Altagas Ltd

ALA-T

TSE:ALA

16.09
0.08 (0.50%)
AltaGas is a North American energy infrastructure company based in Calgary, Alberta. The company operates in three business segments: gas, power generation, and utilities. The company is in the process of acquiring WGL Holdings.
More at Wikipedia

Analysis and Opinions about ALA-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
February 5, 2013

(A Top Pick Jan 9/12. Up 20.01%.)

Show full opinionHide full opinion
Altagas Ltd (ALA-T)
February 5, 2013

(A Top Pick Jan 9/12. Up 20.01%.)

PAST TOP PICK
PAST TOP PICK
January 14, 2013

(A Top Pick Jan 12/12. Up 19.08%.) Quite happy with this one.

Show full opinionHide full opinion
Altagas Ltd (ALA-T)
January 14, 2013

(A Top Pick Jan 12/12. Up 19.08%.) Quite happy with this one.

TOP PICK
TOP PICK
December 18, 2012

Energy infrastructure. Have some Run-of-River assets that will come on stream in 2014-2016 which will significantly contribute to EBITDA growth. Feels there will also be dividend increases. Feels upside is close to $40. 4.3% distribution.

Show full opinionHide full opinion
Altagas Ltd (ALA-T)
December 18, 2012

Energy infrastructure. Have some Run-of-River assets that will come on stream in 2014-2016 which will significantly contribute to EBITDA growth. Feels there will also be dividend increases. Feels upside is close to $40. 4.3% distribution.

BUY
BUY
November 27, 2012

Great name. Not overly cheap. Worth about $36, giving you about a 10% upside to add to your 5% dividend yield, a 15% total return which is pretty good. Have a number of projects that are going to double the EBITDA between now and 2015-2016 so the outlook is very robust.

Show full opinionHide full opinion
Altagas Ltd (ALA-T)
November 27, 2012

Great name. Not overly cheap. Worth about $36, giving you about a 10% upside to add to your 5% dividend yield, a 15% total return which is pretty good. Have a number of projects that are going to double the EBITDA between now and 2015-2016 so the outlook is very robust.

HOLD
HOLD
November 16, 2012

He is a fan of infrastructure. Not a fan of producer. This is one of the good ones and if you are in it, stay in it. It’s a good play.

Show full opinionHide full opinion
Altagas Ltd (ALA-T)
November 16, 2012

He is a fan of infrastructure. Not a fan of producer. This is one of the good ones and if you are in it, stay in it. It’s a good play.

PAST TOP PICK
PAST TOP PICK
November 15, 2012

(Top Pick Nov 29/11, Up 11.96%) One of the strongest performing groups in the market. Benefiting from secular growth in volume of production out of oil sands. Can give 5-12%/year dividend growth for next 5 years without sensitivity to oil and gas prices.

Show full opinionHide full opinion
Altagas Ltd (ALA-T)
November 15, 2012

(Top Pick Nov 29/11, Up 11.96%) One of the strongest performing groups in the market. Benefiting from secular growth in volume of production out of oil sands. Can give 5-12%/year dividend growth for next 5 years without sensitivity to oil and gas prices.

PAST TOP PICK
PAST TOP PICK
October 25, 2012

(Top Pick Dec 8/11, Up 11.30%)

Show full opinionHide full opinion
Altagas Ltd (ALA-T)
October 25, 2012

(Top Pick Dec 8/11, Up 11.30%)

TOP PICK
TOP PICK
October 16, 2012

Good dividend yield at 4.2% and have just increase it. Really fantastic growth coming on stream next year. Have done some big acquisitions and built some power plants that are about to come online. You’ll see a big, big burst in their cash flows in the coming years. Have become more defensive in some of the acquisitions they have made.

Show full opinionHide full opinion
Altagas Ltd (ALA-T)
October 16, 2012

Good dividend yield at 4.2% and have just increase it. Really fantastic growth coming on stream next year. Have done some big acquisitions and built some power plants that are about to come online. You’ll see a big, big burst in their cash flows in the coming years. Have become more defensive in some of the acquisitions they have made.

TOP PICK
TOP PICK
September 18, 2012

The core theme in this market is dividend growth. This fits solidly in the energy infrastructure camp. This company has gathering, processing, storage and utility so they are basically in the whole energy infrastructure area. 4.5% dividend yield and just bumped the dividend this week by 4%. Paying out less than 50% of their cash flow. Lots of growth opportunities.

Show full opinionHide full opinion
Altagas Ltd (ALA-T)
September 18, 2012

The core theme in this market is dividend growth. This fits solidly in the energy infrastructure camp. This company has gathering, processing, storage and utility so they are basically in the whole energy infrastructure area. 4.5% dividend yield and just bumped the dividend this week by 4%. Paying out less than 50% of their cash flow. Lots of growth opportunities.

BUY
BUY
August 30, 2012

Likes the name. Was always hesitant to wait for his price point. An extra dollar is not significant to the 10-year return. Is moving out of intermediate pipeline phase into a utility. He would buy at these prices.

Show full opinionHide full opinion
Altagas Ltd (ALA-T)
August 30, 2012

Likes the name. Was always hesitant to wait for his price point. An extra dollar is not significant to the 10-year return. Is moving out of intermediate pipeline phase into a utility. He would buy at these prices.

TOP PICK
TOP PICK
August 23, 2012

(Top Pick Feb 27, 2009, Up 207.69% Total Return) Visible pipeline of growth of high quality projects. Secure cash flow streams. Currently projects are on time and on budget. Earnings growth. It should re-rate this company over time. Likely a dividend increase in Q4. 4.3% dividend Would be comfortable adding today, or stagger over next little while.

Show full opinionHide full opinion
Altagas Ltd (ALA-T)
August 23, 2012

(Top Pick Feb 27, 2009, Up 207.69% Total Return) Visible pipeline of growth of high quality projects. Secure cash flow streams. Currently projects are on time and on budget. Earnings growth. It should re-rate this company over time. Likely a dividend increase in Q4. 4.3% dividend Would be comfortable adding today, or stagger over next little while.

BUY
BUY
August 20, 2012

Midstream operator involved in power, power generation, power marketing, and natural gas liquids. If bullish on frac spreads and particular on Alberta power prices then this is a good name. Significant growth potential in some of the projects they have coming up. Had almost been a Top Pick.

Show full opinionHide full opinion
Altagas Ltd (ALA-T)
August 20, 2012

Midstream operator involved in power, power generation, power marketing, and natural gas liquids. If bullish on frac spreads and particular on Alberta power prices then this is a good name. Significant growth potential in some of the projects they have coming up. Had almost been a Top Pick.

BUY
BUY
August 2, 2012

Meets all his criteria. He has trimmed because it gets too big. Look for them to become a lower yield.

Show full opinionHide full opinion
Altagas Ltd (ALA-T)
August 2, 2012

Meets all his criteria. He has trimmed because it gets too big. Look for them to become a lower yield.

BUY
BUY
July 27, 2012
(Market Call Minute.) Looks very good.
Show full opinionHide full opinion
Altagas Ltd (ALA-T)
July 27, 2012
(Market Call Minute.) Looks very good.
BUY
BUY
July 24, 2012
Thinks they can increase their dividend 30% over the next 3-4 years.
Show full opinionHide full opinion
Altagas Ltd (ALA-T)
July 24, 2012
Thinks they can increase their dividend 30% over the next 3-4 years.
Showing 436 to 450 of 548 entries