| BUY | 12.950 | Ravi Sood | Prefers over Consumer Waterheater (CWI.UN-T). | 2006-11-17 | |
| PAST TOP PICK | 12.950 | Patrick Kim | (A Top Pick Nov 4/05. Up 3.4%.) One of the businesses that will continue to be successful. Very solid business model. Expanding into different areas, like alarm systems. 8.2% yield. | 2006-11-01 | |
| BUY | 15.050 | Robert Lauzon | There is a bit of a tie to the housing cycle. Has had a good run and he doesn't seem much more upside to the name. Expect every turn will normalise at around 8/10% a year. They made an acquisition in the security business out of Quebec which gives them another monthly fee. He would like to wait for 3 more quarters before deciding on this one. | 2006-03-24 | |
| PAST TOP PICK | 14.100 | Patrick Kim | (A Top Pick Nov 4/05. Up 11.5%.) A traditional business type income trust that you do want to have in your portfolio. Great stability in their hot water rentals are looking to expand into home alarm systems. There is above average growth here. | 2006-01-13 | |
| TOP PICK | 12.650 | Patrick Kim | (A Top Pick Aug 19/05. Down 4.5%.) Virtually a duopoly in Ontario between this and Consumers Waterheater (CWI.UN-T). It makes a lot of sense to operate as an income trust. Recently acquired Protrectron Security Systems which makes a lot of sense. | 2005-11-04 | |
| HOLD | 12.510 | Robert Lauzon | Has a lower yield and is very close to a dividend yield that a bank would pay. Probably got caught up in the down draft with other business trusts. A pretty stable company. | 2005-09-23 | |
| BUY | 13.550 | Bruce Hartman | Rent water heaters to households. Not cyclical, there's a known replacement cycle for water heaters, there's a known rental stream. Yield is about 6.6%. | 2005-09-09 | |
| TOP PICK | 13.020 | Patrick Kim | An extremely solid business with only one competitor. Very good pricing power. Stock has come off a fair bit over the past couple of months because of an acquisition of a home alarm business, Protectron, that they've recently announced. Fits into their long term strategy of being able to expand a suite of services when they come to your home. | 2005-08-19 | |
| BUY | 13.400 | Sandy McIntyre | Business doing well. Stabile. AAA rated debt. | 2005-03-04 | |
| BUY | 11.470 | John Priestman | An ideal business for an income trust. They have a dominant market position. | 2004-01-21 | |
Experts that have talked about UE Waterheater Income Fund
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