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Newalta Corp (NAL.TO)

TOP PICK
Canada’s largest industrial waste recovery business. Maximizing the benefit of having their intellectual properties. Their facilities have been generating double digit growth and revenues but the onsite has been spectacular in growth, excess of 50%.
TOP PICK
(A Top Pick June 23/10. Up 43.7%.) Largest Canadian industrial recycler. Big project now is the recycling of wastes from the oil drilling processes. Improving margins. Undervalued.
PAST TOP PICK
(A Top Pick Nov 15/10. Up 46.78%.) Likes the environmental remediation space and this is the leader. Still not expensive. Would buy again on a pull back.
PAST TOP PICK
(A Top Pick April 23/10. Up 34.61%.) Still likes and would be a Buyer on dips.
PAST TOP PICK
(A Top Pick Nov 15/10. Up 30.75%.)
TOP PICK
Canada’s largest environmental services and waste management company. Roots in western Canada in treating and processing waste from oil & gas industry but also diversified into solid waste management in Ontario and Quebec. About 5% of revenues are from oil recovery. Good growth in drilling and oil sands production in western Canada and they have special techniques for treating.
TOP PICK
Right at the crux of 2 trends that he loves 1) commodity trend driven by emerging markets and 2) environmental remediation of commodity production. Great lead recycling operation. Could see 50% upside.
TOP PICK
Diversified waste management that turns all kinds of waste products into renewable/reusable products. Governments and individuals want more and more friendlier environment and resources. Have facilities that are very difficult to duplicate so are in a niche position.
TOP PICK
Waste management. A fallen angel. Balance sheet got a little wonky couple of years ago and they had to take costs out of the system and cut their distribution. Now showing growth in cash flow. Cycle is coming to them as heavy oil production increases in Western Canada.
TRADE
Slow growing company, used to be a trust. Pay a dividend. They are well entrenched with their customers.
COMMENT
Oilfields waste management. Because of the lack of drilling there is less guck to clean up. Rig count is very low. Converted themselves from a trust to a corporation, which resulted in a reduction of pay out to shareholders. If there is a resumption of full-scale drilling in the rig count goes up they will benefit. 3.9% dividend.
DON'T BUY
(Market Call Minute.) In the wrong place at the wrong time.
BUY
Well positioned and has properties across the board and well managed.
DON'T BUY
(Formerly an income trust.) Once a company cuts its distribution, the stock price almost always gets beaten down.
DON'T BUY
Cleans up messy drill sites, moving waste oil, etc. As drilling has declined they have had less activity so the share price has plummeted. Wait for drilling activity to improve.
Showing 16 to 30 of 92 entries