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AltaGas Ltd T.ALA

Alternate Symbol(s):  ATGFF | T.ALA.PR.A | ATGPF | T.ALA.PR.B | T.ALA.PR.G | ATGAF

AltaGas Ltd. is a Canada-based energy infrastructure company that connects natural gas and natural gas liquids (NGLs) to domestic and global markets. The Company’s segments include Utilities and Midstream. Its Utilities segment owns and operates franchised, rate-regulated natural gas distribution and storage utilities, which includes four utilities that operate across five United States jurisdictions. It Utilities segment also includes storage facilities and contracts for interstate natural gas transportation and storage services, as well as the affiliated retail energy marketing business. Its Midstream segment includes global exports, which includes its two LPG export terminals; natural gas gathering and extraction, and fractionation and liquids handling. Its Midstream segment also consists of natural gas and NGL marketing business, domestic logistics, trucking and rail terminals, and liquid storage capability. Its subsidiaries include Wrangler 1 LLC, WGL Holdings, Inc. and others.


TSX:ALA - Post by User

Comment by Capharnaumon May 18, 2021 5:40pm
198 Views
Post# 33224376

RE:RE:RE:RE:ALA vs. BLX

RE:RE:RE:RE:ALA vs. BLXBoralex is a company that's capital intensive with a relatively high debt and inflated multiples (PE, Cashflow, EBITDA, etc). The only reason it could be considered cheap is because it is in a sector that's more attractive at the moment. The share price will vary more due to the market valuation of the sector than due to earnings/EBITDA/cashflow/dividend growth, which makes it unpredictable. Imo, in that sector, there are better opportunities elsewhere.

I don't even know why someone would compare Boralex with Altagas, since they are very different. Altagas trades at attractive multiples, will likely grow their PE, cashflow, Ebitda and dividend per share faster than Boralex for the next 2-3 years.

In an investment portfolio, Altagas is the rock that can be relied upon in all market conditions, generating value growth year after year. Boralex is the company in a hotter sector that will see wider swings in its share price based on the market exuberance for renewable energy. Both have different risks and drivers and should suit a different need in your portfolio or investment style.
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