TSE:MTL

Mullen Group Ltd (MTL.TO)

21.37
+0.12 (0.56%)
as of Jun 26, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 26, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

Mullen Group Ltd (MTL-T) has garnered attention from experts due to its strong performance over the past year. One reviewer highlights the company's operational quality and acknowledges it as owner-operated, while expressing a preference for stocks with less cyclical nature and more growth potential, specifically mentioning rail stocks like CJT. Another expert suggests maintaining a core position in Mullen Group while engaging in trading based on economic indicators, indicating the stock's cyclical characteristics, yet acknowledging its sound operational strategies. Overall, while the stock has done well, there is a consideration of trimming positions given the cyclical nature and exploration of alternatives for sustained growth.

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Consensus
Mixed
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Valuation
Fair Value
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Similar
CJT
PAST TOP PICK
(A Top Pick Nov 15/18, Down 4%) This was caught on the oil downwave, but it hasn't seen the pick-up in oil like, say, Suncor. A big trucking group in oil. It's trading at very depressed levels. Still likes it.
TOP PICK
An energy opportunity. It's more volatile because of its smaller market cap. It's been punished along with low oil prices. It's in the trucking business related to energy and is well-positioned. Take profits at $16-18. (Analysts’ price target is $16.90)
HOLD

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.

BUY

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.

COMMENT

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.

COMMENT

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.

HOLD

(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.

BUY

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.

BUY

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

COMMENT

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.

PAST TOP PICK
(A Top Pick Sept 10/10. Up 53.37%.)
PAST TOP PICK
(A Top Pick Jan 20/10. Down 1.8%.) Still likes.
TOP PICK
Trucking and logistics. Know primarily for being in the oil field services in western Canada but are doing a lot of infrastructure work. Their Canadian de-watering unit is helping in cleaning of oil sands tailing ponds. Looking for dividend increases in the near term.
BUY
Trucking and well completion services. Pre-eminent logistics player on oil sands. Expected them to make acquisitions by this time. Long-term, great company to own. 3.4% yield.
TOP PICK
Dominant player in the oil field services in Alberta. A lot of oil sands infrastructure projects getting back on the rails is a plus for them.