Altagas Ltd

ALA-T

TSE:ALA

19.82
0.18 (0.90%)
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
TOP PICK
TOP PICK
June 6, 2012
High-quality company. In the energy infrastructure space which is a really attractive place to be. Have a good balanced portfolio so they have access to power, gas and utility. Focused on growth which is very strong on long-term predictable cash flow. 4.8% dividend yield is sustainable. Payout ratio is very reasonable at just under 50%.
Altagas Ltd (ALA-T)
June 6, 2012
High-quality company. In the energy infrastructure space which is a really attractive place to be. Have a good balanced portfolio so they have access to power, gas and utility. Focused on growth which is very strong on long-term predictable cash flow. 4.8% dividend yield is sustainable. Payout ratio is very reasonable at just under 50%.
Michele Robitaille
Portfolio Manager, Guardian Capital
Price
$29.320
Owned
Yes
WEAK BUY
WEAK BUY
May 30, 2012
Looked at it recently. It has had a pretty good run. He went with a smaller one with a slightly higher yield (GEI-T). You would not go far wrong with ALA.
Altagas Ltd (ALA-T)
May 30, 2012
Looked at it recently. It has had a pretty good run. He went with a smaller one with a slightly higher yield (GEI-T). You would not go far wrong with ALA.
Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$29.260
Owned
No
TOP PICK
TOP PICK
May 28, 2012
(Top Pick, Aug 23’11 Up17.72%) Very different – mid-stream producer. Huge increase in oil and gas production. Oil sands production will triple over 20 years. Expects 30% total return on this stock.
Altagas Ltd (ALA-T)
May 28, 2012
(Top Pick, Aug 23’11 Up17.72%) Very different – mid-stream producer. Huge increase in oil and gas production. Oil sands production will triple over 20 years. Expects 30% total return on this stock.
Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$29.780
Owned
Yes
TOP PICK
TOP PICK
May 11, 2012
A processor/distributor of natural gas. 4.5% dividend yield. Fantastic management team. Looking for 10% dividend growth over the next 5 years.
Altagas Ltd (ALA-T)
May 11, 2012
A processor/distributor of natural gas. 4.5% dividend yield. Fantastic management team. Looking for 10% dividend growth over the next 5 years.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$30.390
Owned
Yes
TOP PICK
TOP PICK
April 20, 2012
A growing dividend company. The dividend could probably grow at a 10% level over 5, 10, 15 years. A great play on natural gas moving to Asia. $36 as a target price in 12 months, makes sense.
Altagas Ltd (ALA-T)
April 20, 2012
A growing dividend company. The dividend could probably grow at a 10% level over 5, 10, 15 years. A great play on natural gas moving to Asia. $36 as a target price in 12 months, makes sense.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$30.510
Owned
Yes
COMMENT
COMMENT
April 12, 2012
Diversified power producer with power from hydro and natural gas plants. Recently acquired regulated natural gas assets in the US. Have a coal power purchase agreement that goes out to 2020.
Altagas Ltd (ALA-T)
April 12, 2012
Diversified power producer with power from hydro and natural gas plants. Recently acquired regulated natural gas assets in the US. Have a coal power purchase agreement that goes out to 2020.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$30.600
Owned
Yes
BUY
BUY
April 5, 2012
A big position in his income strategy. Predictable revenue stream. There is a secular growth opportunity that could give them a triple in their cash flow. He would put this in almost any portfolio.
Altagas Ltd (ALA-T)
April 5, 2012
A big position in his income strategy. Predictable revenue stream. There is a secular growth opportunity that could give them a triple in their cash flow. He would put this in almost any portfolio.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$30.950
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 4, 2012
(A Top Pick Apr 8/11. Up 23.2%.)
Altagas Ltd (ALA-T)
April 4, 2012
(A Top Pick Apr 8/11. Up 23.2%.)
Michele Robitaille
Portfolio Manager, Guardian Capital
Price
$30.600
Owned
Yes
TOP PICK
TOP PICK
March 14, 2012
Dividend growth story. Mid-stream assets that are producing well now. 3 hydro assets coming on stream in a couple of years and just did an acquisition.
Altagas Ltd (ALA-T)
March 14, 2012
Dividend growth story. Mid-stream assets that are producing well now. 3 hydro assets coming on stream in a couple of years and just did an acquisition.
Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$31.690
Owned
Yes
TOP PICK
TOP PICK
March 6, 2012
A classic midstream energy infrastructure company including pipelines, gas processing, storage and energy production. They are also now a regulated utility. Multiple revenue streams. Looks like cash flow can go around $100 million this year and 300 million by 2015 which will lead to a significant ramp in dividends.
Altagas Ltd (ALA-T)
March 6, 2012
A classic midstream energy infrastructure company including pipelines, gas processing, storage and energy production. They are also now a regulated utility. Multiple revenue streams. Looks like cash flow can go around $100 million this year and 300 million by 2015 which will lead to a significant ramp in dividends.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$30.700
Owned
Yes
BUY
BUY
February 28, 2012
(Market Call Minute.) Good name. Great business. Made some acquisitions. Has an inflation protected deal with BC Hydro. Dividend paying.
Altagas Ltd (ALA-T)
February 28, 2012
(Market Call Minute.) Good name. Great business. Made some acquisitions. Has an inflation protected deal with BC Hydro. Dividend paying.
Prakash Hariharan
Portfolio Manager, Analytixinsight Inc.
Price
$30.460
Owned
Unknown
TOP PICK
TOP PICK
February 22, 2012
In the utility electrical and natural gas distribution businesses. Just acquired a regulated utility business in Michigan and in Alaska. 4.9% dividend yield. Have some renewable hydro-projects coming on in BC in 2015. You'll get 5%-7% dividend growth between now and 2015 and then you should start seeing 10% dividend growth going out.
Altagas Ltd (ALA-T)
February 22, 2012
In the utility electrical and natural gas distribution businesses. Just acquired a regulated utility business in Michigan and in Alaska. 4.9% dividend yield. Have some renewable hydro-projects coming on in BC in 2015. You'll get 5%-7% dividend growth between now and 2015 and then you should start seeing 10% dividend growth going out.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$29.310
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 25, 2012
(A Top Pick April 8/11. Up 20.22%.)
Altagas Ltd (ALA-T)
January 25, 2012
(A Top Pick April 8/11. Up 20.22%.)
Michele Robitaille
Portfolio Manager, Guardian Capital
Price
$30.710
Owned
Unknown
TOP PICK
TOP PICK
January 12, 2012
A new position for them. Sold Transalta because there is more dividend potential with ALA. By 2014 he expects dividend growth to increase from 5% per year to somewhere as much as 10% per year.
Altagas Ltd (ALA-T)
January 12, 2012
A new position for them. Sold Transalta because there is more dividend potential with ALA. By 2014 he expects dividend growth to increase from 5% per year to somewhere as much as 10% per year.
Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$29.280
Owned
Yes
TOP PICK
TOP PICK
January 9, 2012
4.4% dividend and thinks they can grow it 5% a year for the next couple of years. Sold 60-year contracts to the BC Hydro. Full consumer price inflation indexing, which is almost unheard of. The big dividend funds have not picked this up as yet.
Altagas Ltd (ALA-T)
January 9, 2012
4.4% dividend and thinks they can grow it 5% a year for the next couple of years. Sold 60-year contracts to the BC Hydro. Full consumer price inflation indexing, which is almost unheard of. The big dividend funds have not picked this up as yet.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$31.330
Owned
Yes
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