| PAST TOP PICK | 9.450 | Sandy McIntyre | (A Top Pick Apr 13/07. Down 1% including distributions.) Primarily commercial printing. A stable business. Still likes. | 2008-02-26 | |
| BUY | 8.690 | Andrew Guy, CFA | Runs the paper business, end to end for a couple of the financial institutions. Has been frustrating, as people have not recognized the value of it. Have done a really good job of building itself into the core of these large businesses. Excellent management team. 13.5% yield. | 2008-02-06 | |
| PAST TOP PICK | 11.650 | Chris Rankin, MBA, CFA | (Up 22.4% since Sept. 25 2006) He owns it currently and thinks it is great. Management team has a good reputation. It is down for now, but feels it will go higher. | 2007-10-19 | |
| BUY | 10.660 | Sandy McIntyre | Were a little bit light on their cash flow numbers. This is weakness in the southern Ontario economy showing up in their sales. | 2007-08-13 | |
| TOP PICK | 11.770 | Chris Rankin, MBA, CFA | A commercial printer that prints bank statements, concert tickets and annual reports. Doubled in size last year. Dirt-cheap. 10% yield. | 2007-07-13 | |
| BUY | 11.100 | Michael Simpson, CFA | Primarily printing/document management. Made a key acquisition of a major competitor in Quebec last year. Generates lots of free cash flow. 10.5% yield is relatively safe. | 2007-07-04 | |
| TOP PICK | 10.930 | Andrew Guy, CFA | Strong management team. Document management business for the big banks and largest Canadian corporations. Recently bought their largest competitor. Nice steady business. | 2007-06-27 | |
| PAST TOP PICK | 10.950 | Chris Rankin, MBA, CFA | From sept 25 2007
Then $10.25
Up a little over 7%, plus a special distribution as well, for a total of 17%. | 2007-06-08 | |
| TOP PICK | 10.950 | Chris Rankin, MBA, CFA | Document management services. eg. Bank statements
Closing plants, will earn 7 million dollars in profit from the cost savings.
| 2007-06-08 | |
| TOP PICK | 10.300 | Sandy McIntyre | Predictable and doesn't require a lot of capital and free cash flow can be maximized. Good management. 1.5% yield. | 2007-04-13 | |
| TOP PICK | 9.350 | Andrew Guy, CFA | Provides document management solution services. Provide and manage letterhead, business cards, specialty printing, etc. Recently acquired Relizon, their biggest competition and are looking for $7 million of synergies out of this. | 2007-04-09 | |
| PAST TOP PICK | 9.170 | Chris Rankin, MBA, CFA | (A Top Pick Sept 25/06. Down 11.2%.) Recently bought some. A very good place to be. Could appreciate some. | 2007-02-09 | |
| DON'T BUY | 7.990 | Michael Sprung | Manage data for banks. Was pretty small for an income trust and was particularly hard hit. Very high yield which could be a bad sign. | 2006-12-08 | |
| DON'T BUY | 7.700 | Ben Cheng | Outsourcing in the print business, while robust in the past, companies now have newer and cheaper production methods. Good management team however, the business has been slowing and declining. | 2006-12-01 | |
| TOP PICK | 10.250 | Chris Rankin, MBA, CFA | He participated in some financing a few months ago for this company. Margins are stable. Recently they bought a new business which has extended their customer base. | 2006-09-25 | |
| BUY | 9.700 | Ravi Sood | Not widely followed and doesn't trade very much. Has a high sustainability of distributions. Stands alone among the income trust universe in terms of being overly conservative on its estimates of distributable cash flow. Likes this one very much. | 2006-02-10 | |
Experts that have talked about The Data Group Income Fund
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