Hydro One

H-T

Analysis and Opinions about H-T

Signal
Opinion
Expert
COMMENT
COMMENT
November 10, 2016

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.

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Hydro One (H-T)
November 10, 2016

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.

COMMENT
COMMENT
October 17, 2016

(Market Call Minute.) He is very cautious on utilities. It is very crowded. People have been hiding in utilities, telcos and REITs to try and get a better dividend than what they are getting in bonds, but there just isn’t the dividend growth to support. You want to look for growthier names.

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Hydro One (H-T)
October 17, 2016

(Market Call Minute.) He is very cautious on utilities. It is very crowded. People have been hiding in utilities, telcos and REITs to try and get a better dividend than what they are getting in bonds, but there just isn’t the dividend growth to support. You want to look for growthier names.

BUY WEAKNESS
BUY WEAKNESS
September 6, 2016

Probably a great widows and orphans stock. A great one to put in your RRSP and just sit on it. Pays a nice dividend and will probably go up over time. He views it as being a bit expensive right now. A very “steady Eddie” type of business. A good solid investment. The province of Ontario will probably put more stock into the market, and that would be the opportunity.

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Hydro One (H-T)
September 6, 2016

Probably a great widows and orphans stock. A great one to put in your RRSP and just sit on it. Pays a nice dividend and will probably go up over time. He views it as being a bit expensive right now. A very “steady Eddie” type of business. A good solid investment. The province of Ontario will probably put more stock into the market, and that would be the opportunity.

COMMENT
COMMENT
July 27, 2016

(Market Call Minute.) There is not enough disclosure for him to be comfortable with. Everybody should own it, if it had disclosure.

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Hydro One (H-T)
July 27, 2016

(Market Call Minute.) There is not enough disclosure for him to be comfortable with. Everybody should own it, if it had disclosure.

DON'T BUY
DON'T BUY
July 25, 2016

(Market Call Minute) Likes the utility sector, but he does not want to partner with the Ontario government which owns 40%.

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Hydro One (H-T)
July 25, 2016

(Market Call Minute) Likes the utility sector, but he does not want to partner with the Ontario government which owns 40%.

HOLD
HOLD
July 11, 2016

Utilities will generally do well in the summer time. This is the right kind of stock to own. You have yourself a winner until the end of October.

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Hydro One (H-T)
July 11, 2016

Utilities will generally do well in the summer time. This is the right kind of stock to own. You have yourself a winner until the end of October.

COMMENT
COMMENT
July 11, 2016

One of the big beneficiaries along with a lot of other utilities in the low interest rate environment as people search for yield. Also, people feel it is very safe and stable. Still largely government owned. This is expensive.

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Hydro One (H-T)
July 11, 2016

One of the big beneficiaries along with a lot of other utilities in the low interest rate environment as people search for yield. Also, people feel it is very safe and stable. Still largely government owned. This is expensive.

COMMENT
COMMENT
July 7, 2016

(Market Call Minute.) Everybody likes utilities right now because they like the yields, which makes this attractive. He doesn’t like the situation with the labour in the company and the continual involvement by the Ontario government, which he doesn’t trust very much.

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Hydro One (H-T)
July 7, 2016

(Market Call Minute.) Everybody likes utilities right now because they like the yields, which makes this attractive. He doesn’t like the situation with the labour in the company and the continual involvement by the Ontario government, which he doesn’t trust very much.

DON'T BUY
DON'T BUY
July 6, 2016

He doesn’t want to participate in the least efficient and most expensive hydro supplier in Canada. They have a lot of stranded assets. Solar power is going to increasingly become a major competitive threat. If you want to own this, wait until the province of Ontario sells more of it. The dividend is greater than what it should be. He would prefer Altagas (ALA-T) which yields about 6.5%.

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Hydro One (H-T)
July 6, 2016

He doesn’t want to participate in the least efficient and most expensive hydro supplier in Canada. They have a lot of stranded assets. Solar power is going to increasingly become a major competitive threat. If you want to own this, wait until the province of Ontario sells more of it. The dividend is greater than what it should be. He would prefer Altagas (ALA-T) which yields about 6.5%.

COMMENT
COMMENT
June 15, 2016

Just sold his holdings recently to get his Top Pick. It is just Ontario for now. Was trading at a premium valuation, but without the growth prospects. (See Top Picks.)

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Hydro One (H-T)
June 15, 2016

Just sold his holdings recently to get his Top Pick. It is just Ontario for now. Was trading at a premium valuation, but without the growth prospects. (See Top Picks.)

BUY
BUY
June 9, 2016

(Market Call Minute) Wonderful for Canada to have a new blue chip. A good hold. More shares coming into the market for more liquidity.

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Hydro One (H-T)
June 9, 2016

(Market Call Minute) Wonderful for Canada to have a new blue chip. A good hold. More shares coming into the market for more liquidity.

BUY WEAKNESS
BUY WEAKNESS
June 3, 2016

The “go to” name in the space for what they do. The expectation is that it is going into the composite index, which will add another leg of buying, as indexers need to purchase it. They now have a platform for acquiring other power producers which he expects they will do. There is also a fair bit of internal cost cutting they can do. The only potential knock is that the government will continue to sell down their holdings over time. Each one of those times would probably be a buying opportunity.

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Hydro One (H-T)
June 3, 2016

The “go to” name in the space for what they do. The expectation is that it is going into the composite index, which will add another leg of buying, as indexers need to purchase it. They now have a platform for acquiring other power producers which he expects they will do. There is also a fair bit of internal cost cutting they can do. The only potential knock is that the government will continue to sell down their holdings over time. Each one of those times would probably be a buying opportunity.

COMMENT
COMMENT
May 18, 2016

A pretty defensive stock, almost a bond proxy. A very stable, regulated utility in Ontario. Growth that can be expected is much lower than what you can get typically, so you are looking at a GDP type rate base growth. They also have a strategy of acquiring smaller utilities across Ontario. He would buy this if you are looking for very, very low risk and volatility. Just clipping dividends with a little bit of growth over time. 3.5% dividend yield.

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Hydro One (H-T)
May 18, 2016

A pretty defensive stock, almost a bond proxy. A very stable, regulated utility in Ontario. Growth that can be expected is much lower than what you can get typically, so you are looking at a GDP type rate base growth. They also have a strategy of acquiring smaller utilities across Ontario. He would buy this if you are looking for very, very low risk and volatility. Just clipping dividends with a little bit of growth over time. 3.5% dividend yield.

DON'T BUY
DON'T BUY
May 2, 2016

He has Emera and EMB-T instead. H-T is not for him. Part of the problem is that the government will be a constant seller of the stock. He would feel better if the government sold all of it.

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Hydro One (H-T)
May 2, 2016

He has Emera and EMB-T instead. H-T is not for him. Part of the problem is that the government will be a constant seller of the stock. He would feel better if the government sold all of it.

COMMENT
COMMENT
April 8, 2016

The market has responded very, very well to the stock. IPOs have been mixed in the past. Some have started very, very weak and have gone on to become tremendous companies.

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Hydro One (H-T)
April 8, 2016

The market has responded very, very well to the stock. IPOs have been mixed in the past. Some have started very, very weak and have gone on to become tremendous companies.

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