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AltaGas Ltd TSX: ALA OTC: ATGFF www.altagas.ca Fiscal Yr: Dec 31
Year 12/31/05 12/31/06 12/31/07 12/31/08 12/31/09 12/31/10 12/31/11 12/31/12 12/31/13 12/31/14 12/31/15 12/31/16 12/31/17 12/31/18 12/31/19 Value Description #Y Item
Accoumting Rules C. GAAP C. GAAP US GAAP US GAAP US GAAP US GAAP US GAAP US GAAP US GAAP US GAAP Accoumting Rules
Revenue* $1,502.3 $1,362.6 $1,428.4 $1,816.8 $1,268.3 $1,354.1 $1,563.8 $1,450.3 $2,042.9 $2,405.9 $2,192.8 $2,189.7 $2,700 $3,501 $4,533 60.70% <-Total Growth 10 Revenue
Increase 74.85% -9.30% 4.83% 27.19% -30.19% 6.76% 15.49% -7.26% 40.87% 17.77% -8.86% -0.14% 23.30% 29.67% 29.48% 4.86% <-IRR #YR-> 10 Revenue 60.70%
5 year Running Average $809.2 $983.8 $1,172.6 $1,393.9 $1,475.7 $1,446.0 $1,486.3 $1,490.7 $1,535.9 $1,763.4 $1,931.1 $2,056.3 $2,306 $2,598 $3,023 6.96% <-IRR #YR-> 5 Revenue 40.02%
Revenue per Share $27.49 $24.16 $24.59 $25.27 $15.79 $16.41 $17.52 $13.77 $16.70 $17.96 $14.99 $13.12 $16.18 $20.98 $27.16 7.65% <-IRR #YR-> 10 5 yr Running Average 109.03%
Increase 70.20% -12.12% 1.77% 2.77% -37.49% 3.89% 6.79% -21.43% 21.33% 7.54% -16.55% -12.48% 23.30% 29.67% 29.48% 6.71% <-IRR #YR-> 5 5 yr Running Average 38.35%
5 year Running Average $16.52 $18.81 $21.59 $23.53 $23.46 $21.24 $19.92 $17.75 $16.04 $16.47 $16.19 $15.31 $15.79 $16.64 $18.48 -5.92% <-IRR #YR-> 10 Revenue per Share -45.70%
P/S (Price/Sales) Med 0.98 1.09 1.07 0.81 1.00 1.18 1.53 2.26 2.21 2.50 2.56 2.40 -5.62% <-IRR #YR-> 5 Revenue per Share -25.13%
P/S (Price/Sales) Close 1.02 1.08 1.08 0.68 1.19 1.32 1.82 2.44 2.44 2.41 2.06 2.58 1.17 1.17 1.17 -2.04% <-IRR #YR-> 10 5 yr Running Average -18.62%
*Revenue in M CDN $ P/S Med 10 yr 1.87 5 yr 2.40 -37.50% Diff M/C -5.13% <-IRR #YR-> 5 5 yr Running Average -23.13%
AFFO* $2.38 $2.46 $2.99 $3.20 $2.97 $2.96 $3.09 $3.17 24.37% <-Total Growth 5 AFFO
Increase 3.36% 21.54% 7.02% -7.19% -0.34% 4.39% 2.59% 4.46% <-IRR #YR-> 5 AFFO #DIV/0!
AFFO Yield 7.47% 7.33% 7.33% 7.38% 9.61% 8.73% 9.97% 10.23% 4.46% <-IRR #YR-> 5 AFFO 24.37%
5 year Running Average $2.80 $2.92 $3.04 $3.08 4.14% <-IRR #YR-> 1 5 yr Running Average #DIV/0!
Payout Ratio AFFO 55.88% 56.50% 49.83% 52.19% 62.88% 68.24% 67.96% 66.25% 4.14% <-IRR #YR-> 1 5 yr Running Average #DIV/0!
5 year Running Average 55.34% 57.87% 60.14% 63.40% 0.57 <-Median-> 2 5 year Running Average PO
Price/AFFO Median 11.27 12.63 12.37 14.04 12.91 10.65 10.56 12.50 <-Median-> 6 P/AFFO Med
Price/AFFO High 13.50 13.91 13.64 16.53 15.94 11.82 11.29 13.78 <-Median-> 6 P/AFFO High
Price/AFFO Low 9.03 11.34 11.10 11.55 9.88 9.47 9.83 10.49 <-Median-> 6 P/AFFO Low
Price/AFFO Close 13.38 13.65 13.64 13.54 10.40 11.45 10.03 9.77 13.46 <-Median-> 6 P/AFFO Close
Trailing P/AFFO Close 14.11 16.57 14.49 9.66 11.41 10.47 10.03 14.11 <-Median-> 5 Trailing P/AFFO Close
Median Values DPR 10 Yrs 56.19% 5 Yrs 56.50% P/CF 5 Yrs in order 12.63 13.91 11.10 13.54 -20.61% Diff M/C -19.77% Diff M/C 10 DPR 75% to 95% best
* Adjusted Funds From Operations
Distributional. Inccome $2.39 $2.91 $2.84 $3.16 $2.58 $2.39 $2.69 $2.96 $3.47 $3.72 $3.41 $3.52 20.96% <-Total Growth 10 FFO
Increase 8.64% 21.76% -2.41% 11.27% -18.35% -7.36% 12.55% 10.04% 17.23% 7.20% -8.33% 3.23% 1.92% <-IRR #YR-> 10 FFO 20.96%
FFO Yield 8.55% 11.11% 10.74% 18.37% 13.72% 11.01% 8.45% 8.82% 8.51% 8.58% 11.04% 10.38% 5.53% <-IRR #YR-> 5 FFO 30.86%
5 year Running Average $1.91 $2.23 $2.46 $2.70 $2.78 $2.78 $2.73 $2.76 $2.82 $3.05 $3.25 $3.42 4.36% <-IRR #YR-> 10 5 yr Running Average 53.18%
Payout Ratio 76.99% 63.23% 72.54% 67.09% 83.72% 69.87% 49.44% 46.96% 42.94% 44.89% 54.77% 57.39% 4.57% <-IRR #YR-> 5 5 yr Running Average 25.04%
5 year Running Average 45.77% 54.36% 63.69% 71.63% 76.61% 71.51% 68.93% 63.47% 57.06% 49.57% 47.68% 49.40% 0.64 <-Median-> 10 5 year Running Average PO
Price/FFO Median 11.22 9.06 9.30 6.49 6.12 8.09 9.97 10.49 10.66 12.08 11.24 8.95 9.63 <-Median-> 10 P/FFO Med
Price/FFO High 13.13 10.71 10.12 8.70 7.34 9.27 11.95 11.56 11.75 14.22 13.88 9.94 10.84 <-Median-> 10 P/FFO High
Price/FFO Low 9.30 7.41 8.48 4.27 4.89 6.91 7.99 9.43 9.56 9.94 8.60 7.97 8.23 <-Median-> 10 P/FFO Low
Price/FFO Close 11.69 9.00 9.31 5.44 7.29 9.08 11.84 11.34 11.75 11.65 9.06 9.63 9.47 <-Median-> 10 P/FFO Close
Trailing P/FFO Close 12.70 10.96 9.09 6.06 5.95 8.41 13.32 12.48 13.77 12.49 8.31 9.94 9.51 <-Median-> 10 Trailing P/FFO Close
Median Values DPR 10 Yrs 56.08% 5 Yrs 46.96% P/CF 5 Yrs in order 10.66 11.75 9.43 11.34 -100.00% Diff M/C -100.00% Diff M/C 10 DPR 75% to 95% best
* Normalized Funds From Operations
Normalized Earnings $2.06 $1.90 $1.88 $2.30 $1.69 $1.25 $1.21 $1.15 $1.51 $1.30 $1.02 $0.98 $1.01 $0.99 $1.49 -48.42% <-Total Growth 10 NEPS
Increase -7.77% -1.05% 22.34% -26.52% -26.04% -3.20% -4.96% 31.30% -13.91% -21.54% -3.92% 3.06% -1.98% 50.51% -6.41% <-IRR #YR-> 10 NEPS -48.42%
NEPSYield 7.37% 7.25% 7.11% 13.37% 8.99% 5.76% 3.80% 3.43% 3.70% 3.00% 3.30% 2.89% 3.26% 3.20% 4.81% -4.13% <-IRR #YR-> 5 NEPS -19.01%
5 year Running Average $1.97 $1.80 $1.67 $1.52 $1.36 $1.28 $1.24 $1.19 $1.16 $1.06 $1.10 -6.90% <-IRR #YR-> 7 5 yr Running Average #DIV/0!
Payout Ratio 89.32% 96.84% 109.57% 92.17% 127.81% 133.60% 109.92% 120.87% 98.68% 128.46% 183.09% 206.12% 207.92% 212.12% 140.94% -6.48% <-IRR #YR-> 5 5 yr Running Average -28.45%
5 year Running Average 108.17% 110.04% 113.04% 115.08% 118.06% 117.60% 125.16% 141.57% 157.17% 184.10% 185.56% 1.16 <-Median-> 8 5 year Running Average PO
Price/NEPS Median 13.01 13.87 14.05 8.91 9.34 15.47 22.16 27.01 24.49 34.56 37.58 32.15 32.30 0.00 0.00 23.32 <-Median-> 10 P/NEPS Med
Price/NEPS High 15.24 16.41 15.29 11.96 11.21 17.72 26.56 29.77 27.00 40.69 46.41 35.69 34.54 0.00 0.00 26.78 <-Median-> 10 P/NEPS High
Price/NEPS Low 10.79 11.34 12.80 5.87 7.47 13.22 17.76 24.26 21.97 28.43 28.75 28.61 30.06 0.00 0.00 19.87 <-Median-> 10 P/NEPS Low
Price/NEPS Close 13.57 13.79 14.06 7.48 11.12 17.36 26.31 29.19 27.00 33.34 30.29 34.59 30.67 31.29 20.79 26.66 <-Median-> 10 P/NEPS Close
Trailing P/NEPS Close 12.72 13.92 9.15 8.17 12.84 25.47 27.74 35.45 28.70 23.77 33.24 31.61 30.67 31.29 24.62 <-Median-> 10 Trailing P/NEPS Close
Median Values DPR 10 Yrs 124.34% 5 Yrs 128.46% P/CF 5 Yrs in order 32.15 35.69 28.43 30.29 -4.60% Diff M/C -1.68% Diff M/C 10 DPR 75% to 95% best
* Funds From Operations
EPS Basic $1.67 $2.06 $1.90 $2.38 $1.80 $1.19 $0.98 $1.07 $1.56 $0.75 $0.07 $0.99 -51.94% <-Total Growth 10 EPS Basic
EPS Diluted* $1.67 $2.06 $1.89 $2.36 $1.79 $1.19 $0.97 $1.06 $1.52 $0.74 $0.07 $0.99 $1.05 $0.90 $1.90 -51.94% <-Total Growth 10 EPS Diluted
Increase 27.48% 23.35% -8.25% 24.87% -24.15% -33.52% -18.49% 9.28% 43.40% -51.32% -90.54% 1314.29% 6.06% -14.29% 111.11% -7.07% <-IRR #YR-> 10 Earnings per Share -51.94%
Earnings Yield 6.0% 7.9% 7.1% 13.7% 9.5% 5.5% 3.0% 3.2% 3.7% 1.7% 0.2% 2.9% 3.4% 2.9% 6.1% 0.41% <-IRR #YR-> 5 Earnings per Share 2.06%
5 year Running Average $1.00 $1.31 $1.55 $1.86 $1.95 $1.86 $1.64 $1.47 $1.31 $1.10 $0.87 $0.88 $0.87 $0.75 $0.98 -3.94% <-IRR #YR-> 10 5 yr Running Average -33.13%
10 year Running Average $0.67 $0.86 $1.02 $1.22 $1.35 $1.43 $1.48 $1.51 $1.58 $1.53 $1.37 $1.26 $1.17 $1.03 $1.04 -11.79% <-IRR #YR-> 5 5 yr Running Average -46.59%
* Diluted ESP per share E/P 10 Yrs 3.44% 5Yrs 2.92%
Special Dividends $0.54 $0.00 $0.00 $0.08 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 <-Median-> 10 Special Dividends
Dividend* $1.84 $1.84 $2.06 $2.12 $2.16 $1.67 $1.33 $1.39 $1.49 $1.67 $1.87 $2.02 $2.10 $2.10 $2.10 9.78% <-Total Growth 10 Dividends mthly yearly In sept I got
Increase 53.74% 0.00% 11.96% 2.91% 1.89% -22.69% -20.36% 4.51% 7.19% 12.08% 11.83% 8.17% 3.96% 0.00% 0.00% Count 16 Years of data $0.17675 $2.121
5 Year Running Average $0.87 $1.21 $1.57 $1.93 $2.13 $1.99 $1.88 $1.75 $1.61 $1.51 $1.55 $1.69 $1.83 $1.95 $2.04 39.20% <-Total Growth 10 5 Year Running Average Site says $1.750 monthly
Yield H/L Price 6.86% 6.98% 7.80% 10.34% 13.69% 8.64% 4.96% 4.47% 4.03% 3.72% 4.87% 6.41% 6.44% 5.69% <-Median-> 10 Dividends
Yield on High Price 5.86% 5.90% 7.17% 7.71% 11.40% 7.54% 4.14% 4.06% 3.65% 3.16% 3.94% 5.77% 6.02% 4.96% <-Median-> 10 Dividends
Yield on Low Price 8.28% 8.54% 8.56% 15.70% 17.12% 10.11% 6.19% 4.98% 4.49% 4.52% 6.37% 7.20% 6.92% 6.79% <-Median-> 10 Dividends
Yield on Close Price 6.58% 7.02% 7.79% 12.33% 11.49% 7.70% 4.18% 4.14% 3.65% 3.85% 6.04% 5.96% 6.78% 6.78% 6.78% 6.00% <-Median-> 10 Dividends
Payout Ratio EPS 142.34% 89.32% 108.99% 93.05% 120.67% 140.34% 137.11% 131.13% 98.03% 225.68% 2667.86% 204.04% 200.00% 233.33% 110.53% 134.12% <-Median-> 10 Payout Ratio EPS
DPR EPS 5 Yr Running 87.78% 92.54% 100.98% 104.09% 108.83% 106.85% 114.83% 118.67% 123.12% 137.77% 177.69% 192.64% 209.32% 260.20% 207.48% 116.75% <-Median-> 10 DPR EPS 5 Yr Running
Payout Ratio CFPS 115.67% 70.65% 65.29% 76.88% 94.21% 71.56% 56.55% 100.04% 49.74% 48.87% 54.51% 73.90% 68.40% 62.69% 50.85% 68.42% <-Median-> 10 Payout Ratio CFPS
DPR CF 5 Yr Running 44.66% 54.05% 61.77% 71.91% 82.02% 74.96% 72.49% 77.92% 70.76% 60.46% 57.05% 60.43% 58.48% 61.00% 60.97% 71.33% <-Median-> 10 DPR CF 5 Yr Running
Payout Ratio CFPS WC 100.82% 64.40% 73.61% 73.01% 85.94% 70.84% 54.16% 57.68% 45.74% 47.73% 59.13% 63.17% 68.40% 62.69% 50.85% 61.15% <-Median-> 10 Payout Ratio CFPS WC
DPR CF WC 5 Yr Running 47.48% 56.35% 65.25% 74.05% 78.56% 73.34% 71.70% 68.63% 61.88% 54.01% 52.42% 54.36% 56.53% 59.96% 60.26% 66.94% <-Median-> 10 DPR CF WC 5 Yr Running
Median 5 Yrs 5 Yr Med 5 Yr Cl 4.47% 4.14% 5 Yr Med Payout 204.04% 54.51% 57.68% 0.94% <-IRR #YR-> 10 Dividends
* Dividends per share 5 Yr Med and Cur. 51.49% 63.71% Last Div Inc ---> $0.160 $0.165 3.1% 8.72% <-IRR #YR-> 5 Dividends
Historical Dividends Historical High Div 16.13% Low Div 1.90% Ave Div 9.02% Med Div 5.59% Close Div 5.56% Historical Dividends
High/Ave/Median Values Curr diff Exp. -57.98% 256.77% Exp. -24.81% Cheap 21.26% Cheap 21.82% High/Ave/Median
Future Dividend Yield Div Yd 7.86% earning in 5 Years at IRR of 3.00% Div Inc. 15.93% Future Dividend Yield
Future Dividend Yield Div Yd 9.11% earning in 10 Years at IRR of 3.00% Div Inc. 34.39% Future Dividend Yield
Future Dividend Yield Div Yd 10.56% earning in 15 Years at IRR of 3.00% Div Inc. 55.80% Future Dividend Yield
I am earning GC Div Gr -2.78% 22/05/09 # yrs -> 7 2009 $16.02 Cap Gain 93.38% I am earning GC
I am earning Div org yield 13.48% 12/31/14 Trading Div G Yrly -0.50% Div start $2.16 -13.48% 13.11% I am earning Div
I am earning GC Div Gr 52.17% 09/08/12 # yrs -> 4 2012 $30.48 Cap Gain 1.64% I am earning GC
I am earning Div org yield 4.53% 12/31/14 RRSP Div G Yrly 19.17% Div start $1.38 -4.53% 6.89% I am earning Div
I am earning GC Div Gr 59.09% 08/06/10 # yrs -> 6 2010 $18.13 Cap Gain 70.88% I am earning GC
I am earning Div org yield 7.28% 12/31/14 Pension Div G Yrly 10.70% Div start $1.32 -7.28% 11.58% I am earning Div
Yield if held 5 yrs 32.86% 29.00% 19.70% 17.01% 11.21% 6.23% 5.05% 5.26% 7.27% 10.58% 9.66% 7.53% 6.76% 5.68% 4.67% 8.60% <-Median-> 10 Paid Median Price
Yield if held 10 yrs 26.92% 29.82% 20.96% 13.30% 11.95% 8.67% 6.97% 7.66% 7.95% 10.24% 13.31% 12.62% <-Median-> 8 Paid Median Price
Yield if held 15 yrs 20.81% 33.35% 31.84% 20.09% 16.85% 10.90% 31.84% <-Median-> 3 Paid Median Price
Yield if held 20 yrs 26.17% #NUM! <-Median-> 0 Paid Median Price
Cost covered if held 5 years 78.06% 95.53% 75.05% 77.58% 55.18% 37.03% 35.72% 33.12% 39.22% 47.85% 40.07% 31.47% 29.45% 26.39% 22.67% 39.64% <-Median-> 10 Paid Median Price
Cost covered if held 10 years 157.35% 255.31% 243.93% 158.70% 142.08% 94.36% 65.93% 67.73% 67.75% 86.82% 112.40% 149.71% <-Median-> 8 Paid Median Price
Cost covered if held 15 years 251.43% 393.66% 376.91% 246.20% 220.36% 147.23% 376.91% <-Median-> 3 Paid Median Price
Cost covered if held 20 years 378.38% #NUM! <-Median-> 0 Paid Median Price
Graham Price $18.14 $20.86 $20.69 $26.59 $22.94 $18.16 $16.87 $18.82 $24.81 $18.50 $5.85 $21.91 $22.56 $20.89 $30.35 5.02% <-Total Growth 10 Graham Price
Price/GP Ratio Med 1.48 1.26 1.28 0.77 0.69 1.06 1.59 1.65 1.49 2.43 6.55 1.44 1.45 1.46 <-Median-> 10 Price/GP Ratio
Price/GP Ratio High 1.73 1.49 1.39 1.03 0.83 1.22 1.91 1.82 1.64 2.86 8.09 1.60 1.55 1.62 <-Median-> 10 Price/GP Ratio
Price/GP Ratio Low 1.22 1.03 1.16 0.51 0.55 0.91 1.27 1.48 1.34 2.00 5.01 1.28 1.35 1.28 <-Median-> 10 Price/GP Ratio
Price/GP Ratio Close 1.54 1.26 1.28 0.65 0.82 1.19 1.89 1.78 1.64 2.34 5.28 1.55 1.37 1.48 1.02 1.60 <-Median-> 10 Price/GP Ratio
Prem/Disc Close 54.08% 25.61% 27.81% -35.32% -18.03% 19.46% 88.79% 78.33% 64.30% 134.29% 427.84% 54.76% 37.33% 48.33% 2.09% 59.53% <-Median-> 10 Graham Price
Price Close $27.95 $26.20 $26.44 $17.20 $18.80 $21.70 $31.84 $33.57 $40.77 $43.34 $30.90 $33.90 $30.98 $30.98 $30.98 29.39% <-Total Growth 10 Stock Price
Increase 20.73% -6.26% 0.92% -34.95% 9.30% 15.43% 46.73% 5.43% 21.45% 6.30% -28.70% 9.71% -8.61% 0.00% 0.00% 2.61% <-IRR #YR-> 10 Stock Price
P/E 16.74 12.72 13.99 7.29 10.50 18.24 32.82 31.67 26.82 58.57 441.43 34.24 29.50 34.42 16.31 1.26% <-IRR #YR-> 5 Stock Price
Trailing P/E 21.34 15.69 12.83 9.10 7.97 12.12 26.76 34.61 38.46 28.51 41.76 484.29 31.29 29.50 34.42 8.87% <-IRR #YR-> 10 Price & Dividend
Median 10, 5 Yrs D. per yr 6.26% 5.11% % Tot Ret 70.58% 80.21% Price Inc 6.30% P/E: 29.25 34.24 6.38% <-IRR #YR-> 5 Price & Dividend
Price H/L Median $26.81 $26.36 $26.41 $20.50 $15.78 $19.34 $26.82 $31.07 $36.98 $44.93 $38.34 $31.51 $32.63 19.54% <-Total Growth 10 Stock Price
Increase 39.10% -1.66% 0.19% -22.38% -23.02% 22.53% 38.69% 15.85% 19.02% 21.51% -14.68% -17.80% 3.54% 1.80% <-IRR #YR-> 10 Stock Price
P/E 16.05 12.80 13.97 8.69 8.82 16.25 27.64 29.31 24.33 60.72 547.64 31.83 31.07 3.28% <-IRR #YR-> 5 Stock Price
Trailing P/E 20.46 15.78 12.82 10.85 6.69 10.80 22.53 32.03 34.88 29.56 51.80 450.14 32.95 8.21% <-IRR #YR-> 10 Price & Dividend
P/E on Running 5 yr Average 26.91 20.12 16.99 11.03 8.08 10.41 16.35 21.08 28.31 40.99 43.96 35.97 37.33 9.11% <-IRR #YR-> 5 Price & Dividend
P/E on Running 10 yr Average 40.31 30.83 25.97 16.87 11.67 13.55 18.18 20.52 23.37 29.46 28.08 25.05 27.79 15.83 P/E Ratio Historical Median
Median 10, 5 Yrs D. per yr 6.41% 5.83% % Tot Ret 78.07% 63.99% Price Inc 15.85% P/E: 25.98 31.83 Count 18 Years of data
High Months Sep Feb Jul Jun Oct Dec Dec Dec Dec Aug Feb Oct Jan
Price High $31.39 $31.17 $28.75 $27.50 $18.94 $22.15 $32.14 $34.23 $40.77 $52.90 $47.34 $34.98 $34.89 12.22% <-Total Growth 10 Stock Price
Increase 33.92% -0.70% -7.76% -4.35% -31.13% 16.95% 45.10% 6.50% 19.11% 29.75% -10.51% -26.11% -0.26% 1.16% <-IRR #YR-> 10 Stock Price
P/E 18.80 15.13 15.21 11.65 10.58 18.61 33.13 32.29 26.82 71.49 676.29 35.33 33.23 1.71% <-IRR #YR-> 5 Stock Price
Trailing P/E 23.96 18.66 13.96 14.55 8.03 12.37 27.01 35.29 38.46 34.80 63.97 499.71 35.24 18.70 P/E Ratio Historical Median
Median 10, 5 Yrs Price Inc 6.50% P/E: 29.56 35.33 33.57 P/E Ratio Historical High
Low Months Mar Apr Mar Dec Mar May Jan Jun Jan Dec Dec Jan Feb
Price Low $22.22 $21.55 $24.07 $13.50 $12.62 $16.52 $21.49 $27.90 $33.18 $36.96 $29.33 $28.04 $30.36 30.12% <-Total Growth 10 Stock Price
Increase 47.15% -3.02% 11.69% -43.91% -6.52% 30.90% 30.08% 29.83% 18.92% 11.39% -20.64% -4.40% 8.27% 2.67% <-IRR #YR-> 10 Stock Price
P/E 13.31 10.46 12.74 5.72 7.05 13.88 22.15 26.32 21.83 49.95 419.00 28.32 28.91 5.46% <-IRR #YR-> 5 Stock Price
Trailing P/E 16.96 12.90 11.68 7.14 5.35 9.23 18.06 28.76 31.30 24.32 39.64 400.57 30.67 13.02 P/E Ratio Historical Median
Median 10, 5 Yrs Price Inc 11.39% P/E: 21.99 28.32 9.70 P/E Ratio Historical Low
Long Term Debt $3,732.4 $3,366.9 Debt
Change -9.79% Change
Debt/Market Cap Ratio 0.83 0.60 0.71 <-Median-> 2 Debt/Market Cap Ratio
Goodwill & Intangibles $904.69 $938.36 $1,142.0 $1,612.4 $1,550.3 Intangibles Goodwill
Change 3.72% 21.70% 41.19% -3.85% Change
Intangible/Market Cap Ratio 0.26 0.19 0.20 0.36 0.27 0.26 <-Median-> 5 Intangible/Market Cap Ratio
Market Cap $1,527 $1,478 $1,536 $1,237 $1,510 $1,791 $2,842 $3,536 $4,986 $5,805 $4,520 $5,658 $5,171 $5,171 $5,171 282.89% <-Total Growth 10 Market Cap
Diluted # of Shares in Million 55.516 57.420 69.704 79.371 81.891 85.207 96.311 119.509 128.6 138.8 157.6 183.88% <-Total Growth 10 Diluted
Change 3.43% 21.39% 13.87% 3.17% 4.05% 13.03% 24.09% 7.61% 7.93% 13.54% 10.48% <-Median-> 10 Change
Basic # of Shares in Millions 54.100 55.469 57.382 68.813 78.540 81.512 84.042 94.986 116.068 126.7 137.7 157.2 183.40% <-Total Growth 10 Basic
Change 9.51% 2.53% 3.45% 19.92% 14.14% 3.78% 3.10% 13.02% 22.19% 9.16% 8.68% 14.16% 11.09% <-Median-> 10 Change
Difference 1.0% 1.7% 1.2% 4.5% 2.2% 1.2% 6.2% 10.9% 5.4% 5.7% 6.2% 6.2% 5.54% <-Median-> 10 Difference
# of Share in Millons 54.648 56.402 58.098 71.905 80.300 82.526 89.248 105.340 122.305 133.942 146.281 166.907 166.907 166.907 166.907 11.46% <-IRR #YR-> 10 Shares
Increase 2.73% 3.21% 3.01% 23.77% 11.68% 2.77% 8.15% 18.03% 16.11% 9.51% 9.21% 14.10% 0.00% 0.00% 0.00% 13.34% <-IRR #YR-> 5 Shares
CF fr Op $M $112.3 $146.9 $183.3 $205.4 $184.1 $192.6 $209.9 $146.4 $366.3 $457.7 $501.2 $456.2 $512.4 $559.1 $689.3 210.55% <-Total Growth 10 Cash Flow
Increase -23.97% 30.81% 24.78% 12.06% -10.37% 4.62% 8.98% -30.27% 150.31% 24.94% 9.50% -8.98% 12.32% 9.12% 23.28% SO, S. Issue DRIP
5 year Running Average $95.44 $115.74 $137.34 $159.12 $166.40 $182.46 $195.06 $187.67 $219.86 $274.58 $336.30 $385.56 $458.77 $497.33 $543.65 233.13% <-Total Growth 10 CF 5 Yr Running
CFPS $2.05 $2.60 $3.16 $2.86 $2.29 $2.33 $2.35 $1.39 $3.00 $3.42 $3.43 $2.73 $3.07 $3.35 $4.13 4.94% <-Total Growth 10 Cash Flow per Share
Increase -25.99% 26.74% 21.14% -9.46% -19.74% 1.80% 0.77% -40.92% 115.59% 14.08% 0.27% -20.23% 12.32% 9.12% 23.28% 12.00% <-IRR #YR-> 10 Cash Flow
5 year Running Average $1.96 $2.24 $2.54 $2.69 $2.59 $2.65 $2.60 $2.24 $2.27 $2.50 $2.72 $2.79 $3.13 $3.20 $3.34 16.80% <-IRR #YR-> 5 Cash Flow
P/CF on Med Price 13.04 10.12 8.37 7.18 6.88 8.28 11.40 22.36 12.34 13.15 11.19 11.53 10.63 0.48% <-IRR #YR-> 10 Cash Flow per Share
P/CF on Closing Price 13.60 10.06 8.38 6.02 8.20 9.30 13.54 24.16 13.61 12.68 9.02 12.40 10.09 9.25 7.50 3.05% <-IRR #YR-> 5 Cash Flow per Share
-10.66% Diff M/C 2.22% <-IRR #YR-> 10 CFPS 5 yr Running
Excl.Working Capital CF $16.54 $14.26 -$20.72 $10.89 $17.73 $1.94 $9.27 $107.49 $32.07 $10.90 -$39.20 $77.50 $0.00 $0.00 $0.00 1.45% <-IRR #YR-> 5 CFPS 5 yr Running
CF fr Op $M WC $128.84 $161.16 $162.58 $216.29 $201.83 $194.54 $219.17 $253.84 $398.41 $468.60 $462.00 $533.70 $512.40 $559.14 $689.33 231.16% <-Total Growth 10 Cash Flow less WC
Increase 18.89% 25.09% 0.88% 33.04% -6.69% -3.61% 12.66% 15.82% 56.95% 17.62% -1.41% 15.52% -3.99% 9.12% 23.28% 12.72% <-IRR #YR-> 10 Cash Flow less WC
5 year Running Average $89.39 $111.56 $130.23 $155.45 $174.14 $187.28 $198.88 $217.13 $253.56 $306.91 $360.41 $423.31 $475.02 $507.17 $551.31 19.48% <-IRR #YR-> 5 Cash Flow less WC
CFPS Excl. WC $2.36 $2.86 $2.80 $3.01 $2.51 $2.36 $2.46 $2.41 $3.26 $3.50 $3.16 $3.20 $3.07 $3.35 $4.13 14.27% <-IRR #YR-> 10 CF less WC 5 Yr Run
Increase 15.73% 21.20% -2.06% 7.49% -16.44% -6.21% 4.18% -1.87% 35.18% 7.40% -9.73% 1.24% -3.99% 9.12% 23.28% 16.31% <-IRR #YR-> 5 CF less WC 5 Yr Run
5 year Running Average $1.84 $2.15 $2.40 $2.61 $2.71 $2.71 $2.63 $2.55 $2.60 $2.80 $2.96 $3.10 $3.24 $3.25 $3.38 1.13% <-IRR #YR-> 10 CFPS - Less WC
P/CF on Med Price 11.37 9.23 9.44 6.82 6.28 8.20 10.92 12.89 11.35 12.84 12.14 9.85 5.42% <-IRR #YR-> 5 CFPS - Less WC
P/CF on Closing Price 11.86 9.17 9.45 5.72 7.48 9.21 12.97 13.93 12.52 12.39 9.78 10.60 10.09 9.25 7.50 3.73% <-IRR #YR-> 10 CFPS 5 yr Running
*Operational Cash Flow per share CF/-WC P/CF Med 10 yr 11.30 5 yr 12.34 P/CF Med 10 yr 10.39 5 yr 12.14 -2.85% Diff M/C 3.40% <-IRR #YR-> 5 CFPS 5 yr Running
OPM 7.48% 10.78% 12.83% 11.31% 14.52% 14.22% 13.42% 10.09% 17.93% 19.02% 22.86% 20.83% 62.35% <-Total Growth 10 OPM
Increase -56.52% 44.22% 19.03% -11.90% 28.39% -2.01% -5.63% -24.81% 77.69% 6.09% 20.15% -8.85% should be zero, it is a check on calculations
Diff from Median -47.98% -24.97% -10.70% -21.32% 1.02% -1.02% -6.59% -29.77% 24.79% 32.39% 59.06% 44.99% 0.00 <-Median-> 10 OPM
*Operational Profit Margin (CF/Revenue) Ratio OPM 10 Yrs 14.37% 5 Yrs 19.02% Should increase or be stable.
Normalized EBITDA $257 $326 $509 $546 $582 $701 37.75% <-Total Growth 5 EBITDA
EBITDA per Share $2.88 $3.09 $4.16 $4.31 $4.22 $4.46
Change 7.47% 34.45% 3.58% -2.09% 5.67%
Price/EBITDA 11.06 10.85 9.80 10.06 7.32 7.60
Current Assets $252.26 $263.40 $290.85 $389.25 $331.82 $304.03 $368.41 $591.36 $618.41 $1,058.4 $1,037.8 $738.6 Liquidity ratio of 1.5 and up, best Assets
Current Liabilities $254.27 $239.69 $274.51 $348.58 $861.11 $323.27 $570.55 $562.65 $724.45 $765.1 $947.7 $996.1 1.00 <-Median-> 10 Ratio
Liquidity Ratio 0.99 1.10 1.06 1.12 0.39 0.94 0.65 1.05 0.85 1.38 1.10 0.74 1.05 <-Median-> 5 Ratio
Liq. with CF NC aft div 0.92 1.28 1.29 1.25 0.40 1.11 0.81 1.05 1.11 1.69 1.34 0.86 1.11 <-Median-> 5 Ratio
Liq. CF re Inv+Div 0.92 0.97 1.05 0.56 0.26 0.74 0.40 0.27 0.40 0.95 0.51 0.49 0.49 <-Median-> 5 Ratio
Cur. Lg Term Debt $591.14 $1.51 $105.96 $0.00 $209.07 $214.4 $387.5 $383.4 $214.4 <-Median-> 5 Ratio
Liquidity Ratio 1.23 0.94 0.79 1.05 1.20 1.92 1.85 1.21 1.21 <-Median-> 5 Ratio
Liq. with CF aft div 1.27 1.12 0.99 1.05 1.56 2.35 2.26 1.40 1.56 <-Median-> 5 Ratio
Assets $1,068.3 $1,109.6 $1,172.7 $2,163.6 $2,629.1 $2,751.7 $3,542.4 $5,911.9 $7,281.3 $8,413.4 $10,099.5 $10,200.6 Debt Ratio of 1.5 and up, best
Liabilities $589.7 $580.2 $588.0 $1,206.1 $1,580.2 $1,540.7 $2,180.3 $3,912.1 $4,451.8 $4,839.2 $5,896.6 $5,585.2 1.73 <-Median-> 10 Ratio
Debt Ratio 1.81 1.91 1.99 1.79 1.66 1.79 1.62 1.51 1.64 1.74 1.71 1.83 1.71 <-Median-> 5 Ratio
Total Book Value $479 $529 $585 $958 $1,049 $1,211 $1,362 $2,000 $2,829 $3,574 $4,203 $4,615 771.82% <-Total Growth 10 Total Book Value
Non-Cont. Int. $0 $0 $0 $0 $0 $0 $5 $40 $38 $33 $35 $35
Book Value & Pref $479 $529 $585 $958 $1,049 $1,211 $1,357 $1,960 $2,792 $3,541 $4,168 $4,581 765.24% <-Total Growth 10 Book Value & Pref
Preferred Shares $0 $0 $0 $0 $0 $194 $194 $395 $590 $788 $985.1 $985.1
Book Value $479 $529 $585 $958 $1,049 $1,017 $1,163 $1,565 $2,202 $2,753 $3,183 $3,596 $3,596 $3,596 $3,596 579.17% <-Total Growth 10 Book Value
BV per share $8.76 $9.39 $10.06 $13.32 $13.06 $12.32 $13.03 $14.86 $18.00 $20.55 $21.76 $21.54 $21.54 $21.54 $21.54 129.51% <-Total Growth 10 Book Value
Change -3.64% 7.17% 7.22% 32.31% -1.91% -5.66% 5.75% 14.01% 21.18% 14.14% 5.87% -1.00% 0.00% 0.00% 0.00% -24.62% Current/10 Yr Med Book Value per Share
P/B Ratio (Median) 3.06 2.81 2.62 1.54 1.21 1.57 2.06 2.09 2.05 2.19 1.76 1.46 1.98 P/BV Ratio Historical Median
P/B Ratio (Close) 3.19 2.79 2.63 1.29 1.44 1.76 2.44 2.26 2.26 2.11 1.42 1.57 1.44 1.44 1.44 8.66% <-IRR #YR-> 10 Book Value
Change 25.30% -12.54% -5.88% -50.83% 11.43% 22.35% 38.75% -7.52% 0.22% -6.87% -32.66% 10.81% -8.61% 0.00% 0.00% 10.57% <-IRR #YR-> 5 Book Value
Leverage (A/BK) 2.23 2.10 2.01 2.26 2.51 2.27 2.60 2.96 2.57 2.35 2.40 2.21 2.38 <-Median-> 10 A/BV
Debt/Equity Ratio 1.23 1.10 1.01 1.26 1.51 1.27 1.60 1.96 1.57 1.35 1.40 1.21 1.38 <-Median-> 10 Debt/Eq Ratio
Sharerholders Equity (Assets less liabilities) P/BV 10 yr Med 1.91 5 yr Med 2.05 -24.62% Diff M/C
Comprehensive Income $116.65 $263.35 $261.9 $330.1 $185.0 Comprehensive Income
NCI $3.49 $7.33 $8.1 $8.6 $9.9 NCI
Shareholders $138.60 $167.94 $130.97 $77.29 $85.83 $113.16 $256.02 $253.8 $321.5 $175.1 26.33% <-Total Growth 9 Shareholders
Increase 21.17% -22.01% -40.99% 11.05% 31.84% 126.24% -0.87% 26.67% -45.54% 26.67% <-Median-> 5 Comprehensive Income
5 Yr Running Average $120 $115 $133 $157 $206 $224 2.63% <-IRR #YR-> 9 Comprehensive Income <-Total Growth
ROE 23.7% 17.5% 12.5% 7.6% 7.4% 7.2% 11.6% 9.2% 10.1% 4.9% 15.33% <-IRR #YR-> 5 Comprehensive Income 104.01%
5Yr Median 12.5% 7.6% 7.6% 7.6% 9.2% 9.2% 13.26% <-IRR #YR-> 5 5 Yr Running Average #DIV/0!
% Difference from NI 27.4% 2.7% -7.3% -20.5% 2.7% 11.1% 41.1% 165.5% 3147.5% 12.7% 13.26% <-IRR #YR-> 5 5 Yr Running Average 86.40%
Median Values Diff 5, 10 yr 11.9% 41.1% 9.2% <-Median-> 5 Return on Equity
Current Liability Coverage Ratio 0.51 0.67 0.59 0.62 0.23 0.60 0.38 0.45 0.55 0.61 0.49 0.54 CFO / Current Liabilities
5 year Median 0.51 0.51 0.59 0.59 0.59 0.60 0.59 0.45 0.45 0.55 0.49 0.54 54.3% <-Median-> 10 Current Liability Cov Ratio
Asset Efficiency Ratio 12.06% 14.52% 13.86% 10.00% 7.68% 7.07% 6.19% 4.29% 5.47% 5.57% 4.57% 5.23% CFO / Total Assets
5 year Median 9.78% 9.81% 12.06% 12.06% 12.06% 10.00% 7.68% 7.07% 6.19% 5.57% 5.47% 5.23% 5.9% <-Median-> 10 Return on Assets
Return on Assets ROA 8.5% 10.3% 9.3% 7.6% 5.4% 3.5% 2.4% 1.7% 2.5% 1.1% 0.1% 1.5% Net Income/Assets Return on Assets
5Yr Median 4.2% 5.9% 8.5% 8.5% 8.5% 7.6% 5.4% 3.5% 2.5% 2.4% 1.7% 1.5% 2.4% <-Median-> 10 Asset Efficiency Ratio
Return on Equity ROE 18.9% 21.6% 18.6% 17.1% 13.5% 9.6% 7.2% 6.5% 8.2% 3.5% 0.3% 4.3% Net Inc/ Shareholders' equity Return on Equity
5Yr Median 13.6% 14.0% 18.6% 18.6% 18.6% 17.1% 13.5% 9.6% 8.2% 7.2% 6.5% 4.3% 7.7% <-Median-> 10 Return on Equity
Net Income $101.26 $94.60 $120.26 $208.43 $138.2 $59.7 $213.4 110.74% <-Total Growth 6 Net Income
NCI $0.00 $0.00 $3.49 $7.33 $8.1 $8.6 $9.9 NCI
Preferred Shareholders $4.04 $11.00 $14.92 $19.63 $34.5 $41.2 $48.1 1091.18% <-Total Growth 6 Preferred Shareholders
Shareholders $90.29 $114.51 $108.79 $163.57 $141.31 $97.22 $83.60 $101.85 $181.47 $95.6 $9.9 $155.4 $209 $238 $615 35.71% <-Total Growth 10 Shareholders
Increase 37.22% 26.82% -5.00% 50.35% -13.61% -31.20% -14.01% 21.83% 78.18% -47.32% -89.64% 1469.70% 34.49% 13.88% 158.40% EPS/CF Ratio should not be higher than 1.00
5 Yr Running Average $48.3 $67.5 $83.5 $108.6 $123.7 $125.1 $118.9 $117.5 $121.1 $111.9 $94.5 $108.8 $130.3 $141.6 $245.5 3.10% <-IRR #YR-> 10 Net Income
Operating Cash Flow $112.30 $146.90 $183.30 $205.40 $184.10 $192.60 $209.90 $146.4 $366.3 $457.7 $501.2 $456.2 13.20% <-IRR #YR-> 5 Net Income
Investment Cash Flow $46.30 -$76.46 -$63.43 -$432.95 -$464.09 -$161.87 -$584.55 -$1,624.5 -$1,264.8 -$591.1 -$1,515.6 -$752.2 4.89% <-IRR #YR-> 10 5 Yr Running Ave.
Total Accruals -$68.32 $44.11 -$11.06 $391.08 $421.26 $70.55 $469.30 $469.3 $469.3 $469.3 $469.3 $469.3 -1.75% <-IRR #YR-> 5 5 Yr Running Ave.
Total Assets $1,068.3 $1,109.6 $1,172.7 $2,163.6 $2,629.1 $2,751.7 $3,542.4 $5,911.9 $7,281.3 $8,413.4 $10,099.5 $10,200.6 Balance Sheet Assets
Accruals Ratio -6.40% 3.98% -0.94% 18.08% 16.02% 2.56% 13.25% 7.94% 6.45% 5.58% 4.65% 4.60% 5.58% <-Median-> 5 Ratio
EPS/CF Ratio 0.71 0.72 0.68 0.78 0.71 0.50 0.39 0.44 0.47 0.21 0.02 0.31 0.45 <-Median-> 10 EPS/CF Ratio
Change in Close 20.73% -6.26% 0.92% -34.95% 9.30% 15.43% 46.73% 5.43% 21.45% 6.30% -28.70% 9.71% -8.61% 0.00% 0.00% Count 18 Years of data
up/down up down down down down down down Count 12 66.67%
Meet Prediction? % right Count 1 8.33%
Financial Cash Flow $159.23 -$66.57 -$120.63 $233.36 -$265.38 -$32.19 $376.81 $1,487.14 $930.82 $455.7 $929.6 $21.4 C F Statement Financial CF
Total Accruals -$227.54 $110.64 $109.55 $157.76 $686.68 $98.68 $81.44 $92.81 $149.08 -$226.7 $94.7 $430.0 Accruals
Accruals Ratio -21.30% 9.97% 9.34% 7.29% 26.12% 3.59% 2.30% 1.57% 2.05% -2.69% 0.94% 4.22% 1.57% <-Median-> 5 Ratio
Cash $11.83 $44.81 $371.0 $293.4 $19.0 Cash
Cash per Share $0.11 $0.37 $2.77 $2.01 $0.11 $0.37 <-Median-> 5 Cash per Share
Percentage of Stock Price 0.33% 0.90% 6.39% 6.49% 0.34% 0.90% <-Median-> 5 % of Stock Price
Taxable Income 78.8%
Capital Gain 4.0%
Dividend Income 0.2%
Ret. Of Capital 17.0%
100.0%
Notes:
March 18, 2017. Last estimates were for 216 and 2017 of $3134M and $3034M for Revenue, $3.77 and $4.04 for AFFO, $3.75 for 2016 for FFO,
$1.87 for Normalized Earningfs fo 2016, $1.70 and $2.15 for EPS, $3.75 and $4.40 for CFPS and $214M and $290M for Net Income.
March 26, 2016. Last estimates were for 2015, 2016 and 2017 of $2983M, $3134M and $3054M for Revenue, $3.66 and $3.96 and $1.69 and $1.87 for AFFO and Normalized EPS for 2015 and 2016,
$1.63, $1.70 and $2.15 for EPS, $3.75, $4.10 and $4.40 for CFPS, and $225M, $247M and $290M for Net Income.
April 3, 2015. Last estimates were for 2014 and 2015 of $3068M and $3340M for Revenue, $3.47 and $4.03 for AFFO, $1.72 and $2.26 for EPS, $4.00 and $4.63 for CFPS
March 21, 2014. Last estimates were for 2013, 2014 and 2015 of $1746M, $2082M and $2657M for Revenue, $3.13 and $3.30 AFFO (2013, 2014), $1.49, 1.63 and $1.68 for EPS, and $3.55, 3.91 and $4.51 for CFPS.
March 14 2013. Last estimates were for 2012 and 2013 at $2025 and $2315M for Revenue, $2.80 and 3.50 for FFO, EPS $1.26 and $1.59 (and $1.81 for 2014) and $2.83 and $3.38 for CFPS
Dec 02, 2012 Restored from website file.
April 14, 2012. Last estimates were for 2011 and 2012 with $2.20 and $2.45 for Distributable income, $1.00 and $1.15 for EPS and $2.46 and $2.70 for Cash Flow.
Apr 6, 2011. Last I looked I got estimates for 2010 and 2011 for earnings of $1.50 and 1.10 and CF of $2.50 and 2.30 and distributable Inc of $2.68 for 2010.
July 8, 2010 company changed from a Unit Trust to a corporation. Symbol changed from AltaGas Income Trust (ALA.UN) to AltaGa Ltd. (ALA). Dividends to be reduced.
Feb 28, 2010. In Nov 2009, I picked up 2009 and 2010 values for earnings of $1.60 and $1.50, Dis Inc of $2.60 and $2.68 and cash flow of $2.40 and $2.48.
Interesting that no one expects much increase in stock price this year, but there is an awful lot of insider buying.
Nov 5, 2009 Earnings and cash flow pickup up at the time I updated for 2008 report have not changed.
AR 2008, I picked up earnings of $1.60 and $1.50 and cash flow of $240 and $2.48 for 2009 and 2010.
They changed to an income trust in 2004. They plan to convert back to a corporate structure before 2011. In the third annual report, they said they expect the dividend to be from $1.10 to $1.40.
2007. In addition, a special distribution of one AltaGas Utility Group Inc. (Utility Group) common share was issued for every 100 Trust units and exchangeable units held on
August 27, 2007. Any Trust unitholder allocated fewer than 50 common shares of Utility Group received cash. The cash value of the distribution was determined to be $0.076 per unit.
2005. In addition, one share of AltaGas Utility Group Inc. was issued for every 13.9592 trust
units and exchangeable units held on November 14, 2005 distribution of $0.5373 per unit
This company was formed on 1 April 1994 from the ashes of a deliberately dismantled company formed to coordinate Alberta gas exports to California.
Normalized Earnings.
Earnings are normalized for after-tax amounts related to transaction costs related to acquisitions, development costs related to energy export projects,
provisions on assets and on investments accounted for by the equity method, unrealized gain on risk management contracts, and loss on long-term investments.
Sector:
Infrastructure, Utility
What should this stock accomplish?
Would I buy this company and Why.
This is a dividend growth company and I would buy it again.
Dividends
Dividends are monthly. Dividends are declared one month for the middle of the following month. For example, the dividend payable on November 15, 2013 was for shareholders of record of October 25, 2013.
The dividewnd had an ex-dividend date of October 23rd and was declared on October 10, 2013.
Misson Statement or closes thing I can find.
What I am looking for is a statement that the company wants to do well by their customers, employees, and community and and thereby earn shareholders a reasonable return.
For customers
For employees
For community
For investors
Why am I following this stock.
I bought this stock in 2009 and therefore started to follow it.
Why I bought this stock.
When I bought this stock in 2009 it was on many dividend growth stock lists. In 2009, I saw that this stock also had good growth in Revenues, Earnings, Dividends, and Stock Prices over the last 5 and 10 years.
The stock had a fairly strong balance sheet. I took a small position in this stock, and planned to wait and see how things go with this stock before buying more. I bought more in 2010 and 2012.
How they make their money.
AltaGas operates physical assets and provides essential services to customers who produce and consume natural gas and power.
Their gas business provides gathering, processing, transportation, storage and marketing of natural gas and natural gas liquids. Their power business generates and delivers power in Alberta and British Columbia
and is developing a significant portfolio of renewable power projects.
For most ratios, lower is better when looking for a good stock price. However, there are exceptions such as for yield and asset/liability ratios and here you want a higher ratios to indicate a good stock price.
Also, for the Operational Profit Margin, a higher percentage is better. With the OPM, you should only compare companies in similar industries.
AltaGas Holding Limited Partnership No. 2
Shares; '%, Value $M Shares %, Val $M Shares %, Val $M Shares %, Val $M Shares %, Val $M Shares %, Val $M Shares %, Val $M
Date Apr 14 2012 Mar 14 2013 Mar 22 2014 Apr 04 2015 Mar 26 2016 Mar 18 2017
Harris, David Michael 0.024 0.02% 0.025 0.02% 0.042 0.03% Chge from officer to CEO
Officer - Shares - Amount $0.729 $0.853 $1.309 in 2017
Options - percentage 0.556 0.38% 0.398 0.24% 0.428 0.26%
Options - amount $17.166 $13.500 $13.267
Watson, Tim 0.006 0.00% 0.006 0.00%
CFO - Shares - Amount $0.203 $0.186
Options - percentage 0.131 0.08% 0.176 0.11%
Options - amount $4.434 $5.446
Stein, Deborah Susan 0.025 0.02% 0.030 0.02% 0.052 0.04% 0.054 0.03% Was CFO in 2015
Officer - Shares - Amount $1.000 $1.321 $1.593 $1.824 Ceased to be insider
Options - percentage 0.224 0.18% 0.230 0.17% 0.203 0.14% 0.340 0.20% on March 31, 2016
Options - amount $9.120 $9.968 $6.266 $11.522
Bushfield, Corine Renae Knight 0.000 0.00%
Officer - Shares - Amount $0.002
Options - percentage 0.070 0.04%
Options - amount $2.169
Anderson, Nancy 0.037 0.03%
Officer - Shares - Amount $1.497
Options - percentage 0.023 0.02%
Options - amount $0.917
Best, Catherine May 0.000 0.00% 0.000 0.00% 0.000 0.00% 0.000 0.00% 0.000 0.00%
Director - Shares - Amount $0.000 $0.000 $0.000 $0.000 $0.000
Options - percentage 0.039 0.03% 0.044 0.03% 0.044 0.03% 0.047 0.03% 0.030 0.02%
Options - amount $1.590 $1.891 $1.348 $1.602 $0.943
Cornhill, David Wallace 1.283 1.05% 1.361 1.02% 1.404 0.96% 1.583 0.95% 1.593 0.95% Was Chair and CEO
Chair Shares - Amount $52.317 $58.998 $43.392 $53.654 $49.366 until 2017.
Options - percentage 1.253 1.02% 1.325 0.99% 2.246 1.54% 1.008 0.60% 0.980 0.59%
Options - amount $51.077 $57.426 $69.386 $34.173 $30.367
Increase in O/S Shares 0.399 0.45% 0.780 0.74% 0.806 0.66% 0.989 0.74% 0.834 0.57% 0.338 0.20%
due to SO 2011-13 $12.702 $26.184 $32.864 $42.870 $25.779 $11.450
Book Value $7.181 $16.197 $18.916 $24.900 $20.800 $9.300
Insider Buying -$0.513 -$0.308 -$0.216
Insider Selling $5.321 $11.468 $1.878
Net Insider Selling $4.808 $11.160 $1.662
% of Market Cap 0.11% 0.20% 0.03%
Directors 9 11% 9 9 11 9
Women 1 1 11% 1 11% 2 18% 2 22%
Minorities 0 0% 0 0% 0 0% 0 0% 0 0%
Institutions/Holdings 68 35.00% 3 5.33% 3 4.31% 164 40.91% 4 9.72%
Total Shares Held 31.035 25.38% 0.427 0.32% 0.345 0.24% 60.111 36.01% 0.777 0.47%
Increase/Decrease 0.323 1.05% 0.002 0.51% 0.092 36.46% -1.432 -2.33% 0.005 0.61%
Starting No. of Shares 30.712 0.425 0.253 61.543 0.773 Reuters
Institutions/Holdings 199
Total Shares Held 56.000 33.55%
Increase/Decrease 2.000 3.70%
Starting No. of Shares 54.000 Morningstar
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