Keystone North America Inc. (KNA.TO) Buy,…

Keystone North America Inc. (KNA.TO)

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BUY

5th largest funeral homes in North America and most of them are in rural areas. On the acquisition trail. Very prudent operators.

BUY

Good business. They are in the funeral home business. Continue to do well. Stable management. Pay out 95%

BUY

Focused on the funeral business in rural US. A slow, stable business. It won't shoot the lights out, but will continue to grow at a slow and steady pace. Great management alignment.

BUY

Death care business is a stable one. A long-term hold. Not a lot of growth in this one.

PAST TOP PICK

(A Top Pick Aug 19/05. Down 20%.) Their underlying business has performed superbly. About 15% ahead of their forcasts when they were IPO'd. Unfortunately there is a malaise in the market with some of the smaller names.

BUY

US funeral home business. Has a very stable cash flow from operations. Payout ratio is 80%. Good management. There is US$ exposure. The US$ is hedged, but hedges do roll off, but this is built into the price. A very good entry point for this one.

BUY

A funeral home operator across the US. Good core business. Had a solid 2nd quarter. Gearing up to make some acquisitions in the 2nd half of the year.

TOP PICK

Has a solid story, In the funeral service business. The fifth largest in the US. Has come off significantly since its IPO, but thinks it's only malaise in the market. Have outperformed their guidance since their IPO. Earnings are up 15% above guidance and their payout ratio has fallen to 80% yet the yield is north of 10%.

BUY

Funeral services. Fits a lot of the criteria that they like to see in an income trust. Relatively stable industry in terms of revenues. A growing operator. Consolidating a lot of mom & pop operations at reasonable acquisition multiples. Extremely positive numbers.

BUY

US funeral home business. Great fundamentals. Very stable industry. Good margins. The thing to watch with this industry is the amount of leverage (debt), but they are comfortable with their leverage.

BUY

Recent IPO. US funeral home operator. Funeral homes are a very stable type of business and very suitable as an income trust model. 95% payout ratio.

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Keystone North America Inc. (KNA.TO)