Mullen Group Ltd

MTL-T

Analysis and Opinions about MTL-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 9, 2010
(A Top Pick Jan 20/10. Down 1.8%.) Still likes.
Mullen Group Ltd (MTL-T)
December 9, 2010
(A Top Pick Jan 20/10. Down 1.8%.) Still likes.
Dean Orrico
President, Middlefield Capital Corp.
Price
$15.860
Owned
Yes
TOP PICK
TOP PICK
September 10, 2010
Trucking and logistics. Know primarily for being in the oil field services in western Canada but are doing a lot of infrastructure work. Their Canadian de-watering unit is helping in cleaning of oil sands tailing ponds. Looking for dividend increases in the near term.
Mullen Group Ltd (MTL-T)
September 10, 2010
Trucking and logistics. Know primarily for being in the oil field services in western Canada but are doing a lot of infrastructure work. Their Canadian de-watering unit is helping in cleaning of oil sands tailing ponds. Looking for dividend increases in the near term.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$14.190
Owned
Yes
BUY
BUY
June 17, 2010
Trucking and well completion services. Pre-eminent logistics player on oil sands. Expected them to make acquisitions by this time. Long-term, great company to own. 3.4% yield.
Trucking and well completion services. Pre-eminent logistics player on oil sands. Expected them to make acquisitions by this time. Long-term, great company to own. 3.4% yield.
Dean Orrico
President, Middlefield Capital Corp.
Price
$14.920
Owned
Yes
TOP PICK
TOP PICK
January 20, 2010
Dominant player in the oil field services in Alberta. A lot of oil sands infrastructure projects getting back on the rails is a plus for them.
Mullen Group Ltd (MTL-T)
January 20, 2010
Dominant player in the oil field services in Alberta. A lot of oil sands infrastructure projects getting back on the rails is a plus for them.
Dean Orrico
President, Middlefield Capital Corp.
Price
$16.610
Owned
Yes
BUY
BUY
December 22, 2009
Always been a fairly well run company. During boom times they were having trouble hanging on to employees. They are a good company and have already converted from an income trust to a corp., so you don’t have to worry about the effects of that.
Mullen Group Ltd (MTL-T)
December 22, 2009
Always been a fairly well run company. During boom times they were having trouble hanging on to employees. They are a good company and have already converted from an income trust to a corp., so you don’t have to worry about the effects of that.
Michael Sprung
President, Sprung Investment Management
Price
$16.100
Owned
Unknown
BUY
BUY
July 28, 2009
(Market Call Minute.) Oil service company. Small but well managed. Not a bad place to be right now.
(Market Call Minute.) Oil service company. Small but well managed. Not a bad place to be right now.
Michael Sprung
President, Sprung Investment Management
Price
$11.900
Owned
Unknown
HOLD
HOLD
February 27, 2009
(Market Call Minute.) Hold. There will be a better buying opportunity.
Mullen Group Ltd (MTL-T)
February 27, 2009
(Market Call Minute.) Hold. There will be a better buying opportunity.
Kevin Hall BComm, CFA
Managing Director, Guardian Capital
Price
$8.600
Owned
Unknown
HOLD
HOLD
February 24, 2009
Heavy-duty truckers that get the oilrigs into remote locations. One of the best operators in the oilfield services. While there is a downturn in services, he will ride this one through the down cycle.
Mullen Group Ltd (MTL-T)
February 24, 2009
Heavy-duty truckers that get the oilrigs into remote locations. One of the best operators in the oilfield services. While there is a downturn in services, he will ride this one through the down cycle.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$8.200
Owned
Yes
DON'T BUY
DON'T BUY
January 20, 2009
Expect that distributions will be cut. He likes this but if nervous about drilling activity in Western Canada you should defer.
Mullen Group Ltd (MTL-T)
January 20, 2009
Expect that distributions will be cut. He likes this but if nervous about drilling activity in Western Canada you should defer.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$11.190
Owned
No
BUY
BUY
January 16, 2009
Announced a conversion back to a corporation on May 1st. One of the best run trucking firms in North America. Pre-released some stats from Q4 indicating revenue and EBITDA are quite strong. Will be cutting distributions and using some of the funds to make acquisitions.
Mullen Group Ltd (MTL-T)
January 16, 2009
Announced a conversion back to a corporation on May 1st. One of the best run trucking firms in North America. Pre-released some stats from Q4 indicating revenue and EBITDA are quite strong. Will be cutting distributions and using some of the funds to make acquisitions.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$11.290
Owned
Yes
BUY
BUY
September 24, 2008
(Market Call Minute.) Oil service firm. Weaker here but is situated pretty well in terms of the shale.
Mullen Group Ltd (MTL-T)
September 24, 2008
(Market Call Minute.) Oil service firm. Weaker here but is situated pretty well in terms of the shale.
Ben Cheng
President and Chief Investment Officer, Aston Hill Financial Ltd.
Price
$18.050
Owned
Yes
BUY
BUY
May 5, 2008
Largely concentrated in transportation out west. Their specialty is moving rigs in and out of the oil fields. Drilling environment is becoming pretty dynamic and this is a prime beneficiary.
Largely concentrated in transportation out west. Their specialty is moving rigs in and out of the oil fields. Drilling environment is becoming pretty dynamic and this is a prime beneficiary.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$20.430
Owned
Yes
BUY
BUY
April 28, 2008
Most of their revenue is from Alberta, trucking equipment around for the oil patch and the oil sands. Also owns some trucking in Ontario that has slowed a bit. 8.75% yield.
Most of their revenue is from Alberta, trucking equipment around for the oil patch and the oil sands. Also owns some trucking in Ontario that has slowed a bit. 8.75% yield.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$20.550
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 6, 2008
(A Top Pick Feb 8/07. Down 9% including distributions.) Yield is more than 11% but should be safe. Generates good growth in cash flows. Stock is off because the movement of drilling rigs is down. The rest of their business is doing well. Still a Buy.
Mullen Group Ltd (MTL-T)
February 6, 2008
(A Top Pick Feb 8/07. Down 9% including distributions.) Yield is more than 11% but should be safe. Generates good growth in cash flows. Stock is off because the movement of drilling rigs is down. The rest of their business is doing well. Still a Buy.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$16.270
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 29, 2008
(A Top Pick Nov 10/06. Down 10% including distributions.) Still likes. Generally avoids transportation, but this company does it well. Well positioned to take advantage of a huge and continued expenditure in Alberta, building out the oil sands assets and infrastructure. Thinks 12% distribution for 08 will remain intact.
Mullen Group Ltd (MTL-T)
January 29, 2008
(A Top Pick Nov 10/06. Down 10% including distributions.) Still likes. Generally avoids transportation, but this company does it well. Well positioned to take advantage of a huge and continued expenditure in Alberta, building out the oil sands assets and infrastructure. Thinks 12% distribution for 08 will remain intact.
Dean Orrico
President, Middlefield Capital Corp.
Price
$15.510
Owned
Yes
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