Mullen Group Ltd (MTL.TO)

It is a very well run company. Probably still a good time to buy it. The founder has a lot of skin in the game. Don’t step in now to anything that is tied to the energy sector.

This is in the right group. Service companies are doing particularly well. This is behaving better than about 70% of the stocks in the S&P over the last 12 months. You have tailwind from the sector and tailwind from the equity asset class itself. A very steady performer so he doesn’t see any major catalyst in the near-term, but it should perform in line with the group. A good, longer-term investment.

Doesn’t know it intimately, but knows that they do transportation and is an energy services company. Their competition has come down when a competitor sold their assets and moved out of the space.

They move stuff around, primarily oil and oil based products. Do well when oil prices go up and people drill a lot. Likes this space. Company is well managed compared to other stocks but is very product specific to just oil. She prefers Horizon North Logistics (HNL-T), which is a similar backdrop but with a wider scope with setting up camps for oil, natural gas, LNG products, potash mines and mining in general.

(Market Call Minute.) A little bit worried about the levels of activity in the oil field for them. Just came in with earnings and they did well.

Provides a wide range of services to the oil/gas industry in Alberta, including trucking, well completions and all sorts of things. Likes the company. Dividend is fairly safe. Has been a good group to grow over time. Very diversified so if one sector of the company is not doing well, others are. Good quality company. 5.2% dividend.

Very well run trucking company in westerns company. A dividend growth story. Will be a very good growth and income stock going forward.

Oil services trucking business. Great managed company. Has pulled back because there are less rigs being pulled around and less oil service equipment being dragged around. If oil prices go back up and there is more demand for gas, this company will do okay.