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| SELL | 24.180 | David Driscoll | The travel business side of an airline is okay, but he just doesn't like the high capital expenditure that has to be created to maintain and upgrade fleets. | 2006-05-25 | |
| TOP PICK | 17.900 | John Zechner | Expect oil prices will start to come down which should benefit the travel companies. Also the stronger Cdn$ should benefit them. The stock has been hurt by the hurricane related issues. Valuations are low. Company has been buying back stock. Looking for them to do an accretive acquisition soon. | 2005-12-12 | |
| DON'T BUY | 19.320 | Bruce Hartman | Can't see this as going to a trust. Far too cyclical and far too many factors which can influence the bottom line severely. | 2005-09-09 | |
| TOP PICK | 22.800 | John Zechner | Generating great cash. Restructured the business after 9/11. Have $9 a share in cash on the balance sheet. Good valuation. | 2005-05-05 | |
| BUY | 27.750 | Peter Brieger | One of his favourites. A long term hold. Good management. | 2005-02-24 | |
| WEAK BUY | 27.650 | Jean-Francois Tardif | Stock has moved substantially. Great management team. Strong Cdn$ is helping them. Have had a huge margin expansion in the last couple of years, but this is now probably over. Have almost $10 a share in cash, so growth will come through their deployment of this, i.e. buy back shares, acquisitions, dividends, etc. | 2005-02-03 | |
| BUY | 26.480 | John Zechner | They are doing exceptionally well. Efficient operators. Generating a lot of cash and has a huge amount of cash on the balance sheet | 2005-01-31 | |
| TOP PICK | 23.360 | Peter Brieger | Positioning portfolios so they will benefit from a rising Cnd$. 30% of costs are US. As the Cdn$ rises, bookings for southern vacations should rise. No debt. Have $9 per share in cash. Very cheap. | 2004-11-16 | |
| TOP PICK | 21.200 | Werner Muehelemann | In spite of its run, it's still extremely cheap. Earnings are ramping up and reducing their costs. Trading at 10 X earnings. $8 of net cash in the company which could be used for a special dividend or buy back stock. | 2004-10-25 | |
| TOP PICK | 21.500 | Jean-Francois Tardif | A turn around story. Good management. A lot of cost cutting is still going on. Most costs are US$'s, but sales are in Cdn$'s, so a strong Cnd$ is good for them. Expects a share buy back. | 2004-09-29 | |
| DON'T BUY | 20.900 | Brian Acker, CA | Model price is $24.50. Any bad news and the market will hit the sell button pretty quickly. | 2004-09-10 | |
| TOP PICK | 22.500 | Werner Muehelemann | There is $2 in earnings and $7.50 in net cash. Restructuring the business and cutting their costs. Feels the airline/traveling business will be growing. Also feels the US$ will continue weakening. | 2004-09-07 | |
| TOP PICK | 18.900 | Werner Muehelemann | Management has performed and executed. A turnaround story in the travel industry. Restructuring their costs. | 2004-08-09 | |
| DON'T BUY | 11.000 | Brian Acker, CA | Toped out in evaluation, not a good entry point. Had a good year. | 2003-12-24 | |
| TOP PICK | 10.350 | Mark Jackson, CFA | Has positive leverage to a rising Cdn$. Has restructured, sold some assets, has $4/5 in cash. Entering a period where traveling is expected to increase. | 2003-12-09 | |
| DON'T BUY | 6.560 | Robert Floyd | Not a fan of the airlines sector. | 2002-02-08 | |
| DON'T BUY | 8.610 | Andrew Cook | Travel is down, so have caution. | 2001-11-19 | |
| DON'T BUY | 6.700 | Robert Floyd | Very tough market. Travel is down. | 2001-11-09 | |
| DON'T BUY | 10.000 | Pier Donnini | Discount airlines do well in downturns, but prefers Canada 3000 | 2001-03-06 |
