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 7 registered members and 93 guests viewing the site. | Follow us on Twitter |  Rss Top Picks Feed | Rss Daily Feed |
|
| PAST TOP PICK | 21.210 | Jason Donville | (A Top Pick Aug 30/10. Up 23.53%.) Largest operator of independent ATMs. | 2011-09-08 | |
| WEAK BUY | 22.250 | Jason Donville | Probably a Buy button not a table pounder at this point. Very nice distribution and payout ratio is not that high. Probably needs another bump in this distribution to take it to the next level. | 2011-07-11 | |
| PAST TOP PICK | 22.800 | Jason Donville | (A Top Pick May 14/10. Up 47.86%.) Private label ATM’s. | 2011-05-25 | |
| BUY | 22.600 | Jason Donville | Expects next year will be better than this year and gives a nice distribution. | 2010-12-06 | |
| BUY | 19.800 | Ben Cheng | ATMs in convenience stores, shopping malls, etc. Expect that to continue to grow at about 5%-10% over the next few years. 6.9% yield. | 2010-09-20 | |
| TOP PICK | 18.500 | Jason Donville | Largest operator of independent ATMs in Canada. Also do point-of-sale terminals and debit machines. Yield of 7.4%. Trades at around 8X PE. Growing at 20% a year. | 2010-08-30 | |
| TOP PICK | 16.510 | Jason Donville | Calgary-based with ATMs, prepaid cards, payment processing, etc. Very high margins. Looking for an 8.5% yield after they convert to a corporation. Growing at about 10%-12% annually. Great management. | 2010-05-14 | |
| HOLD | 15.450 | Jason Donville | It’s been consolidating. He is waiting for the quarter to come out. It’s getting towards full value. If they beat the quarter, then hold longer. Don’t sell below $15. Likes the management. | 2010-03-23 | |
| BUY | 14.650 | Jason Donville | Great little company with good management. Their plan is to maintain the current level of distribution as a general dividend in 2011. 9.4% yield. | 2009-12-03 | |
| STRONG BUY | 13.200 | Jason Donville | One of his favourites (along with the Top Pick). Largest independent owner of ATMs in Canada. Also do debit cards and prepaid cash cards. Payout ratio of around 60%-65%. When 2011 comes the distribution will just become a dividend. | 2009-10-16 | |
| HOLD | 7.600 | Sandy McIntyre | Manufacture no-name ATMs. Very viable business model. Reasonable balance sheet and a lot of insider ownership. 18% yield looks secure. | 2009-02-24 | |
| BUY | 15.600 | Andrew Guy, CFA | Operates ATM machines, direct debit machines as well as cash cards. Have a very small market share. Consolidating. Good business. Reasonable payout level. | 2007-05-25 | |
| Comment | 15.550 | Jean-Francois Tardif | Have one of the largest market shares for ATMs. Government is pushing banks to charge less on bank machine withdrawals, which can be a risk. Very well managed. Have a relationship with another company that he is not comfortable with. | 2007-04-27 | |
| SELL | 13.400 | Andrew Guy, CFA | In the cheque business. Has not been able to stem the decline of cheques. More US than Canadian and doesn't have the strong relationship with the banks. The strength of the Canadian $ has not helped them. High payout ratio. | 2007-04-09 | |
| DON'T BUY | 15.400 | Ben Cheng | Very well run company. An independent ATM business. You should see good growth for this company. Pretty fully priced at these levels. | 2006-05-19 | |
| PAST TOP PICK | 17.250 | Jean-Francois Tardif | (A Top pick July 18/05. Down 6%.) The relationship they had with Rentcash (RCS-T) is about 25% of their business, so this will probably slow down. | 2005-09-21 | |
| BUY | 18.100 | Leslie Lundquist | Debit cards and the white label ATM machines. Has done well. It will grow and will be able to raise its distributions. Very limiyed analytical coverage. | 2005-07-22 | |
| TOP PICK | 18.350 | Jean-Francois Tardif | Have ATM's in stores. 3rd largest in Canada. Now into selling cash cards which has tripled in growth. Expects them to grow another 100% next year. | 2005-07-18 | |
| BUY | 15.500 | Robert Lauzon | They are doing well and the industry is fragmented so there is some opportunity for some acquisitions. Be wary that regulatory changes in the industry could hurt. If banks ever got pressured to reduce their ATM charges, this would hurt this fund. | 2005-06-17 |
