| BUY | 12.660 | Ben Cheng | (Market Call Minute.) Now getting into the electricity business. Looks cheap at these levels. | 2008-08-07 | |
| Comment | 12.530 | Michael Sprung | Has been a lot of turmoil with the CEO leaving. There has been a slowdown in signing up customers, which has affected the stock price. Market is expecting their cash flow per unit to go from $1.20 last year to about $1.40. This is a very high payout with their current distribution. There are some risks but always liked their business model. | 2008-03-05 | |
| BUY | 16.850 | Norman Levine | They are in the business of selling natural gas contracts, a high margin business. Owns a little of this for some of his income oriented accounts. The payout is quite stable. | 2007-11-09 | |
| TOP PICK | 14.940 | Nick Majendie | Good track record with increasing its cash flow every year at 15% plus. Has no debt. When it converts to a corporation in 2010, it should be a very attractive equity. Expects it to double over the next 4-5 years. | 2007-08-29 | |
| Comment | 12.770 | Glenn MacNeill, P.Eng. | Has lots of potential in front of it. Buys natural gas and hydro wholesale and sells retail. Have had some difficulty moving into the US market, which is much more competitive. | 2007-02-16 | |
| Comment | 13.010 | Michael Sprung | This company does not like warm weather and it is hard to sell 4-5 year gas/hydro contracts door-to-door when the weather is temperate. It could be an opportunity for a longer-term investor. Good business model and energy prices are not going to stay low forever. | 2007-01-05 | |
| BUY | 12.530 | Ben Cheng | Has performed very well, increasing its distributions many times. Continues to have a good solid business. Natural gas marketing and now electricity marketing both here and the US should continue to be very profitable. | 2006-12-01 | |
| SELL | 13.780 | Ross Healey | Does not like the company. Balance sheets are slowly sliding away which means they are overpaying in terms of the payout. The price to book ratio is egregiously high. | 2006-11-01 | |
| PAST TOP PICK | 17.300 | Garth Jestley | (A Top Pick Dec 2/05. Down 7.5%.) Still likes. Good entry point. | 2006-08-11 | |
| TOP PICK | 17.580 | Ravi Sood | Has returned only about 10% to investors over the last year or so, under performing the broader market. With their quarter that came out last week, things are picking up with their US strategy. | 2006-05-26 | |
| BUY | 17.200 | Michael Sprung | A long-term play. You can play these things on a seasonal basis but he is not a fan of predicting what the seasonal things will do. Well managed trust. Would prefer it at $15/16. | 2006-05-23 | |
| BUY | 17.350 | Patrick Kim | Over the long run, this company is going to prove itself that it can deliver the lofty goals that it has set itself. A lot of the weakness over the past several months has been interest rate fears and some management defections. | 2006-04-21 | |
| BUY | 16.980 | Robert Lauzon | One of the blue chip trusts that has a conservative payout ratio, low debt. Have lost some key management personnel which would be a concern, but in this case, their areas have been built. Has dropped in price. | 2006-04-07 | |
| PAST TOP PICK | 18.000 | Gavin Graham | (A Top Pick Oct 31/05. Up 5.3%.) This is a wonderful play on the high resource prices. It's an opportunity for the consumer to lock in the costs. | 2006-01-31 | |
| PAST TOP PICK | 18.600 | Gavin Graham | (A Top Pick Oct 31/05. Up 11.5%.) Still likes | 2005-12-29 | |
| PAST TOP PICK | 20.150 | Ravi Sood | (A Top Pick Oct 14/05. Up 10.5%.) No longer a top pick, but he still holds it. | 2005-12-09 | |
| TOP PICK | 19.500 | Garth Jestley | Since its inception, it has announced 20 increased distributions. Trades at a low yield but think there’s a good growth story. Expanding into the Ontario residential market as well as other areas. | 2005-12-02 | |
| BUY | 16.430 | Michele Robitaille | Basically involved in the direct marketing of natural gas and moving into electricity, primarily in Ontario. A very high quality name. The last quarter was in line. On track to meet 10% top line growth and slightly higher for bottom line growth. | 2005-11-18 | |
| PAST TOP PICK | 17.000 | Patrick Kim | (A Top Pick Aug 19/05. Down 18%.) Continues to be very bullish on their underlying earnings particularily with natural gas prices being high. | 2005-11-04 | |
| TOP PICK | 16.850 | Gavin Graham | This is the way to play energy of you don't want the volatility. It's off about 15% in the last month or two making it a good buying opportunity. 5.5% dividend yield. | 2005-10-31 | |
| HOLD | 16.800 | Glenn MacNeill, P.Eng. | Has had a fabulous growth record. Not an oil/gas trust, so out of his sphere. There is concern that it is not going to grow as fast as it has grown. | 2005-10-20 | |
| TOP PICK | 17.800 | Ravi Sood | One of the most widely held income trusts. Are almost at saturation in their core market in Ontario and are going to move into the US. Odds are stacked against them, but believes they have a very focused strategy. | 2005-10-14 | |
| BUY | 19.140 | Dean Orrico | One of the leaders in the business trust part of the market. Growth prospects continue to be good. Taking this model into Alberta and the US. Strong fundamentals | 2005-09-30 | |
| TOP PICK | 20.740 | Patrick Kim | (A Top Pick Jun 10/05. Up 15%.) Have an amazing track record for growth. Doesn't have a lot of capX requirements and not a lot of fixed assets but has delivered tremendous organic growth. Making this a Top Pick because he is really excited about the electricity market in Ontario where the prices are continuing to go up. | 2005-08-19 | |
| BUY | 17.440 | Michael Sprung | Longer term, likes this trust. A good business, particularily with energy prices where they are. Outlook is continued strong pricing in the sector. Starting to look at it. | 2005-06-24 | |
| TOP PICK | 18.000 | Patrick Kim | A unique trust. Has really delivered on growth. Distributable cash has gone up by 55% on an annualized basis. Has dominant market share and pricing power. High margin business. | 2005-06-10 | |
| TOP PICK | 17.060 | Matt Baillie | Feels they are going to be back on a growth trajectory of 15%. Have gotten into B.C., Alberta, Quebec, Manitoba and Illinois. They are now going into New York. | 2005-06-01 | |
| BUY | 15.900 | Kevin Hall BComm, CFA | Has taken a bit of a breather in the last few months. Very high octane, high growth story. Feels there is still good growth potential coming down the pipeline. Have entered the US market now in terms of natural gas. Signing up natural gas customers in Illinois. About to re-enter the electricity market in Ontario. | 2005-05-06 | |
| BUY | 16.450 | Dean Orrico | The growth through the years has been as good, if not the best, in the income trust space. They have developed a very strong position in the natural gas marketing business. Dominant in Ontario and are looking to expand that in the US. Will generate higher levels of cash flow and distributions. | 2005-04-01 | |
| BUY | 18.000 | Blair Wilson | Entering the Alberta natural gas and electricity markets. In line with what they have done in the past. A steady growing type of income trust with a great business profile. Yield is not as attractive as others, but growth is expected to continue. | 2004-11-26 | |
| PAST TOP PICK | 17.480 | Neil Wickham | (A Top Pick May 25/04. Up 15.5%.) A growth story. | 2004-11-23 | |
| BUY | 15.970 | Charles Dillingham | A very well managed group. The potential for adding growth will develop as Ontario expands its power policies. Expanding into the US. | 2004-10-08 | |
| STRONG BUY | 15.700 | Matt Baillie | Fundamentals are still strong. May have slipped because it got ahead of itself. | 2004-09-09 | |
| BUY | 14.100 | Bill Shaw | Favourable short term. Good managment of growth. Would buy at current price. Target of $17.50 | 2004-06-11 | |
| BUY | 14.680 | Dean Orrico | A great growth story. An expensive momentum stock. They keep delivering as advertised. | 2004-05-26 | |
| TOP PICK | 14.990 | Neil Wickham | A fantastic business model. Good management. Earnings have been rising. Monthly distributions have been increased 17 times. Moving into the US. | 2004-05-25 | |
| TOP PICK | 15.280 | Hugh McCauley | Investors should be in "growth" income trusts rather than just for distributions. This is a growth trust and expected to grow 20% for the next several years. | 2004-05-13 | |
| TOP PICK | 16.750 | Matt Baillie | A winner, and going to stay a winner. Have mastered the marketing game against other competitors. Moving into Manitoba, other provinces and the US. | 2004-05-03 | |
| TOP PICK | 16.750 | Hugh McCauley | 4.8% distribution. Good management. Good growth. Distributions have been increased 16 times. | 2004-04-19 | |
| VAGUE | 16.550 | Andrew McCreath | Good business model. Biggest risk is interest rates. Growth will not be as fast. | 2004-03-25 | |
| BUY | 28.790 | Garth Jestley | Management has done a good job and the earnings momentum is terrific right now. This is a growth fund, so don't get hung up on the yield. | 2004-01-21 | |
| HOLD | 24.150 | Bill Shaw | Has become fairly expensive. | 2003-10-14 | |
| BUY on WEAKNESS | 23.800 | Bob Stodgell | Distributions have increased significantly. Continuing to sign up residential clients. Will also be moving into the states. Buy on weakness. | 2003-09-18 | |
| BUY | 24.250 | Sandy McIntyre | A well-run fund with ability to grow. | 2003-08-25 | |
| DON'T BUY | 23.000 | John Priestman | Has been a great trust. Very expensive now. | 2003-07-30 | |
| BUY on WEAKNESS | 18.400 | Glenn Paradis, BA, CFA | Good expansion opportunities. Valuation is OK. Buy at a couple of $'s lower. | 2003-05-20 | |
| TOP PICK | 18.500 | Bob Boaz | Has had a tremendous growth period. A growth company. Moving in to marketing to larger commercial companies. Distribution should move up to $1.40. | 2003-05-15 | |
| TOP PICK | 17.500 | Glenn Paradis, BA, CFA | Very good margins. Good growth opportunities. Have increased their distributions several times. Buy at $17 or under. | 2003-05-01 | |
| BUY | 16.200 | Glenn MacNeill, P.Eng. | Has a good growth record. Aggressive company. | 2003-04-14 | |
| TOP PICK | 14.750 | Sandy McIntyre | Good growth. | 2003-03-06 | |
| TOP PICK | 13.700 | Bill Shaw | 9.5% yield. Good management. Expanding into Manitoba. Cheap. | 2003-01-30 | |
| BUY | 13.900 | Sandy McIntyre | Has a fairly decent long term growth profile. Well managed. | 2003-01-23 | |
| BUY | 29.870 | Peter Brieger | A growth trust. Yield is about 7%. | 2003-01-15 | |
| BUY | 14.920 | Peter Brieger | 6/7% yield. Sales are coming. | 2002-09-09 | |
| BUY | 13.750 | Jim Doak | Expects it to rise further. | 2002-08-28 | |
| BUY | 14.800 | Sandy McIntyre | Has grown the business very well. | 2002-08-12 | |
| TOP PICK | 28.360 | Bob Boaz | Good distribution. Stable cash flow. | 2002-07-25 | |
| DON'T BUY | 30.300 | David Baskin | No assets. Based on door to door sales. Expensive. | 2002-07-03 | |
| TOP PICK | 24.300 | Bill Shaw | Well run. Good margins. Tremendous growth opportunity. | 2002-03-26 | |
| DON'T BUY | 24.400 | Peter Brieger | Not a fan. Better yields on others. | 2002-03-19 | |
| DON'T BUY | 23.300 | Sandy McIntyre | Moving into the electrical distribution There are some concerns. | 2002-02-26 | |
| TOP PICK | 17.700 | Bill Shaw | 40% owned by management. Good margins. Low risk. | 2001-12-11 | |
| TOP PICK | 16.500 | Bill Shaw | Management has 40% in the trust. Good dividends. Marketed gas contracts on a 20% margin. Good growth. | 2001-11-20 | |
| TOP PICK | 12.160 | Bob Stodgell | 10% yield. Conservative investment. | 2001-06-13 | |
| TOP PICK | 12.200 | Bill Shaw | Will have a 20% yearly margin locked in. Fast growing. | 2001-06-08 | |
Experts that have talked about Energy Savings Income Fund
Rss Top Picks Feed
