Mullen Group Ltd

MTL-T

Analysis and Opinions about MTL-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
November 24, 2006
(A Top Pick Oct 20/06. Down 11.4%.) A great asset. There are 4 years of tax efficient distributions.
Mullen Group Ltd (MTL-T)
November 24, 2006
(A Top Pick Oct 20/06. Down 11.4%.) A great asset. There are 4 years of tax efficient distributions.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$19.250
Owned
Yes
DON'T BUY
DON'T BUY
November 17, 2006
Hit with the changes in the income trusts as well as with the drop in the oil energy services sector. Access to capital for acquisition is reduced. At best, a sideways story for the next several months.
Mullen Group Ltd (MTL-T)
November 17, 2006
Hit with the changes in the income trusts as well as with the drop in the oil energy services sector. Access to capital for acquisition is reduced. At best, a sideways story for the next several months.
Ravi Sood
President and Chief Operating Officer, Lawrence Asset Management
Price
$18.250
Owned
Unknown
TOP PICK
TOP PICK
November 10, 2006
Has been hit by about 15% since Oct 31, but continues to be one of the dominant logistics players in Alberta. Will be a primary player in the western sedimentary basin.
Mullen Group Ltd (MTL-T)
November 10, 2006
Has been hit by about 15% since Oct 31, but continues to be one of the dominant logistics players in Alberta. Will be a primary player in the western sedimentary basin.
Dean Orrico
President, Middlefield Capital Corp.
Price
$18.380
Owned
Yes
HOLD
HOLD
November 10, 2006
A trucking company with a large portion of its sales in the oil and gas. Well run. Had expectations that the Mackenzie Valley would be a potential project, but that has been set back a little.
Mullen Group Ltd (MTL-T)
November 10, 2006
A trucking company with a large portion of its sales in the oil and gas. Well run. Had expectations that the Mackenzie Valley would be a potential project, but that has been set back a little.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$18.380
Owned
Yes
BUY
BUY
October 27, 2006
Has had a bit of a rough ride the last couple of months. A fair amount of leverage to the oil sands and energy sector in Alberta. Dropped when oil/gas prices came off and drilling activity slowed down. Feels it has some good upside.
Mullen Group Ltd (MTL-T)
October 27, 2006
Has had a bit of a rough ride the last couple of months. A fair amount of leverage to the oil sands and energy sector in Alberta. Dropped when oil/gas prices came off and drilling activity slowed down. Feels it has some good upside.
Kevin Hall BComm, CFA
Managing Director, Guardian Capital
Price
$23.020
Owned
Yes
WEAK BUY
WEAK BUY
October 26, 2006
A conglomerate of various trucking companies. Yield is quite low and very hard to analyze. If there is a slowdown in drilling, their earnings will be hit. On a long-term basis, it's probably not a bad acquisition.
Mullen Group Ltd (MTL-T)
October 26, 2006
A conglomerate of various trucking companies. Yield is quite low and very hard to analyze. If there is a slowdown in drilling, their earnings will be hit. On a long-term basis, it's probably not a bad acquisition.
David Cockfield
Managing Director, Northland Wealth Management
Price
$23.500
Owned
No
TOP PICK
TOP PICK
October 20, 2006
Good management. 2/3 of their business is very stable and is enough to cover distributions. 1/3 is tied to the oil business. Good price.
Mullen Group Ltd (MTL-T)
October 20, 2006
Good management. 2/3 of their business is very stable and is enough to cover distributions. 1/3 is tied to the oil business. Good price.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$22.450
Owned
Yes
BUY
BUY
October 13, 2006
A service related business. When oil is out of favour this tends to sell off. He has been adding to his position.
Mullen Group Ltd (MTL-T)
October 13, 2006
A service related business. When oil is out of favour this tends to sell off. He has been adding to his position.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$21.540
Owned
Yes
DON'T BUY
DON'T BUY
October 12, 2006
Has come off hard. Less activity in trucking because of less drilling. Can't see a lot of visibility going forward for a quarter or so.
Mullen Group Ltd (MTL-T)
October 12, 2006
Has come off hard. Less activity in trucking because of less drilling. Can't see a lot of visibility going forward for a quarter or so.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$20.220
Owned
Unknown
BUY
BUY
September 29, 2006
Great entry point. He knows the management team. Great time to invest.
Mullen Group Ltd (MTL-T)
September 29, 2006
Great entry point. He knows the management team. Great time to invest.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$22.280
Owned
Unknown
WAIT
WAIT
September 25, 2006
This is an oil service and trucking business. Don't rush in as the trust could bottom out more.
Mullen Group Ltd (MTL-T)
September 25, 2006
This is an oil service and trucking business. Don't rush in as the trust could bottom out more.
Chris Rankin, MBA, CFA
Diversified Trust Analyst, Canaccord Capital
Price
$23.000
Owned
No
TOP PICK
TOP PICK
September 8, 2006
From a trading standpoint, you can buy in the low $25’s. Expected to go to the high $20’s.
Mullen Group Ltd (MTL-T)
September 8, 2006
From a trading standpoint, you can buy in the low $25’s. Expected to go to the high $20’s.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$25.400
Owned
Yes
BUY
BUY
July 28, 2006
There is a real shortage of getting people/equipment out to the fields which is where this company excels. Services a lot of the trucking needs in the oil/gas sector. Well-managed.
There is a real shortage of getting people/equipment out to the fields which is where this company excels. Services a lot of the trucking needs in the oil/gas sector. Well-managed.
Michael Sprung
President, Sprung Investment Management
Price
$26.900
Owned
No
BUY
BUY
July 21, 2006
Well run company. Recently completed a merger that was a very smart move. Sold off primarily because it is an energy services group. Reaction has been far beyond the actual deterioration of their business. A great holding.
Well run company. Recently completed a merger that was a very smart move. Sold off primarily because it is an energy services group. Reaction has been far beyond the actual deterioration of their business. A great holding.
Ravi Sood
President and Chief Operating Officer, Lawrence Asset Management
Price
$24.100
Owned
Yes
BUY
BUY
June 28, 2006
An interesting way to play development in western Alberta. Has one of the best management teams. At this level, it is looking attractive.
An interesting way to play development in western Alberta. Has one of the best management teams. At this level, it is looking attractive.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$27.500
Owned
Yes
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