Hydro One
H-T
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The stock suffered pressure when Ford wanted to be elected. The stock is undervalued. They are closing on a financing. They are buying a large utility in the US. He thinks this will make it a more valuable company. He owns convertible bonds on this company.
The stock suffered pressure when Ford wanted to be elected. The stock is undervalued. They are closing on a financing. They are buying a large utility in the US. He thinks this will make it a more valuable company. He owns convertible bonds on this company.
There is always a debt concern about this stock. They have replaced the Board and the revenue is controlled by the government. He is scared by the private-public ownership. He would choose another utility and avoid the potential government involvement. Yield 4.6%.
There is always a debt concern about this stock. They have replaced the Board and the revenue is controlled by the government. He is scared by the private-public ownership. He would choose another utility and avoid the potential government involvement. Yield 4.6%.
H.IR-T Investment Receipts. They are tied to Hydro 1. They issued them as part of their US acquisition. It is not clear whether this transaction will actually close. These receipts give you protection in that scenario. You either get shares of H-T or your money back. The price momentum has started to improve on these, 4.7% yield. He likes these receipts as a better way to play the deal. It should happen between now and the end of April. (Analysts’ target: $21.58).
H.IR-T Investment Receipts. They are tied to Hydro 1. They issued them as part of their US acquisition. It is not clear whether this transaction will actually close. These receipts give you protection in that scenario. You either get shares of H-T or your money back. The price momentum has started to improve on these, 4.7% yield. He likes these receipts as a better way to play the deal. It should happen between now and the end of April. (Analysts’ target: $21.58).
With the Ontario government still owning a big part of this, he's avoided it. There's no difference between the old and new boards. A U.S. acqusition is on hold, perhaps out of worry--the new board has to decide whether to go ahead or now. Their transmission side is coming up for regulatory hearings next year which could be difficult.
With the Ontario government still owning a big part of this, he's avoided it. There's no difference between the old and new boards. A U.S. acqusition is on hold, perhaps out of worry--the new board has to decide whether to go ahead or now. Their transmission side is coming up for regulatory hearings next year which could be difficult.
Don't touch it with a ten foot pole. It is a mix of public and private ownership. There is a lot of debt. Revenue is controlled by the government. This one is too political for him to get into.
Don't touch it with a ten foot pole. It is a mix of public and private ownership. There is a lot of debt. Revenue is controlled by the government. This one is too political for him to get into.
Always a debt concern with this stock. Market appears to have given thumbs up on new Board. Evaluations have been crushed on this stock, but now there is stability. He likes the yield on it. There is some political uncertainty with this name. Yield of 4.8%
Always a debt concern with this stock. Market appears to have given thumbs up on new Board. Evaluations have been crushed on this stock, but now there is stability. He likes the yield on it. There is some political uncertainty with this name. Yield of 4.8%
He would wait on this one -- with changes on the Board and it being a relatively new company. There are other companies in the same space guaranteeing dividend increases going forward. He would look to other utilities instead.
He would wait on this one -- with changes on the Board and it being a relatively new company. There are other companies in the same space guaranteeing dividend increases going forward. He would look to other utilities instead.
It is a yield play. He sees very little growth on the horizon. PE is almost 16 times. He prefers EMA-T because there is an appreciation potential and a slightly better yield.
It is a yield play. He sees very little growth on the horizon. PE is almost 16 times. He prefers EMA-T because there is an appreciation potential and a slightly better yield.
The market doesn’t like the uncertainty associated with this company, which includes a change of management (in progress) and delay of approval of their planned acquisition of another business in the USA. He thinks the stock is overpriced relative to expected earnings growth. It has negative free cash flow. Dividend coverage is good but with negative cash flow, he doesn’t expect dividend growth.
The market doesn’t like the uncertainty associated with this company, which includes a change of management (in progress) and delay of approval of their planned acquisition of another business in the USA. He thinks the stock is overpriced relative to expected earnings growth. It has negative free cash flow. Dividend coverage is good but with negative cash flow, he doesn’t expect dividend growth.
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