| WAIT | 7.790 | Andrew Guy, CFA | Growth primarily comes from outsourcing financial administration. Credit card applications, student loans for banks and various federal government applications. Hit a couple of bumps and results have not been there. Last quarter was decent, but wait for another quarter to see that they can deliver. 12.8% yield is not at risk. | 2008-07-22 | |
| PAST TOP PICK | 7.700 | Andrew Guy, CFA | (A Top Pick Feb 8/07. Down 5% including distributions.) Didn't deliver on expectations, largely because of management's inability to flow through good top line results to the bottom line. A lot of potential good things. It's a Buy if management can go through the results. Watch. | 2008-02-06 | |
| PAST TOP PICK | 7.810 | Andrew Guy, CFA | (A Top Pick Feb */07. Down 13.4%.) As the new businesses they were looking for came on, it brought on more costs and they haven’t been able to generate the revenues. Still optimistic. Sold his holdings. | 2007-12-27 | |
| BUY | 8.990 | Ian Nakamoto | 11% yield. Expected to reach $10 in a year. | 2007-07-24 | |
| PAST TOP PICK | 8.780 | Andrew Guy, CFA | (A Top Pick Feb 8/07. Down 2.8%.) A little more cautious in the near-term, but likes it longer-term. Made a couple of acquisitions making them the dominant player in the Canadian student loan business. This will add costs over the next 6 to 12 months. A Hold. 11.4% yield should be secure. | 2007-06-27 | |
| DON'T BUY | 8.910 | Chris Rankin, MBA, CFA | Very little organic growth. They provide outsourcing. Grown through acquisition.
Doesn't like their accounting practices. | 2007-06-08 | |
| PAST TOP PICK | 9.150 | Andrew Guy, CFA | (A Top Pick Feb 8/07. Flat.) Little hesitant because of the time it will take for them to show what they can do. Very strong relationships in the outsourcing business. A couple of the businesses require upfront investments in 2007 before revenue starts to hit in 2008. A Hold or By On Weakness. | 2007-05-25 | |
| PAST TOP PICK | 8.550 | Andrew Guy, CFA | (A Past Top Pick Feb 8/07. Down 3.3%.) Still good long term if they can get some pieces moved around. More a 2008 story than a 2007 story. Still likes. | 2007-04-09 | |
| TOP PICK | 8.440 | Ian Nakamoto | Helps companies/governments do data processing. Has been around for about 35 years and has about 11% yield. Relatively low risk. | 2007-03-29 | |
| TOP PICK | 9.000 | Andrew Guy, CFA | Have contracts with B.C. and Canadian government to handle student loans. Just won some contracts with financial institutions providing credit card services which is a new area for them. | 2007-02-08 | |
| BUY | 8.500 | Sandy McIntyre | One of their main products is that they administer student loans on behalf of the government. Just got a big contract that will improve cash flows over the next 5 years. | 2006-12-29 | |
| BUY | 8.390 | Greg Guichon | Looked like an OK 1st quarter and believes they are going to have a very good 2nd quarter. Business model they have is a good one but the market is waiting to see. He is betting they will. | 2006-07-14 | |
Experts that have talked about Resolve Business Outsourcing Income Fund
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