Hydro One | StockChase
40
Hydro One (H-T)

Last Price Recorded: $22.4300 on 2017-11-17

ON STOCKCHASE SINCE Nov 2015

electrical utilities

Hydro One


Signal Opinion Expert

2017-09-20

COMMENT
Hydro One (H-T)

He is pretty positive on this. You see a lot of trend of Canadian companies going down to the US to buy assets. It is a very long cycle, which is why the receipts are a good thing in terms of if it doesn’t happen. The conversion will result in dilution, but you are getting paid to wait. Thinks it will work out well.

electrical utilities
Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.

Price: $22.600
Owned: No

2017-09-05

HOLD
Hydro One (H-T)

It is stodgy, and is worth holding in this quiet market. Did a US acquisition.

electrical utilities
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Associates

Price: $23.060
Owned: No

2017-08-23

BUY
Hydro One (H-T)

He has big positions in other utilities.  It has done well coming out of the chute. They were challenged in their growth, but now they have made an acquisition. 

electrical utilities
Douglas Kee

Chief Investment Officer, Leon Frazer & Associates

Price: $22.750
Owned: No

2017-07-21

COMMENT
Hydro One (H-T)

This is a company where the government sets its rates, takes its cash flow. The flexibility that management has within Ontario is limited. You have to ask yourself, are you really buying equity or just buying a participation with a right to a dividend as it goes along. Making a US acquisition gives them an outlook for growth, and hopefully earn a better return on equities.

electrical utilities
Michael Sprung

President, Sprung Investment Management

Price: $22.650
Owned: Unknown

2017-07-11

COMMENT
Hydro One (H-T)

This closed at $22.70. He has a model price of $24.01, a 5% upside. More importantly, it pays a 3.88% dividend. It would be nice if this pulled back to $21.38 which would give it added support. 3.58% dividend yield.

electrical utilities
Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc.

Price: $22.650
Owned: Unknown

2017-06-16

COMMENT
Hydro One (H-T)

The utility sector is pretty healthy in Canada. This is not his favourite name within the group. Trades at a higher valuation than others. He prefers the growth rate of Algonquin (AQN-T). His #2 choice would be Fortis (FTS-T).

electrical utilities
Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $23.250
Owned: Unknown

2017-03-03

COMMENT
Hydro One (H-T)

He would be very cautious until we get more detail on what the Ontario government’s cut in Hydro bills will have in the way of effecting this stock?

electrical utilities
David Cockfield

Managing Director, Northland Wealth Management

Price: $23.530
Owned: Unknown

2017-02-14

COMMENT
Hydro One (H-T)

A steady Eddie stock. You aren’t going to make a fortune, but you can sleep well at night. With the potential of further de-regulations coming, some of their assets could be operated more efficiently. There are some opportunities for them to consolidate within the market, but it remains to be seen. The other large Canadian utilities are buying assets in the US, so it will be interesting to see how this one augments their growth rate longer-term. There are other investments in the space that he likes better. 3.5% dividend yield.

electrical utilities
Ryan Bushell

V. P. & Portfolio Manager, Leon Frazer and Associates

Price: $23.590
Owned: No

2017-01-23

DON'T BUY
Hydro One (H-T)

You are supposed to own this, but… it is such a bad company and is in the process of being fixed, that you cannot get a sense of what they are doing.  Also, the government can change the terms of what they can do.  Around $20 it might be so cheap you could ride out volatility.  The electricity market is so dysfunctional that you should not be in it.  Wait until it completely crushes the economy and has to be completely restructured.  Labour costs are incredibly high, very inefficient. 

electrical utilities
Bill Harris, CFA

Portfolio Manager, Avenue Investment Management

Price: $23.490
Owned: Unknown

2017-01-19

DON'T BUY
Hydro One (H-T)

(Market Call Minute) Earnings have been flat since the initial issue and the stock has been backing away, but it has not dropped to a value where he says it is a buy.

electrical utilities
Ross Healy

Chairman, Strategic Analysis Corp

Price: $23.490
Owned: Unknown

2016-11-30

COMMENT
Hydro One (H-T)

In the near term, this is going to be driven by interest rates. It had a great rally because interest rates were going to be lower for longer, and it has a very stable revenue stream which dividend investors like. All utility stocks have fallen, and the question is, have they fallen too far. He finds this doesn’t have as high yield as he can find elsewhere. It is hard to see a lot of growth on a go forward basis.

electrical utilities
Lyle Stein

Sr. Portfolio & Managing Director, Vestcap Investment Management

Price: $22.800
Owned: No

2016-11-16

HOLD
Hydro One (H-T)

From the point of view of safety and dividend, this company fits that bill very well. It is not cheap, but none of the utility stocks are. In a rising interest rate environment, they are going to be a little bit more at risk, which probably accounts for some of the weakness in the stock. It has an effective monopoly.

electrical utilities
John Zechner

Chairman, J. Zechner & Assoc

Price: $23.170
Owned: No

2016-11-15

HOLD
Hydro One (H-T)

Market Call Minute. She would hold this just for the stable income stream.

electrical utilities
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $23.170
Owned: Unknown

2016-11-14

BUY on WEAKNESS
Hydro One (H-T)

He does not look at the balance sheet.  ETFs are 99% of what he does.  There is not enough evidence in the chart to say where the floor might be.  Around the issue price there should be some natural support ($20.50).  He has been nibbling away at interest sensitives here.  He is buying REITs.

electrical utilities
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $22.650
Owned: Unknown

2016-11-10

COMMENT
Hydro One (H-T)

Another one of the stocks that has been caught up in the interest rate trade. The biggest companies that are going to be tied to interest rates are utilities, telecommunications and real estate companies. On the positive side, banks and lifeco shares have really appreciated. This is the inverse trading that is happening as people try to position themselves for a world with Donald Trump as president. All the positioning is probably way premature, but that is what markets do.

electrical utilities
Ryan Bushell

V. P. & Portfolio Manager, Leon Frazer and Associates

Price: $22.750
Owned: No

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