Northland Power Inc

NPI-T

TSE:NPI

34.37
0.17 (0.50%)
Northland Power is an independent power producer founded in 1987, and publicly traded since 1997. Northland develops, builds, owns and operates facilities that produce 'clean' and 'green' energy, ...
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Analysis and Opinions about NPI-T

Signal
Opinion
Expert
BUY
BUY
January 16, 2019
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.
PAST TOP PICK
PAST TOP PICK
January 15, 2019
(A Top Pick Jan 04/18, Up 3%) They had a good 2018. Pays a solid 5% dividend and has good development projects in Taiwan and Korea. They brought on their big projects in Europe on time and on budget. They're now producing, so there's good cash flow to increase dividends and reinvest in the company. The end game could be as a tuck-in business for a larger infrastructure provider.
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(A Top Pick Jan 04/18, Up 3%) They had a good 2018. Pays a solid 5% dividend and has good development projects in Taiwan and Korea. They brought on their big projects in Europe on time and on budget. They're now producing, so there's good cash flow to increase dividends and reinvest in the company. The end game could be as a tuck-in business for a larger infrastructure provider.
BUY
BUY
January 7, 2019
He is looking at it. The dividend is a little low. But they have some wind farms coming online in the North Sea and this should move the needle. It is a good solid company to own at this stage.
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He is looking at it. The dividend is a little low. But they have some wind farms coming online in the North Sea and this should move the needle. It is a good solid company to own at this stage.
BUY
BUY
December 18, 2018
They've expanded a lot into offshore wind in Europe with two farms with another in Germany, plus one in Taiwan, plus a letter of understanding in Korea. They won't increase their dividend 5% a year, but will as projects come on.
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Northland Power Inc (NPI-T)
December 18, 2018
They've expanded a lot into offshore wind in Europe with two farms with another in Germany, plus one in Taiwan, plus a letter of understanding in Korea. They won't increase their dividend 5% a year, but will as projects come on.
HOLD
HOLD
September 26, 2018

This is a significant holding for them. They just spoke with management yesterday and received some good information on their dividend policy. They have been slowing their dividend growth relative to the growth in free cash flow to ensure the company does not have to go into the equity market to dilute shareholder value – a smart move he believes. He thinks it is undervalued at this value.

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Northland Power Inc (NPI-T)
September 26, 2018

This is a significant holding for them. They just spoke with management yesterday and received some good information on their dividend policy. They have been slowing their dividend growth relative to the growth in free cash flow to ensure the company does not have to go into the equity market to dilute shareholder value – a smart move he believes. He thinks it is undervalued at this value.

PAST TOP PICK
PAST TOP PICK
September 19, 2018

(A Top Pick June 27/17 Up 3%) Basically the return has been the dividend. He does not mind being paid to wait. They have had some good success in a couple of international ventures. It is trading at a cheaper valuation relative to its US peers. He continues to hold it. Yield 3%

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Northland Power Inc (NPI-T)
September 19, 2018

(A Top Pick June 27/17 Up 3%) Basically the return has been the dividend. He does not mind being paid to wait. They have had some good success in a couple of international ventures. It is trading at a cheaper valuation relative to its US peers. He continues to hold it. Yield 3%

BUY
BUY
September 17, 2018

Likes it. There was concern they didn't have enough growth in the next few years, but NPI thenwent out and secured contracts in Taiwan. Buut that was too far, so then signed contracts in Germany. It pays a safe, decent yield. Conservative balance sheet. They've proved they can bring projects on time and under budget.

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Northland Power Inc (NPI-T)
September 17, 2018

Likes it. There was concern they didn't have enough growth in the next few years, but NPI thenwent out and secured contracts in Taiwan. Buut that was too far, so then signed contracts in Germany. It pays a safe, decent yield. Conservative balance sheet. They've proved they can bring projects on time and under budget.

BUY
BUY
September 4, 2018

Renewable energy is down these days. Before, investors wanted the yield (bonds were paying so little). But now there's more risk-on and a move towards growth stocks, not dividends. So, now is a buying opportunity in NPI and this sector. He would own this for the long term.

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Northland Power Inc (NPI-T)
September 4, 2018

Renewable energy is down these days. Before, investors wanted the yield (bonds were paying so little). But now there's more risk-on and a move towards growth stocks, not dividends. So, now is a buying opportunity in NPI and this sector. He would own this for the long term.

WAIT
WAIT
August 28, 2018

Range-bound and is now closing in on its bottom. Your only play is within this range. To trade, wait till it falls closer to $20.

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Range-bound and is now closing in on its bottom. Your only play is within this range. To trade, wait till it falls closer to $20.

BUY
BUY
May 7, 2018

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.

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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.

WEAK BUY
WEAK BUY
April 4, 2018

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%.

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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%.

DON'T BUY
DON'T BUY
March 19, 2018

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.

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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.

BUY
BUY
March 12, 2018

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.

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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.

PAST TOP PICK
PAST TOP PICK
March 7, 2018

(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.

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(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.

HOLD
HOLD
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.

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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.

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