receive daily
reports of the
TOP PICKS
OR
your personal
stock choices
| Click Here to receive daily reports of the TOP PICKS OR your personal stock choices | STOCKCHASEWhat the experts are saying! |
|
| There are 3 registered members and 52 guests viewing the site. | Follow us on Twitter |  Rss Top Picks Feed | Rss Daily Feed |
|
| TOP PICK | 12.620 | Veronika Hirsch | Repair cars. Mom and Pop shops everywhere. Lots of consolidation potential. Mainly collision repair. Insurance companies like giving business to companies such as this one because they have better balance sheets. | 2012-03-09 | |
| SELL | 13.250 | Jason Donville | Had previously recommended this and they have done some acquisitions however, they are one of those dividend payers that he feels is getting fully valued. He has been easing out of his large position. He'll probably sell the balance in the next few weeks. | 2012-03-05 | |
| BUY | 13.070 | Prakash Hariharan | Great name because of businesses they are in. An aggregator for all the collision repair for insurance companies as well as showrooms in the US. As the market is favouring bigger players in this area, collision players are standing out. | 2012-02-28 | |
| HOLD | 9.600 | Jason Donville | Came screeching back when it $14. Really cheap at 7X earnings. Dividend is very secure. Hopefully it will be moving back up going forward. | 2011-10-17 | |
| HOLD | 10.480 | Jason Donville | A little frustrated because it got up to $14 and then came back. Did a financing at $11.75 so the stock dropped further. Has excellent cash flow but complex financial statements. Wouldn't add to this right now. Comfortable with a dividend as the cash flow is fine. | 2011-09-08 | |
| TOP PICK | 13.260 | Jason Donville | Largest operator of collision repair facilities in North America. Out of Winnipeg. Key customers are insurance companies. Very good, steady business. Just made an acquisition in the 2nd quarter that is not fully priced in yet. It expands their coverage in Illinois, Indiana and Colorado. | 2011-07-11 | |
| PARTIAL SELL | 13.050 | Michael Decter | Auto glass, auto repair based out of Winnipeg. Share price basically collapsed when they cut distributions but has come roaring back. Had a good run and if you own, consider taking some money off the table. Feels it still has some good times ahead of it, but not the same as it has. | 2011-06-27 | |
| TOP PICK | 9.430 | Jason Donville | Automotive repair. Looks at them now as a company that pays a dividend instead of a distribution. Really cheap. Return on capital is terrific. Very undervalued. A little on the levered side, but a great growth company. In 11 US states and Western Canada. | 2011-04-26 | |
| Comment | 2.740 | Sandy McIntyre | Too much debt on the balance sheet 2 or 3 years ago. He understands that they have done a good job in tidying this up to a very acceptable level. Has insider buying, which is always a good sign. This is on his radar screen. | 2008-05-05 | |
| DON'T BUY | 1.670 | Dean Orrico | This is a business that should never have been a trust. | 2006-02-03 | |
| SELL | 2.400 | Leslie Lundquist | Have cut their distributions. Not a compelling buy. | 2005-12-07 | |
| SELL | 4.700 | Leslie Lundquist | A very small trust. Doesn't think anyone follows it. In a very competitive industry. | 2005-07-22 | |
| DON'T BUY | 7.570 | Leslie Lundquist | Not a name that is well known or well covered. Very small and not sure it has the kind of business you would want in a trust. The super high yield is a reflection of the fact that therre is a lot of risk to it. | 2005-01-10 |
