Northland Power Inc | StockChase
126
Northland Power Inc (NPI-T)

Last Price Recorded: $24.2400 on 2018-06-20

ON STOCKCHASE SINCE Aug 2001

Utilities
126
Northland Power Inc (NPI-T)

Last Price Recorded: $24.2400 on 2018-06-20

ON STOCKCHASE SINCE Aug 2001

Utilities

Northland Power Inc


Signal Opinion Expert
BUY

Their European operations are now producing cash flows which they'll reinvest in other projects. The CEO is a big shareholder, always a good sign. It pays a good dividend yield over 5%. Revenues come outside Canada, so it's well-diversified. A solid, good long-term hold. They report earnings tomorrow.

Utilities

Their European operations are now producing cash flows which they'll reinvest in other projects. The CEO is a big shareholder, always a good sign. It pays a good dividend yield over 5%. Revenues come outside Canada, so it's well-diversified. A solid, good long-term hold. They report earnings tomorrow.

Utilities
Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$23.500
Owned Owned
Yes

WEAK BUY

An unconventional utility working on clean and renewable energies.  About 2/3 of their earnings come from wind and solar power.  It is on trend and they own assets in Europe, where there is large decommissioning of dirty energy assets.  A sophisticated developer, but has not been a consistent dividend growth story.  He believes the dividend is safe.  He is warm to the business although does not currently own it.  Yield 5.5%. 

Utilities

An unconventional utility working on clean and renewable energies.  About 2/3 of their earnings come from wind and solar power.  It is on trend and they own assets in Europe, where there is large decommissioning of dirty energy assets.  A sophisticated developer, but has not been a consistent dividend growth story.  He believes the dividend is safe.  He is warm to the business although does not currently own it.  Yield 5.5%. 

Utilities
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$23.040
Owned Owned
No

DON'T BUY

This chart is stabilizing, but if credit markets continue to deteriorate he would be cautious.  If it trades below $20 watch out.  Don’t let it trade another 10% lower against your position.

Utilities

This chart is stabilizing, but if credit markets continue to deteriorate he would be cautious.  If it trades below $20 watch out.  Don’t let it trade another 10% lower against your position.

Utilities
William Chin

Portfolio , Caldwell Investment ...

Price Price
$22.600
Owned Owned
Unknown

BUY

PKI-T vs. NPI-T.  PKI-T has come up from a nice level.  He was positive on the stock there and continues to be.  It is a little rich now but has been a good dividend payer.  NPI-T has not done as well recently.  It could be interest rates.  They are showing good growth and great cash flow.  They have great wind farms coming on and it is just a case of whether it is Taiwan or further things in Europe.  They need a partner to keep their cost of capital down.

Utilities

PKI-T vs. NPI-T.  PKI-T has come up from a nice level.  He was positive on the stock there and continues to be.  It is a little rich now but has been a good dividend payer.  NPI-T has not done as well recently.  It could be interest rates.  They are showing good growth and great cash flow.  They have great wind farms coming on and it is just a case of whether it is Taiwan or further things in Europe.  They need a partner to keep their cost of capital down.

Utilities
Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$22.390
Owned Owned
Yes

PAST TOP PICK

(A Top Pick January 5/17, Down 2%) A lot of their business in offshore wind in Europe. More projects are coming on like Germany in 2020. They're now bidding on offshore wind in Taiwan with results expected in Q3. Raised their dividend last year. A good, little company. He trimmed back at higher prices, but happy to hold it. There's a lot of market bullishness on European offshore wind power, but competition is now heavy, so he doesn't epxect them to do much more bidding in Europe.

 

Utilities

(A Top Pick January 5/17, Down 2%) A lot of their business in offshore wind in Europe. More projects are coming on like Germany in 2020. They're now bidding on offshore wind in Taiwan with results expected in Q3. Raised their dividend last year. A good, little company. He trimmed back at higher prices, but happy to hold it. There's a lot of market bullishness on European offshore wind power, but competition is now heavy, so he doesn't epxect them to do much more bidding in Europe.

 

Utilities
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$21.850
Owned Owned
Yes

HOLD
Northland Power Inc(NPI-T) 

February 28, 2018

Has a fair amount of growth coming, but utilities will get hurt as interest rates rise. NPI was on sale, but didn't get sold, so there was a sell-off right after that. Over three years, it's a solid hold and you will be fine with it. But don't own it for just a year.

Utilities

Has a fair amount of growth coming, but utilities will get hurt as interest rates rise. NPI was on sale, but didn't get sold, so there was a sell-off right after that. Over three years, it's a solid hold and you will be fine with it. But don't own it for just a year.

Utilities
Veronika Hirsch

Chief Inve, Arrow Capital...

Price Price
$22.020
Owned Owned
Yes

BUY
Northland Power Inc(NPI-T) 

February 1, 2018

He likes the name.  It has become a casualty of the rising interest rate environment.  They are very utilizers of capital.  They are in growth areas.  They can earn returns conservatively.  This is a very good name and in the right kind of businesses.

Utilities

He likes the name.  It has become a casualty of the rising interest rate environment.  They are very utilizers of capital.  They are in growth areas.  They can earn returns conservatively.  This is a very good name and in the right kind of businesses.

Utilities
Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$22.320
Owned Owned
Yes

COMMENT
Northland Power Inc(NPI-T) 

January 31, 2018

For a TFSA? This builds and produces green energy globally. It pays a 4% yield, which is very attractive. However, the keyword is "Power". It is part of the utility group even though it's a little different, and is going to get painted with that brush. You have to remember that 80% of return is buying in the right neighbourhood. If your view is that interest rates are going to stay relatively low and bonds are going to be benign, this would be great. However the signs are pointing to higher rates, a little higher inflation, and you want something with a little more dividend growth as you go along. He would suggest a bank or one of the big, mature software companies. (See Top Picks.)

Utilities

For a TFSA? This builds and produces green energy globally. It pays a 4% yield, which is very attractive. However, the keyword is "Power". It is part of the utility group even though it's a little different, and is going to get painted with that brush. You have to remember that 80% of return is buying in the right neighbourhood. If your view is that interest rates are going to stay relatively low and bonds are going to be benign, this would be great. However the signs are pointing to higher rates, a little higher inflation, and you want something with a little more dividend growth as you go along. He would suggest a bank or one of the big, mature software companies. (See Top Picks.)

Utilities
David Burrows

President , Barometer Capital Ma...

Price Price
$22.880
Owned Owned
Unknown

TOP PICK
Northland Power Inc(NPI-T) 

January 4, 2018

This went through a strategic review last year, and the company was really saddled between $23 and $24.50, and basically went nowhere for the whole year until the strategic review got sorted out. It now has huge cash flow coming on from these offshore wind projects. They just completed one and another one is very near completion. From there, what do they do with that cash flow? They already increased the dividend by about 10%. You could see a lot more dividend increases, or they are going to chase more projects, or both. Dividend yield of 5.2%. (Analysts' price target is $27.25.)

Utilities

This went through a strategic review last year, and the company was really saddled between $23 and $24.50, and basically went nowhere for the whole year until the strategic review got sorted out. It now has huge cash flow coming on from these offshore wind projects. They just completed one and another one is very near completion. From there, what do they do with that cash flow? They already increased the dividend by about 10%. You could see a lot more dividend increases, or they are going to chase more projects, or both. Dividend yield of 5.2%. (Analysts' price target is $27.25.)

Utilities
Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$23.110
Owned Owned
Yes

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 & Chie, The Murray Wealth Gr...

Price Price
$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 Inve, Leon Frazer & Associ...

Price Price
$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. Portfo, Vestcap Investment M...

Price Price
$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 , Forge First Asset Ma...

Price Price
$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

President, Campbell and Lee Inv...

Price Price
$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. Portfo, Vestcap Investment M...

Price Price
$23.350
Owned Owned
Yes

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