Transalta Renewables (RNW-T) Stock Predictions - Stockchase
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Transalta Renewables (RNW-T)

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Energy Infrastructure, Industrials & Utilities

Transalta Renewables

RNW-T

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Transalta Renewables (RNW-T) SAVE Apr, 24, 2019, 11:06 am

13.80 0.01 (0.07%)

What the experts are saying about RNW-T



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DON'T BUY
Transalta Renewables(RNW-T) 

December 28, 2018

The concern is with recent earnings which recently reported a decline of 10%. The payout ratio is only 65% and dividend growth has been increasing. He does not own at this point, due to it trading below a significant moving average. The ROE around 8% is too low for him.
Energy Infrastructure, Industrials & Utilities
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The concern is with recent earnings which recently reported a decline of 10%. The payout ratio is only 65% and dividend growth has been increasing. He does not own at this point, due to it trading below a significant moving average. The ROE around 8% is too low for him.
Energy Infrastructure, Industrials & Utilities
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Robert McWhirte

President, Selective Asset Mana...

Price Price
$10.310
Owned Owned
No

DON'T BUY
Transalta Renewables(RNW-T) 

September 11, 2018

This is owned 60% by TransAlta and managed by TransAlta. RNW doesn’t have employees, it pays a management fee to TransAlta instead. The price has gone down over the past year, but so have most utilities, as interest rates have increased. The yield looks safe but there is no clear path for growth. Cash flow projections are flat. They sold 12 million shares in June, but are using the money to pay down debt rather than investing in significant new projects. She expects the price to stay flat, so one could invest in this stock for the yield alone. Alternatively, one could look for a company like this that has more growth projects underway. Yield 7.8%. 

Energy Infrastructure, Industrials & Utilities
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This is owned 60% by TransAlta and managed by TransAlta. RNW doesn’t have employees, it pays a management fee to TransAlta instead. The price has gone down over the past year, but so have most utilities, as interest rates have increased. The yield looks safe but there is no clear path for growth. Cash flow projections are flat. They sold 12 million shares in June, but are using the money to pay down debt rather than investing in significant new projects. She expects the price to stay flat, so one could invest in this stock for the yield alone. Alternatively, one could look for a company like this that has more growth projects underway. Yield 7.8%. 

Energy Infrastructure, Industrials & Utilities
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$12.040
Owned Owned
No

WEAK BUY

Sell and cut losses? Would own it for the dividend. Might want to consider buying more. Primarily a coal utility, but spun off wind assets, which he likes. Unfortunately now, about 41% of their portfolio are Australian nat gas assets. Doesn’t love it, prefers pure play renewable energy stocks. Lots of opportunity here, and not going to be short of cash. Would want clarity on projects and strategic direction moving forward.

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Sell and cut losses? Would own it for the dividend. Might want to consider buying more. Primarily a coal utility, but spun off wind assets, which he likes. Unfortunately now, about 41% of their portfolio are Australian nat gas assets. Doesn’t love it, prefers pure play renewable energy stocks. Lots of opportunity here, and not going to be short of cash. Would want clarity on projects and strategic direction moving forward.

Energy Infrastructure, Industrials & Utilities
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$12.130
Owned Owned
Unknown

COMMENT

It fell with the other utilities but has not bounced back as much as the others. He is neutral on it. He likes its stability and its valuation characteristics but it is not showing good price momentum.. The dividend yield is high, the payout ratio is not excessive and the 15x Price to EBITDA is a little cheaper than its peers, so it wouldn’t take a whole lot of price improvement for him to recommend it. He needs more confidence that disappointed sellers have sold their shares and so will not sell the stock off when it rises more

Energy Infrastructure, Industrials & Utilities
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It fell with the other utilities but has not bounced back as much as the others. He is neutral on it. He likes its stability and its valuation characteristics but it is not showing good price momentum.. The dividend yield is high, the payout ratio is not excessive and the 15x Price to EBITDA is a little cheaper than its peers, so it wouldn’t take a whole lot of price improvement for him to recommend it. He needs more confidence that disappointed sellers have sold their shares and so will not sell the stock off when it rises more

Energy Infrastructure, Industrials & Utilities
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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$12.460
Owned Owned
Unknown

DON'T BUY

It is not one of his favorites in the space – he holds Northland Power.  Rising interest rates has provided some headwinds for this space in general.  Their assets are primarily in Australia and 54% of their assets are in wind generation.  

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It is not one of his favorites in the space – he holds Northland Power.  Rising interest rates has provided some headwinds for this space in general.  Their assets are primarily in Australia and 54% of their assets are in wind generation.  

Energy Infrastructure, Industrials & Utilities
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Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$12.460
Owned Owned
No

DON'T BUY

He thinks their assets in the US are minimal.  The parent company thought this was too expensive to roll into its portfolio in conversations he had with management recently.  This is a real rat’s nest of complexity and he would prefer to not own it. 

Energy Infrastructure, Industrials & Utilities
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He thinks their assets in the US are minimal.  The parent company thought this was too expensive to roll into its portfolio in conversations he had with management recently.  This is a real rat’s nest of complexity and he would prefer to not own it. 

Energy Infrastructure, Industrials & Utilities
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Bill Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$11.650
Owned Owned
No

COMMENT
Transalta Renewables(RNW-T) 

January 16, 2018

This holds the majority of TransAlta's (TA-T) power generation assets. It’s a little interest rate sensitive. The renewable area is an area of growing presence. Given the new policies under the Alberta NDP government, renewable assets are probably worth more today than they were before. He would consider this as a Hold to a Buy.

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This holds the majority of TransAlta's (TA-T) power generation assets. It’s a little interest rate sensitive. The renewable area is an area of growing presence. Given the new policies under the Alberta NDP government, renewable assets are probably worth more today than they were before. He would consider this as a Hold to a Buy.

Energy Infrastructure, Industrials & Utilities
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Alex Ruus

Portfolio , Arrow Capital Manage...

Price Price
$13.030
Owned Owned
Unknown

COMMENT
Transalta Renewables(RNW-T) 

December 6, 2017

Thinks the problem with the stock is that it is harder and harder to find cheap assets, and it is difficult to build assets, so are challenged on the growth side. Dividend yield of about 7%.

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Thinks the problem with the stock is that it is harder and harder to find cheap assets, and it is difficult to build assets, so are challenged on the growth side. Dividend yield of about 7%.

Energy Infrastructure, Industrials & Utilities
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$13.300
Owned Owned
No

COMMENT
Transalta Renewables(RNW-T) 

November 3, 2017

Doesn't see a lot of growth on this. Fairly cheap at 16X, versus its 21X versus its five-year average. 70% payout ratio on 2018 on a free cash flow basis. Probably not a bad value at these levels, but not a lot of growth going forward.

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Doesn't see a lot of growth on this. Fairly cheap at 16X, versus its 21X versus its five-year average. 70% payout ratio on 2018 on a free cash flow basis. Probably not a bad value at these levels, but not a lot of growth going forward.

Energy Infrastructure, Industrials & Utilities
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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$13.280
Owned Owned
Unknown

WATCH
Transalta Renewables(RNW-T) 

October 16, 2017

There is a rounded look to the current pattern.  Back in 2016 it found a level about $13 and is the ‘Trump Dump’ where it found support.  That will continue to be your level of support.  It is in a bit of a bearish pattern but if it bounces off the support level it could be good.

Energy Infrastructure, Industrials & Utilities
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There is a rounded look to the current pattern.  Back in 2016 it found a level about $13 and is the ‘Trump Dump’ where it found support.  That will continue to be your level of support.  It is in a bit of a bearish pattern but if it bounces off the support level it could be good.

Energy Infrastructure, Industrials & Utilities
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Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$14.060
Owned Owned
Unknown

COMMENT

Technically, the stock has been rolling over in the last little while, and in fact has established an intermediate downward trend. It is underperforming the market. There is some support at around $12.50, but that implies downside risk of over $1.50. He would be very cautious on this at these levels.

Energy Infrastructure, Industrials & Utilities
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Technically, the stock has been rolling over in the last little while, and in fact has established an intermediate downward trend. It is underperforming the market. There is some support at around $12.50, but that implies downside risk of over $1.50. He would be very cautious on this at these levels.

Energy Infrastructure, Industrials & Utilities
0 0 0 0 0
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Don Vialoux

Research A, TimingTheMarket.CA &...

Price Price
$14.250
Owned Owned
Unknown

COMMENT

This has multiyear contracted assets, so he feels the dividend is safe. Good company. Dividend yield of 5.7%.

Energy Infrastructure, Industrials & Utilities
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This has multiyear contracted assets, so he feels the dividend is safe. Good company. Dividend yield of 5.7%.

Energy Infrastructure, Industrials & Utilities
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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$15.660
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick Feb 24/16. Up 51.06%.) A great business for the renewable side of things. This is going to be a long-term growth business. Selecting your entry point is going to be the most difficult part.

Energy Infrastructure, Industrials & Utilities
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(A Top Pick Feb 24/16. Up 51.06%.) A great business for the renewable side of things. This is going to be a long-term growth business. Selecting your entry point is going to be the most difficult part.

Energy Infrastructure, Industrials & Utilities
0 0 0 0 0
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$15.700
Owned Owned
Yes

BUY
Transalta Renewables(RNW-T) 

January 9, 2017

It is a pretty interesting stub to own.  He thinks TA-T would be an interesting takeover target and they own much of this stock.

Energy Infrastructure, Industrials & Utilities
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0 comments

It is a pretty interesting stub to own.  He thinks TA-T would be an interesting takeover target and they own much of this stock.

Energy Infrastructure, Industrials & Utilities
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Daniel Lloyd

Portfolio , Forge First Asset Ma...

Price Price
$14.280
Owned Owned
Yes

BUY
Transalta Renewables(RNW-T) 

November 15, 2016

Probably going to have moderate growth and an attractive yield. For an income investor, it is a reasonable investment.

Energy Infrastructure, Industrials & Utilities
0 0 0 0 0
0 comments

Probably going to have moderate growth and an attractive yield. For an income investor, it is a reasonable investment.

Energy Infrastructure, Industrials & Utilities
0 0 0 0 0
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$12.870
Owned Owned
No

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