Canadian Utilities

CU-T

TSE:CU

33.07
0.72 (2.23%)
Canadian Utilities Limited is a member of the ATCO Group of companies. Canadian Utilities Limited is a Canada-based worldwide organization of companies with assets of approximately $7.3 billion and more ...
More at Wikipedia

Analysis and Opinions about CU-T

Signal
Opinion
Expert
HOLD
HOLD
May 21, 2015

Growth potential is mid-single digits. The utility sector is very interest rate sensitive. The cash flows are very stable and so you should buy this sector if you think rates are going to remain relatively stable. People rotate out of this when interest rates go up.

Show full opinionHide full opinion

Growth potential is mid-single digits. The utility sector is very interest rate sensitive. The cash flows are very stable and so you should buy this sector if you think rates are going to remain relatively stable. People rotate out of this when interest rates go up.

PAST TOP PICK
PAST TOP PICK
May 7, 2015

(Top Pick May 21/14, Down 2.96%) It is always the forgotten utility company. It has such a long track record of increasing its dividend. This company has big mid stream assets and a few years ago they mulled over spinning these assets out. He does not think investors fully realize what happens if they do this. He thinks there is still potential for them to do this.

Show full opinionHide full opinion

(Top Pick May 21/14, Down 2.96%) It is always the forgotten utility company. It has such a long track record of increasing its dividend. This company has big mid stream assets and a few years ago they mulled over spinning these assets out. He does not think investors fully realize what happens if they do this. He thinks there is still potential for them to do this.

COMMENT
COMMENT
April 21, 2015

The utility sector is relatively less attractive to him right now. He expects a short-term interest rate increase in the US in the next few months. This one is very interest rate sensitive. He would be more inclined to find something that was a little bit more economically sensitive. If you are looking for dividends, you could look at some of the financials in the US where there is going to be some pretty good dividend growth. He would suggest looking at J.P. Morgan (JPM-N) where the currency is going to help you and you are going to get faster dividend growth. This is a sector that people really care about right now.

Show full opinionHide full opinion

The utility sector is relatively less attractive to him right now. He expects a short-term interest rate increase in the US in the next few months. This one is very interest rate sensitive. He would be more inclined to find something that was a little bit more economically sensitive. If you are looking for dividends, you could look at some of the financials in the US where there is going to be some pretty good dividend growth. He would suggest looking at J.P. Morgan (JPM-N) where the currency is going to help you and you are going to get faster dividend growth. This is a sector that people really care about right now.

BUY
BUY
March 24, 2015

It pays and increases a good dividend. Valuation will not grow substantially. It is very stable and profitable. This one is how you get rich over time.

Show full opinionHide full opinion

It pays and increases a good dividend. Valuation will not grow substantially. It is very stable and profitable. This one is how you get rich over time.

TOP PICK
TOP PICK
March 9, 2015

We are in the later third of the bull market and there is a concern of a correction. They have increased the dividend for 44 years in a row. They have projects to keep their growth going. They have the lowest valuation of all the other pipelines, etc.

Show full opinionHide full opinion

We are in the later third of the bull market and there is a concern of a correction. They have increased the dividend for 44 years in a row. They have projects to keep their growth going. They have the lowest valuation of all the other pipelines, etc.

PAST TOP PICK
PAST TOP PICK
October 20, 2014

(Top Pick Oct 21/13, Up 4.25%) Nice and defensive if you need the income.

Show full opinionHide full opinion
Canadian Utilities (CU-T)
October 20, 2014

(Top Pick Oct 21/13, Up 4.25%) Nice and defensive if you need the income.

PAST TOP PICK
PAST TOP PICK
September 22, 2014

(A Top Pick Oct 31/13. Up 5.89%.) The interest sensitives have just not been the market darlings up until about Sept 19th, when these were the stocks that did not go down with the market.

Show full opinionHide full opinion
Canadian Utilities (CU-T)
September 22, 2014

(A Top Pick Oct 31/13. Up 5.89%.) The interest sensitives have just not been the market darlings up until about Sept 19th, when these were the stocks that did not go down with the market.

TOP PICK
TOP PICK
May 21, 2014

AltaLink needs transmission lines and this company has them. He sees catalysts for the stock. Meanwhile it is a dividend aristocrat. Has raised its dividend every year for 30+ years. Smart family that owns a huge stake. This is the cheapest of the utilities. Yield of 2.7%.

Show full opinionHide full opinion

AltaLink needs transmission lines and this company has them. He sees catalysts for the stock. Meanwhile it is a dividend aristocrat. Has raised its dividend every year for 30+ years. Smart family that owns a huge stake. This is the cheapest of the utilities. Yield of 2.7%.

BUY
BUY
January 16, 2014

Thinks it could go back to last April’s pricing. Trading at about 15.3% versus their peers at around 17%. Earnings almost doubled year-over-year which, for a utility segment, is almost unheard of. Sees further growth but not at the same pace but that growth should continue to drive dividend growth. A lot of exciting things can happen in their power and midstream businesses.

Show full opinionHide full opinion
Canadian Utilities (CU-T)
January 16, 2014

Thinks it could go back to last April’s pricing. Trading at about 15.3% versus their peers at around 17%. Earnings almost doubled year-over-year which, for a utility segment, is almost unheard of. Sees further growth but not at the same pace but that growth should continue to drive dividend growth. A lot of exciting things can happen in their power and midstream businesses.

BUY
BUY
December 23, 2013

Really likes this. A utility power generator. Have big growth plans and they don’t need as much capital as some of the other names. Good family insider ownership. Good track record of increasing dividends. Valuation is cheaper than all of the other pipeline and utility names. 2.7% dividend payout.

Show full opinionHide full opinion
Canadian Utilities (CU-T)
December 23, 2013

Really likes this. A utility power generator. Have big growth plans and they don’t need as much capital as some of the other names. Good family insider ownership. Good track record of increasing dividends. Valuation is cheaper than all of the other pipeline and utility names. 2.7% dividend payout.

COMMENT
COMMENT
December 4, 2013

Always considered this one as a growth utility company, so fundamentally it looks okay. On the technical side, it is basically in a trading range. Underperforming the TSX right now and is below its 20 day moving average. If you’re looking for growth, this is probably not one of the better opportunities, but if you are looking for dividend yield, this is probably going to be okay for you.

Show full opinionHide full opinion
Canadian Utilities (CU-T)
December 4, 2013

Always considered this one as a growth utility company, so fundamentally it looks okay. On the technical side, it is basically in a trading range. Underperforming the TSX right now and is below its 20 day moving average. If you’re looking for growth, this is probably not one of the better opportunities, but if you are looking for dividend yield, this is probably going to be okay for you.

BUY
BUY
November 15, 2013

A great stock with a lot of growth. The type of growth they have is pretty unmatched in the regulated utilities space. He sees further strong growth continuing but not at the same level that they had over the last year. Trades at discount to its peers. His target is $44.

Show full opinionHide full opinion
Canadian Utilities (CU-T)
November 15, 2013

A great stock with a lot of growth. The type of growth they have is pretty unmatched in the regulated utilities space. He sees further strong growth continuing but not at the same level that they had over the last year. Trades at discount to its peers. His target is $44.

TOP PICK
TOP PICK
October 31, 2013

Great record of steady earnings and dividend increases. For a utility company it is impressive how they have been able to grow their earnings. Has a tremendous demand from Fort McMurray and its growing population that it has to meet, which is a big opportunity for it. Thinks it has raised its dividend 13 of the last 14 years.

Show full opinionHide full opinion
Canadian Utilities (CU-T)
October 31, 2013

Great record of steady earnings and dividend increases. For a utility company it is impressive how they have been able to grow their earnings. Has a tremendous demand from Fort McMurray and its growing population that it has to meet, which is a big opportunity for it. Thinks it has raised its dividend 13 of the last 14 years.

PAST TOP PICK
PAST TOP PICK
September 30, 2013

(A Top Pick August 27/12. Down 4.65%.) 4.9%, Series AA. All 3 picks are down because over the summer, there was a perfect storm of events including 1) the tapering, 2) index rebalances in preferred shares (ETFs must exchange their holdings), which drove prices down and 3) in August there was a program trade go through which drove them down even further. A solid company. Real bargain at these levels.

Show full opinionHide full opinion
Canadian Utilities (CU-T)
September 30, 2013

(A Top Pick August 27/12. Down 4.65%.) 4.9%, Series AA. All 3 picks are down because over the summer, there was a perfect storm of events including 1) the tapering, 2) index rebalances in preferred shares (ETFs must exchange their holdings), which drove prices down and 3) in August there was a program trade go through which drove them down even further. A solid company. Real bargain at these levels.

SELL
SELL
September 23, 2013

Exited. It had had a fantastic run over the last 5 years. The dividend yield had gotten down below 3% even though they had grown it.

Show full opinionHide full opinion
Canadian Utilities (CU-T)
September 23, 2013

Exited. It had had a fantastic run over the last 5 years. The dividend yield had gotten down below 3% even though they had grown it.

Showing 31 to 45 of 107 entries