Emera Inc | StockChase
234
Emera Inc (EMA-T)

Last Price Recorded: $41.1600 on 2018-02-22

ON STOCKCHASE SINCE May 2001

Holding company for Nova Scotia Power.

mngmnt/diversified
234
Emera Inc (EMA-T)

Last Price Recorded: $41.1600 on 2018-02-22

ON STOCKCHASE SINCE May 2001

Holding company for Nova Scotia Power.

mngmnt/diversified

Emera Inc


Signal Opinion Expert
COMMENT
Emera Inc(EMA-T) 

February 16, 2018

He is interested in the name. 41 – 42 level seems pretty good. We could have a little bit of a drop from here to the 37 level. He believes that the market will be able to handle higher interest rates. If there is an acceleration in interest rates you probable don’t want to own it. 

mngmnt/diversified

He is interested in the name. 41 – 42 level seems pretty good. We could have a little bit of a drop from here to the 37 level. He believes that the market will be able to handle higher interest rates. If there is an acceleration in interest rates you probable don’t want to own it. 

mngmnt/diversified
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc....

PricePrice
$41.370
Owned Owned
No

DON'T BUY
Emera Inc(EMA-T) 

February 14, 2018

All stocks that pay high dividends have been under pressure with the past year's interest rate hikes here in Canada, and this will continue. Can Emera outpace those rate increases with dividend increases? In short term, there's a lot of risk with rising rates, though these stocks provide defense and pay short-term dividends. These utilities need a lot of money to operate and need to borrow, so rising interest rates will effect them. But revenues from pipelines are constant which is positive. 5.7% yield

mngmnt/diversified

All stocks that pay high dividends have been under pressure with the past year's interest rate hikes here in Canada, and this will continue. Can Emera outpace those rate increases with dividend increases? In short term, there's a lot of risk with rising rates, though these stocks provide defense and pay short-term dividends. These utilities need a lot of money to operate and need to borrow, so rising interest rates will effect them. But revenues from pipelines are constant which is positive. 5.7% yield

mngmnt/diversified
Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd....

PricePrice
$39.690
Owned Owned
Unknown

BUY
Emera Inc(EMA-T) 

February 13, 2018

Good time to jump in. Utilities have sold off due to fears of 10-year Canadian yield rising. Dividend will likely increase 5-6% a year compounded. Selling due to higher interest rates rising is self-fulfilling. No, this is a buying opportunity.

mngmnt/diversified

Good time to jump in. Utilities have sold off due to fears of 10-year Canadian yield rising. Dividend will likely increase 5-6% a year compounded. Selling due to higher interest rates rising is self-fulfilling. No, this is a buying opportunity.

mngmnt/diversified
David Baskin

President, Baskin Wealth Manage...

PricePrice
$39.930
Owned Owned
Unknown

HOLD
Emera Inc(EMA-T) 

February 7, 2018

Stock hit 52-week lows lately. More to do with investors being too sensitive to interest rates and hurt by negative sensitive on Canadian oil. 90% of its earnings are regulated and has a solid portfolio with growth prospects in renewables, such as solar in Florida and hydro and wind in the east. Will see consistent growth and dividend increases. A miss in Q3 along with the oil space, but an over-4% dividend. Near-term won't see a change in stock price, but patience will be rewarded.

mngmnt/diversified

Stock hit 52-week lows lately. More to do with investors being too sensitive to interest rates and hurt by negative sensitive on Canadian oil. 90% of its earnings are regulated and has a solid portfolio with growth prospects in renewables, such as solar in Florida and hydro and wind in the east. Will see consistent growth and dividend increases. A miss in Q3 along with the oil space, but an over-4% dividend. Near-term won't see a change in stock price, but patience will be rewarded.

mngmnt/diversified
Lorne Zeiler

Portfolio Manager & Wealth Advisor, TriDelta Financial...

PricePrice
$43.330
Owned Owned
Unknown

COMMENT
Emera Inc(EMA-T) 

December 22, 2017

Got rid of all his utilities during the summer. The chart shows this one has a pretty decent trend, but the last little action has been pretty negative. It looks like it wants to migrate back to $47. The last 3 days on this was pretty significant.

mngmnt/diversified

Got rid of all his utilities during the summer. The chart shows this one has a pretty decent trend, but the last little action has been pretty negative. It looks like it wants to migrate back to $47. The last 3 days on this was pretty significant.

mngmnt/diversified
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc....

PricePrice
$46.820
Owned Owned
No

COMMENT
Emera Inc(EMA-T) 

November 22, 2017

Long-term hold? Canada has a number of Public utility companies, and a couple of them, such as this one and Fortis (FTS-T), are what he would call growth utility companies, where they don’t just stick to the market they are in, but are active acquirers and growers in other geographies, mostly in the US. He looks at this as being the leading Canadian growth utility company, and sees them continuing to grow their earnings in Canada, and more so outside Canada. Interest rate sensitive, so if interest rates go down, the stock does better. For a long-term investor, companies like this should be a part of your portfolio.

mngmnt/diversified

Long-term hold? Canada has a number of Public utility companies, and a couple of them, such as this one and Fortis (FTS-T), are what he would call growth utility companies, where they don’t just stick to the market they are in, but are active acquirers and growers in other geographies, mostly in the US. He looks at this as being the leading Canadian growth utility company, and sees them continuing to grow their earnings in Canada, and more so outside Canada. Interest rate sensitive, so if interest rates go down, the stock does better. For a long-term investor, companies like this should be a part of your portfolio.

mngmnt/diversified
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$48.420
Owned Owned
Unknown

COMMENT
Emera Inc(EMA-T) 

November 14, 2017

This is never going to blow the doors off, but at the same time it is never going to blow up. The dividend has a tendency to rise over time. If you can make 6%-8% with a combination of dividend and capital gain over time, that’s not so bad. The kind of stock that should be a foundation for most portfolios. Dividend yield of 4.76%.

mngmnt/diversified

This is never going to blow the doors off, but at the same time it is never going to blow up. The dividend has a tendency to rise over time. If you can make 6%-8% with a combination of dividend and capital gain over time, that’s not so bad. The kind of stock that should be a foundation for most portfolios. Dividend yield of 4.76%.

mngmnt/diversified
David Baskin

President, Baskin Wealth Manage...

PricePrice
$47.300
Owned Owned
Unknown

DON'T BUY
Emera Inc(EMA-T) 

November 2, 2017

EMA-T vs. FTS-T.  He has a small preference or FTS-T.  You have to be careful if you know higher rates are coming.  In the US it is December and March and in Canada with maybe only one rise in 2018.  You could see a 10-15% decline if they report flat earnings.

mngmnt/diversified

EMA-T vs. FTS-T.  He has a small preference or FTS-T.  You have to be careful if you know higher rates are coming.  In the US it is December and March and in Canada with maybe only one rise in 2018.  You could see a 10-15% decline if they report flat earnings.

mngmnt/diversified
Bruce Campbell (1)

President, Campbell and Lee Inv...

PricePrice
$48.050
Owned Owned
No

TOP PICK
Emera Inc(EMA-T) 

November 1, 2017

A defensive play. You have to be very careful on interest sensitive names, from a management portfolio perspective. This has the growth positioning to offset some of the interest sensitivity. He likes their dividend growth commitment of 8%-10% per year, which is reasonable and realistic. With their last acquisition, they are generating a large percentage of their revenue in the US. Dividend yield of 4.7%. (Analysts' Price target is $52.50.)

mngmnt/diversified

A defensive play. You have to be very careful on interest sensitive names, from a management portfolio perspective. This has the growth positioning to offset some of the interest sensitivity. He likes their dividend growth commitment of 8%-10% per year, which is reasonable and realistic. With their last acquisition, they are generating a large percentage of their revenue in the US. Dividend yield of 4.7%. (Analysts' Price target is $52.50.)

mngmnt/diversified
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisor...

PricePrice
$48.140
Owned Owned
Yes

PAST TOP PICK
Emera Inc(EMA-T) 

October 30, 2017

(A Top Pick. Up 7%.) Unloaded this. All the utilities have done quite well. Chart shows this is running into a little resistance currently. If it got through that, that would surprise him because of the pro-growth theme he is expecting. Dividend yield of 4.6%.

mngmnt/diversified

(A Top Pick. Up 7%.) Unloaded this. All the utilities have done quite well. Chart shows this is running into a little resistance currently. If it got through that, that would surprise him because of the pro-growth theme he is expecting. Dividend yield of 4.6%.

mngmnt/diversified
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc....

PricePrice
$49.350
Owned Owned
No

HOLD
Emera Inc(EMA-T) 

October 16, 2017

EMA-T vs. FTS-T.  Utilities and rate hikes.  Most of the calls around interest rates are for 1 more non-aggressive interest rate rise.  It may not have as great a rise in utilities.  They are doing what utilities have been doing recently – consolidating.  You might see a slide down within the trading range.  FTS-T has an uptrend, unlike EMA-T.  It’s okay if both go sideways because you collect the dividend.

mngmnt/diversified

EMA-T vs. FTS-T.  Utilities and rate hikes.  Most of the calls around interest rates are for 1 more non-aggressive interest rate rise.  It may not have as great a rise in utilities.  They are doing what utilities have been doing recently – consolidating.  You might see a slide down within the trading range.  FTS-T has an uptrend, unlike EMA-T.  It’s okay if both go sideways because you collect the dividend.

mngmnt/diversified
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$48.330
Owned Owned
Unknown

COMMENT
Emera Inc(EMA-T) 

September 27, 2017

This has done a good job in recent years of diversifying away into some US markets. However, it is interest rate sensitive. With interest rates going up in Canada, it bodes negatively for this stock.

mngmnt/diversified

This has done a good job in recent years of diversifying away into some US markets. However, it is interest rate sensitive. With interest rates going up in Canada, it bodes negatively for this stock.

mngmnt/diversified
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$46.690
Owned Owned
Yes

HOLD
Emera Inc(EMA-T) 

September 21, 2017

In line with what he had talked about earlier on, with rotation in defences, he can see this sort of started back in the spring. It hasn’t broken down terribly. If you have a nice profit, maybe you want to take some off the table. It is probably going to want to migrate back to $43. Not a huge move and you get a nice dividend on this. As we move throughout the year, the pro-growth themes will start to get a little long in the tooth, and people may start to re-evaluate what is going on. This would be the exact kind of name he would be looking at as we move through the winter and into the new year, and asking if this was a good price. $42-$43 would be where he would be most interested. You shouldn’t sell this now.

mngmnt/diversified

In line with what he had talked about earlier on, with rotation in defences, he can see this sort of started back in the spring. It hasn’t broken down terribly. If you have a nice profit, maybe you want to take some off the table. It is probably going to want to migrate back to $43. Not a huge move and you get a nice dividend on this. As we move throughout the year, the pro-growth themes will start to get a little long in the tooth, and people may start to re-evaluate what is going on. This would be the exact kind of name he would be looking at as we move through the winter and into the new year, and asking if this was a good price. $42-$43 would be where he would be most interested. You shouldn’t sell this now.

mngmnt/diversified
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc....

PricePrice
$46.490
Owned Owned
Unknown

COMMENT
Emera Inc(EMA-T) 

August 4, 2017

This is considered to be a type of utility company. Historically, utility stocks do very well in the summer. Currently, it is in a trading range of about $45 and $50. Seasonally, it normally does better at this time of year. If it moves above the resistance level of around $50, look for another small bump in the stock coming at approximately the end of September. At that time, it will be an opportunity to look for better opportunities, possibly in some of the more beta oriented stocks.

mngmnt/diversified

This is considered to be a type of utility company. Historically, utility stocks do very well in the summer. Currently, it is in a trading range of about $45 and $50. Seasonally, it normally does better at this time of year. If it moves above the resistance level of around $50, look for another small bump in the stock coming at approximately the end of September. At that time, it will be an opportunity to look for better opportunities, possibly in some of the more beta oriented stocks.

mngmnt/diversified
Don Vialoux

Research Analyst, TimingTheMarket.CA &...

PricePrice
$46.920
Owned Owned
Unknown

PAST TOP PICK
Emera Inc(EMA-T) 

July 20, 2017

(Top Pick Aug 31/16, Up 2.04%) He moved on because it was one of those bond-proxy type of names.  A 4.4% dividend, but there may not be any tailwind from here.

mngmnt/diversified

(Top Pick Aug 31/16, Up 2.04%) He moved on because it was one of those bond-proxy type of names.  A 4.4% dividend, but there may not be any tailwind from here.

mngmnt/diversified
Mohsin Bashir

VP Investments, Stone Asset Manageme...

PricePrice
$47.270
Owned Owned
No

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