TSE:MTL

Mullen Group Ltd (MTL.TO)

28.32
+0.14 (0.50%)
as of Jul 28, 2026, 8:00:00 pm Market Open.
143 watching
0
Investor Insights
star iconJul 26, 2026, 12:00 am

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

The reviews from experts regarding Mullen Group Ltd (MTL-T) present a mixed picture of the stock's performance and future prospects. One expert praises the company for being owner-operated and notes that it has performed exceptionally well over the past year, although they express a preference for less cyclical stocks, recommending names like the rail companies instead. They suggest considering trimming one's position at this time. Another expert acknowledges the cyclical nature of the stock but supports maintaining a core position while adjusting based on economic indicators. The consensus seems to be that Mullen Group Ltd has solid operational management, and while it's seen as a solid performer, there may be better opportunities to explore for less volatility. Overall, investors are urged to stay cautious and strategic with their positions.

consensus icon
Consensus
Mixed
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Valuation
Fair Value
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Similar
CJT
BUY
Has had a bit of a rough ride the last couple of months. A fair amount of leverage to the oil sands and energy sector in Alberta. Dropped when oil/gas prices came off and drilling activity slowed down. Feels it has some good upside.
WEAK BUY
A conglomerate of various trucking companies. Yield is quite low and very hard to analyze. If there is a slowdown in drilling, their earnings will be hit. On a long-term basis, it's probably not a bad acquisition.
TOP PICK
Good management. 2/3 of their business is very stable and is enough to cover distributions. 1/3 is tied to the oil business. Good price.
BUY
A service related business. When oil is out of favour this tends to sell off. He has been adding to his position.
DON'T BUY
Has come off hard. Less activity in trucking because of less drilling. Can't see a lot of visibility going forward for a quarter or so.
BUY
Great entry point. He knows the management team. Great time to invest.
WAIT
This is an oil service and trucking business. Don't rush in as the trust could bottom out more.
TOP PICK
From a trading standpoint, you can buy in the low $25’s. Expected to go to the high $20’s.
BUY
There is a real shortage of getting people/equipment out to the fields which is where this company excels. Services a lot of the trucking needs in the oil/gas sector. Well-managed.
BUY
Well run company. Recently completed a merger that was a very smart move. Sold off primarily because it is an energy services group. Reaction has been far beyond the actual deterioration of their business. A great holding.
BUY
An interesting way to play development in western Alberta. Has one of the best management teams. At this level, it is looking attractive.
BUY
A dominant player in the oil services. A very good-quality holding. Represents good value in this market.
TOP PICK
A way to play activity in western Canada. A trucking company as well as an oil service company. Just spun out Horizon North Logistics.
BUY
Spun off Northern Horizons and will focus on the McKenzie Valley area. Their prospects are fabulous if the pipeline goes through. If you feel strongly about the pipeline going through, they have assets that are first in the area which will give them a big advantage.
PAST TOP PICK
(A Top Pick March 24/06. No change.) Liked the underlying business but also recommended it because they were spinning out their northern Canadian assets which happened yesterday. Still likes.
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