| DON'T BUY | 4.850 | Jason Zandberg | Specialty stone, brick, limestone etc. Have restarted distributions and the yield is about 8.5%. Have a debt level that is not in the danger zone, but to high for him. They are also using a lot of money to update their Georgian plants. A void until the debt level is a bit better. | 2006-09-07 | |
| DON'T BUY | 4.300 | Sandy McIntyre | Manufactures stoned for residential/commercial building. Trading pretty close to private market value. Their Ontario market remains pretty good. A higher risk name. | 2006-07-28 | |
| PAST TOP PICK | 4.200 | David Taylor, MBA, CFA | (A Top Pick Dec 20/05. Down 21.5%.) Had sold this at about $7 for a profit. | 2006-06-14 | |
| DON'T BUY | 4.200 | Sandy McIntyre | Has been a disappointment. A classic example of a company that increased production, but not sales. They make a great product. | 2006-05-12 | |
| DON'T BUY | 4.750 | Ravi Sood | A lot of problems here. Really jammed up the revenues when they went public. Showed a lot of growth elements and got priced that way. Earnings went to zero and they had to cut their distributions. | 2006-04-07 | |
| TOP PICK | 6.100 | David Taylor, MBA, CFA | Manufacturers of brick. The beauty of this is that they came out at $10, cut their distributions and the stock went to $3.50. They were in trouble and the banks pulled their lines. They were probably going to file for bankruptcy as they needed $16 million but then the family that sold the business to the trust, gives a subordinated debt to pay off the bank. Just replaced management. Dirt cheap. | 2005-12-20 | |
Experts that have talked about Arriscraft International Income Fund
Rss Top Picks Feed