Mullen Group Ltd

MTL-T

Analysis and Opinions about MTL-T

Signal
Opinion
Expert
BUY
BUY
April 27, 2007
One of the biggest providers of truck services in the oil patch. Their biggest problem today is getting manpower. Spring is usually the period when things slow down. Well-managed.
One of the biggest providers of truck services in the oil patch. Their biggest problem today is getting manpower. Spring is usually the period when things slow down. Well-managed.
Michael Sprung
President, Sprung Investment Management
Price
$20.180
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
April 9, 2007
(A Past Top Pick Feb 8/07. Down 7.7%.) Knew the 1st quarter would be weak for an oil services company. Cash flows will continue very strong. Looking for very strong drilling next year.
(A Past Top Pick Feb 8/07. Down 7.7%.) Knew the 1st quarter would be weak for an oil services company. Cash flows will continue very strong. Looking for very strong drilling next year.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$17.920
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 23, 2007
(A Top Pick Dec 15/06. Down 2.5%.) One of the oil service stocks that has been hit. There won't be any short-term catalyst to get it moving, but longer-term it is an excellent company. Good buy at these levels.
(A Top Pick Dec 15/06. Down 2.5%.) One of the oil service stocks that has been hit. There won't be any short-term catalyst to get it moving, but longer-term it is an excellent company. Good buy at these levels.
Michele Robitaille
Portfolio Manager, Guardian Capital
Price
$18.670
Owned
Yes
PARTIAL BUY
PARTIAL BUY
March 9, 2007
Oilfield services in Alberta and trucking. Oilfield services have been weak, but expects it to pick up in the 2nd half. Trucking has done well and continues to do so. High-quality company. Might be a good one to pick away at.
Oilfield services in Alberta and trucking. Oilfield services have been weak, but expects it to pick up in the 2nd half. Trucking has done well and continues to do so. High-quality company. Might be a good one to pick away at.
Kevin Hall BComm, CFA
Managing Director, Guardian Capital
Price
$17.470
Owned
Yes
COMMENT
COMMENT
February 21, 2007
Technically, it has made a bit of a bottom. Looks like it's finding support. If you like the fundamentals, it could be a good time for it.
Mullen Group Ltd (MTL-T)
February 21, 2007
Technically, it has made a bit of a bottom. Looks like it's finding support. If you like the fundamentals, it could be a good time for it.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$19.250
Owned
No
DON'T BUY
DON'T BUY
February 9, 2007
The pullback in price was going on through the entire year and was because of concern of the oil patch. Could be a decline in oil services activity, partly because of the decline in oil prices, but also because oil/gas trusts now have to conserve capital in order to expand.
Mullen Group Ltd (MTL-T)
February 9, 2007
The pullback in price was going on through the entire year and was because of concern of the oil patch. Could be a decline in oil services activity, partly because of the decline in oil prices, but also because oil/gas trusts now have to conserve capital in order to expand.
Chris Rankin, MBA, CFA
Diversified Trust Analyst, Canaccord Capital
Price
$19.610
Owned
No
TOP PICK
TOP PICK
February 8, 2007
Strong market share. First quarter or two may be a little bit weak because of weak drilling, so he may be a little bit early on the call. Low valuation and the upside over the next 12 to 18 months should be very good.
Mullen Group Ltd (MTL-T)
February 8, 2007
Strong market share. First quarter or two may be a little bit weak because of weak drilling, so he may be a little bit early on the call. Low valuation and the upside over the next 12 to 18 months should be very good.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$19.420
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 2, 2007
(A Top Pick Dec 15/06. Up 4.1%.) Could see a softer Q4 and Q1 than the market is expecting, so there could be a bit of downside risk. That would be a great buying opportunity.
Mullen Group Ltd (MTL-T)
February 2, 2007
(A Top Pick Dec 15/06. Up 4.1%.) Could see a softer Q4 and Q1 than the market is expecting, so there could be a bit of downside risk. That would be a great buying opportunity.
Michele Robitaille
Portfolio Manager, Guardian Capital
Price
$19.750
Owned
Yes
BUY
BUY
January 29, 2007
Still have a very large family ownership, which gives the company some stability. Primary market is oil services and getting equipment out to the oil fields. That has been pretty tough this winter. Could be very interesting at this level for a long-term hold. Doesn't think the distribution is a risk currently.
Mullen Group Ltd (MTL-T)
January 29, 2007
Still have a very large family ownership, which gives the company some stability. Primary market is oil services and getting equipment out to the oil fields. That has been pretty tough this winter. Could be very interesting at this level for a long-term hold. Doesn't think the distribution is a risk currently.
Michael Sprung
President, Sprung Investment Management
Price
$19.750
Owned
Unknown
DON'T BUY
DON'T BUY
January 25, 2007
2 businesses, trucking and oil services. Trucking is suffering with the economic slowdown and oil services will be impacted with weak energy prices. Prefers TransForce (TIF.UN-T), which is more centrally located in Canada.
Mullen Group Ltd (MTL-T)
January 25, 2007
2 businesses, trucking and oil services. Trucking is suffering with the economic slowdown and oil services will be impacted with weak energy prices. Prefers TransForce (TIF.UN-T), which is more centrally located in Canada.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$19.050
Owned
No
PAST TOP PICK
PAST TOP PICK
January 22, 2007
(A Top Pick Mar 1/06. Down 40.3%.) This has been a disappointment. Great management team. Distribution is sustainable. Good price to buy.
Mullen Group Ltd (MTL-T)
January 22, 2007
(A Top Pick Mar 1/06. Down 40.3%.) This has been a disappointment. Great management team. Distribution is sustainable. Good price to buy.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$18.430
Owned
Yes
TOP PICK
TOP PICK
January 11, 2007
A great play to participate in the ongoing high levels of activity in Alberta economy and infrastructure build out. Spectacular record of acquisitions. Has been oversold. 10% yield.
Mullen Group Ltd (MTL-T)
January 11, 2007
A great play to participate in the ongoing high levels of activity in Alberta economy and infrastructure build out. Spectacular record of acquisitions. Has been oversold. 10% yield.
Steve MacInnes
Chief Investment Officer, Inhance Investment Management
Price
$17.650
Owned
Yes
BUY
BUY
January 4, 2007
A quality name. There may be some weakness due to softness in gas prices. Good price.
Mullen Group Ltd (MTL-T)
January 4, 2007
A quality name. There may be some weakness due to softness in gas prices. Good price.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$17.940
Owned
Yes
TOP PICK
TOP PICK
December 15, 2006
(A Top Pick April 26/06. Down 47%.) All service stocks were hit. Has been very active on the acquisition front, which made the market nervous. Strong management team. Almost no debt. Good price.
Mullen Group Ltd (MTL-T)
December 15, 2006
(A Top Pick April 26/06. Down 47%.) All service stocks were hit. Has been very active on the acquisition front, which made the market nervous. Strong management team. Almost no debt. Good price.
Michele Robitaille
Portfolio Manager, Guardian Capital
Price
$18.930
Owned
Yes
HOLD
HOLD
December 1, 2006
Had a very high valuation earlier in the year and the business has been slowing now, especially as gas prices have declined significantly. Drilling declines have hit them.
Mullen Group Ltd (MTL-T)
December 1, 2006
Had a very high valuation earlier in the year and the business has been slowing now, especially as gas prices have declined significantly. Drilling declines have hit them.
Ben Cheng
President and Chief Investment Officer, Aston Hill Financial Ltd.
Price
$19.090
Owned
Unknown
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