Algonquin Power & Utilities Corp (AQN-T) Stock Predictions - Stockchase
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Algonquin Power & Utilities Corp (AQN-T)

ON STOCKCHASE SINCE Nov 2000

hydro generating US and Canada

electrical utilities

Algonquin Power & Utiliti...

AQN-T

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Algonquin Power & Utilities Corp (AQN-T) SAVE Mar, 20, 2019, 3:05 am

14.74 0.23 (1.54%)

About Algonquin Power & Utilities Corp (AQN-T)

Algonquin Power & Utilities Corp. is a renewable energy and regulated utility company with assets across North America. More at Wikipedia

What the experts are saying about AQN-T



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WATCH
The price did not drop much in December at all. You want to be buying it for the dividend. He is not expecting much upside on the price. It was quite resilient when the rest of the market was falling. It is a utility play and not a yield play.
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The price did not drop much in December at all. You want to be buying it for the dividend. He is not expecting much upside on the price. It was quite resilient when the rest of the market was falling. It is a utility play and not a yield play.
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Tim Nash

Financial , The Sustainable Econ...

Price Price
$14.960
Owned Owned
Unknown

PAST TOP PICK
(A Top Pick Mar 08/18, Up 23%) 75% of earnings come from regulated utilities. 25% are renewable power under long-term contracts. Over 90% of earnings come from the U.S. paying dividends in USD. Pays a 4.5% yield that they can increase 10% annually because of a project backlog. They have an equity interest in Atlantic Yield which owns renewable power assets mostly in the U.S.--this gives AQN a foray to grow internationally.
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(A Top Pick Mar 08/18, Up 23%) 75% of earnings come from regulated utilities. 25% are renewable power under long-term contracts. Over 90% of earnings come from the U.S. paying dividends in USD. Pays a 4.5% yield that they can increase 10% annually because of a project backlog. They have an equity interest in Atlantic Yield which owns renewable power assets mostly in the U.S.--this gives AQN a foray to grow internationally.
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$15.100
Owned Owned
Yes

TOP PICK
Another utility. It is defensive. It has meaningful growth potential. He likes the growth prospects. (Analysts’ price target is $16.01)
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Another utility. It is defensive. It has meaningful growth potential. He likes the growth prospects. (Analysts’ price target is $16.01)
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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$15.050
Owned Owned
Yes

PAST TOP PICK
(A Top Pick Feb 13/18, Up 19%) It has some growth with 25% of revenues from renewables. 90% of earnings comes from the US. Pays it dividends in US dollars. She still likes it and calls it a defensive holding. Yield 4.2%.
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(A Top Pick Feb 13/18, Up 19%) It has some growth with 25% of revenues from renewables. 90% of earnings comes from the US. Pays it dividends in US dollars. She still likes it and calls it a defensive holding. Yield 4.2%.
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$14.340
Owned Owned
Yes

BUY
A summer play from May-August, but it's still trending higher. Investors are risk-averse with this. Pays a 4.2% dividend.
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A summer play from May-August, but it's still trending higher. Investors are risk-averse with this. Pays a 4.2% dividend.
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Jon Vialoux

Research A, CastleMoore Inc....

Price Price
$14.690
Owned Owned
Unknown

BUY
AQN vs. Fortis Both are good companies that pay good yields, though AQN has a little more growth while Fortis is steadier. Both have done acquisitions to propel future earnings growth. It's hard to choose one.
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AQN vs. Fortis Both are good companies that pay good yields, though AQN has a little more growth while Fortis is steadier. Both have done acquisitions to propel future earnings growth. It's hard to choose one.
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Jim Huang

President, T.I.P. Wealth Manage...

Price Price
$14.450
Owned Owned
Unknown

BUY
Target price of $17. It's been stuck at $14, but remember it didn't go down like the market did. Has 8% EPS growth trading at 15.7x which is cheaper than Fortis and Emera. Has a lot of wind on its back.
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Target price of $17. It's been stuck at $14, but remember it didn't go down like the market did. Has 8% EPS growth trading at 15.7x which is cheaper than Fortis and Emera. Has a lot of wind on its back.
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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$14.180
Owned Owned
Yes

BUY
AQN vs. NPI He likes and owns them both. They offer steady cash flow. Likes their dividends which should continue for quite a while. The downside to these and other utilities is that pension funds own them. So if there's a downturn, these will come down in price from a sell-off.
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AQN vs. NPI He likes and owns them both. They offer steady cash flow. Likes their dividends which should continue for quite a while. The downside to these and other utilities is that pension funds own them. So if there's a downturn, these will come down in price from a sell-off.
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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$14.000
Owned Owned
Yes

PARTIAL SELL
They had a good year in 2018. It's been a great performer over a long time. They've been aggressively buying and have executed well. He owns Northland Power instead, which has slightly more upside and growth. Nothing wrong with AQN. You can take profits here and buy banks or oil/gas or other overly punished sectors.
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They had a good year in 2018. It's been a great performer over a long time. They've been aggressively buying and have executed well. He owns Northland Power instead, which has slightly more upside and growth. Nothing wrong with AQN. You can take profits here and buy banks or oil/gas or other overly punished sectors.
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Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$14.050
Owned Owned
No

BUY
He likes it. You get a 5% yield but you also get growth and this differentiates them from other domestic utility names. It pays its dividend in US$. He likes the twist of its US assets. This is a good stable name.
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He likes it. You get a 5% yield but you also get growth and this differentiates them from other domestic utility names. It pays its dividend in US$. He likes the twist of its US assets. This is a good stable name.
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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$13.540
Owned Owned
Yes

COMMENT
They're increasing their dividend 10% and have a serious capex program. But if the economy slows, will they have trouble raising equity?
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They're increasing their dividend 10% and have a serious capex program. But if the economy slows, will they have trouble raising equity?
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$14.230
Owned Owned
No

COMMENT
He's avoided utilities until recently. Has good price momentum and it's stable, but it's 16x PE is merely okay. AQN carries a fair bit of debt. He's neutral on AQN.
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He's avoided utilities until recently. Has good price momentum and it's stable, but it's 16x PE is merely okay. AQN carries a fair bit of debt. He's neutral on AQN.
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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$13.890
Owned Owned
No

TOP PICK
A nice income stock. 90% of revenue is from the U.S. and report in USD. 70% of its operations are regulated, so cash flows are stable. The rest are renewable power generation operations under long-term agreements. They pay a 4.9% yield that they can increase 10% annually to 2021. You need a dividend-grower in this environment. (Analysts’ price target is $15.16)
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A nice income stock. 90% of revenue is from the U.S. and report in USD. 70% of its operations are regulated, so cash flows are stable. The rest are renewable power generation operations under long-term agreements. They pay a 4.9% yield that they can increase 10% annually to 2021. You need a dividend-grower in this environment. (Analysts’ price target is $15.16)
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$13.970
Owned Owned
Yes

BUY

Pays an attractive 5.1% yield. Interest rates are still low. The business has held up well vs. its peers where other utilities have sold off (i.e. Emera). AQN is spending money on growing its capacity and doing acquisitions. It's an integrated name from generation to distribution. They raised $2.5 billion last year that will fuel growth. They took 25% ownership in Atlantica Yield to get into the clean energy space. AQN is diversified. It's neither cheap or pricey, trading at 15x. It's part of an overall balanced portfolio.

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Pays an attractive 5.1% yield. Interest rates are still low. The business has held up well vs. its peers where other utilities have sold off (i.e. Emera). AQN is spending money on growing its capacity and doing acquisitions. It's an integrated name from generation to distribution. They raised $2.5 billion last year that will fuel growth. They took 25% ownership in Atlantica Yield to get into the clean energy space. AQN is diversified. It's neither cheap or pricey, trading at 15x. It's part of an overall balanced portfolio.

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$13.180
Owned Owned
Yes

WATCH

He would love to find an entry point. Rising interest rates could be an issue, but feels the bigger issue is that wind and solar are in the crosshairs of government. There is fear the governments could end long term contracts, which could create major headwinds.  

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He would love to find an entry point. Rising interest rates could be an issue, but feels the bigger issue is that wind and solar are in the crosshairs of government. There is fear the governments could end long term contracts, which could create major headwinds.  

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Bill Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$12.900
Owned Owned
No

HOLD

As with many other small startup utilities in Canada, they have done quite well with alternative energy. He thinks that current governments are likely to reduce or stop their subsidies, which will affect the growth of these companies. Algonquin’s dividend is dividend is 4.9%. It seems reasonably priced. They have some backlog, so there is no reason to fear this stock. He would prefer a slightly higher yield for his dividend fund.

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As with many other small startup utilities in Canada, they have done quite well with alternative energy. He thinks that current governments are likely to reduce or stop their subsidies, which will affect the growth of these companies. Algonquin’s dividend is dividend is 4.9%. It seems reasonably priced. They have some backlog, so there is no reason to fear this stock. He would prefer a slightly higher yield for his dividend fund.

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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$13.760
Owned Owned
No

BUY

Great company. Owns NPI instead. AQN has moved more into the U.S. (than NPI)  and wind. energy. Offers good growth with fine dividend growth.

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Great company. Owns NPI instead. AQN has moved more into the U.S. (than NPI)  and wind. energy. Offers good growth with fine dividend growth.

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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$13.770
Owned Owned
No

BUY

He owns this for the 5% dividend. AQN isn't pure-play renewables (they own a bit of nat gas). He's happy if this moves sideways and stays steady. AQN has a large portfolio and you can own this for the long term.

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He owns this for the 5% dividend. AQN isn't pure-play renewables (they own a bit of nat gas). He's happy if this moves sideways and stays steady. AQN has a large portfolio and you can own this for the long term.

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Tim Nash

Financial , The Sustainable Econ...

Price Price
$13.390
Owned Owned
Yes

PAST TOP PICK

((A Top Pick May 17/18, Up 10%) Turnaround story. Room to grow cash flow and dividends.

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((A Top Pick May 17/18, Up 10%) Turnaround story. Room to grow cash flow and dividends.

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Prakash Harihar

Portfolio , Analytixinsight Inc....

Price Price
$13.320
Owned Owned
Yes

BUY

It has been part of the overall selloff in the interest sensitive names.  It is no surprise.  Today if you look at it, it has a well balanced business with half revenues coming from generation and the other half from distribution where they sell right to the retail client.  They had a nice lift in Q2 in the Atlantica yield.  Look at the capital spend program in theses utilities.  AQN-T have earmarked several $billion and he likes that.  With the recent selloff it is at 15 times PE which is the lowest in recent times so he is adding it to portfolios.

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It has been part of the overall selloff in the interest sensitive names.  It is no surprise.  Today if you look at it, it has a well balanced business with half revenues coming from generation and the other half from distribution where they sell right to the retail client.  They had a nice lift in Q2 in the Atlantica yield.  Look at the capital spend program in theses utilities.  AQN-T have earmarked several $billion and he likes that.  With the recent selloff it is at 15 times PE which is the lowest in recent times so he is adding it to portfolios.

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$13.260
Owned Owned
Yes

BUY

He likes this and has had it as a previous Top Pick.  If interest rates go up, he thinks they will be able to maintain dividend growth to match any rise in rates.  He would be a buyer here.  

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He likes this and has had it as a previous Top Pick.  If interest rates go up, he thinks they will be able to maintain dividend growth to match any rise in rates.  He would be a buyer here.  

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$13.370
Owned Owned
Yes

COMMENT

Fortis or Emera or Algonquin for dividend income, with increases? Fortis. Fortis is a good price in these ranges, history of increasing dividend, good diversified portfolio. Market has overreacted to rising interest rates, and Fortis has been caught in this. Fortis has had a better growth rate than the others, and an excellent reputation.

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Fortis or Emera or Algonquin for dividend income, with increases? Fortis. Fortis is a good price in these ranges, history of increasing dividend, good diversified portfolio. Market has overreacted to rising interest rates, and Fortis has been caught in this. Fortis has had a better growth rate than the others, and an excellent reputation.

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David Cockfield

Managing D, Northland Wealth Man...

Price Price
$13.070
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick August 11, 2017. Up 1%). This is still a core holding. They have made some smart acquisitions in the last year. At this level, he thinks it is attractive. They are increasing their dividend, which makes the rise in interest rates less of a challenge for the price of this stock than for the price of other interest-sensitive stocks that are not growing their dividends. He expects more of the baby boomers to buy stocks like this, to get stable income with a little bit of growth.

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(A Top Pick August 11, 2017. Up 1%). This is still a core holding. They have made some smart acquisitions in the last year. At this level, he thinks it is attractive. They are increasing their dividend, which makes the rise in interest rates less of a challenge for the price of this stock than for the price of other interest-sensitive stocks that are not growing their dividends. He expects more of the baby boomers to buy stocks like this, to get stable income with a little bit of growth.

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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$12.780
Owned Owned
Yes

WEAK BUY

Looks good. Technically, trading off of support. Peak support is $12.70. Lots of volume around this price. If drops below $12.30, exit, then no support until $11.50. Potential to go up to $14.50 by end of year. Set an exit point and stick to it. Have to be really disciplined with stocks like this. 

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Looks good. Technically, trading off of support. Peak support is $12.70. Lots of volume around this price. If drops below $12.30, exit, then no support until $11.50. Potential to go up to $14.50 by end of year. Set an exit point and stick to it. Have to be really disciplined with stocks like this. 

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Jeff Parent B.

VP & Portf, Castlemoore Inc....

Price Price
$12.780
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick May 03'17, Down 4%)  It is interest sensitive but dropped less than others.  He thinks a lot of it has played itself out and sees this as a good entry point.

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(A Top Pick May 03'17, Down 4%)  It is interest sensitive but dropped less than others.  He thinks a lot of it has played itself out and sees this as a good entry point.

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$12.870
Owned Owned
Yes

BUY

A yieldco that he likes from a dividend perspective. Has some natural gas, so not a pure play on renewable energy. But if you want to take a step toward green investing, this company makes a lot of sense. A lot of the volatility in this stock is due to the broader stock market. Tension between growth plays versus impending crash. Really likes it. Slated to do well.

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A yieldco that he likes from a dividend perspective. Has some natural gas, so not a pure play on renewable energy. But if you want to take a step toward green investing, this company makes a lot of sense. A lot of the volatility in this stock is due to the broader stock market. Tension between growth plays versus impending crash. Really likes it. Slated to do well.

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Tim Nash

Financial , The Sustainable Econ...

Price Price
$12.930
Owned Owned
Unknown

HOLD

He thinks it will be a steady grower over the long term but he would be going to NPI-T for this exposure.  The acquisition they made in the US seems to be working well.  This is single digit growth company and we won't see the same number of takeovers occurring in the future.  As the acquisition is absorbed, the dividend will grow.  It is a good company to hold onto.  It pays a US$ dividend in case you need them.

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He thinks it will be a steady grower over the long term but he would be going to NPI-T for this exposure.  The acquisition they made in the US seems to be working well.  This is single digit growth company and we won't see the same number of takeovers occurring in the future.  As the acquisition is absorbed, the dividend will grow.  It is a good company to hold onto.  It pays a US$ dividend in case you need them.

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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$12.640
Owned Owned
No

TOP PICK

It's a growth utiilty. It offers decent yield, but also 8-10% yearly growth. He thinks AQN will be serial raisers of their dividend. It's pulled back like all utilities, so under the current $13 is a good entry point. He expects a price rise to $14 plus the dividend. (Analysts' price target: $15.05)

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It's a growth utiilty. It offers decent yield, but also 8-10% yearly growth. He thinks AQN will be serial raisers of their dividend. It's pulled back like all utilities, so under the current $13 is a good entry point. He expects a price rise to $14 plus the dividend. (Analysts' price target: $15.05)

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$12.850
Owned Owned
Yes

STRONG BUY

Good managers, have done an excellent transforming this business, raising the share price and diversifying outside Canada. He sees contonued dividend growth into the future. There's a lot to like here. The shareholder base is loyal. Has owned this for 9 years. Really likes this.

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Good managers, have done an excellent transforming this business, raising the share price and diversifying outside Canada. He sees contonued dividend growth into the future. There's a lot to like here. The shareholder base is loyal. Has owned this for 9 years. Really likes this.

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Steve DiGregori

Portfolio , Canoe Financial...

Price Price
$12.690
Owned Owned
Yes

BUY

FORTIS vs. ALGONQUIN: He owns only AQN and prefers it for its recent US purchase. Fortis isn't bad and the companies are similar. Maybe buy a little of each.

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FORTIS vs. ALGONQUIN: He owns only AQN and prefers it for its recent US purchase. Fortis isn't bad and the companies are similar. Maybe buy a little of each.

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Michael Decter

President , Lawrence Decter Inve...

Price Price
$12.450
Owned Owned
Yes

HOLD

This stock’s situation is similar to Fortis: dropping over the past year because of interest rate sensitivity but a defensive stock that will continue to pay a good dividend as the market goes down. This is smaller than Fortis and more volatile. This company is small for his portfolio--he prefers larger-cap names, so he would not buy it, but someone who owns it should continue to hold it.

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This stock’s situation is similar to Fortis: dropping over the past year because of interest rate sensitivity but a defensive stock that will continue to pay a good dividend as the market goes down. This is smaller than Fortis and more volatile. This company is small for his portfolio--he prefers larger-cap names, so he would not buy it, but someone who owns it should continue to hold it.

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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$12.590
Owned Owned
No

STRONG BUY

A utility with a lot of growth. He really likes this. It's come off with the utilities group over interest rate hike fears, but he sees 8-10% dividend growth in AQN for a few years. They've been buying U.S. companies. He's been buying in the low- $12's recently.

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A utility with a lot of growth. He really likes this. It's come off with the utilities group over interest rate hike fears, but he sees 8-10% dividend growth in AQN for a few years. They've been buying U.S. companies. He's been buying in the low- $12's recently.

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$12.820
Owned Owned
Yes

WEAK BUY

The dividend payer space has pulled back this year due to the expectation of higher interest rates.  He thinks it is a great company with good US operations.  The price has fallen back to technical support and thinks it could be a good place to add to a position, but would like to see move back above $13 to buy. 

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The dividend payer space has pulled back this year due to the expectation of higher interest rates.  He thinks it is a great company with good US operations.  The price has fallen back to technical support and thinks it could be a good place to add to a position, but would like to see move back above $13 to buy. 

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Brooke Thackray

Research A, Horizons ETFs (Canad...

Price Price
$12.530
Owned Owned
No

COMMENT

Parts of the market where you want to flock to during the summer. One of those defensive summer names. High yield. May to August is the period of strength. Not a home run stock but provides a volatility hedge. If rates go much higher, it could have problems. Classic shoulder-head-shoulder from a technical perspective. 

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Parts of the market where you want to flock to during the summer. One of those defensive summer names. High yield. May to August is the period of strength. Not a home run stock but provides a volatility hedge. If rates go much higher, it could have problems. Classic shoulder-head-shoulder from a technical perspective. 

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Jon Vialoux

Research A, CastleMoore Inc....

Price Price
$12.480
Owned Owned
No

HOLD

A high quality utility name.  The share price is declining.  There is actually nothing negative with the business itself.  It is just the market re-pricing the multiple due to rising interest rates.  There is more volatility and downside coming.

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A high quality utility name.  The share price is declining.  There is actually nothing negative with the business itself.  It is just the market re-pricing the multiple due to rising interest rates.  There is more volatility and downside coming.

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$12.290
Owned Owned
Yes

TOP PICK

One of the names in the interest sensitive space that looks the most interesting. Reporting in US dollars now. Looks like there is room for dividend growth here. Payout ratio in the mid-forties. (Analysts’ price target is $15.03)

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One of the names in the interest sensitive space that looks the most interesting. Reporting in US dollars now. Looks like there is room for dividend growth here. Payout ratio in the mid-forties. (Analysts’ price target is $15.03)

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Prakash Harihar

Portfolio , Analytixinsight Inc....

Price Price
$12.290
Owned Owned
Yes

TOP PICK

They announced today very good earnings and boosted dividends by 10%.  It will not get overly hurt by rising interest rates.  He also likes the “green” element of their business.  The dividend is sustainable.  Yield 5.1%.  (Analysts’ price target is $15.10 )

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They announced today very good earnings and boosted dividends by 10%.  It will not get overly hurt by rising interest rates.  He also likes the “green” element of their business.  The dividend is sustainable.  Yield 5.1%.  (Analysts’ price target is $15.10 )

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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$12.700
Owned Owned
Yes

HOLD

A yield proxy. Its growth is not what it used to be. If you are going to invest in a yield proxy in a rising interest rate environment you need one of this two things: really good valuations or really good growth. He thinks these guys have that good growth with a joint venture they just got into.

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A yield proxy. Its growth is not what it used to be. If you are going to invest in a yield proxy in a rising interest rate environment you need one of this two things: really good valuations or really good growth. He thinks these guys have that good growth with a joint venture they just got into.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$12.770
Owned Owned
Yes

DON'T BUY

He does not own any of the power trusts.  This one has been pretty good and has gone out and acquired assets to grow.  It has headwinds outlined at the start of the show.  It is hard to offset the leverage with growth that they have to have in order to meet the dividend.

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He does not own any of the power trusts.  This one has been pretty good and has gone out and acquired assets to grow.  It has headwinds outlined at the start of the show.  It is hard to offset the leverage with growth that they have to have in order to meet the dividend.

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Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$12.560
Owned Owned
No

BUY

Added this name a few months ago. The dividend is safe. They have a project backlog that will support its cash-flow growth. AQN recently entered a joint venture with a Spanish utility. AQN is growing its renewable presence, which she likes. Good growth profile here.

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Added this name a few months ago. The dividend is safe. They have a project backlog that will support its cash-flow growth. AQN recently entered a joint venture with a Spanish utility. AQN is growing its renewable presence, which she likes. Good growth profile here.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$12.330
Owned Owned
Yes

SELL

This has been a really good name for him but it has done the heavy lifting now.  The payout ratio is creeping up a bit.  He would sell calls on this.  It probably will not be doing any heavy lifting going forward.

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This has been a really good name for him but it has done the heavy lifting now.  The payout ratio is creeping up a bit.  He would sell calls on this.  It probably will not be doing any heavy lifting going forward.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$12.770
Owned Owned
Unknown

HOLD

A high dividend yield stock with a healthy balance sheet.  A double-top has formed, so he would be patient.  A drop below $12.20 would be dangerous.  The credit market is under stress and since this company needs capital, they will have to pay more to borrow money as interest rates rise.  You should wait a couple of weeks to see how things go. 

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A high dividend yield stock with a healthy balance sheet.  A double-top has formed, so he would be patient.  A drop below $12.20 would be dangerous.  The credit market is under stress and since this company needs capital, they will have to pay more to borrow money as interest rates rise.  You should wait a couple of weeks to see how things go. 

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William Chin

Portfolio , Caldwell Investment ...

Price Price
$12.790
Owned Owned
Unknown

DON'T BUY

He sees a model price of $15.16.  A pullback to $11.82 would make it enticing.  With the yield, there are better investments out there.  Yield 3.62%.

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He sees a model price of $15.16.  A pullback to $11.82 would make it enticing.  With the yield, there are better investments out there.  Yield 3.62%.

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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$12.860
Owned Owned
No

TOP PICK

Utility company. 75% of their profits come through regulated operations primarily in the US. Very stable cash flows. Yield is 4.6%. Regulated utilities have rate cases every so many years, so over time they are allowed to adjust rates if interest rates go up. They are expanding internationally as well. (Analysts’ price target is $15.50)

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Utility company. 75% of their profits come through regulated operations primarily in the US. Very stable cash flows. Yield is 4.6%. Regulated utilities have rate cases every so many years, so over time they are allowed to adjust rates if interest rates go up. They are expanding internationally as well. (Analysts’ price target is $15.50)

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$13.030
Owned Owned
Yes

STRONG BUY

Down from $1.50 from $14.50 peak. Good company with good growth, including a fine dividend. Fine assets. In the final stages of a U.S. acqusition. Well-diversified.

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Down from $1.50 from $14.50 peak. Good company with good growth, including a fine dividend. Fine assets. In the final stages of a U.S. acqusition. Well-diversified.

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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$12.910
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick March 24/17 -  Up 0.07%.)  Higher growth compared to its peers. A better story until bond yields started to move up. This is a name that could give you singles from here but is not going to do the heavy lifting in your portfolio.

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(A Top Pick March 24/17 -  Up 0.07%.)  Higher growth compared to its peers. A better story until bond yields started to move up. This is a name that could give you singles from here but is not going to do the heavy lifting in your portfolio.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$12.770
Owned Owned
No

TOP PICK

Utilities are out of favor, which presents a buying opportunity. She sold Inter Pipeline and bought this in preference. This is 75% regulated utility in the US, with 25% renewable power generation. It can grow the dividend by 10% every year until 2021 (it is 4.6% now). Announced a joint venture with a Spanish company, which gives it another path for growth. (Analysts' price target is $15.72). 

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Utilities are out of favor, which presents a buying opportunity. She sold Inter Pipeline and bought this in preference. This is 75% regulated utility in the US, with 25% renewable power generation. It can grow the dividend by 10% every year until 2021 (it is 4.6% now). Announced a joint venture with a Spanish company, which gives it another path for growth. (Analysts' price target is $15.72). 

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$12.700
Owned Owned
Yes

SELL

It's been testing $12.50 for a long time. He needs to see it hold that. He's leery of AQN. If he owned it, he'd sell some of it. It's been stuck for a while.

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It's been testing $12.50 for a long time. He needs to see it hold that. He's leery of AQN. If he owned it, he'd sell some of it. It's been stuck for a while.

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Elliott Fishman

Director o, Trading Services Gro...

Price Price
$12.870
Owned Owned
Unknown

BUY

This is seeing growth in its generation business and its distribution business.

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This is seeing growth in its generation business and its distribution business.

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$12.890
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick March 13/17. Up 9%.) An absolute gem, but is cautious with utilities including AQN at least for now. You can hold it for five years and forget about it. If you're a trader, now's a good time to get out, because of overall situation with utilities, rising interest rates and servicing their debt.

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(A Top Pick March 13/17. Up 9%.) An absolute gem, but is cautious with utilities including AQN at least for now. You can hold it for five years and forget about it. If you're a trader, now's a good time to get out, because of overall situation with utilities, rising interest rates and servicing their debt.

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Matt Kacur

President, FSA Financial Scienc...

Price Price
$12.960
Owned Owned
Unknown

COMMENT

The sector is under some pressure. This has had a short-term hit moving down from $14.40 to $13.30. This company does have a pretty good dividend growth, which makes it more attractive than many in the sector. However, it is not going to lead the market. If you are looking for total return, growth and capital plus some dividend growth, you might want to look elsewhere. (See Top Picks.)

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The sector is under some pressure. This has had a short-term hit moving down from $14.40 to $13.30. This company does have a pretty good dividend growth, which makes it more attractive than many in the sector. However, it is not going to lead the market. If you are looking for total return, growth and capital plus some dividend growth, you might want to look elsewhere. (See Top Picks.)

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David Burrows

President , Barometer Capital Ma...

Price Price
$13.360
Owned Owned
Unknown

BUY

He has not seen anything specific recently that would explain the drop, except the effect of interest rates.  In the past it has always been a buying opportunity.

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He has not seen anything specific recently that would explain the drop, except the effect of interest rates.  In the past it has always been a buying opportunity.

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Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$13.430
Owned Owned
Unknown

COMMENT

This is a pretty steady dividend payer, well-run power producer.

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This is a pretty steady dividend payer, well-run power producer.

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$13.720
Owned Owned
Yes

BUY

Owns this in a few of her client's portfolios, and one she would potentially add to as well. It has pulled back and has a renewable component to it which she likes, because she wants to increase exposure to the renewable space, as well as regulator to the operators in the US. Has an attractive yield. A good name to own.

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Owns this in a few of her client's portfolios, and one she would potentially add to as well. It has pulled back and has a renewable component to it which she likes, because she wants to increase exposure to the renewable space, as well as regulator to the operators in the US. Has an attractive yield. A good name to own.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$13.400
Owned Owned
Yes

BUY

Performance of this stock has everything to do with interest rates.  Interest sensitive issues are down.  This is a good opportunity to buy more.  It is not going away and has a nice dividend.  It has good growth. 

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Performance of this stock has everything to do with interest rates.  Interest sensitive issues are down.  This is a good opportunity to buy more.  It is not going away and has a nice dividend.  It has good growth. 

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David Baskin

President, Baskin Wealth Manage...

Price Price
$13.280
Owned Owned
Unknown

COMMENT

Just below the current price, the moving averages have come in. Below that, we are looking at $12.90 for the next support. $12.90 is a good place to buy, and above $14.30 is a screaming buy.

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Just below the current price, the moving averages have come in. Below that, we are looking at $12.90 for the next support. $12.90 is a good place to buy, and above $14.30 is a screaming buy.

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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$13.510
Owned Owned
Unknown

COMMENT

This has a pretty nice chart pattern this year. There is an upward trend from 2015 with a flag showing this year. The long mast pole it is showing is usually a pretty strong indication of a continuation. There is a lower boundary of around $12.70, where the market is going to come in. If it goes above the $14.60, you will get a break out. If it came down to the lower trend line in the next 3-4 months, he would probably be a buyer.

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This has a pretty nice chart pattern this year. There is an upward trend from 2015 with a flag showing this year. The long mast pole it is showing is usually a pretty strong indication of a continuation. There is a lower boundary of around $12.70, where the market is going to come in. If it goes above the $14.60, you will get a break out. If it came down to the lower trend line in the next 3-4 months, he would probably be a buyer.

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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$14.090
Owned Owned
No

HOLD

Has looked at this many times, but prefers others. This one is kind of a growthier utility. The stock has done well and will continue to do so. They are talking 8%-10% dividend growth for the next 2 to 3 years. Dividend yield of 4.25%.

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Has looked at this many times, but prefers others. This one is kind of a growthier utility. The stock has done well and will continue to do so. They are talking 8%-10% dividend growth for the next 2 to 3 years. Dividend yield of 4.25%.

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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$14.080
Owned Owned
No

COMMENT

Canadian utility companies seem to be making acquisitions for growth. She owns this in some of her utility accounts. Utilities are focused on renewables, which is a positive. A nice trend for the future. They recently made a $500 million equity issue, which is why the stock pulled back, as they usually do an issue below the market price. Longer-term, this is an attractive investment and offers an attractive dividend yield.

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Canadian utility companies seem to be making acquisitions for growth. She owns this in some of her utility accounts. Utilities are focused on renewables, which is a positive. A nice trend for the future. They recently made a $500 million equity issue, which is why the stock pulled back, as they usually do an issue below the market price. Longer-term, this is an attractive investment and offers an attractive dividend yield.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$13.320
Owned Owned
Yes

PAST TOP PICK

(A Top Pick Oct 21/16. Up 20%.) This has been a Top Pick for several years.

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(A Top Pick Oct 21/16. Up 20%.) This has been a Top Pick for several years.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$13.470
Owned Owned
Yes

PAST TOP PICK

(A Past Top Pick Oct 28/16, Up 18%)  The equity issue was sold.  He still owns it and still likes it.  He did not buy the issue because he already owned it.  He bought it for new clients this morning below the price, however.  It is a buying opportunity because it is an artificially created dip and it should go back up shortly.

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(A Past Top Pick Oct 28/16, Up 18%)  The equity issue was sold.  He still owns it and still likes it.  He did not buy the issue because he already owned it.  He bought it for new clients this morning below the price, however.  It is a buying opportunity because it is an artificially created dip and it should go back up shortly.

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$13.300
Owned Owned
Yes

BUY

This has done well, and likes how it is positioned for growth going forward. Has a fairly even split in how they generate revenue between the power generation and the distribution. We are seeing growth on both sides. On the generation side, there is lots of transparency in terms of cash flows. On the distribution side, they made the large acquisition of Empire, which has put on a lot of new clients for them. Although you have to be careful of interest sensitives, this company does have the positioning to continue to grow. Dividend yield of about 4.25%. He is still buying this for new clients.

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This has done well, and likes how it is positioned for growth going forward. Has a fairly even split in how they generate revenue between the power generation and the distribution. We are seeing growth on both sides. On the generation side, there is lots of transparency in terms of cash flows. On the distribution side, they made the large acquisition of Empire, which has put on a lot of new clients for them. Although you have to be careful of interest sensitives, this company does have the positioning to continue to grow. Dividend yield of about 4.25%. He is still buying this for new clients.

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$13.750
Owned Owned
Yes

PAST TOP PICK

(A Top Pick Oct 28/16. Up 24%.) In a general sense, this is like some of these growth utilities; making acquisitions in the US, and using their paper. That is what you want. If you are going to buy something for yield, you can’t just have stagnating earnings growth, you need them to have the ability to raise the dividend so that they can lean into higher rates, and the stock will continue to grow. He is hopeful that there will be another accretive acquisition coming soon.

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(A Top Pick Oct 28/16. Up 24%.) In a general sense, this is like some of these growth utilities; making acquisitions in the US, and using their paper. That is what you want. If you are going to buy something for yield, you can’t just have stagnating earnings growth, you need them to have the ability to raise the dividend so that they can lean into higher rates, and the stock will continue to grow. He is hopeful that there will be another accretive acquisition coming soon.

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$14.000
Owned Owned
Yes

COMMENT

If you are going to be in this space, you are going to have to have growth, and this company has that. This is way outperforming the group. 4.3% dividend yield. (See Top Picks.)

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If you are going to be in this space, you are going to have to have growth, and this company has that. This is way outperforming the group. 4.3% dividend yield. (See Top Picks.)

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David Burrows

President , Barometer Capital Ma...

Price Price
$13.910
Owned Owned
Yes

HOLD

A good, long term investment. The yield is very attractive. If there is a spike in interest rates, all yields in utilities will pull back. The company has done well.

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A good, long term investment. The yield is very attractive. If there is a spike in interest rates, all yields in utilities will pull back. The company has done well.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$13.610
Owned Owned
Yes

COMMENT

Ranks in the top 10% of his quant model. Year-over-year earnings gain of 62% plus 43% sales growth. The outlook is positive. Earnings are expected to grow 15% in the coming year. There is a great opportunity for them to be able to continue to grow for the next 2-3 years.

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Ranks in the top 10% of his quant model. Year-over-year earnings gain of 62% plus 43% sales growth. The outlook is positive. Earnings are expected to grow 15% in the coming year. There is a great opportunity for them to be able to continue to grow for the next 2-3 years.

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Robert McWhirte

President, Selective Asset Mana...

Price Price
$13.400
Owned Owned
No

COMMENT

His problem with utilities is that they are not growing organically, but are making acquisitions for growth. As interest rates start to rise, that could cause big issues. Half their business is regulated, but half is not. On the regulated side, they have no choice but to have debt preferred and equity issues. On the nonregulated side, that is where they want to make the bulk of their money because if the renewable assets were to decline, it is going to affect their business. The good news on this is that the US acquisition is pretty much shifting from coal to gas, and they are starting to see better margins.

electrical utilities
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His problem with utilities is that they are not growing organically, but are making acquisitions for growth. As interest rates start to rise, that could cause big issues. Half their business is regulated, but half is not. On the regulated side, they have no choice but to have debt preferred and equity issues. On the nonregulated side, that is where they want to make the bulk of their money because if the renewable assets were to decline, it is going to affect their business. The good news on this is that the US acquisition is pretty much shifting from coal to gas, and they are starting to see better margins.

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David Driscoll

President , Liberty Internationa...

Price Price
$13.360
Owned Owned
Unknown

COMMENT

He does not know the seasonality.  Utility stocks do well in the summer.  We are in a trading range.  We are testing close to the bottom.  He would be a bit careful here.  Utilities typically underperform the market about now.  He is neutral.

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He does not know the seasonality.  Utility stocks do well in the summer.  We are in a trading range.  We are testing close to the bottom.  He would be a bit careful here.  Utilities typically underperform the market about now.  He is neutral.

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Don Vialoux

Research A, TimingTheMarket.CA &...

Price Price
$13.350
Owned Owned
Unknown

BUY on WEAKNESS

The only bad thing is that most earnings are from the US, and the rising Cdn$ is hurting them a little. It has an excellent growth rate. He is looking at 16% EPS over the next couple of years. Trades at the same multiple as its peers, 17X. Has a 61% payout ratio. The Empire acquisition is proceeding very well. If you can get this in the $12 range, you should buy it.

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The only bad thing is that most earnings are from the US, and the rising Cdn$ is hurting them a little. It has an excellent growth rate. He is looking at 16% EPS over the next couple of years. Trades at the same multiple as its peers, 17X. Has a 61% payout ratio. The Empire acquisition is proceeding very well. If you can get this in the $12 range, you should buy it.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$13.110
Owned Owned
Unknown

BUY on WEAKNESS

A core position for a long time for him.  He buys more on dips.  They should be able to grow for many years to come.  The dividend is in US$ and should continue to grow.

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A core position for a long time for him.  He buys more on dips.  They should be able to grow for many years to come.  The dividend is in US$ and should continue to grow.

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Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$13.090
Owned Owned
Yes

BUY

Canada has done an extremely good job of acquiring companies in the US in the utility sector. Something like 70% of this company’s earnings comes from the US. Management has done an excellent job. They have a target of increasing their dividend 10% per year over the next 5 years, and possibly longer. Dividend yield of 4.6%.

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Canada has done an extremely good job of acquiring companies in the US in the utility sector. Something like 70% of this company’s earnings comes from the US. Management has done an excellent job. They have a target of increasing their dividend 10% per year over the next 5 years, and possibly longer. Dividend yield of 4.6%.

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Nick Majendie

Director &, Scotia Wealth Manage...

Price Price
$12.960
Owned Owned
Yes

HOLD

A very nice small-cap and has done very well. Continue holding this if you have it. It has a 4.4% dividend yield.

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A very nice small-cap and has done very well. Continue holding this if you have it. It has a 4.4% dividend yield.

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Michael Smedley

Exec VP & , Morgan Meighan & Ass...

Price Price
$13.460
Owned Owned
Yes

PAST TOP PICK

(Top Pick Oct 28/16, Up 18.83%)  It will not do 18% in the next year.  It is planning an acquisition.  He predicts above average returns, however.  It will be important to them to continue making acquisitions for growth.

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(Top Pick Oct 28/16, Up 18.83%)  It will not do 18% in the next year.  It is planning an acquisition.  He predicts above average returns, however.  It will be important to them to continue making acquisitions for growth.

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$13.320
Owned Owned
Yes

BUY

Has had pretty decent capital appreciation and he expects it to continue.  He bought one that paid a higher dividend.

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Has had pretty decent capital appreciation and he expects it to continue.  He bought one that paid a higher dividend.

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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$13.800
Owned Owned
No

BUY

It’s an acquirer, mostly in the US, for growth.  There is a rumour they are about to make another acquisition.  If so, then the stock goes higher eventually.  It is a 3-5 year hold.

electrical utilities
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It’s an acquirer, mostly in the US, for growth.  There is a rumour they are about to make another acquisition.  If so, then the stock goes higher eventually.  It is a 3-5 year hold.

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$13.380
Owned Owned
Yes

COMMENT

One of the smaller utilities, which he thinks means it could be taken out by one of the bigger ones. In the meantime, they have a good mix of energy producers. They are into the water side in the US as well as biotech. Dividend yield of about 4.5%.

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One of the smaller utilities, which he thinks means it could be taken out by one of the bigger ones. In the meantime, they have a good mix of energy producers. They are into the water side in the US as well as biotech. Dividend yield of about 4.5%.

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David Cockfield

Managing D, Northland Wealth Man...

Price Price
$13.310
Owned Owned
Yes

TOP PICK

With the overlay of clients that need yield and to get a yield that is growing in a rising interest rate environment, this is one of the few utilities that has the ability to grow its dividend, and has a fairly safe growth path. Dividend yield of 4.4%. (Analysts’ price target is $15.)

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With the overlay of clients that need yield and to get a yield that is growing in a rising interest rate environment, this is one of the few utilities that has the ability to grow its dividend, and has a fairly safe growth path. Dividend yield of 4.4%. (Analysts’ price target is $15.)

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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$13.310
Owned Owned
Yes

BUY

Long-term hold? One of the characteristics of a great investment is that it generates cash and grows that cash. For a young investor, this company would suit well. A wonderful stock to hold for the next 20-25 years. 4.6% dividend yield.

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Long-term hold? One of the characteristics of a great investment is that it generates cash and grows that cash. For a young investor, this company would suit well. A wonderful stock to hold for the next 20-25 years. 4.6% dividend yield.

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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$13.210
Owned Owned
Unknown

COMMENT

Cenovus Energy (CEV-T) or Algonquin Power (AQN-T) for long-term gains and dividends? All interest sensitive stocks in a rising interest rate environment tend to pull back, especially so in a sharply rising rate environment, which she does not anticipate in Canada. If we get these pullbacks and high-quality utilities, it is a good time to get in. If you want yield, this is definitely the stock to get into. Cenovus is an energy oil sands producer, whose cash flow is going to be largely predicated on what crude oil does.

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Cenovus Energy (CEV-T) or Algonquin Power (AQN-T) for long-term gains and dividends? All interest sensitive stocks in a rising interest rate environment tend to pull back, especially so in a sharply rising rate environment, which she does not anticipate in Canada. If we get these pullbacks and high-quality utilities, it is a good time to get in. If you want yield, this is definitely the stock to get into. Cenovus is an energy oil sands producer, whose cash flow is going to be largely predicated on what crude oil does.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$13.020
Owned Owned
Unknown

COMMENT

This has done extremely well, partly because of their US acquisition and their ability to execute. As long as they continue on that path of being able to buy up things at reasonable prices and continue to squeeze synergies out of it, they should do well.

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This has done extremely well, partly because of their US acquisition and their ability to execute. As long as they continue on that path of being able to buy up things at reasonable prices and continue to squeeze synergies out of it, they should do well.

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Jim Huang

President, T.I.P. Wealth Manage...

Price Price
$13.170
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick June 15/16. Up 21.33%.) A growth utility. You want to have one that can make acquisitions, and this is what happened here. They made a good US acquisition and integrated it well. 4% yield and 8%-10% earnings growth.

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(A Top Pick June 15/16. Up 21.33%.) A growth utility. You want to have one that can make acquisitions, and this is what happened here. They made a good US acquisition and integrated it well. 4% yield and 8%-10% earnings growth.

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$13.420
Owned Owned
Yes

COMMENT

Along with all the power producers in this space, this has seen a pretty nice rally. A good company with good assets, but you have to remember you are taking on a little more specific risk in something like this, versus a traditional rate based utility.

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Along with all the power producers in this space, this has seen a pretty nice rally. A good company with good assets, but you have to remember you are taking on a little more specific risk in something like this, versus a traditional rate based utility.

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Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$14.130
Owned Owned
No

COMMENT

Emera (EMA-T) Fortis (FTS-T) or Algonquin (AQN-T)? This is a space where there has been a lot of upward pressure this year, so it is very hard to find bargains. Of the larger utilities, he thinks Emera is the best price with the best dividend yield, so it would probably be his 1st choice.

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Emera (EMA-T) Fortis (FTS-T) or Algonquin (AQN-T)? This is a space where there has been a lot of upward pressure this year, so it is very hard to find bargains. Of the larger utilities, he thinks Emera is the best price with the best dividend yield, so it would probably be his 1st choice.

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Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$14.130
Owned Owned
Unknown

BUY on WEAKNESS

It is the renewable energy space and power/water utilities so only one side of the business is regulated.  There are a lot more acquisitions yet to come.  The dividend will continue to grow and there are organic growth prospects.  It is a little pricey so buy it on dips. 

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It is the renewable energy space and power/water utilities so only one side of the business is regulated.  There are a lot more acquisitions yet to come.  The dividend will continue to grow and there are organic growth prospects.  It is a little pricey so buy it on dips. 

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Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$14.170
Owned Owned
Unknown

BUY

The longer term chart does not show a big pull back.  It is overbought and pulling back as usual.  It looks good, but could pull back to $13. 

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The longer term chart does not show a big pull back.  It is overbought and pulling back as usual.  It looks good, but could pull back to $13. 

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Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$13.910
Owned Owned
Unknown

DON'T BUY

He used to own it and did well, but now it is pretty standard.  It has gone so much up from where he sold it and he is weary of it.  It pays a nice dividend.

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He used to own it and did well, but now it is pretty standard.  It has gone so much up from where he sold it and he is weary of it.  It pays a nice dividend.

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Benj Gallander

President, Contra the Heard Inv...

Price Price
$13.950
Owned Owned
No

BUY

A utility stock? This has run up a lot, and he wouldn’t expect the same rate of return on a go forward basis. About half of this is power generation with about half being distribution. They have invested significant capital in the generation business.

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A utility stock? This has run up a lot, and he wouldn’t expect the same rate of return on a go forward basis. About half of this is power generation with about half being distribution. They have invested significant capital in the generation business.

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$13.960
Owned Owned
Yes

COMMENT

Algonquin Power (AQN-T), AT&T (T-N) or Enbridge (ENF-T)? Of these 3, he would certainly go with AT&T. It is part of the S&P 500, which he is very bullish on, as well as the US$.

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Algonquin Power (AQN-T), AT&T (T-N) or Enbridge (ENF-T)? Of these 3, he would certainly go with AT&T. It is part of the S&P 500, which he is very bullish on, as well as the US$.

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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$14.120
Owned Owned
Unknown

COMMENT

This just had a gorgeous breakout about a month ago, and it has continued to going higher. Technically, it is distinctly in an upward trend. You would like to see it come back to the $12.50 level, but it has very strong momentum. Historically, the utility stocks in general do very, very well in the summer. The odds are pretty slim that it will have that pullback.

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This just had a gorgeous breakout about a month ago, and it has continued to going higher. Technically, it is distinctly in an upward trend. You would like to see it come back to the $12.50 level, but it has very strong momentum. Historically, the utility stocks in general do very, very well in the summer. The odds are pretty slim that it will have that pullback.

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Don Vialoux

Research A, TimingTheMarket.CA &...

Price Price
$14.120
Owned Owned
Unknown

COMMENT

More or less a utility in infrastructure. A 3rd of revenue comes from wind power, so they are involved in the distribution of electricity, generation, and have some power producers both in the US and Canada. He likes the name. If you are a retiree, it is a decent company to own.

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More or less a utility in infrastructure. A 3rd of revenue comes from wind power, so they are involved in the distribution of electricity, generation, and have some power producers both in the US and Canada. He likes the name. If you are a retiree, it is a decent company to own.

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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$13.970
Owned Owned
Yes

BUY on WEAKNESS

This has done a little better pricewise in the last 6 months or so. Made some acquisitions in the US that, in the longer-term, will work out well for them. Good yield.

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This has done a little better pricewise in the last 6 months or so. Made some acquisitions in the US that, in the longer-term, will work out well for them. Good yield.

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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$13.770
Owned Owned
No

PAST TOP PICK

(A Top Pick March 13/17. Up 9%.) This has been a long-term gem, and he still likes it. Dividend yield of 4%.

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(A Top Pick March 13/17. Up 9%.) This has been a long-term gem, and he still likes it. Dividend yield of 4%.

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Matt Kacur

President, FSA Financial Scienc...

Price Price
$13.380
Owned Owned
No

COMMENT

A lot of people were looking for yield names, and a lot of names became too popular. This one came on the radar screen, and a lot of people bought it. The performance has been good. Most analysts feel that the distribution will continue to rise. If it’s an overweight in your portfolio, take some money off the table. 4.7% dividend yield.

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A lot of people were looking for yield names, and a lot of names became too popular. This one came on the radar screen, and a lot of people bought it. The performance has been good. Most analysts feel that the distribution will continue to rise. If it’s an overweight in your portfolio, take some money off the table. 4.7% dividend yield.

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David Baskin

President, Baskin Wealth Manage...

Price Price
$13.450
Owned Owned
Unknown

BUY on WEAKNESS

These kinds of stocks have come to trade on Enterprise Value to EBITDA, which takes in the pre-tax earnings, but is really a measure of cash flow and debt, which is a better measure. He likes this company, but this is not the best entry point. The high $12 would be an OK entry point.

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These kinds of stocks have come to trade on Enterprise Value to EBITDA, which takes in the pre-tax earnings, but is really a measure of cash flow and debt, which is a better measure. He likes this company, but this is not the best entry point. The high $12 would be an OK entry point.

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$13.310
Owned Owned
Yes

HOLD

He likes the name. This is a utility. His one concern is that interest rates are very low, and when they start to go back up, generally the whole sector suffers as a consequence. He kind of identified this as a possible Long position, but struggled to find an appropriate Short on the opposite side to hedge it out. Has a good track record of increasing dividends. A good hold for the long-term, but just be leery about interest rates.

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He likes the name. This is a utility. His one concern is that interest rates are very low, and when they start to go back up, generally the whole sector suffers as a consequence. He kind of identified this as a possible Long position, but struggled to find an appropriate Short on the opposite side to hedge it out. Has a good track record of increasing dividends. A good hold for the long-term, but just be leery about interest rates.

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Jerome Hass

Portfolio , Lightwater Partners...

Price Price
$12.990
Owned Owned
No

TOP PICK

He is not convinced rates are going up in Canada. There is still lots of room for this one to grow. This is diversified in that half of their revenue comes from distribution, and half of it comes from generation. Dividend yield of 4.8%. (Analysts’ price target is $14.50.)

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He is not convinced rates are going up in Canada. There is still lots of room for this one to grow. This is diversified in that half of their revenue comes from distribution, and half of it comes from generation. Dividend yield of 4.8%. (Analysts’ price target is $14.50.)

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$13.040
Owned Owned
Yes

BUY on WEAKNESS

This has a DRIP program, which can work very well. Sees about 22% EPS this year and next, and yet it is trading at a very similar multiple to its peers. There is some very good dividend growth of around 8%. They just beat their Q4 numbers. He would add on any sort of weakness.

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This has a DRIP program, which can work very well. Sees about 22% EPS this year and next, and yet it is trading at a very similar multiple to its peers. There is some very good dividend growth of around 8%. They just beat their Q4 numbers. He would add on any sort of weakness.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$12.930
Owned Owned
Unknown

BUY

Probably his biggest utility-like position. It has outperformed the sector for quite some time and has been able to grow its cash flow and dividend handily. 4.7% dividend yield is very attractive.

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Probably his biggest utility-like position. It has outperformed the sector for quite some time and has been able to grow its cash flow and dividend handily. 4.7% dividend yield is very attractive.

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David Burrows

President , Barometer Capital Ma...

Price Price
$12.930
Owned Owned
Yes

BUY

He likes this. Pays a really nice dividend yield. There are growth opportunities here. Recently did a purchase in the US and will be getting some synergies from there in future quarters. Their last results were very strong and target prices were starting to get raised. Not cheap, but there is going to be an avenue where you are going to see continued revenue growth, most likely dividend growth. He could see 15%-20% total return.

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He likes this. Pays a really nice dividend yield. There are growth opportunities here. Recently did a purchase in the US and will be getting some synergies from there in future quarters. Their last results were very strong and target prices were starting to get raised. Not cheap, but there is going to be an avenue where you are going to see continued revenue growth, most likely dividend growth. He could see 15%-20% total return.

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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$12.780
Owned Owned
Yes

TOP PICK

He really likes this name.  Be cautious that higher interest rates in the US will filter to Canada and hurt companies like this a little bit.  They are growing so well.  21% earnings per share growth is his model.  They have a good and improving balance sheet and growth from several sources.  You should continue to own it and use weakness to add to it.  He is forecasting 8% dividend growth every year.  They beat Q4 estimates.  (Analysts’ target: $14.25).

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He really likes this name.  Be cautious that higher interest rates in the US will filter to Canada and hurt companies like this a little bit.  They are growing so well.  21% earnings per share growth is his model.  They have a good and improving balance sheet and growth from several sources.  You should continue to own it and use weakness to add to it.  He is forecasting 8% dividend growth every year.  They beat Q4 estimates.  (Analysts’ target: $14.25).

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$12.770
Owned Owned
Yes

COMMENT

2017 is probably going to be a pretty decent year for this company. It is a combination of an unregulated power developer as well as owner of a lot of regulated utilities, especially in the US. They’ve done very well with a strategy of acquiring smaller orphaned utilities, managing them better, and passing on some of the tax synergies, being a Canadian holding company. At some point, when it gets big enough, there will be less accretion continuing, but for 2017-2018 they have more than enough runway for growth. Have been growing dividends very rapidly.

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2017 is probably going to be a pretty decent year for this company. It is a combination of an unregulated power developer as well as owner of a lot of regulated utilities, especially in the US. They’ve done very well with a strategy of acquiring smaller orphaned utilities, managing them better, and passing on some of the tax synergies, being a Canadian holding company. At some point, when it gets big enough, there will be less accretion continuing, but for 2017-2018 they have more than enough runway for growth. Have been growing dividends very rapidly.

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Jim Huang

President, T.I.P. Wealth Manage...

Price Price
$12.570
Owned Owned
Unknown

BUY

Thinks the 5% dividend is safe. You have to look past the dividend and at the fundamentals of the business. Their business is 50% generation and 50% distribution. On the generation side, they continue to reinvest. On the distribution side, they continue to grow their customer base.

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Thinks the 5% dividend is safe. You have to look past the dividend and at the fundamentals of the business. Their business is 50% generation and 50% distribution. On the generation side, they continue to reinvest. On the distribution side, they continue to grow their customer base.

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$12.460
Owned Owned
Yes

TOP PICK

What makes this a little exciting is the renewable energy, and they’ve grown their capital quite a bit. In 2010 they only had $1.2 billion invested capital, and now have $6.1 billion. Quite a bit of growth in a short period of time. They’ve done some acquisitions, and at the same time their revenue and cash flow has grown. Valuation still looks cheap. Dividend yield of 4.9%. (Analysts’ price target is $14.25.)

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What makes this a little exciting is the renewable energy, and they’ve grown their capital quite a bit. In 2010 they only had $1.2 billion invested capital, and now have $6.1 billion. Quite a bit of growth in a short period of time. They’ve done some acquisitions, and at the same time their revenue and cash flow has grown. Valuation still looks cheap. Dividend yield of 4.9%. (Analysts’ price target is $14.25.)

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Matt Kacur

President, FSA Financial Scienc...

Price Price
$12.390
Owned Owned
No

PAST TOP PICK

(A Top Pick Jan 13/16. Up 19%.) He still likes this and has been looking at possibly adding to his holdings. Good dividend grower.

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(A Top Pick Jan 13/16. Up 19%.) He still likes this and has been looking at possibly adding to his holdings. Good dividend grower.

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Bruce Campbell

President , Stone Castle Investm...

Price Price
$12.400
Owned Owned
Yes

COMMENT

Payout ratio is 50%. A “sleep at night” stock meaning it has a low beta, volatility is half of the market over the last 5 years. Year-over-year sales was up 9% in November and earnings were down 31% and down 21% in the coming quarter, but are expected to grow from $.42 to $.65, a 54% lift, against an 18 PE giving you a .33 PE to growth. A PE to growth that is less than 1%X is typically viewed as attractive. Ranks in the top 25% of his database. Enterprise value to EBITDA is 13X, which is pretty reasonable. Thinks there is a pretty secure future. Dividend yield of 5.2%. (See Top Picks.)

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Payout ratio is 50%. A “sleep at night” stock meaning it has a low beta, volatility is half of the market over the last 5 years. Year-over-year sales was up 9% in November and earnings were down 31% and down 21% in the coming quarter, but are expected to grow from $.42 to $.65, a 54% lift, against an 18 PE giving you a .33 PE to growth. A PE to growth that is less than 1%X is typically viewed as attractive. Ranks in the top 25% of his database. Enterprise value to EBITDA is 13X, which is pretty reasonable. Thinks there is a pretty secure future. Dividend yield of 5.2%. (See Top Picks.)

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Robert McWhirte

President, Selective Asset Mana...

Price Price
$11.830
Owned Owned
No

COMMENT

Revenues have skyrocketed, but at the same time so has their debt, a danger signal. They pay a very healthy dividend and have a lot of good assets. Lately, utilities have done pretty darn well, but they come into favour and out of favour. If he owned this, he might consider selling it. He would look very carefully at the debt load and ask himself “what if”, and that would be somewhat worrisome. Dividend yield of 5.2%.

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Revenues have skyrocketed, but at the same time so has their debt, a danger signal. They pay a very healthy dividend and have a lot of good assets. Lately, utilities have done pretty darn well, but they come into favour and out of favour. If he owned this, he might consider selling it. He would look very carefully at the debt load and ask himself “what if”, and that would be somewhat worrisome. Dividend yield of 5.2%.

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Benj Gallander

President, Contra the Heard Inv...

Price Price
$11.740
Owned Owned
No

DON'T BUY

It has been a safe utility name that just made an acquisition in the US.  It is following the footsteps of TRP-T and others that made acquisitions in the US.  There was a bit of a tax ARP.  He prefers NPI-T because of its better near term momentum.

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It has been a safe utility name that just made an acquisition in the US.  It is following the footsteps of TRP-T and others that made acquisitions in the US.  There was a bit of a tax ARP.  He prefers NPI-T because of its better near term momentum.