SIFCO Industries Inc T.SIF.UN

Recent History At Market Call

[carswell]

Current Query: SIF.UN-T 2006-08-11 $17.300 (A Top Pick Dec 2/05. Down 7.5%.) Still likes. Good entry point. PAST TOP PICK Garth Jestley SIF.UN-T 2006-05-26 $17.580 Has returned only about 10% to investors over the last year or so, under performing the broader market. With their quarter that came out last week, things are picking up with their US strategy. TOP PICK Ravi Sood SIF.UN-T 2006-05-23 $17.200 A long-term play. You can play these things on a seasonal basis but he is not a fan of predicting what the seasonal things will do. Well managed trust. Would prefer it at $15/16. BUY Michael Sprung SIF.UN-T 2006-04-21 $17.350 Over the long run, this company is going to prove itself that it can deliver the lofty goals that it has set itself. A lot of the weakness over the past several months has been interest rate fears and some management defections. BUY Patrick Kim SIF.UN-T 2006-04-07 $16.980 One of the blue chip trusts that has a conservative payout ratio, low debt. Have lost some key management personnel which would be a concern, but in this case, their areas have been built. Has dropped in price. BUY Robert Lauzon SIF.UN-T 2006-01-31 $18.000 (A Top Pick Oct 31/05. Up 5.3%.) This is a wonderful play on the high resource prices. It's an opportunity for the consumer to lock in the costs. PAST TOP PICK Gavin Graham SIF.UN-T 2005-12-29 $18.600 (A Top Pick Oct 31/05. Up 11.5%.) Still likes PAST TOP PICK Gavin Graham SIF.UN-T 2005-12-09 $20.150 (A Top Pick Oct 14/05. Up 10.5%.) No longer a top pick, but he still holds it. PAST TOP PICK Ravi Sood SIF.UN-T 2005-12-02 $19.500 Since its inception, it has announced 20 increased distributions. Trades at a low yield but think there’s a good growth story. Expanding into the Ontario residential market as well as other areas. TOP PICK Garth Jestley SIF.UN-T 2005-11-18 $16.430 Basically involved in the direct marketing of natural gas and moving into electricity, primarily in Ontario. A very high quality name. The last quarter was in line. On track to meet 10% top line growth and slightly higher for bottom line growth. BUY Michele Robitaille SIF.UN-T 2005-11-04 $17.000 (A Top Pick Aug 19/05. Down 18%.) Continues to be very bullish on their underlying earnings particularily with natural gas prices being high. PAST TOP PICK Patrick Kim SIF.UN-T 2005-10-31 $16.850 This is the way to play energy of you don't want the volatility. It's off about 15% in the last month or two making it a good buying opportunity. 5.5% dividend yield. TOP PICK Gavin Graham SIF.UN-T 2005-10-20 $16.800 Has had a fabulous growth record. Not an oil/gas trust, so out of his sphere. There is concern that it is not going to grow as fast as it has grown. HOLD Glenn MacNeill SIF.UN-T 2005-10-14 $17.800 One of the most widely held income trusts. Are almost at saturation in their core market in Ontario and are going to move into the US. Odds are stacked against them, but believes they have a very focused strategy. TOP PICK Ravi Sood SIF.UN-T 2005-09-30 $19.140 One of the leaders in the business trust part of the market. Growth prospects continue to be good. Taking this model into Alberta and the US. Strong fundamentals BUY Dean Orrico