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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CJT
TOP PICK
Bullish on the western economy and a lot of its cash flow comes from there. Sees lots of activity in the oil sands. Healthy payout ratio of almost 75% so there could be a distribution increase.
BUY
Very high-quality, dominant transporter in the northern area of Alberta. A winner.
PAST TOP PICK
(A Top Pick Jan 20/06. Up 9.6%.) Still likes it. Have increased distributions.
TOP PICK
Ratio of over 20% on return of capital over the last five years. Good management. Continuing to make acquisitions. Will be merging with another company in May and spinning out another company focused in the high north.
TOP PICK
Normally he avoids the trucking sector. About 30% of their cash flow comes from the trucking sector. The balance comes from their oil service sector. Recently merged with Producers Oilfield Services and have spun out another trust which could create some good value.
BUY
Mullen Group is a name they like. It is a diversified company involved in the transportation of heavy equipment and trucking business. Mullen is well positioned to benefit from strong growth in the MacKenzie pipeline and tar sands development. They have a great management team. Low payout ratio and almost no debt. Great place to be. Recommends holding.
BUY
Has an interesting upside with the McKenzie Valley pipeline coming through which makes it a special situation. Expected to go higher.
TOP PICK
2 main divisions. 70% of EBITDA. Converted to a trust. Strong management. Pay out of 75%. Excellent growth. Try to get under $32.
TOP PICK
A very old family owned company. Basically, anything in the oil patch that moves, they move it. Basically have a lock on this business in western Canada. Down the road, the development in northern Canada is going to be really critical to their continued growth.
PAST TOP PICK
(A Top Pick Sept 16/05. Up 21%.) Still likes this one. A high-quality name. Getting a little bit expensive.
PAST TOP PICK
(A Top Pick Sept 27/05. Up 22%.) Sold his holdings for the cash about the time it turned into a trust. Thinks it's a good one that you should continue to hold.
BUY
A conglomerate and all of their divisions are doing well. One of the weaknesses in the oil patch right now is the need for transportation which this company supplies. If the Delta ever opens up and the pipeline starts to get constructed this type of company will do very, very well.
BUY
A great longer-term play on rising oil/gas prices.
PAST TOP PICK
(A Top Pick Sept 23/05. Up 24%.) A good play on the oil sands. A lot of exposure to the trucking and the drilling activities around that area. Just made a nice acquisition of Pe Bend (PBN-T).
BUY
Generally speaking he doesn't invest in the trucking business, but this is the exception. Really involved in the oil service sector. Significant ownership by the management. Thrifty.
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