Emera Inc | StockChase
241
Emera Inc (EMA-T)

Last Price Recorded: $40.6600 on 2018-05-19

ON STOCKCHASE SINCE May 2001

Holding company for Nova Scotia Power.

mngmnt/diversified
241
Emera Inc (EMA-T)

Last Price Recorded: $40.6600 on 2018-05-19

ON STOCKCHASE SINCE May 2001

Holding company for Nova Scotia Power.

mngmnt/diversified

Emera Inc


Signal Opinion Expert
BUY
Emera Inc(EMA-T) 

May 17, 2018

He likes it. Has pulled back and the valuation looks very attractive now. Cleaning up some of its assets. 

mngmnt/diversified

He likes it. Has pulled back and the valuation looks very attractive now. Cleaning up some of its assets. 

mngmnt/diversified
Prakash Hariharan

Portfolio Manager, Analytixinsight Inc....

PricePrice
$40.370
Owned Owned
No

DON'T BUY
Emera Inc(EMA-T) 

April 26, 2018

It is down 20% from the top and it is attributed to interest rates.  His play in this space is NPI-T.  He wants the diversification outside of Canada. 

mngmnt/diversified

It is down 20% from the top and it is attributed to interest rates.  His play in this space is NPI-T.  He wants the diversification outside of Canada. 

mngmnt/diversified
Lyle Stein

Sr. Portfolio & Managing Director, Vestcap Investment M...

PricePrice
$40.780
Owned Owned
No

BUY
Emera Inc(EMA-T) 

April 16, 2018

SU-T vs. EMA-T.  EMA-T has a higher dividend.  He thinks there is more capital appreciation potential with SU-T, however.

mngmnt/diversified

SU-T vs. EMA-T.  EMA-T has a higher dividend.  He thinks there is more capital appreciation potential with SU-T, however.

mngmnt/diversified
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$40.450
Owned Owned
No

BUY
Emera Inc(EMA-T) 

April 4, 2018

 This is best known for its legacy business of Nova Scotia Power.   Today, it is now an international utility operator with over 80% of revenue coming from outside Canada.  A weakness lies with a dropping ROE from 14% to only 9% -- meaning bigger is not always better.  He expects to see a moderation in the growth of the dividend.  A credit agency put them on watch in December.  This is a reasonable entry.  Yield 5.5%.  (Analysts’ price target is $49 )

mngmnt/diversified

 This is best known for its legacy business of Nova Scotia Power.   Today, it is now an international utility operator with over 80% of revenue coming from outside Canada.  A weakness lies with a dropping ROE from 14% to only 9% -- meaning bigger is not always better.  He expects to see a moderation in the growth of the dividend.  A credit agency put them on watch in December.  This is a reasonable entry.  Yield 5.5%.  (Analysts’ price target is $49 )

mngmnt/diversified
Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment ...

PricePrice
$41.010
Owned Owned
No

BUY
Emera Inc(EMA-T) 

March 20, 2018

He finds decent value in the utility space now. This is a stable business. Rising rates can continue to weigh on this stock, but much of that has already been priced in. This is a high-quality business that will continue to grind out cash. It has growth opportunities in Florida and elsewhere.

mngmnt/diversified

He finds decent value in the utility space now. This is a stable business. Rising rates can continue to weigh on this stock, but much of that has already been priced in. This is a high-quality business that will continue to grind out cash. It has growth opportunities in Florida and elsewhere.

mngmnt/diversified
Geoff Scott

Institutional Portfolio Manager, Cambridge Global Ass...

PricePrice
$40.760
Owned Owned
Unknown

BUY
Emera Inc(EMA-T) 

March 13, 2018

People buy this stock for safety. Normally this stock has very low volatility but it has dropped sharply. There is a price/volume divergence: volume is shooting up while the price is dropping. He thinks he is seeing panic sellers and value buyers. There is nice support at $39. With a 5.5% yield, there will be good income, but he doesn’t expect a quick recovery. This is significantly risky at this time.

mngmnt/diversified

People buy this stock for safety. Normally this stock has very low volatility but it has dropped sharply. There is a price/volume divergence: volume is shooting up while the price is dropping. He thinks he is seeing panic sellers and value buyers. There is nice support at $39. With a 5.5% yield, there will be good income, but he doesn’t expect a quick recovery. This is significantly risky at this time.

mngmnt/diversified
Jeff Parent B. Eng. FCSI CIM

VP & Portfolio Manager, Chief Investment Officer, Castlemoore Inc....

PricePrice
$40.740
Owned Owned
Unknown

WATCH
Emera Inc(EMA-T) 

February 22, 2018

A lot of Canadians have been shocked by the drop.  They are interest sensitive.  They also hold a lot of debt.  It is a great company with a solid dividend.  Wait until rate rises slack off a bit.

mngmnt/diversified

A lot of Canadians have been shocked by the drop.  They are interest sensitive.  They also hold a lot of debt.  It is a great company with a solid dividend.  Wait until rate rises slack off a bit.

mngmnt/diversified
Brooke Thackray

President, Jov Investment Manag...

PricePrice
$41.200
Owned Owned
Unknown

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

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