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| HOLD | 4.040 | Michael Simpson, CFA | A conglomerate and he isn’t a big fan of this model. A well-known catalyst investor has just purchased about 19%. May sell of some weaker units. | 2007-11-08 | |
| WEAK BUY | 5.720 | Chris Rankin, MBA, CFA | Half of their business is in oilfield services, which has not quite bottomed yet. The other half is in several derivative forms attached to the housing market. Really cheap at 5 X pro forma EBITDA. OK with a basket of risks. | 2007-07-13 | |
| DON'T BUY | 5.730 | Chris Rankin, MBA, CFA | A mini holding company. Bought a variety of businesses related to housing, and oil field businesses. Thinks q2 will look pretty ugly. Yield is currently 17%, which he doesn't think is sustainable. | 2007-06-08 | |
| DON'T BUY | 6.300 | Andrew Guy, CFA | A diversified trust that has a number of different businesses. You can run into a problem of buying too many businesses and going too wide. 16% yield. | 2007-02-08 | |
| DON'T BUY | 7.600 | Sandy McIntyre | Prefers companies that are in one line of business. This company is in several lines ranging from upholstered furniture to metal bending for the oil patch. Difficult to have all business lines firing at the same time. | 2006-10-13 | |
| DON'T BUY | 8.520 | Chris Rankin, MBA, CFA | The company is paying out more than they are getting. Current distributions could not be attainable. | 2006-09-25 | |
| TOP PICK | 8.930 | Irwin Michael, B.Com, MBA | Stock is trading at about $8.50 and the NAV is $11. While you're waiting, it pays a 16% income yield. | 2006-09-18 | |
| DON'T BUY | 8.690 | Jason Zandberg | Like a holding company. They make different investments in various business sections. Likes the model. Had a few stumbles in the past. Prefers others. 15.8% yield is a red flag. | 2006-09-07 | |
| BUY | 14.600 | Matt Baillie | Pretty good little story. Not very well followed. Sold their holdings, but it's still a decent story. Had a pretty good quarter. | 2005-06-01 | |
| TOP PICK | 10.600 | Matt Baillie | Looks for and acquires undervalued Canadian companies. Uses public market valuation and private market valuation, which has a big spread between them, and arbitrages them. | 2004-12-10 |
