Investment Q&A

• CES Energy Solutions Corp. (CEU $12.95)
  • $12.95 P/E (TTM): 16.6X Cap: $2.75B
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• Mullen Group Ltd. (MTL $15.28)
  • $15.28 P/E (TTM): 14.55X Cap: $1.32B
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• Secure Waste Infrastructure Corp. (SES $17.74)
  • $17.74 P/E (TTM): 40.32X Cap: $3.87B
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Q: Good Day,

Looking for your thoughts on energy service stocks/drillers right now, and if possible your top 2 small cap and top 2 large cap ideas.

Thanks!

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Read Answer Asked by Robert on September 15, 2021

• Mullen Group Ltd. (MTL $15.28)
  • $15.28 P/E (TTM): 14.55X Cap: $1.32B
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Q: Hi Peter
Mullen group results looked good except for the drop in net income due to foreign exchange. There was also an analyst upgrade. Still, the stock dropped by over 4% today. Can you tell why the stock dropped today?

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Read Answer Asked by Greyhair on July 26, 2021

• Canadian National Railway Company (CNR $135.78)
  • $135.78 P/E (TTM): 18.42X Cap: $83.57B
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• TFI International Inc. (TFII $134.63)
  • $134.63 P/E (TTM): 25.01X Cap: $11.07B
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• Mullen Group Ltd. (MTL $15.28)
  • $15.28 P/E (TTM): 14.55X Cap: $1.32B
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• Canadian Pacific Kansas City Limited (CP $73.76)
  • $73.76 P/E (TTM): 22.16X Cap: $66.40B
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Q: Hi 5i: I live on Highway 11 in NE ON and every day I am continually amazed about the amount of truck traffic going through. They are not
stopping here. I hold 5% positions in TFII and CNR. I would like to swap a small position in CP and buy MTL or just add it outright. Your thoughts and if I do the latter do you feel that I might be overweight transportations? Great service - thanks.

DocTom

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Read Answer Asked by Tom on July 14, 2021

• Mullen Group Ltd. (MTL $15.28)
  • $15.28 P/E (TTM): 14.55X Cap: $1.32B
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Q: It looks like 2 deals in 1 week. Is this unusual? Comments please on the deals in particular and Mullen in general.
Jerry

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Read Answer Asked by Jerry on July 07, 2021

• Canadian National Railway Company (CNR $135.78)
  • $135.78 P/E (TTM): 18.42X Cap: $83.57B
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• Finning International Inc. (FTT $74.48)
  • $74.48 P/E (TTM): 14.66X Cap: $9.78B
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• Mullen Group Ltd. (MTL $15.28)
  • $15.28 P/E (TTM): 14.55X Cap: $1.32B
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• Bird Construction Inc. (BDT $27.20)
  • $27.20 P/E (TTM): 16.0X Cap: $1.50B
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Q: Good day. Industrials account for 13% of my portfolio. Currently I hold the companies listed above. I need to invest another $10,000 to bring my allocation to 13%. All the stocks listed are fairly equal weight. My question is which of these stocks do you think I should increase...or delete, and do you have a recommendation for a different stock that would fit here? I am thinking of adding TFII but am concerned it may be a duplication of the Mullen and CNR holdings. I look forward to your reply.

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Read Answer Asked by Robert on June 09, 2021

• Mullen Group Ltd. (MTL $15.28)
  • $15.28 P/E (TTM): 14.55X Cap: $1.32B
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Q: Hi All,
I am thinking of investing in MTL and would like your opinion on its long term growth prospects. I would also like to know their debt level and how secure is their dividend.
Thanks for your help.
Jane

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Read Answer Asked by Jane on May 27, 2021

• Canadian Pacific Kansas City Limited (CP $101.95)
  • $101.95 P/E (TTM): 22.16X Cap: $91.83B
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• TFI International Inc. (TFII $134.63)
  • $134.63 P/E (TTM): 25.01X Cap: $11.07B
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• Mullen Group Ltd. (MTL $15.28)
  • $15.28 P/E (TTM): 14.55X Cap: $1.32B
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• Cargojet Inc. Common and Variable Voting Shares (CJT $80.21)
  • $80.21 P/E (TTM): 10.65X Cap: $1.21B
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Q: What Canadian stocks would you recommend for exposure to transportation?

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Read Answer Asked by James on May 21, 2021

• Mullen Group Ltd. (MTL $15.28)
  • $15.28 P/E (TTM): 14.55X Cap: $1.32B
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Q: PHX energy announced this morning an increase in their capital budget. What are your top recommended oil and gas drillers in the large, medium and small cap space ( Canadian listed)?
Thanks.

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Read Answer Asked by Murray on April 12, 2021

• Mullen Group Ltd. (MTL $15.28)
  • $15.28 P/E (TTM): 14.55X Cap: $1.32B
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Q: They just did a recent acquisition and am wondering about your thoughts on the overall prospect of the company. Can you also comment on dividend.
Thanks

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Read Answer Asked by Colleen on March 10, 2021

• Mullen Group Ltd. (MTL $15.28)
  • $15.28 P/E (TTM): 14.55X Cap: $1.32B
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Q: Would you consider MLT a good investment after the recent acquisition and share price rise on the news? Thank you

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Read Answer Asked by Miroslaw on March 10, 2021

• TFI International Inc. (TFII $134.63)
  • $134.63 P/E (TTM): 25.01X Cap: $11.07B
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• Mullen Group Ltd. (MTL $15.28)
  • $15.28 P/E (TTM): 14.55X Cap: $1.32B
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Q: How would you rate Mullen's risk/reward proposition based on past performance, its new business plan and dividend increase? Is this a good entry point? If not, can you suggest safer bets in the trucking industry?

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Read Answer Asked by Jean on December 11, 2020

• Mattr Corp. (MATR $7.58)
  • $7.58 P/E (TTM): 13.07X Cap: $463M
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• Mullen Group Ltd. (MTL $15.28)
  • $15.28 P/E (TTM): 14.55X Cap: $1.32B
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Q: Hey guys ! I own both SCL.CA and MTL.CA since many years, roughly 3% of my total portfolio, I am down between 40-50 %. Like many of your subscribers, I am not very confident for the future of energy in Canada and I am seriously thinking to pull the plug on both. What would you recommend ? wait until the next earnings or flush now.
thank you !

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Read Answer Asked by Christian on October 23, 2019

• Mullen Group Ltd. (MTL $15.28)
  • $15.28 P/E (TTM): 14.55X Cap: $1.32B
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Q: Could you provide your thoughts on MTL? Thanks.

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Read Answer Asked by Rick on September 27, 2019

• Mullen Group Ltd. (MTL $15.28)
  • $15.28 P/E (TTM): 14.55X Cap: $1.32B
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Q: Good afternoon,

Could you please offer your opinion on the new Mullen Group convertible debenture 5.75%, Nov 30/2026, convertible @ $14.00. Given the decline in the stock is this a good way to participate in growth with income?
Thank you

Thank you

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Read Answer Asked by Brad on June 05, 2019

• Mullen Group Ltd. (MTL $15.28)
  • $15.28 P/E (TTM): 14.55X Cap: $1.32B
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Q: Can you please give your opinion on why this stock has performed so poorl lately and is it worth a 5% position in a dividend income account style over say, a five year hold..? many thanks

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Read Answer Asked by adam on April 30, 2019

• Restaurant Brands International Inc. (QSR $101.65)
  • $101.65 P/E (TTM): 26.26X Cap: $46.23B
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• Mullen Group Ltd. (MTL $15.28)
  • $15.28 P/E (TTM): 14.55X Cap: $1.32B
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Q: I am interested in the 2 stock s listed ,which would you prefer ? Or would both be safe for my income portfolio thx.

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Read Answer Asked by Jack on March 20, 2019

• Mullen Group Ltd. (MTL $15.28)
  • $15.28 P/E (TTM): 14.55X Cap: $1.32B
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Q: Mullen Group reported results today and they are what they are. I watched the CEO on BNN today and did not find his interview “warm and fuzzy”. Actually I found he was bitter and he blamed the government and economic influences beyond his control for the company results. I came away thinking if the CEO doesn’t think positively of the future then it’s time to exit my holdings and move on.
Am I way off the mark? Would appreciate your advice.
Thanks John

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Read Answer Asked by John on October 26, 2018

• Mullen Group Ltd. (MTL $15.28)
  • $15.28 P/E (TTM): 14.55X Cap: $1.32B
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Q: Hi! You sounded mildly positive on MTL just a few days ago.

How do you feel about it following the latest announcement + div boost?

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Read Answer Asked by Dominic on December 15, 2017

• Mullen Group Ltd. (MTL $15.28)
  • $15.28 P/E (TTM): 14.55X Cap: $1.32B
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Q: I see that Mullen has just hiked their dividend 60%. Your last comments on this company indicated they were close to 100% payout. What's your opinion on this move, and why?

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Read Answer Asked by steve on December 15, 2017

• Mullen Group Ltd. (MTL $15.28)
  • $15.28 P/E (TTM): 14.55X Cap: $1.32B
  • View MTL Profile
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Q: What do you think of the prospects for this company with a 5 year time frame. If you were an employee and were offered stock options on it would you be inclined to buy the shares.

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Read Answer Asked by steven on December 12, 2017