TerraVest Capital Inc

TVK-T

Analysis and Opinions about TVK-T

Signal
Opinion
Expert
HOLD
HOLD
November 8, 2007
A conglomerate and he isn’t a big fan of this model. A well-known catalyst investor has just purchased about 19%. May sell of some weaker units.
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A conglomerate and he isn’t a big fan of this model. A well-known catalyst investor has just purchased about 19%. May sell of some weaker units.
WEAK BUY
WEAK BUY
July 13, 2007
Half of their business is in oilfield services, which has not quite bottomed yet. The other half is in several derivative forms attached to the housing market. Really cheap at 5 X pro forma EBITDA. OK with a basket of risks.
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Half of their business is in oilfield services, which has not quite bottomed yet. The other half is in several derivative forms attached to the housing market. Really cheap at 5 X pro forma EBITDA. OK with a basket of risks.
DON'T BUY
DON'T BUY
June 8, 2007
A mini holding company. Bought a variety of businesses related to housing, and oil field businesses. Thinks q2 will look pretty ugly. Yield is currently 17%, which he doesn't think is sustainable.
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A mini holding company. Bought a variety of businesses related to housing, and oil field businesses. Thinks q2 will look pretty ugly. Yield is currently 17%, which he doesn't think is sustainable.
DON'T BUY
DON'T BUY
February 8, 2007
A diversified trust that has a number of different businesses. You can run into a problem of buying too many businesses and going too wide. 16% yield.
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A diversified trust that has a number of different businesses. You can run into a problem of buying too many businesses and going too wide. 16% yield.
DON'T BUY
DON'T BUY
October 13, 2006
Prefers companies that are in one line of business. This company is in several lines ranging from upholstered furniture to metal bending for the oil patch. Difficult to have all business lines firing at the same time.
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Prefers companies that are in one line of business. This company is in several lines ranging from upholstered furniture to metal bending for the oil patch. Difficult to have all business lines firing at the same time.
DON'T BUY
DON'T BUY
September 25, 2006
The company is paying out more than they are getting. Current distributions could not be attainable.
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TerraVest Capital Inc (TVK-T)
September 25, 2006
The company is paying out more than they are getting. Current distributions could not be attainable.
TOP PICK
TOP PICK
September 18, 2006
Stock is trading at about $8.50 and the NAV is $11. While you're waiting, it pays a 16% income yield.
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TerraVest Capital Inc (TVK-T)
September 18, 2006
Stock is trading at about $8.50 and the NAV is $11. While you're waiting, it pays a 16% income yield.
DON'T BUY
DON'T BUY
September 7, 2006
Like a holding company. They make different investments in various business sections. Likes the model. Had a few stumbles in the past. Prefers others. 15.8% yield is a red flag.
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Like a holding company. They make different investments in various business sections. Likes the model. Had a few stumbles in the past. Prefers others. 15.8% yield is a red flag.
BUY
BUY
June 1, 2005
Pretty good little story. Not very well followed. Sold their holdings, but it's still a decent story. Had a pretty good quarter.
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Pretty good little story. Not very well followed. Sold their holdings, but it's still a decent story. Had a pretty good quarter.
TOP PICK
TOP PICK
December 10, 2004
Looks for and acquires undervalued Canadian companies. Uses public market valuation and private market valuation, which has a big spread between them, and arbitrages them.
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Looks for and acquires undervalued Canadian companies. Uses public market valuation and private market valuation, which has a big spread between them, and arbitrages them.
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