TSE:MTL

Mullen Group Ltd (MTL.TO)

21.37
+0.12 (0.56%)
as of Jun 26, 2026, 8:00:00 pm Market Open.
142 watching
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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
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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