Opinions
Darren Sissons
Royal Boskalis Westminster
BOKA-EUR
TOP PICK
Sep 14, 2012
$0.001
Stock price when the opinion was issued
contractors
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TOP PICK
Amsterdam exchange. Global infrastructure play. Biggest player in harbour construction. Also harbour fronts and land reclamation. Got hurt when credit dried up and price of oil dropped. Credit is starting to free up and oil prices are coming back. Earnings and order book much better than expected.
contractors
PAST TOP PICK
(A Top Pick September 14/12. Up 11.45%.) A support industry for the Maritime industry. Engaged in selvage business, harbour towing, harbour dredging and, just recently acquired a company to move ultra large equipment offshore. The company has effectively doubled in the last 2.5 years. Good dividend, good balance sheet and good management.
contractors
(Euronext exchange) Global play on all things effectively near offshore and related to port activities such as harbour dredging, towing, pipelines, oil/gas drilling offshore. Very strong balance sheet. This business is effectively at the bottom of the cycle now. Has a record backlog. 4.3% dividend yield.