Algonquin Power & Utilities Corp

AQN-T

TSE:AQN

17.62
0.07 (0.40%)
Algonquin Power & Utilities Corp. is a renewable energy and regulated utility company with assets across North America.
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Analysis and Opinions about AQN-T

Signal
Opinion
Expert
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.
TOP PICK
TOP PICK
November 15, 2011
Relatively small cap name. This is a good time to be thinking defence. Decent organic growth but has been very effective at small tuck-in acquisitions of regulated utilities throughout the US. Partnership with Emerus (?) which is positive. Free cash flow yield. Dividend yield of over 5%.
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Relatively small cap name. This is a good time to be thinking defence. Decent organic growth but has been very effective at small tuck-in acquisitions of regulated utilities throughout the US. Partnership with Emerus (?) which is positive. Free cash flow yield. Dividend yield of over 5%.
BUY
BUY
November 10, 2011
Has done well. Just reported good numbers. Optimistic about them. Yield of almost 5%.
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Has done well. Just reported good numbers. Optimistic about them. Yield of almost 5%.
HOLD
HOLD
April 15, 2011
3 major divisions. Sewage and utilities got hit with the US housing market. Also have lots of water power in New England. Good solid utility. Thinks they are for sale. Assets are worth more than what the stock is trading at. 5% yield.
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3 major divisions. Sewage and utilities got hit with the US housing market. Also have lots of water power in New England. Good solid utility. Thinks they are for sale. Assets are worth more than what the stock is trading at. 5% yield.
DON'T BUY
DON'T BUY
October 25, 2010
Power company. Sporadic and not a favourite of his.
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Power company. Sporadic and not a favourite of his.
BUY
BUY
December 11, 2009
7% debenture due 2017. This would be a very solid way to go as an investment. While the name has had some problems in the past, it has recently been upgraded by a number of brokerage houses.
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7% debenture due 2017. This would be a very solid way to go as an investment. While the name has had some problems in the past, it has recently been upgraded by a number of brokerage houses.
TOP PICK
TOP PICK
December 1, 2009
They had a problem with conversion from income trust. They cut their distributions by 50%. They had non-performing assets. Now he can see some utility rate increases coming. Yield 6.8%. He likes the renewables space and they are a proxy on renewables.
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They had a problem with conversion from income trust. They cut their distributions by 50%. They had non-performing assets. Now he can see some utility rate increases coming. Yield 6.8%. He likes the renewables space and they are a proxy on renewables.
HOLD
HOLD
October 8, 2009
Any company involved in the power space long-term is well positioned. Currently in potential talks to do a deal so there could be some upside from M&A activity. 6.9% distribution is probably safe.
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Any company involved in the power space long-term is well positioned. Currently in potential talks to do a deal so there could be some upside from M&A activity. 6.9% distribution is probably safe.
SELL
SELL
September 28, 2009
(Market Call Minute.) Thinks the management team is weak and he doesn't like the collection of assets.
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(Market Call Minute.) Thinks the management team is weak and he doesn't like the collection of assets.
BUY
BUY
April 1, 2009
Green energy, both hydro and wind power. Green companies are going to get hit heard during the recession with oil prices down. If you can find a company that is going to survive this cycle and you can Buy them cheap, it will fit you up well for later on. Distribution was cut dramatically and now yields 9.4%, which is far more sustainable.
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Green energy, both hydro and wind power. Green companies are going to get hit heard during the recession with oil prices down. If you can find a company that is going to survive this cycle and you can Buy them cheap, it will fit you up well for later on. Distribution was cut dramatically and now yields 9.4%, which is far more sustainable.
COMMENT
COMMENT
March 12, 2009
(Market Call Minute.) Good distribution. He himself wouldn't own it, but his partner does and would probably call it a Buy.
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(Market Call Minute.) Good distribution. He himself wouldn't own it, but his partner does and would probably call it a Buy.
COMMENT
COMMENT
December 5, 2008
Debentures dropped when distributions where halved so the debentures should be a good Buy now. Would wait to see how their new strategy works out before buying any of the trust units but continue to Hold.
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Debentures dropped when distributions where halved so the debentures should be a good Buy now. Would wait to see how their new strategy works out before buying any of the trust units but continue to Hold.
SELL
SELL
December 3, 2008
(Market Call Minute.) $50 million in free cash flow and there is some question if this will be enough to cover their debt covenants.
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(Market Call Minute.) $50 million in free cash flow and there is some question if this will be enough to cover their debt covenants.
COMMENT
COMMENT
October 29, 2008
Cut the distribution and is not sure why it was cut so much. Still yields 9%. Some of the parts of their power assets are definitely higher than the current stock price. There are other power trusts that he would rather buy. (See Top Picks.)
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Cut the distribution and is not sure why it was cut so much. Still yields 9%. Some of the parts of their power assets are definitely higher than the current stock price. There are other power trusts that he would rather buy. (See Top Picks.)
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