Northland Power Inc | StockChase
117
Northland Power Inc (NPI-T)

Last Price Recorded: $23.5500 on 2017-12-13

ON STOCKCHASE SINCE Aug 2001

Utilities
117
Northland Power Inc (NPI-T)

Last Price Recorded: $23.5500 on 2017-12-13

ON STOCKCHASE SINCE Aug 2001

Utilities

Northland Power Inc


Signal Opinion Expert
COMMENT
Northland Power Inc(NPI-T) 

December 11, 2017

This has done very, very well building offshore windfarms, particularly in Europe. As these things come on, the dividend should come on. There is a rumour that it is possibly going to be up for sale at some point. Dividend yield of about 5%.

Utilities

This has done very, very well building offshore windfarms, particularly in Europe. As these things come on, the dividend should come on. There is a rumour that it is possibly going to be up for sale at some point. Dividend yield of about 5%.

Utilities
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Gr...

PricePrice
$23.720
Owned Owned
No

PAST TOP PICK
Northland Power Inc(NPI-T) 

December 6, 2017

(A Top Pick Jan 5/17. Up 5%.) When he picked this, he felt the company was either going to get taken out or would be increasing their dividend with a strategy. They raised the dividend, and have a good profile of earnings growth over the next couple of years. After that, they are bidding on wind projects in Taiwan, which is a slow process with about 12 months away before a decision is made. He trimmed his positions. Dividend yield of 5%+.

Utilities

(A Top Pick Jan 5/17. Up 5%.) When he picked this, he felt the company was either going to get taken out or would be increasing their dividend with a strategy. They raised the dividend, and have a good profile of earnings growth over the next couple of years. After that, they are bidding on wind projects in Taiwan, which is a slow process with about 12 months away before a decision is made. He trimmed his positions. Dividend yield of 5%+.

Utilities
Douglas Kee

Chief Investment Officer, Leon Frazer & Associ...

PricePrice
$23.690
Owned Owned
Yes

PAST TOP PICK
Northland Power Inc(NPI-T) 

December 1, 2017

(A Top Pick Nov 30/16, Up 14%)  He still likes it.  He believes the dividend can grow substantially.  He is concerned about the Canadian dollar and that the economy is slowing.  The drivers of energy, housing and new legislation are slowing it down.  This is a great way to hold assets in northern Europe.  These cash flows will continue to grow. 

Utilities

(A Top Pick Nov 30/16, Up 14%)  He still likes it.  He believes the dividend can grow substantially.  He is concerned about the Canadian dollar and that the economy is slowing.  The drivers of energy, housing and new legislation are slowing it down.  This is a great way to hold assets in northern Europe.  These cash flows will continue to grow. 

Utilities
Lyle Stein

Sr. Portfolio & Managing Director, Vestcap Investment M...

PricePrice
$23.760
Owned Owned
Yes

COMMENT
Northland Power Inc(NPI-T) 

November 24, 2017

If interest rates stay low, this company will benefit. They has very, very high-quality assets, both in Canada and Europe. Have carved out a nice position as a large offshore wind producer. Bidding on contracts all around the world at the moment. He likes renewable energy in general, as perpetual cash flow is a very interesting thing. Has a nice yield of 4.5%. A good place to be.

Utilities

If interest rates stay low, this company will benefit. They has very, very high-quality assets, both in Canada and Europe. Have carved out a nice position as a large offshore wind producer. Bidding on contracts all around the world at the moment. He likes renewable energy in general, as perpetual cash flow is a very interesting thing. Has a nice yield of 4.5%. A good place to be.

Utilities
Daniel Lloyd

Portfolio Manager, Forge First Asset Ma...

PricePrice
$23.970
Owned Owned
Yes

HOLD
Northland Power Inc(NPI-T) 

October 20, 2017

Northland Power (NPI-T) or Capital Power (CPX-T)? This one would be viewed as quite a bit purer as there is a lot of wind in there. Moved up a fair bit in 2016 when they put themselves up for sale, and then went sideways when nothing happened. Now you have an expensive stock treading water to catch up with its own fundamentals. He would classify both as in the Hold category, and a little bit lower on the pecking order.

Utilities

Northland Power (NPI-T) or Capital Power (CPX-T)? This one would be viewed as quite a bit purer as there is a lot of wind in there. Moved up a fair bit in 2016 when they put themselves up for sale, and then went sideways when nothing happened. Now you have an expensive stock treading water to catch up with its own fundamentals. He would classify both as in the Hold category, and a little bit lower on the pecking order.

Utilities
Bruce Campbell (1)

President, Campbell and Lee Inv...

PricePrice
$24.040
Owned Owned
Unknown

PAST TOP PICK
Northland Power Inc(NPI-T) 

September 26, 2017

(A Top Pick Nov 30/16. Up 11%.) He still likes this. They are in the electric generation business. A year ago, they were just finishing up the first project. Now they’ve finished the construction of the last turbine, and it should be in full operation by the end of this year. For the next 10-15 years, they’ll just be spinning cash. Thinks they’ll raise the distribution in 2018. A well-run company.

Utilities

(A Top Pick Nov 30/16. Up 11%.) He still likes this. They are in the electric generation business. A year ago, they were just finishing up the first project. Now they’ve finished the construction of the last turbine, and it should be in full operation by the end of this year. For the next 10-15 years, they’ll just be spinning cash. Thinks they’ll raise the distribution in 2018. A well-run company.

Utilities
Lyle Stein

Sr. Portfolio & Managing Director, Vestcap Investment M...

PricePrice
$23.350
Owned Owned
Yes

HOLD
Northland Power Inc(NPI-T) 

September 25, 2017

A very innovative management team.  The founding shareholder owns about 30% of the company.  He would want a much higher price for the sale of the company.  It will be hard to maintain the clip of growth in this company.  He would not expect it to move up quickly from here.  It will be treading water from here.  Continue to sit on it and collect the dividend.

Utilities

A very innovative management team.  The founding shareholder owns about 30% of the company.  He would want a much higher price for the sale of the company.  It will be hard to maintain the clip of growth in this company.  He would not expect it to move up quickly from here.  It will be treading water from here.  Continue to sit on it and collect the dividend.

Utilities
Stephen Takacsy, B. Eng, MBA

Chief Investment Officer & Portfolio Mgr, Lester Asset Managem...

PricePrice
$23.340
Owned Owned
No

HOLD

(Market Call Minute.)

Utilities

(Market Call Minute.)

Utilities
Veronika Hirsch

Chief Investment Officer, Arrow Capital...

PricePrice
$23.430
Owned Owned
Unknown

COMMENT

A renewable energy independent power producer, largely focused on wind with a little hydroelectric power generation mixed in. They initiated a process to Sell the company, which has been dragging on and on, for almost a year. Investors started getting a little squeamish, so he exited his Long position when he got wind of more capital controls in China. This morning, it was reported, but not announced by Northland, that they were about to end the sale process, and the stock traded up on that news. A very worthwhile name, and he is probably going to buy his shares back.

Utilities

A renewable energy independent power producer, largely focused on wind with a little hydroelectric power generation mixed in. They initiated a process to Sell the company, which has been dragging on and on, for almost a year. Investors started getting a little squeamish, so he exited his Long position when he got wind of more capital controls in China. This morning, it was reported, but not announced by Northland, that they were about to end the sale process, and the stock traded up on that news. A very worthwhile name, and he is probably going to buy his shares back.

Utilities
Daniel Lloyd

Portfolio Manager, Forge First Asset Ma...

PricePrice
$23.230
Owned Owned
No

TOP PICK

Big wind generator in the North Sea. He likes the assets. It started as an alternative energy provider in Ontario and then spread across Canada, followed by a big foray into Europe about 10 years ago. This is now starting to pay off big time. Their 1st wind plant, Gemini, is now generating cash. Nordsee will be generating cash by the end of this year. Just announced a 3rd offshore wind plant that will be coming on in a couple of years. Dividend yield of 4.6%. (Analysts’ price target is $26.50.)

Utilities

Big wind generator in the North Sea. He likes the assets. It started as an alternative energy provider in Ontario and then spread across Canada, followed by a big foray into Europe about 10 years ago. This is now starting to pay off big time. Their 1st wind plant, Gemini, is now generating cash. Nordsee will be generating cash by the end of this year. Just announced a 3rd offshore wind plant that will be coming on in a couple of years. Dividend yield of 4.6%. (Analysts’ price target is $26.50.)

Utilities
Lyle Stein

Sr. Portfolio & Managing Director, Vestcap Investment M...

PricePrice
$23.320
Owned Owned
Yes

COMMENT

This seems to have dragged on in the $23 level, and the longer it drags on, the less likely it is that someone takes them out. The company has great assets and great cash flow, so if it doesn’t get taken out, you are probably looking at a significant dividend increase. He took about half his money off the table. If it dropped to the low $20s or the high teens, he would look to add to his position to get back to his previous weighting.

Utilities

This seems to have dragged on in the $23 level, and the longer it drags on, the less likely it is that someone takes them out. The company has great assets and great cash flow, so if it doesn’t get taken out, you are probably looking at a significant dividend increase. He took about half his money off the table. If it dropped to the low $20s or the high teens, he would look to add to his position to get back to his previous weighting.

Utilities
Ryan Bushell

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

PricePrice
$23.320
Owned Owned
Yes

COMMENT

This is basically going sideways, although down a little recently. Reported earnings a couple of weeks ago were fine. They have 2 projects in Europe. One is on and the other will be fully on by the end of 2018. They announced they were doing a strategic review, and the hope was that there would be an announcement made when their earnings came out. They haven’t raised their dividend in the last 5 years, and with this new cash flow they are getting out of the European projects, he would expect that, if they are not selling the company, they will raise the dividend sometime this year. 4.6% dividend yield.

Utilities

This is basically going sideways, although down a little recently. Reported earnings a couple of weeks ago were fine. They have 2 projects in Europe. One is on and the other will be fully on by the end of 2018. They announced they were doing a strategic review, and the hope was that there would be an announcement made when their earnings came out. They haven’t raised their dividend in the last 5 years, and with this new cash flow they are getting out of the European projects, he would expect that, if they are not selling the company, they will raise the dividend sometime this year. 4.6% dividend yield.

Utilities
Douglas Kee

Chief Investment Officer, Leon Frazer & Associ...

PricePrice
$23.510
Owned Owned
Yes

BUY on WEAKNESS

Historically stocks like this do very well from around May right through until October of each year. This is a time when this stock does quite well on a seasonal basis. Technically, the chart shows it is forming a trading range.

Utilities

Historically stocks like this do very well from around May right through until October of each year. This is a time when this stock does quite well on a seasonal basis. Technically, the chart shows it is forming a trading range.

Utilities
Don Vialoux

Research Analyst, TimingTheMarket.CA &...

PricePrice
$23.500
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick March 31/16. Up 19%.) He was looking for stability and for its yield. He expects to see further dividend growth because of the wind projects in the North Sea, that are now coming into fruition. They’ve just announced another project for later on, plus you get the possibility of something happening because the company is looking at strategic alternatives. Dividend yield of 4.4%.

Utilities

(A Top Pick March 31/16. Up 19%.) He was looking for stability and for its yield. He expects to see further dividend growth because of the wind projects in the North Sea, that are now coming into fruition. They’ve just announced another project for later on, plus you get the possibility of something happening because the company is looking at strategic alternatives. Dividend yield of 4.4%.

Utilities
Lyle Stein

Sr. Portfolio & Managing Director, Vestcap Investment M...

PricePrice
$24.410
Owned Owned
Yes

COMMENT

Has just agreed to acquire 252MW German offshore wind farms. Shortly after they announced this, the stock sold off pretty hard, which he feels was a knee-jerk. This makes it a more appealing takeover target. Dividend yield of 4.4%.

Utilities

Has just agreed to acquire 252MW German offshore wind farms. Shortly after they announced this, the stock sold off pretty hard, which he feels was a knee-jerk. This makes it a more appealing takeover target. Dividend yield of 4.4%.

Utilities
Daniel Lloyd

Portfolio Manager, Forge First Asset Ma...

PricePrice
$24.480
Owned Owned
Yes

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