Opinions
Andrew Guy, CFA
Resolve Business Outsourcing Income Fund
RBO.UN-T
PAST TOP PICK
Feb 06, 2008
(A Top Pick Feb 8/07. Down 5% including distributions.) Didn't deliver on expectations, largely because of management's inability to flow through good top line results to the bottom line. A lot of potential good things. It's a Buy if management can go through the results. Watch.
$7.700
Stock price when the opinion was issued
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PAST TOP PICK
(A Top Pick Feb 8/07. Flat.) Little hesitant because of the time it will take for them to show what they can do. Very strong relationships in the outsourcing business. A couple of the businesses require upfront investments in 2007 before revenue starts to hit in 2008. A Hold or By On Weakness.
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PAST TOP PICK
(A Top Pick Feb 8/07. Down 2.8%.) A little more cautious in the near-term, but likes it longer-term. Made a couple of acquisitions making them the dominant player in the Canadian student loan business. This will add costs over the next 6 to 12 months. A Hold. 11.4% yield should be secure.
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WAIT
Growth primarily comes from outsourcing financial administration. Credit card applications, student loans for banks and various federal government applications. Hit a couple of bumps and results have not been there. Last quarter was decent, but wait for another quarter to see that they can deliver. 12.8% yield is not at risk.
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