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| DON'T BUY | 12.120 | Charles Lannon | Really suffers by virtue of being a European large-cap. Because of the debt level and high dividend payout ratio, there is some concern as to whether or not the dividend is sustainable. Too early to get into this name. | 2012-02-02 | |
| Comment | 10.530 | Gavin Graham | Just did a complete reversal from a massive empire building by the previous management. This is probably a good thing but the dividend has now been cut. New management is on trial for the future. | 2011-12-28 | |
| Comment | 13.990 | Peter Brieger | Waste management, water, etc. 70% of its business is in Europe, most of which is France. Prefers something more broadly diversified on a global basis. If you own, consider switching into his Top Pick. | 2011-10-04 | |
| DON'T BUY | 14.990 | Peter Brieger | Announced they were going to do a reorganization about a month ago and recently announced they would have to take an €800 million hit this year. Doesn't think there is any hope for the dividend being maintained. | 2011-08-18 | |
| BUY | 26.350 | Paul Harris, CFA | French environmental company with water (35%), energy services, transportation and waste management. Had a lot of debt and new management is trying to bring it down. Reducing costs and selling off non-core assets. Lower margins in the water business. Europeans are liberalizing their rail business in 2012, which should help them. Good entry level. | 2010-05-19 | |
| WEAK BUY | 28.490 | Karl Berger | Weak euro should help their revenue as a lot of it is earned outside of Europe. Not a huge growth play. Pretty solid dividend yield. | 2010-05-06 | |
| BUY | 31.530 | Charles Lannon | Large French utility that specializes in water treatment, provision of water to households, water plants and waste management. This is a sector that has not participated in the market rally. Well managed. | 2010-04-29 | |
| BUY | 32.390 | Mark Grammer | Water treatment. Cities outsource to this company. Infrastructure play. | 2010-03-04 | |
| BUY | 36.250 | Paul Harris, CFA | (Market Call Minute.) This is a cyclical recovery in the economy as well as a secular recovery. | 2010-01-18 | |
| PAST TOP PICK | 19.670 | Kevin O'Leary | (A Top Pick Aug 25/08. Down 63%.) Sold this in the mid-$40’s because management missed its numbers. | 2009-03-09 | |
| DON'T BUY | 21.090 | Michael Brown | French company primarily dealing in sewage treatment as well as water facility treatment. Underwent a period of expansion in the last couple of years fuelled primarily by debt. When the credit crisis began they had significant trouble. 9% yield seems awfully high. A lot of uncertainty at these levels. | 2009-03-04 | |
| PAST TOP PICK | 21.580 | Kevin O'Leary | (A Top Pick Aug 25/08. Down 61.2%.) Still watching this as it is in a great theme that he loves, water. Have had some really big missteps in management. | 2009-01-21 | |
| PAST TOP PICK | 27.350 | Kevin O'Leary | (A Top Pick Aug 25/08. Down 52%.) A fundamental play on water. Management disappointed on the dividends so he sold his holdings. On his Buying screen but is waiting a couple of quarters to see what they do. Yield of over 8%. | 2008-11-04 | |
| PAST TOP PICK | 41.020 | Kevin O'Leary | (Top Pick Aug 25/2008, Down 25%) Management missed. Going to buy it again, but no rush and see management stabilize. Expects new management. Core asset is water and was always there. | 2008-10-01 | |
| TOP PICK | 54.340 | Kevin O'Leary | Really interesting entry opportunity. This is water and water is the next oil. Infrastructure with a yield of 3.6%. | 2008-08-25 |
