| TOP PICK | 21.950 | Jean-Francois Tardif | Operate John Deere dealerships in Western Canada. Agriculture and Western Canada are booming and they intend to buy more dealerships. 1st quarter showed very strong margin expansion. Some expectations are for 30% growth this year. He is expecting $2.50-$3.00 of earnings this year. 4.9% yield. | 2008-07-15 | |
| TOP PICK | 23.890 | Jean-Francois Tardif | Owns John Deere dealerships in Western Canada. He is bullish on Western Canada and agriculture. Q1 margins went from 15% to 19%. If you apply this to $350 million revenue it would be a $14 million increase in earnings. Potential of $3 earnings this year versus $1.50 last year. | 2008-06-23 | |
| TOP PICK | 19.600 | Brian D. Pow MBA | A consolidator of agricultural dealerships. John Deere is their focus but also have 5 Bobcat dealerships. Farmers are buying new equipment because all their input costs are becoming more expensive. | 2008-03-12 | |
| TOP PICK | 19.400 | Alex Lane | A consolidator of John Deere dealerships, J. P. Construction Equipment and Bobcat in Western Canada. Acquiring at 3X to 4X pre-tax earnings. Many owners are getting older with no exit strategy. Larger operating organization gives better synergies, buying power and natural operating leverage. At 9.2X earnings, with growth rates accelerating north of 20% and a 6% distribution, it presents a great opportunity. | 2008-02-06 | |
| TOP PICK | 10.900 | Jason Zandberg | Agricultural equipment, mainly John Deere. They buy heavy equipment dealerships at about 2 or 3 X earnings. Have also started buying Bobcat dealerships in Alberta. | 2006-09-07 | |
Experts that have talked about Cervus LP
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