Altagas Ltd (ALA-T)

(Note the short timeframe.)
Still likes it. One of his largest positions.

Picked for natural gas tailwinds with cheap share price. Good midstream business with global exports. Excellent value in the share price - at the time. Still priced fairly. Expecting earnings, cash flow and dividend to continue growing. A good company to continue to hold/ 

They're not that tied to the oil price, because they're more into natural gas and a midstream segment. This has pulled back with most utilities, due to interest rates and general profit taking. A well-run company that pays a good dividend. Not a bad name in utilities.

Trend is going in the correction direction. Would recommend investing. Ok place to be adding.  

He still likes it for the strengthening balance sheet and utility growth. It is a good infrastructure play and is still cheaper than its peers.

A good play, done very well. No reason not to own. Good future, especially with extra takeaway capacity coming online. Infrastructure opportunities in Western Canada are superb.

Instead, he owns PPL and ENB, mainly because of the higher dividend yields.

Growth starting to slow a bit, but still near 7.5%; when you combine that with the dividend, still makes sense on a PEG of ~1. Trades at 13x 2026, cheaper than most peers. GEI starting to bite its heels, but still works.

Exposed to AI, the growth in data centres, particularly in one county in Virginia (they say it's home to 60-70% of all US internet traffic). They need server farms, and natural gas is the backup power. The local electrical power producer can't keep up with all the demand that everyone's buying NVDA for. Nice yield.

He is thinking of buying it this week. It has a solid dividend and trend and he thinks the dividend goes up. Is looking for a stock price in the mid 30's by year end.. He would sell below $28.              Buy 11  Hold 0  Sell 0

Still likes business and will continue to own. Balance sheet continues to improve. Trading at a reasonable price. Expecting further growth. Growth better than peers. Excellent assets that are hard to replicate. 

A long term shareholder - will continue to own. Problems from 2017/18 have been fixed. Dividend continues to rise. Very good assets that continue to perform. 

ALA trades at 12x earnings, growing at 12%. On PEG ratio, it's cheaper. Yield is 4%, growing comfortably at 5-8%.

BCE is paying a wonderful dividend. PE is more expensive. No growth right now, perhaps will see 3% in a couple of years. At $47, still a bit of upside from today's levels. Regulatory announcements have to go well for BCE, still pricing issues, still a bit of wood to chop.

For fresh money, ideally split it between both. If he had to choose one, it would be ALA. 

Strong utility growth. Very good valuation. As earnings move up, still trading at 12.5x 2025 earnings, estimated 12% growth rate. Dividend growing at 6%. 

As breadth widens in this market, so many areas to put money. Don't forget about a name like this, hit a nice single without too much headache.

Turned the corner, righted the ship, financially solid footing, sustainable dividend growth. As good a name as any in the mid-stream energy space. No quarrel owning. He owns TRP instead, with a more immediate catalyst of a company split.