Opinions
Michael Simpson, CFA
HNZ Group
HNZ-T
PAST TOP PICK
Dec 02, 2010
(A Top Pick Dec 3/09. Up 74%.) Largest helicopter operators in Canada. Service energy, mining and some firefighting. No debt. Trading below replacement value. Still a Buy. 7% yield.
$14.800
Stock price when the opinion was issued
Transportation & Environmental Services
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Provides helicopter services in Canada, New Zealand and Asia. Acquired a helicopter company in New Zealand last year. P/E ratio of less than 8. Bidding on contracts globally. Low debt. High return on capital at about 30%. Dividend payout ratio low at about 25%.
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PAST TOP PICK
(Top Pick April 12/12. Down 30.9%.) Doing some work for the US government in Afghanistan. One of the contracts is going to go in December. Trades at a very low valuation. Even if they lost two contracts, their payout ratio would rise to about 72%. In his view it trades below replacement of some of their assets. Should still be able to maintain its dividend. He has been buying more at these levels.
Transportation & Environmental Services
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