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| TOP PICK | 32.000 | Michael Simpson, CFA | Provides helicopter services in Canada, New Zealand and Asia. Acquired a helicopter company in New Zealand last year. P/E ratio of less than 8. Bidding on contracts globally. Low debt. High return on capital at about 30%. Dividend payout ratio low at about 25%. | 2012-04-12 | |
| Comment | 21.530 | Michael Decter | There are 2 risks to their growth. If there is a bit of a downturn in resource activity, particularly mining exploration, they could be hurt. Have some US military contracts in Afghanistan, and they're going to pull out. Very solid company. | 2011-10-03 | |
| HOLD | 23.950 | Jason Donville | Likes the whole services space. Stay with it. The story is not over. | 2011-08-17 | |
| PAST TOP PICK | 14.800 | Michael Simpson, CFA | (A Top Pick Dec 3/09. Up 74%.) Largest helicopter operators in Canada. Service energy, mining and some firefighting. No debt. Trading below replacement value. Still a Buy. 7% yield. | 2010-12-02 | |
| HOLD | 13.730 | Sandy McIntyre | Helicopters. Very well run business. Solid balance sheet and trades below replacement cost on the assets. Trades at less than 10X earnings. 8.23% yield will probably be cut when they change to a corporation. | 2010-04-23 | |
| TOP PICK | 9.220 | Michael Simpson, CFA | Largest helicopter transportation company in Canada and cover mining, forestry and utilities. No debt and $2 a share in cash. 12.25% yield should be sustainable. | 2009-12-03 | |
| TOP PICK | 8.390 | Michael Simpson, CFA | One of the largest onshore helicopter providers. About 60% of future revenues will come from governments including Ontario for health services, US Air Force in the far north and Afghanistan. No debt. Could be a takeover target. | 2009-03-25 | |
| STRONG BUY | 13.800 | Ben Cheng | You are looking at a derivative play on everything that is happening in the resource industry. They fly a lot of their helicopters for the oil/gas industry, particularly up in Fort McMurray. Do a lot of work in the mining and forestry area. 8% distribution. | 2008-04-16 | |
| PAST TOP PICK | 11.000 | Ben Cheng | (A Top Pick Mar 2/07. Up 26.3%.) Very well run company. Benefiting from some of the strength in the oil sands projects and mining. Although commodities are very volatile, they are still very much in demand. Solid balance sheet and good management. | 2008-01-21 | |
| TOP PICK | 11.600 | Chris Rankin, MBA, CFA | He likes this trust a lot. He has bought some recently and is happy to own it. He only buys when he thinks he can make 20% or higher. Canadian Helicopters brings people up to remote sites in the mining industry by helicopters. The demand profile looks great. | 2007-10-19 | |
| PAST TOP PICK | 10.470 | Ben Cheng | (A Top Pick March 2/07. Up 5%.) Still likes. Double-digit yield. | 2007-09-05 | |
| TOP PICK | 10.320 | Chris Rankin, MBA, CFA | Services the mining industry. There is a lot of demand so the activity is very good. 10% yield. Could be worth 30%-40% more if somebody else where to buy it. | 2007-07-13 | |
| PAST TOP PICK | 10.770 | Ben Cheng | (A Top Pick Dec 1/06. Up 28%.) One of the best onshore helicopter operators. Good management. 9.6% yield. | 2007-05-29 | |
| TOP PICK | 9.850 | Ben Cheng | (A Top Pick Dec 1/06. Up 12.3%.) About 35% is medical helicopters under a long-term contract with Ontario. Expanding in western Canada in the resource sector. No debt. | 2007-03-02 | |
| TOP PICK | 8.590 | Ben Cheng | Both Visual and Instrument Flight Rules businesses are very solid for this company. Good value play. Good net asset value within the company. | 2006-12-01 | |
| BUY | 7.880 | Ravi Sood | Falls in with the group of energy service operators and was sold off with the rest of them. Represents good value at this price. | 2006-07-21 | |
| BUY | 8.800 | Michael Sprung | Wasn’t aware of the conversion of CHC Helicopters to this trust. Given that they service the oil fields offshore, this is a fairly steady market so probably bodes well for them. | 2005-12-07 | |
| DON'T BUY | 8.850 | Ross Healy | Valuation is reasonable. Upside potential is decent. The stock doesn't act terribly well and hasn't acted terribly well. Not interested in it. Prefers pure energy plays. | 2005-10-13 |
