CML Healthcare

CLC-T

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about CLC-T

Signal
Opinion
Expert
BUY
BUY
December 1, 2010
Will be converting and their dividend will probably be adjusted to reflect their new taxable entity. Good, well managed company. Lab business is very steady. With the current health care, more business will be sourced to companies like this. Good steady investment for yield.
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CML Healthcare (CLC-T)
December 1, 2010
Will be converting and their dividend will probably be adjusted to reflect their new taxable entity. Good, well managed company. Lab business is very steady. With the current health care, more business will be sourced to companies like this. Good steady investment for yield.
BUY
BUY
September 22, 2010
(Market Call Minute.) Very well run. Very solid cash flows through their lab businesses.
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CML Healthcare (CLC-T)
September 22, 2010
(Market Call Minute.) Very well run. Very solid cash flows through their lab businesses.
BUY
BUY
September 10, 2010
Lab and Imaging business. Made a US acquisition about 2 years ago that hasn’t worked out. Q1 had poor results due to economy and a harsh winter. 2nd quarter was a turnaround with margins up to 11%. Will convert to a corp and have set their dividend to $0.75.
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CML Healthcare (CLC-T)
September 10, 2010
Lab and Imaging business. Made a US acquisition about 2 years ago that hasn’t worked out. Q1 had poor results due to economy and a harsh winter. 2nd quarter was a turnaround with margins up to 11%. Will convert to a corp and have set their dividend to $0.75.
BUY
BUY
August 25, 2010
Was ideally suited to be in the income trust model. Labs give a predictable cash flow. They did have some problems in radiology in the States. Second quarter was a little bit of a disappointment. Thinks distribution will be tax adjusted after conversion. A good long-term stock to own.
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CML Healthcare (CLC-T)
August 25, 2010
Was ideally suited to be in the income trust model. Labs give a predictable cash flow. They did have some problems in radiology in the States. Second quarter was a little bit of a disappointment. Thinks distribution will be tax adjusted after conversion. A good long-term stock to own.
PAST TOP PICK
PAST TOP PICK
August 16, 2010
(A Top Pick Sept 16/09. Down 10.97%.) Recently added to his position because of dividend yield and for downside protection.
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CML Healthcare (CLC-T)
August 16, 2010
(A Top Pick Sept 16/09. Down 10.97%.) Recently added to his position because of dividend yield and for downside protection.
COMMENT
COMMENT
August 12, 2010
Run a series of testing labs. Sold his holdings because he didn't like its reliance on government fiats.
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CML Healthcare (CLC-T)
August 12, 2010
Run a series of testing labs. Sold his holdings because he didn't like its reliance on government fiats.
BUY
BUY
July 28, 2010
Has been waiting for this one to get to $10, which is a compelling valuation. Can earn in the neighbourhood of $1.20 in the next couple of years. 11.2% yield
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Has been waiting for this one to get to $10, which is a compelling valuation. Can earn in the neighbourhood of $1.20 in the next couple of years. 11.2% yield
BUY
BUY
July 22, 2010
Great little company for income. Good distribution and are an oligopoly in Ontario. However expanded outside of Ontario, which didn't go as well. If you're worried about the economy, lab-testing business is about as rock solid as you can get.
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Great little company for income. Good distribution and are an oligopoly in Ontario. However expanded outside of Ontario, which didn't go as well. If you're worried about the economy, lab-testing business is about as rock solid as you can get.
DON'T BUY
DON'T BUY
July 20, 2010
Acquisition in the US didn’t work out. Payout ratio is way too high and they will have to cut the dividend dramatically when they convert to a corp. Will look at it more carefully tomorrow.
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Acquisition in the US didn’t work out. Payout ratio is way too high and they will have to cut the dividend dramatically when they convert to a corp. Will look at it more carefully tomorrow.
DON'T BUY
DON'T BUY
July 16, 2010
Chart shows a fall during 2010. What the market is saying that the 10.7% distribution might be in jeopardy.
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Chart shows a fall during 2010. What the market is saying that the 10.7% distribution might be in jeopardy.
HOLD
HOLD
June 30, 2010
A little distress currently because of negotiations with radiologists in their US operations. Distribution will be a little less when they convert. Lab operations are steady with consistent cash flow.
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A little distress currently because of negotiations with radiologists in their US operations. Distribution will be a little less when they convert. Lab operations are steady with consistent cash flow.
WATCH
WATCH
June 23, 2010
Bulk of business is in Canadian laboratory testing, which is a very stable cash flow. US diagnostic business has been more challenging and he sees some risks there of operational improvements and has sent over senior management teams to alleviate it. Trading at a premium multiple and will have a cut when they convert to a Corp.
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Bulk of business is in Canadian laboratory testing, which is a very stable cash flow. US diagnostic business has been more challenging and he sees some risks there of operational improvements and has sent over senior management teams to alleviate it. Trading at a premium multiple and will have a cut when they convert to a Corp.
BUY
BUY
June 2, 2010
Been under a fair amount of pressure primarily due to their US activities. In Canada they will possibly be affected by the HST. Distribution likely to be cut to $0.60 cents or so when they convert to a corporation. The lab business is a steady generator of cash flow. This one was always a good model for an income trust. Feels in the future more and more will be outsourced in healthcare. He thinks it is attractive at $10
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Been under a fair amount of pressure primarily due to their US activities. In Canada they will possibly be affected by the HST. Distribution likely to be cut to $0.60 cents or so when they convert to a corporation. The lab business is a steady generator of cash flow. This one was always a good model for an income trust. Feels in the future more and more will be outsourced in healthcare. He thinks it is attractive at $10
DON'T BUY
DON'T BUY
June 2, 2010
Was quite surprised how it has done. Problems was first quarter lower than analysts expected and second was proposed changes in healthcare regime that is proposed in the budget. Likely will be limited to 1% increase in what they can increase charges. 30-40% cut in distribution predicted.
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Was quite surprised how it has done. Problems was first quarter lower than analysts expected and second was proposed changes in healthcare regime that is proposed in the budget. Likely will be limited to 1% increase in what they can increase charges. 30-40% cut in distribution predicted.
DON'T BUY
DON'T BUY
May 31, 2010
Trend distinctly on the downside without support. There is a tendency for the sector to bottom at this time of year. You don’t want to invest until you see signs it has bottomed.
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Trend distinctly on the downside without support. There is a tendency for the sector to bottom at this time of year. You don’t want to invest until you see signs it has bottomed.
Showing 31 to 45 of 153 entries