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| Comment | 16.750 | David Burrows | Finning (FTT-T) or Toromont (TIH-T) for long-term growth and dividends? This area is a little tough right now. Industrial equipment has been pretty beaten up in the last few weeks. He would prefer Finning, which has the oil Sands in Alberta as well as South America where they have a ton of mining. Toromont more focused on Ontario so there is some mining they can focus on but it is more construction, etc. | 2011-08-18 | |
| Comment | 18.820 | David Baskin | Spun out Enerflex (EFX-T) (manufactures gas compression equipment) and the share price dropped. Preferred it better before the spin out. | 2011-06-16 | |
| Comment | 31.290 | David Baskin | Toromont (TIH-T) or Finning (FTT-T)? Both companies are heavy equipment. Finning gives more international exposure including Argentina and Chile, which are heavy in mining and heavy users of Caterpillar equipment so he prefers Finning. | 2010-12-22 | |
| HOLD | 31.110 | Douglas Kee | Looked at it and the breakup of the company and splitting off the air compression business didn’t look good – he liked the compression business. Has a growing dividend. If you own it, hold and see what happens after the split off. | 2010-12-21 | |
| PAST TOP PICK | 29.970 | Ron Meisels | (A Top Pick Nov 5/09. Up 20%.) Stock started to break down and he sold. | 2010-11-24 | |
| PAST TOP PICK | 23.000 | Martin Hubbes, CFA | (A Top Pick Oct 22/09. Down 6%.) Good long-term hold. Great management. Challenged in the short term by a slowdown in the oil/gas industry. | 2010-07-05 | |
| TOP PICK | 23.470 | David Driscoll | Compression of natural gas and Caterpillar (CAT-N) dealerships in Ontario/Quebec. Acquired Enerflex giving them exposure to Asia. Because of the acquisition, dividend is staying at 2.5%. An investment for the next 5-10 years. | 2010-06-24 | |
| PAST TOP PICK | 25.800 | Ron Meisels | (Top Pick Nov 5/09, Up 2%) Got stopped out of it when the trend line broke. | 2010-05-18 | |
| TOP PICK | 26.240 | David Driscoll | Compression of natural gas and Caterpillar (CAT-N) dealerships in Ontario and Quebec. Trying to acquire Enerflex (EFX.UN-T), which would give them exposure to the Asian markets. Good diversification and good management team. History of increasing dividends for the last 20 years. Buy on weakness. | 2009-11-06 | |
| TOP PICK | 25.550 | Ron Meisels | Industrial sector. Stock had a big selloff in 2008 and made a double base. Now breaking out and could go very well. | 2009-11-05 | |
| TOP PICK | 24.770 | Martin Hubbes, CFA | Loves the management team, has held it for a number of years. There is lots of growth in this market given the infrastructure required in oil and gas. As you build out infrastructure to transport natural gas, you need compression units and that’s where the growth is. Risk is the price of Nat Gas and economic activity – if stimulus’s don’t continue | 2009-10-21 | |
| BUY | 23.030 | Alexander Lane, B Comm, C | Incredibly cheap. Looking at the 22-year dividend history is one of the best dividend growers in Canada. Very predictable stream of growth. 2.6% yield. | 2009-09-21 | |
| PAST TOP PICK | 23.280 | Ron Meisels | (A Top Pick Sept 3/08. Down 26.1% but got stopped out at $27 for a 14.3% loss.) Now doing well and starting to make a base. Ideal buying opportunity. 200-day moving average is around $22 but has just had a major break above a descending trendline so stock is probably ready to jump. | 2009-09-18 | |
| PAST TOP PICK | 24.320 | Alexander Lane, B Comm, C | (A Top Pick Feb 6/07. Up 4.26%.) This is one you just put in your portfolio and forget about it. They run a fantastic business. Ideal play on infrastructure spending in Canada. Also have a play on unconventional natural gas extraction. | 2009-06-29 | |
| Comment | 22.580 | Bill MacLachlan | Some exposure to the housing industry but very well diversified. Financially solid. Compression business is solid as well. Its fundamentals are going to be overwhelmed by the credit winds. 3 to 5 year horizon, it's a buy. | 2008-10-23 | |
| TOP PICK | 31.510 | Ron Meisels | Strong uptrend. Above the 200-day moving average. Industrials should do well. Stop/loss should be $28 or $29. | 2008-09-03 | |
| TOP PICK | 24.630 | Alexander Lane, B Comm, C | Has the ability to sustain itself after the business cycle, because of its presence in Ontario. Expects government will spend a great deal on infrastructure. | 2007-02-06 | |
| BUY | 24.130 | Brian Acker, CA | The model price is $32.24, a 34% positive differential. If it qualified for his portfolios, he would buy it. | 2006-12-21 | |
| DON'T BUY | 24.390 | Bill Harris, CFA | Big infrastructure needs should keep propelling both companies forward. Slightly expensive. Trades at 17 X next year's earnings. Would prefer it under $15. | 2006-09-01 | |
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| BUY | 24.720 | David Baskin | Caterpillar equipment dealer. Prefers Finning (FTT-T). Very well-run company and has always traded at a premium multiple but there has been some contraction in that. Quality name. | 2006-03-27 | |
| TOP PICK | 25.330 | Bill MacLachlan | Toromont Industries has two key areas that they work in. One is caterpillar dealerships in Ont., Man. and N. Canada. The other is in gas compressors. He likes this company because it has steady growth, it is well managed, always traded at a premium and is well diversified. Sees continued growth. Not a big large cap company. Bought March 10 at $25.45. He will continue to add to it as well. | 2006-03-15 | |
| BUY | 24.500 | Gavin Graham | Caterpillar dealer. Has done fairly well. A leverage play on the resources boom. | 2006-02-10 | |
| HOLD | 24.610 | Bill Carrigan | A terrific looking chart. Good long uptrend. There is no reason to sell. | 2005-11-28 | |
| HOLD | 23.800 | Norman Levine | In a number of industries, but the one it's best known for is its Caterpillar Equipment distributorship, especially in eastern Canada. With the resource/mining boom, Caterpiller has been in demand. Well run company. Has become more cyclical. | 2005-08-15 | |
| PAST TOP PICK | 23.300 | Martin Hubbes, CFA | (A Top Pick Aug 23/04. Up 26%.) Still likes. Has moved very nicely and probably not cheap. Has solid management, so likes it for the long term. 2 areas of growth, Caterpillar dealership (spare parts only) and gas compression. Would buy more on any weakness. | 2005-08-02 | |
| TOP PICK | 22.990 | Gavin Graham | A good play on mining. Have the Voisey's Bay contract. They also have a compression division for refrigeration for gas installations which has been the major driver of their earnings growth. Pays a dividend. | 2005-07-13 | |
| TOP PICK | 21.180 | Martin Hubbes, CFA | Their main line of business is distibutorship of the Caterpillar tractor which is doing very well. Even if sales should drop, there is still sales of parts. The 2nd part of their business is selling gas compression which is the real growth driver to their business. Can be cyclical in the short term, so yoiu have to take a long term point of view. | 2005-03-21 | |
| BUY | 22.800 | Ron Meisels | Now in an uptrend and above the 200 day moving average. You have everything going for you. | 2005-02-01 | |
| TOP PICK | 20.500 | Martin Hubbes, CFA | Has superb management which takes a long term view to corporate planning and is concerned about earnings per share and ROE. Their gas compression business is going to be the real driver. | 2004-11-05 | |
| TOP PICK | 18.540 | Martin Hubbes, CFA | A lot of the growth is going to come from the compression business which is growing very rapidly. Conservative business management. Good allocation of capital. Cyclical. | 2004-08-23 | |
| BUY | 23.100 | Peter Hodson | Very solid company. New projects are coming in. | 2003-06-05 | |
| BUY | 24.050 | Glenn Paradis, BA, CFA | Power generation is a good sector. | 2001-06-01 | |
| BUY | 23.800 | Rob Callander | Heavy industrial equipment stocks are going up. | 2001-05-24 | |
| BUY | 18.000 | Ross Healy | At about 2 1/2 book value Good upsize possible | 2000-12-27 |
