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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

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Post by retiredcfon Oct 21, 2024 7:05am
213 Views
Post# 36274274

Assessment

AssessmentALA has improved its execution and the stock has also benefited from the drop in interest rates in Canada. Further, the entire utility sector has seen some excitement from AI demand. ALA is now 16X earnings. It is expected to grow about 10% next year. The dividend was last raised in December 2023 so we could see a hike again this year end. We think it is decent for the sector. It has cut its dividend in the past (2018) but we would see it as secure now. We would not expect another 41% one-year gain, but with lower interest rates and it being a defensive type of stock we would remain comfortable holding it, primarily for income. (5iResearch)


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