Mullen Group Ltd

MTL-T

Analysis and Opinions about MTL-T

Signal
Opinion
Expert
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.
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An interesting way to play development in western Alberta. Has one of the best management teams. At this level, it is looking attractive.
BUY
BUY
June 23, 2006
A dominant player in the oil services. A very good-quality holding. Represents good value in this market.
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A dominant player in the oil services. A very good-quality holding. Represents good value in this market.
TOP PICK
TOP PICK
June 21, 2006
A way to play activity in western Canada. A trucking company as well as an oil service company. Just spun out Horizon North Logistics.
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A way to play activity in western Canada. A trucking company as well as an oil service company. Just spun out Horizon North Logistics.
BUY
BUY
June 16, 2006
Spun off Northern Horizons and will focus on the McKenzie Valley area. Their prospects are fabulous if the pipeline goes through. If you feel strongly about the pipeline going through, they have assets that are first in the area which will give them a big advantage.
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Spun off Northern Horizons and will focus on the McKenzie Valley area. Their prospects are fabulous if the pipeline goes through. If you feel strongly about the pipeline going through, they have assets that are first in the area which will give them a big advantage.
PAST TOP PICK
PAST TOP PICK
June 2, 2006
(A Top Pick March 24/06. No change.) Liked the underlying business but also recommended it because they were spinning out their northern Canadian assets which happened yesterday. Still likes.
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(A Top Pick March 24/06. No change.) Liked the underlying business but also recommended it because they were spinning out their northern Canadian assets which happened yesterday. Still likes.
TOP PICK
TOP PICK
May 18, 2006
Bullish on the western economy and a lot of its cash flow comes from there. Sees lots of activity in the oil sands. Healthy payout ratio of almost 75% so there could be a distribution increase.
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Bullish on the western economy and a lot of its cash flow comes from there. Sees lots of activity in the oil sands. Healthy payout ratio of almost 75% so there could be a distribution increase.
BUY
BUY
May 10, 2006
Very high-quality, dominant transporter in the northern area of Alberta. A winner.
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Very high-quality, dominant transporter in the northern area of Alberta. A winner.
PAST TOP PICK
PAST TOP PICK
April 28, 2006
(A Top Pick Jan 20/06. Up 9.6%.) Still likes it. Have increased distributions.
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(A Top Pick Jan 20/06. Up 9.6%.) Still likes it. Have increased distributions.
TOP PICK
TOP PICK
April 7, 2006
Ratio of over 20% on return of capital over the last five years. Good management. Continuing to make acquisitions. Will be merging with another company in May and spinning out another company focused in the high north.
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Ratio of over 20% on return of capital over the last five years. Good management. Continuing to make acquisitions. Will be merging with another company in May and spinning out another company focused in the high north.
TOP PICK
TOP PICK
March 24, 2006
Normally he avoids the trucking sector. About 30% of their cash flow comes from the trucking sector. The balance comes from their oil service sector. Recently merged with Producers Oilfield Services and have spun out another trust which could create some good value.
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Normally he avoids the trucking sector. About 30% of their cash flow comes from the trucking sector. The balance comes from their oil service sector. Recently merged with Producers Oilfield Services and have spun out another trust which could create some good value.
BUY
BUY
March 17, 2006
Mullen Group is a name they like. It is a diversified company involved in the transportation of heavy equipment and trucking business. Mullen is well positioned to benefit from strong growth in the MacKenzie pipeline and tar sands development. They have a great management team. Low payout ratio and almost no debt. Great place to be. Recommends holding.
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Mullen Group is a name they like. It is a diversified company involved in the transportation of heavy equipment and trucking business. Mullen is well positioned to benefit from strong growth in the MacKenzie pipeline and tar sands development. They have a great management team. Low payout ratio and almost no debt. Great place to be. Recommends holding.
BUY
BUY
February 10, 2006
Has an interesting upside with the McKenzie Valley pipeline coming through which makes it a special situation. Expected to go higher.
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Mullen Group Ltd (MTL-T)
February 10, 2006
Has an interesting upside with the McKenzie Valley pipeline coming through which makes it a special situation. Expected to go higher.
TOP PICK
TOP PICK
February 8, 2006
2 main divisions. 70% of EBITDA. Converted to a trust. Strong management. Pay out of 75%. Excellent growth. Try to get under $32.
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Mullen Group Ltd (MTL-T)
February 8, 2006
2 main divisions. 70% of EBITDA. Converted to a trust. Strong management. Pay out of 75%. Excellent growth. Try to get under $32.
TOP PICK
TOP PICK
January 20, 2006
A very old family owned company. Basically, anything in the oil patch that moves, they move it. Basically have a lock on this business in western Canada. Down the road, the development in northern Canada is going to be really critical to their continued growth.
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Mullen Group Ltd (MTL-T)
January 20, 2006
A very old family owned company. Basically, anything in the oil patch that moves, they move it. Basically have a lock on this business in western Canada. Down the road, the development in northern Canada is going to be really critical to their continued growth.
PAST TOP PICK
PAST TOP PICK
January 6, 2006
(A Top Pick Sept 16/05. Up 21%.) Still likes this one. A high-quality name. Getting a little bit expensive.
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Mullen Group Ltd (MTL-T)
January 6, 2006
(A Top Pick Sept 16/05. Up 21%.) Still likes this one. A high-quality name. Getting a little bit expensive.
Showing 76 to 90 of 99 entries