CML Healthcare

CLC-T

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0.00 (0.00%)
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Analysis and Opinions about CLC-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
May 13, 2010
(A Top Pick March 25/09. Down 22% excluding distributions.) Medical laboratories. US holdings pulled them down. Won't have restructuring costs going forward.
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(A Top Pick March 25/09. Down 22% excluding distributions.) Medical laboratories. US holdings pulled them down. Won't have restructuring costs going forward.
DON'T BUY
DON'T BUY
May 12, 2010
This trust was used as a platform to expand into the US, which has been a little problematic for them. Also the move of the Cdn$ back towards par is putting pressure on them.
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This trust was used as a platform to expand into the US, which has been a little problematic for them. Also the move of the Cdn$ back towards par is putting pressure on them.
SELL
SELL
April 22, 2010
A terrific trust with a good yield. Large percentage of revenue is from government, particularly Ontario government. He would worry about lab tests getting squeezed by the government. If you own, consider getting out of it for a while.
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CML Healthcare (CLC-T)
April 22, 2010
A terrific trust with a good yield. Large percentage of revenue is from government, particularly Ontario government. He would worry about lab tests getting squeezed by the government. If you own, consider getting out of it for a while.
WATCH
WATCH
April 19, 2010
US side had a couple of poor quarters and would have to grow so they wouldn't have to cut distributions. That is now changed and now looks that they are going to have to cut, possibly 1st week in May. Recently exited but would reconsider purchasing if it went down enough.
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CML Healthcare (CLC-T)
April 19, 2010
US side had a couple of poor quarters and would have to grow so they wouldn't have to cut distributions. That is now changed and now looks that they are going to have to cut, possibly 1st week in May. Recently exited but would reconsider purchasing if it went down enough.
COMMENT
COMMENT
April 15, 2010
Sold his holdings about 2 years ago, as he hates stocks whose fortunes are dependent on the stroke of a government pen. Thinks the current weakness is somewhat related to the drop in Shoppers Drug (SC-T).
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CML Healthcare (CLC-T)
April 15, 2010
Sold his holdings about 2 years ago, as he hates stocks whose fortunes are dependent on the stroke of a government pen. Thinks the current weakness is somewhat related to the drop in Shoppers Drug (SC-T).
HOLD
HOLD
March 17, 2010
Yield of about 8% and could go down to 5%-6% when they convert. This one is on his radar screen. Cash flow from laboratory is relatively stable. Longer term, it is a good company to own.
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CML Healthcare (CLC-T)
March 17, 2010
Yield of about 8% and could go down to 5%-6% when they convert. This one is on his radar screen. Cash flow from laboratory is relatively stable. Longer term, it is a good company to own.
BUY
BUY
March 15, 2010
Good defensive play. Dividend is solid because a large percentage of its clients are Ontario, Alberta and Canadian governments. Shouldn't get hurt by buying at this price. If it gets close to $15.75 you should consider exiting.
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CML Healthcare (CLC-T)
March 15, 2010
Good defensive play. Dividend is solid because a large percentage of its clients are Ontario, Alberta and Canadian governments. Shouldn't get hurt by buying at this price. If it gets close to $15.75 you should consider exiting.
COMMENT
COMMENT
March 8, 2010
Operates medical laboratories. Amount of medical testing is increasing steadily as people age. However Ontario government has an agreement on a global cap so, rather than getting more because of more tests, it decreases margins. This hurt them in the last quarter. Still think it's reasonable in the long haul
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Operates medical laboratories. Amount of medical testing is increasing steadily as people age. However Ontario government has an agreement on a global cap so, rather than getting more because of more tests, it decreases margins. This hurt them in the last quarter. Still think it's reasonable in the long haul
WEAK BUY
WEAK BUY
March 5, 2010
Reported weaker earnings. He is still looking at it. It’s a good long-term business. Could be an opportunity.
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Reported weaker earnings. He is still looking at it. It’s a good long-term business. Could be an opportunity.
BUY
BUY
January 29, 2010
Canadian lab business with some smaller US tuck-ins and they are working out to show some growth. Safe place to be in the market with a 7.5% dividend.
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CML Healthcare (CLC-T)
January 29, 2010
Canadian lab business with some smaller US tuck-ins and they are working out to show some growth. Safe place to be in the market with a 7.5% dividend.
DON'T BUY
DON'T BUY
January 28, 2010
(Market Call Minute.) Very high quality lab diagnostic testing business. Very stable cash flow but there is a risk they will have to cut their distribution when they convert back to a corporation.
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CML Healthcare (CLC-T)
January 28, 2010
(Market Call Minute.) Very high quality lab diagnostic testing business. Very stable cash flow but there is a risk they will have to cut their distribution when they convert back to a corporation.
PAST TOP PICK
PAST TOP PICK
December 16, 2009
(A Top Pick Sept 16/09. Up 5.83%.) Still a buy.
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CML Healthcare (CLC-T)
December 16, 2009
(A Top Pick Sept 16/09. Up 5.83%.) Still a buy.
PAST TOP PICK
PAST TOP PICK
December 14, 2009
(A Top Pick Jan 22/09. Up 13.22%.) Still a buy. 3 years from now this will be a great dividend paying stock. There will be a distribution cut between now and then.
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CML Healthcare (CLC-T)
December 14, 2009
(A Top Pick Jan 22/09. Up 13.22%.) Still a buy. 3 years from now this will be a great dividend paying stock. There will be a distribution cut between now and then.
PAST TOP PICK
PAST TOP PICK
November 25, 2009
(A Top Pick Dec 5/08. Up 12.7%.) Has a little bit of lid on it because of exposure to US healthcare but this impact should be very modest. Will have to cut their distribution when they convert to a corporation. Still likes.
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CML Healthcare (CLC-T)
November 25, 2009
(A Top Pick Dec 5/08. Up 12.7%.) Has a little bit of lid on it because of exposure to US healthcare but this impact should be very modest. Will have to cut their distribution when they convert to a corporation. Still likes.
COMMENT
COMMENT
November 11, 2009
Trimmed holdings but still keeping it in income accounts. 7.79% distribution should be safe. Medical tests will grow with aging population but government has put a cap on the amount they will pay. Good income but moderate growth.
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CML Healthcare (CLC-T)
November 11, 2009
Trimmed holdings but still keeping it in income accounts. 7.79% distribution should be safe. Medical tests will grow with aging population but government has put a cap on the amount they will pay. Good income but moderate growth.
Showing 46 to 60 of 153 entries