Opinions
Darren Sissons
Royal Boskalis Westminster
BOKA-EUR
PAST TOP PICK
Oct 15, 2012
$0.001
Stock price when the opinion was issued
contractors
It's the ideal tool to help you make quicker, more informed decisions for
managing and tracking your investments.
You might be interested:
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
TOP PICK
(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.
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
(A Top Pick Jan 30/12. Up 0.58%.)