Has an effective monopoly in northern Alberta related to the movement of oil drill rigs and trucking out of drilling waste. Have made a lot of acquisitions, so its earnings profile has changed. Has potential to earn close to $1 run rate over the next 12/24 months.
(A Top Pick May 31/05. Down 2%.) Still likes. Requires bit more patience. Provides a lot of infrastructure in the oil fields such as moving drill rigs. Between now and 3/5 years, it will be an excellent performer. Will probably be acquired.
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