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CML Healthcare
CLC-T
Analysis and Opinions about CLC-T
Signal
Opinion
Expert
COMMENT
COMMENT
October 9, 2009
This one is okay but remember they have to convert from a trust to a corporation so the distribution will be cut.
Show full opinionHide full opinion
This one is okay but remember they have to convert from a trust to a corporation so the distribution will be cut.
HOLD
HOLD
October 2, 2009
(Market Call Minute.) Good, steady, long-term cash flow. Pays a good dividend but not much upside.
Show full opinionHide full opinion(Market Call Minute.) Good, steady, long-term cash flow. Pays a good dividend but not much upside.
TOP PICK
TOP PICK
September 16, 2009
One of the largest lab companies with 30% of the Canadian market share. H1N1 testing could boost margins in the short term. Also has about 10% share in the imaging side. Defensive holding as he believes there is a potential for the market setting up for a double dip. Conservative management team.
Show full opinionHide full opinionOne of the largest lab companies with 30% of the Canadian market share. H1N1 testing could boost margins in the short term. Also has about 10% share in the imaging side. Defensive holding as he believes there is a potential for the market setting up for a double dip. Conservative management team.
TOP PICK
TOP PICK
September 11, 2009
(A Top Pick Oct 2/08. Flat.) Did not participate in the rally primarily because of a US acquisition they made 1.5 years ago but the margins of this were up 15% and thinks it will provide a very good platform. Clean balance sheet.
Show full opinionHide full opinion(A Top Pick Oct 2/08. Flat.) Did not participate in the rally primarily because of a US acquisition they made 1.5 years ago but the margins of this were up 15% and thinks it will provide a very good platform. Clean balance sheet.
PAST TOP PICK
PAST TOP PICK
August 17, 2009
(Top Pick Jul 23/08 Up 0.25%) We are in a position where we are about to lose a lot of money, 7% dividend.
Show full opinionHide full opinion(Top Pick Jul 23/08 Up 0.25%) We are in a position where we are about to lose a lot of money, 7% dividend.
STRONG BUY
STRONG BUY
July 17, 2009
Prices come under a little pressure over concerns on the US healthcare reforms and how it will affect their assets in the US. Majority of their business is lab offices in Canada. Very stable with a good growth profile. Imaging business in Ontario is also very strong.
Show full opinionHide full opinionPrices come under a little pressure over concerns on the US healthcare reforms and how it will affect their assets in the US. Majority of their business is lab offices in Canada. Very stable with a good growth profile. Imaging business in Ontario is also very strong.
BUY WEAKNESS
BUY WEAKNESS
July 6, 2009
Currently the market is a little concerned about Obama's healthcare plan and the reimbursement rate for some imaging procedures but this is not a large part of their business. Have about 30% of the lab business in Ontario and continue to see growth here. Also acquiring small imaging clinics in other provinces. Could be a distribution cut as we get closer to 2011.
Show full opinionHide full opinionCurrently the market is a little concerned about Obama's healthcare plan and the reimbursement rate for some imaging procedures but this is not a large part of their business. Have about 30% of the lab business in Ontario and continue to see growth here. Also acquiring small imaging clinics in other provinces. Could be a distribution cut as we get closer to 2011.
BUY
BUY
June 26, 2009
Very well structured income trust. In a market that is pretty reliable. Expect there will be more and more outsourcing of services by governments. Have a dominant position in labs in many provinces. Steady distribution at 8.4%. This is a yield vehicle so don't look for much capital expansion.
Show full opinionHide full opinionVery well structured income trust. In a market that is pretty reliable. Expect there will be more and more outsourcing of services by governments. Have a dominant position in labs in many provinces. Steady distribution at 8.4%. This is a yield vehicle so don't look for much capital expansion.
PAST TOP PICK
PAST TOP PICK
May 22, 2009
(A Top Pick Oct 2/08. No change.) Very defensive. Medical diagnostics and lab tests in Ontario. Great stability in earnings and good management team. Low pay out ratio.
Show full opinionHide full opinion(A Top Pick Oct 2/08. No change.) Very defensive. Medical diagnostics and lab tests in Ontario. Great stability in earnings and good management team. Low pay out ratio.
PAST TOP PICK
PAST TOP PICK
(A Top Pick Oct 2/08. Down 4.3%.)
TOP PICK
TOP PICK
March 25, 2009
Big in medical imaging and lab testing, a very stable, defensive area. Have also expanded into the US, which will give some growth. Conservatively run. Distribution is safe.
Show full opinionHide full opinionBig in medical imaging and lab testing, a very stable, defensive area. Have also expanded into the US, which will give some growth. Conservatively run. Distribution is safe.
TOP PICK
TOP PICK
February 3, 2009
(A Top Pick Nov 28/07. Down 16.2%.) Laboratory diagnostics, one of 3 in Ontario. Regulated and new contracts have been signed giving good 3-year visibility. Also have medical imaging with both Canadian and US components. Clean balance sheet and very conservative management. 8.5% yield should be safe with their 80% payout ratio.
Show full opinionHide full opinion(A Top Pick Nov 28/07. Down 16.2%.) Laboratory diagnostics, one of 3 in Ontario. Regulated and new contracts have been signed giving good 3-year visibility. Also have medical imaging with both Canadian and US components. Clean balance sheet and very conservative management. 8.5% yield should be safe with their 80% payout ratio.
TOP PICK
TOP PICK
January 22, 2009
Lab testing. This trust has held him like a rock all through the bear market. Very predictable income stream.
Show full opinionHide full opinionLab testing. This trust has held him like a rock all through the bear market. Very predictable income stream.
COMMENT
COMMENT
January 16, 2009
Medical lab testing, diagnostic and imaging. Recently made a US acquisition as a platform to expand in northern US. Very defensive. 8% distribution is very solid.
Show full opinionHide full opinionMedical lab testing, diagnostic and imaging. Recently made a US acquisition as a platform to expand in northern US. Very defensive. 8% distribution is very solid.
BUY
BUY
January 14, 2009
Medical lab testing. A great play on demographics. Also growing in the US. Structured as an income trust so that in less than 2 years, the structure will change but you will continue to get dividends put you in the same position as you are now.
Show full opinionHide full opinionMedical lab testing. A great play on demographics. Also growing in the US. Structured as an income trust so that in less than 2 years, the structure will change but you will continue to get dividends put you in the same position as you are now.
