Algonquin Power & Utilities Corp

AQN-T

Analysis and Opinions about AQN-T

Signal
Opinion
Expert
BUY
BUY
September 27, 2013

Likes the power utilities for their yield and they are good solid companies. His company has an $8 target on this. Has had a pretty good pull back, so this is a pretty good entry point.

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Likes the power utilities for their yield and they are good solid companies. His company has an $8 target on this. Has had a pretty good pull back, so this is a pretty good entry point.

TOP PICK
TOP PICK
August 16, 2013

His company has an $8 target on this. Yield of 5%. Really good entry point.

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His company has an $8 target on this. Yield of 5%. Really good entry point.

HOLD
HOLD
July 4, 2013

Got caught in down draft. A fine company. Yield is good at 4.8%. Businesses they are in should continue to grow. This is the kind of company he would be in.

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Got caught in down draft. A fine company. Yield is good at 4.8%. Businesses they are in should continue to grow. This is the kind of company he would be in.

DON'T BUY
DON'T BUY
June 25, 2013

He has to lump them with the whole power and utilities sector. They are trading at large multiples to their earnings. These are high capital intensive businesses. He sees them as moderate risk due to the possibility of interest rates rising. They have stable businesses and you get to charge a regular ROE on the power over time.

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He has to lump them with the whole power and utilities sector. They are trading at large multiples to their earnings. These are high capital intensive businesses. He sees them as moderate risk due to the possibility of interest rates rising. They have stable businesses and you get to charge a regular ROE on the power over time.

PARTIAL SELL
PARTIAL SELL
May 22, 2013

He thinks it has had its run. He is selling down because it is now just purely a dividend story.

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He thinks it has had its run. He is selling down because it is now just purely a dividend story.

COMMENT
COMMENT
April 1, 2013

Buy more Algonquin Power (AQN-T) or buy BMO Equal Weight Utilities Index (ZUT-T)? ZUT gives you more diversification so he would unload Algonquin Power and buy ZUT. This will take the risk out of the equation.

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Buy more Algonquin Power (AQN-T) or buy BMO Equal Weight Utilities Index (ZUT-T)? ZUT gives you more diversification so he would unload Algonquin Power and buy ZUT. This will take the risk out of the equation.

COMMENT
COMMENT
February 19, 2013

About 99% of the people owning this own it for yield. If you can get a little capital appreciation out of it, that is a good thing too. Pretty expensive. About 4% yield. Be ready to climb off the bus if you see yields on bonds start to go up.

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About 99% of the people owning this own it for yield. If you can get a little capital appreciation out of it, that is a good thing too. Pretty expensive. About 4% yield. Be ready to climb off the bus if you see yields on bonds start to go up.

PAST TOP PICK
PAST TOP PICK
January 31, 2013

(A Top Pick Feb 16/12. Up 28.09%.) Sees it going up to $8.50. Has a very good development pipeline and a very good payout ratio. Management has done a good job of growing the company.

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(A Top Pick Feb 16/12. Up 28.09%.) Sees it going up to $8.50. Has a very good development pipeline and a very good payout ratio. Management has done a good job of growing the company.

BUY
BUY
January 25, 2013

Was concerned about this a couple of years ago when the US housing market tanked. One of their growth areas was in Arizona. Recently people have started to realize that this is a pretty solid outfit. Good diversification of assets being in Hydro and specialty power production. Good safe stock to be in. Feels the 4.14% dividend is quite safe.

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Was concerned about this a couple of years ago when the US housing market tanked. One of their growth areas was in Arizona. Recently people have started to realize that this is a pretty solid outfit. Good diversification of assets being in Hydro and specialty power production. Good safe stock to be in. Feels the 4.14% dividend is quite safe.

PAST TOP PICK
PAST TOP PICK
December 18, 2012

(A Top Pick Feb 16/12. Up 12.02%.)

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(A Top Pick Feb 16/12. Up 12.02%.)

COMMENT
COMMENT
August 20, 2012

Power business married with a utility business. Probably worth $7 and he would probably nibble away in the low $6’s. Some of their acquisitions have exposed them to a little bit of the merchant power sector, meaning their generation isn’t fully contracted for the long-term but doesn’t think this will be a significant component of cash flow going forward.

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Power business married with a utility business. Probably worth $7 and he would probably nibble away in the low $6’s. Some of their acquisitions have exposed them to a little bit of the merchant power sector, meaning their generation isn’t fully contracted for the long-term but doesn’t think this will be a significant component of cash flow going forward.

WAIT
WAIT
April 12, 2012
Have entered into a partnership with Emera (EMA-T) where they are trying to buy some assets from the state of Maine. Maine is deciding whether they want Emera to own both the transmission and distribution. This stock is cheap, but that is because of uncertainty.
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Have entered into a partnership with Emera (EMA-T) where they are trying to buy some assets from the state of Maine. Maine is deciding whether they want Emera to own both the transmission and distribution. This stock is cheap, but that is because of uncertainty.
BUY
BUY
April 10, 2012
Really likes this one. Has been weak lately. One of the issues has being their announcement of all the potential acquisitions that they are working on. Should go higher.
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Really likes this one. Has been weak lately. One of the issues has being their announcement of all the potential acquisitions that they are working on. Should go higher.
TOP PICK
TOP PICK
February 16, 2012
Likes it because it is good relative value. Acquisitions that would require regulatory approval in US. Name that gets 8% free cash flow yield and payout ratio less than 40%.
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Likes it because it is good relative value. Acquisitions that would require regulatory approval in US. Name that gets 8% free cash flow yield and payout ratio less than 40%.
COMMENT
COMMENT
February 16, 2012
Used to own but didn't like some of the management contracts but it has since changed. Doesn't get a good feel for it.
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Used to own but didn't like some of the management contracts but it has since changed. Doesn't get a good feel for it.
Showing 256 to 270 of 326 entries