| PAST TOP PICK | 45.990 | Kevin Hall BComm, CFA | (A Past Top Pick Oct 27/06. Up 23%.) Went private on Nov 14/07. | 2007-12-04 | |
| PAST TOP PICK | 44.410 | Michael Simpson, CFA | (A Top Pick Nov 3/06. Up 28.5%.) Being taken out mid-November and going private. He’s tendering rather than selling. | 2007-11-08 | |
| PAST TOP PICK | 45.500 | Michael Simpson, CFA | (A Top Pick Nov 3/06. Up 30%.) Chairman and US investors plan to take this one private at $46 a share. | 2007-07-04 | |
| TOP PICK | 37.230 | Michele Robitaille | In the oil field services area. Very strong marketing position, 55% market share.
Last year started to build up their US footprint. | 2007-06-11 | |
| BUY | 38.450 | Ben Cheng | Oil/gas service stock. Involved in the treatment of waste products from the drilling processes. Drilling dropped off considerably in 06 and 07, which affected them considerably. Expect drilling activity will pick up. | 2007-05-29 | |
| PAST TOP PICK | 38.050 | Glenn MacNeill, P.Eng. | (A Top Pick Sept 8/06. Down 2.5%.) Bought for income, not for growth. Mostly driven by oil, not gas. Still likes. Safe haven for money. | 2007-05-09 | |
| TOP PICK | 36.750 | Michele Robitaille | Oil field waste treatment. A duopoly, so very strong margins. Growth opportunities through their US expansion will be very significant. Payout ratio of 65%. Clean balance sheet. | 2007-03-23 | |
| PAST TOP PICK | 37.320 | Kevin Hall BComm, CFA | (A Top Pick Oct 27/06. Up 1.8%.) Still likes. | 2007-03-09 | |
| PAST TOP PICK | 39.650 | Michael Simpson, CFA | (A Top Pick Nov 3/06. Up 12.2%.) Premier name in oilfield services. Handle oilfield and hazardous wastes. Expanding into Louisiana. A great trust. | 2007-02-23 | |
| TOP PICK | 37.920 | Michele Robitaille | Levered to the oil field services sector. Basically provide waste treatment and disposal services. Expecting a good quarter. Expanded into the US with some salt caverns that will provide a new growth platform for them. | 2007-02-02 | |
| TOP PICK | 36.300 | Glenn MacNeill, P.Eng. | (A Top Pick Sept 8/06. down 6.3%.) A very defensive trust. They clean up oil messes, clean out tanks, etc. Not dependent on the price of oil. Good growth record. | 2007-01-16 | |
| BUY | 37.400 | Michele Robitaille | Oil field services sector, but has significant organic growth prospects. Oil field waste treatment. Recently expanded into the US with Louisiana salt caverns giving them some growth prospects. Strong long-term outlook. | 2006-12-15 | |
| HOLD | 35.250 | Ben Cheng | Operates with hazardous and oil/gas waste. Very good management. Have increased distributions may times. Oil/gas waste will continue to grow, but at a slower pace. Looking for 10% growth. | 2006-12-01 | |
| Comment | 35.300 | Dean Orrico | Basically dominates the oil field waste business. Expects the energy market should continue strong, so this should do well. | 2006-11-10 | |
| TOP PICK | 35.000 | Michael Simpson, CFA | Waste management services to energy/industrial companies. Undervalued. | 2006-11-03 | |
| TOP PICK | 37.310 | Kevin Hall BComm, CFA | Provides waste management services to the energy and industrial sectors. Growth oriented. Very active in reinvesting cash flow back into the business. Low payout ratio. Expanding into the US. Looking for 15% growth. | 2006-10-27 | |
| BUY | 35.900 | Peter Brieger | Treat the waste oil and clean up oil drilling sites. | 2006-10-16 | |
| PAST TOP PICK | 35.600 | Dean Orrico | (A Top Pick Mar 10/06. Down 6.5%.) Great company. Would be one of his best oil service insurers in his portfolio. | 2006-10-06 | |
| BUY | 38.710 | Robert Lauzon | Waste management for the oil industry. A growth and income story. Yield is low at 4/5% but the company has been growing at 10% a year. | 2006-09-08 | |
| TOP PICK | 38.710 | Glenn MacNeill, P.Eng. | Specializes in oil field waste treatment and well servicing. Growing at double-digit rates. Good management team. Payout ratio is only 50% so this could give increased in the near future. More defensive in nature. | 2006-09-08 | |
| TOP PICK | 38.330 | Glenn MacNeill, P.Eng. | This is a defensive manoeuvre over the next little while. This is a service company that services rigs which continues even if the times get slower. Also involved in oilfield waste treatment that is more oil than natural gas so hinges more on the oil side of the equation. Payout is only about 50%. Excellent growth rate. | 2006-08-23 | |
| TOP PICK | 39.000 | Peter Brieger | In the environmental clean up business. No real major competition in Canada. Has recently gone into the US where competition is limited. Yield of about 4.5%. | 2006-08-09 | |
| TOP PICK | 36.750 | Glenn MacNeill, P.Eng. | Pays about 5%. A very defensive oriented service company. Operates as an oil waste treatment facility. Operates disposal services. Has rigs that service wells after their producing. Excellent management. Should continue to grow. | 2006-07-19 | |
| BUY | 36.250 | Peter Brieger | Looking at both this and Newalta (NAL.UN-T) and even though Newalta yields more, he is leaning more to this one because of the potential growth. They are both great companies. | 2006-07-18 | |
| BUY | 36.000 | Dean Orrico | Own about 60% of the oilfield waste management industry in western Canada. Dominant in their space. Good defensive play in the oil/gas sector. Make good acquisitions on an accretive basis. | 2006-06-23 | |
| HOLD | 34.750 | Ben Cheng | Very good income trust. Operate abandoned salt domes under the western sedimentary basin for storage of wastes from oil/gas drilling. Acquired a number of businesses which have integrated quite well but going forward there will be slower patterns of growth. | 2006-05-19 | |
| TOP PICK | 38.210 | Michele Robitaille | One of the better performers in the oil services group. Involved in the oilfield waste treatment. Have about a 55% market share. Great growth record organically and by acquisition. 40% payout ratio. Low debt level. | 2006-04-26 | |
| TOP PICK | 36.700 | Robert Lauzon | 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. | 2006-04-07 | |
| TOP PICK | 37.710 | Dean Orrico | CCS Income Trust is a larger service company involved in the oil field waste management business. Dominant market share in Canada-60% market share in Canada. More industrial waste type of business in the US. This guest likes that the business is based on production as opposed to drilling. Low pay out and low yield. But the growth has been great. | 2006-03-11 | |
| BUY on WEAKNESS | 36.050 | Michele Robitaille | The outlook for all oil service stocks is quite good given the high activity in the drilling season. Have had good growth, both organically and through acquisition. Continually thinks it's expensive, but it continually trends higher. Wait for a pullback before stepping in. | 2006-01-06 | |
| BUY | 36.220 | Garth Jestley | He is bullish on the oil service sector. This is one of the better service names. Has a good track record of increasing distributions many times. Low payout ratio. Very good at what they do. Will benefit from the trend of outsourcing. | 2005-12-02 | |
| BUY on WEAKNESS | 32.410 | James Leung | An energy service company that cleans up waste. A boon to the service sector. Not inexpensive, so buy on the dips. A low 4% yield because they have a growth profile which is in the high single digits. | 2005-11-11 | |
| BUY | 31.800 | Robert Lauzon | A good correlation with the price of oil/gas. Will benefit fron the oil sands boom. | 2005-09-23 | |
| BUY | 34.980 | Greg Guichon | Have a very good growth profile and very little competition. Good management. | 2005-09-09 | |
| BUY | 32.000 | Patrick Kim | Environemental oil services field. Has had a tremendous run over the past several years. Last quarter results were basically in line. Helping to drive this trust is that the Fording Trust (FDG.UN-T) has received preliminary approval from the tax authorities to restructure to avoid some future taxes. This trust is going through that same process. | 2005-08-19 | |
| BUY | 26.500 | Garth Jestley | Involved in oil field waste management. Has one of the largest fleets in Western Canada on well servicing rigs. A real growth story. Has increased distributions 5 times since its IPO. Yield is about 5%. Well managed. Very low payout ratio. | 2005-06-03 | |
| BUY | 26.400 | Leslie Lundquist | An oil field services trust. One of the less volatile. Has done a very good job for investors in the last year or two. | 2005-05-20 | |
| BUY | 27.500 | Sandy McIntyre | A great business. Payout ratio is around 60%. Great balance sheet. | 2005-05-13 | |
| HOLD | 27.500 | Michele Robitaille | Recently did a share split. Stock has run up about 50% since September. Probably a little ahead of itself here. Outlook for the company is great. Reported very strong Q4 results. Have been able to execute on their growth strategy which is both organic and acquisitions. If you own, you might want to pare back. | 2005-03-18 | |
| BUY | 25.000 | Sandy McIntyre | Growth industry, low distribution | 2005-03-04 | |
| VAGUE | 24.800 | Dean Orrico | Splitting 2 for 1. | 2005-02-25 | |
| BUY | 44.290 | Robert Lauzon | A growth trust. Don't pay out all their cash flow, retaining a lot of it for growth purposes. Tied to the drilling cycle out west which he expects to be strong next year. Caution: When the drilling cycle drops, this trust will drop off. | 2004-12-24 | |
| BUY | 37.990 | Garth Jestley | Would suggest Newalta or this trust for a more stable play in energies without the exposure to commodities. | 2004-10-29 | |
| HOLD | 30.350 | Glenn MacNeill, P.Eng. | A service company. As the market perceives an end of a cycle, they will sell off very quickly. The best time to buy is at the start of an oil/gas cycle. | 2004-08-25 | |
| VAGUE | 31.000 | Leslie Lundquist | Have done very well and have increased distributions periodically. | 2004-05-18 | |
| DON'T BUY | 21.810 | Sandy McIntyre | A little bit expensive right now. Competent management team. | 2003-06-19 | |
| BUY | 17.550 | Bill Shaw | Should have growth in their distributions. There are some new deals coming through. | 2002-09-27 | |
| TOP PICK | 17.450 | Mark Jackson, CFA | Have a number of ongoing projects. Is stabler than oil prices. 9.5% yield. | 2002-09-23 | |
| HOLD | 16.550 | Garth Jestley | Likes. May be a little high. | 2002-08-06 | |
| BUY | 11.600 | Glenn MacNeill, P.Eng. | Becoming an income trust. Steady business. Should do well. | 2002-03-25 | |
Experts that have talked about CCS Income Trust
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