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Bullboard - Stock Discussion Forum 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... see more

TSX:ALA - Post Discussion

AltaGas Ltd > what is too high for ALA how does it compare
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Post by Johnwith30years on Apr 27, 2021 9:26am

what is too high for ALA how does it compare

Someone just said  on to 30 for ALA

Good to know when the price is above reasonable levels if this gets on a train upward over the next few months:

1.  I do not think there are too many retail investors that have hung on all the way down and are just waiitng to dump their stock now at certain prices a little above where we are now. I think most retail investors dumped during the blackest period for ALA.  Now I thin a short squeeze is more likely.
However  I do not think the stock rises much above a 4% return  or if it did I would lighten up unless I coul dsee rapid growth going forward.  So assume next year the dividend rises to =$1.04    that means if you bought at $26.00     a $1.04 dividend would give you  a 4%  return ,

That should be the short term ceiling unless there is a really nice prospect for growth,  The sale of their MVP pipeliones for good prices would decrease debt further but at a price of 26 investors would want more rapid growth, the split of the company at high prices with ALA maintaing ownership of stock in both companies or a sustainable dividen higher than $1.04    Note that a dividend of $1.08  would yiled a 4% return if you paid  $27,00 for the stock.  So those are my short term upside limits on the stock even though I am enthusiastic anyone wanting my stock for  $30 is welcome to have it today.   Next two - three years - maybe not.   IMO
Comment by stocktalk on Apr 27, 2021 10:07am
In the same boat as you.
Comment by AAJJRR on Apr 27, 2021 11:22am
Nice to see a proper mention of yield vs share price ceiling. I'll definitely trim my holdings if this makes it to a 4 percent yield by summer. I'd like to register some capital gains and then buy back on a price drop in order to reduce later gains. I've been involved with ALA since 2010, originally in at 17.70 through an RBC investment advisor. Quickly moved to direct investing ...more  
Comment by Johnwith30years on Apr 27, 2021 11:56am
Remember though that as the market is forward looking and often overshoots on both the up and downside. I think with enthusiasm this stock could anticipate a 1.04 dividend or even 1.06  take sone to 26 or 26.5    I am assuming no interest rate hikes here so in terms of trimming I would definitely not trim before 24  but strong momentum could take it to 26 or 26.5  but I ...more  
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