| BUY | 25.190 | Sandy McIntyre | Has done a very nice job of growing. Likes the engineering aspect of it for the infrastructure build that they will take part in. | 2008-02-26 | |
| PAST TOP PICK | 20.200 | Jean-Francois Tardif | (A Top Pick Aug 8/06. Up 70.2% plus 10% distribution.) Infrastructure company. Expect double-digit growth internally plus acquisitions. While waiting, you get 3/4% monthly distribution. | 2007-08-07 | |
| PAST TOP PICK | 19.250 | Jean-Francois Tardif | (A Top Pick Aug 8/06. Up 57%.) Benefiting from the infrastructure boom in Canada. Just announced 2 acquisitions. Expect them to grow 10% a year in terminally plus at least 10% from acquisitions. 10% yield. | 2007-07-16 | |
| TOP PICK | 16.850 | Jean-Francois Tardif | And engineering company in Quebec, serving Ontario and Quebec. Their goal is to expand across Canada in the next 3 to 5 years. A lot of infrastructure is required, especially in western Canada. | 2007-06-21 | |
| BUY | 16.700 | Andrew Guy, CFA | The future is very bright. Likes infrastructure businesses. They have long life assets and lots of cash flow on a very consistent basis over time. | 2007-05-25 | |
| DON'T BUY | 15.620 | Chris Rankin, MBA, CFA | A very active acquisitor and, generally speaking, there is all sorts of activity in the infrastructure space. This is a good space to be. In this case, the unit price has increased substantially and you will find better value with other infrastructure names. | 2007-02-09 | |
| DON'T BUY | 15.300 | Patrick Kim | Quebec-based construction/engineering professional services firm. Loves the infrastructure space. Governments have so much money that the outlook for infrastructure is fantastic. Sold his holdings because it went up 30% in the last month and the valuation is looking a little full. | 2007-01-26 | |
| PAST TOP PICK | 13.750 | Jean-Francois Tardif | (A Past Top Pick Aug 8/06. Up 16.5%.) A very high quality business. Trading roughly 6 X EBITDA. Still likes. | 2006-12-27 | |
| TOP PICK | 10.290 | Jean-Francois Tardif | An engineering company. Great track record. Very small, so have lots of room to grow. Reported $1.32 of annualized earnings. The stock trades at 11X fully taxed earnings. Feels it will grow at 15% a year. | 2006-11-16 | |
| TOP PICK | 11.800 | Jean-Francois Tardif | An engineering services firm. Deeply involved in Quebec but they intend to diversify into Ontario through an acquisition they made. Hydro Quebec wants to invest. A lot of infrastructure is needed in both Ontario and Quebec and the company will be busy for years to come. | 2006-08-08 | |
| TOP PICK | 10.740 | Jean-Francois Tardif | 9.3% yield. Engineering company working in Ontario and Quebec but looking to expand through acquisitions. Very good management. All the employees own shares and if they leave, they have to sell their shares at a discount. | 2006-07-07 | |
Experts that have talked about Genivar Income Fund
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