Latest Expert Opinions

Signal
Opinion
Expert
WAIT
WAIT
April 7, 2006
This would be one of his top names in power trusts, but he is negative on this sector. Expects a couple of more are right increases. Good management. Fairly conservative payout ratio of about 85%.
This would be one of his top names in power trusts, but he is negative on this sector. Expects a couple of more are right increases. Good management. Fairly conservative payout ratio of about 85%.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$14.430
Owned
No
DON'T BUY
DON'T BUY
April 7, 2006
This is a higher risk investment. There is a good chance they could cut distributions. They are paying out more than 100% of their cash flow. Debt ratio is very low.
This is a higher risk investment. There is a good chance they could cut distributions. They are paying out more than 100% of their cash flow. Debt ratio is very low.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$8.850
Owned
No
HOLD
HOLD
April 7, 2006
At these prices, it's dead money for a year. Likes it, but doesn't expect any growth. Having a little bit of trouble meeting their construction timeline on the new hotel/casino, which will probably affect earnings in the short-term. 8% percent yield.
At these prices, it's dead money for a year. Likes it, but doesn't expect any growth. Having a little bit of trouble meeting their construction timeline on the new hotel/casino, which will probably affect earnings in the short-term. 8% percent yield.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$16.900
Owned
Yes
DON'T BUY
DON'T BUY
April 7, 2006
A hardware/wood product distributor that converted to a trust. Very, very low margins at around 3%. Cut distributions 30%. There is no catalyst to make it go higher in the near term.
A hardware/wood product distributor that converted to a trust. Very, very low margins at around 3%. Cut distributions 30%. There is no catalyst to make it go higher in the near term.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$4.440
Owned
No
BUY
BUY
April 7, 2006
A REIT that has good properties in areas that have higher growth.
A REIT that has good properties in areas that have higher growth.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$21.350
Owned
Yes
TOP PICK
TOP PICK
April 7, 2006
A more defensive way to play the oil sector as an income trust. Works in the oil service waste management. Also starting to grow in the US. Good organic growth.
A more defensive way to play the oil sector as an income trust. Works in the oil service waste management. Also starting to grow in the US. Good organic growth.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$36.700
Owned
Yes
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.
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.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$32.400
Owned
Yes