.
Have great assets, but some of them are a little bit out of the money. If you can buy in the $7 range, it’s a Buy. If it goes much above $8, he would be a seller.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$7.160
Owned
Unknown
DON'T BUY
DON'T BUY
October 27, 2006
Has a number of natural gas coal generated power facilities. He is underweight the power trust sector. Sees risks in the natural gas fired facilities and the margins on these.
Has a number of natural gas coal generated power facilities. He is underweight the power trust sector. Sees risks in the natural gas fired facilities and the margins on these.
Kevin Hall BComm, CFA
Managing Director, Guardian Capital
Price
$8.240
Owned
No
DON'T BUY
DON'T BUY
October 12, 2006
Might provide some attractive opportunities here and there. Have 4 generating facilities. The Ottawa one has a gas contract rolling off in a year and it cost them quite a bit to generate electricity. Market believes there will be a distribution cut. If you can get it in the low$7’s and sell it around $8, that is ideal.
Might provide some attractive opportunities here and there. Have 4 generating facilities. The Ottawa one has a gas contract rolling off in a year and it cost them quite a bit to generate electricity. Market believes there will be a distribution cut. If you can get it in the low$7’s and sell it around $8, that is ideal.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$8.000
Owned
Unknown
DON'T BUY
DON'T BUY
September 29, 2006
He moved out of power trusts a few years ago and is starting to move back . Believes this company will have to start cutting distribution. Would avoid it. Recommends picking more stable names like Northland Power, Epcore Power and Inter Pipeline.
Transalta Power Lp (TPW.UN-T)
September 29, 2006
He moved out of power trusts a few years ago and is starting to move back . Believes this company will have to start cutting distribution. Would avoid it. Recommends picking more stable names like Northland Power, Epcore Power and Inter Pipeline.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$7.750
Owned
No
SELL
SELL
September 26, 2006
There are more stable companies elsewhere.
Transalta Power Lp (TPW.UN-T)
September 26, 2006
There are more stable companies elsewhere.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$7.760
Owned
No
DON'T BUY
DON'T BUY
July 28, 2006
Some concerns about their gas supply arrangements for a couple of their facilities. Would prefer Northland Power (NPI.UN-T). Power trusts have been the worst performers in the last 10 years.
Some concerns about their gas supply arrangements for a couple of their facilities. Would prefer Northland Power (NPI.UN-T). Power trusts have been the worst performers in the last 10 years.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$8.150
Owned
No
DON'T BUY
DON'T BUY
February 3, 2006
Power generation is very interest-rate sensitive. You are not likely to see distribution increases. Reported a pretty bad quarter.
Power generation is very interest-rate sensitive. You are not likely to see distribution increases. Reported a pretty bad quarter.
Dean Orrico
President, Middlefield Capital Corp.
Price
$9.240
Owned
No
DON'T BUY
DON'T BUY
January 20, 2006
A co-generation power trust. His concern is that their long-term gas contracts are going to be coming to an end over the next couple of years. Will they be able to convert to a higher priced in gas and sell their electricity. Too risky.
A co-generation power trust. His concern is that their long-term gas contracts are going to be coming to an end over the next couple of years. Will they be able to convert to a higher priced in gas and sell their electricity. Too risky.
Greg Guichon
Portfolio Manager, Rockwater Asset Management
Price
$9.500
Owned
No
DON'T BUY
DON'T BUY
February 22, 2005
Fully valued. A high quality trust in power generation. Expect a coupon type of return, somewhere in the 7.5/8% range. Haven't done much in terms of acquisition. High quality assets.
Fully valued. A high quality trust in power generation. Expect a coupon type of return, somewhere in the 7.5/8% range. Haven't done much in terms of acquisition. High quality assets.
Bill Shaw
Partner & Portfolio Manager, Exponent Investment Management
Price
$10.250
Owned
No
BUY
BUY
January 7, 2005
Distributions should be stable. Comfortable with the long term contracts that they have.
Distributions should be stable. Comfortable with the long term contracts that they have.
Blair Wilson
Associate Director and Portfolio Advisory Group, ScotiaMcLeod
Price
$9.950
Owned
No
HOLD
HOLD
December 24, 2004
Its parent Transalta has a nice pipeline of assets that can be blended into the trust for growth. Distribution is stable. As linterest rates creep up, you'll see pressure on the unit price.. The recent spike occurred when it was added to the TSE. Could fall back a bit in January.
Its parent Transalta has a nice pipeline of assets that can be blended into the trust for growth. Distribution is stable. As linterest rates creep up, you'll see pressure on the unit price.. The recent spike occurred when it was added to the TSE. Could fall back a bit in January.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$10.120
Owned
Yes
Showing 1 to 15 of 20 entries