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Opinions David Baskin
Groupe Laperierre & Verreault Inc. (A)GLV.A.TOPAST TOP PICKNov 21, 2006
(A Top Pick July 27/06. Up 13.2%.) Water treatment. Industrial and municipal process. This is an area that will come into increased focus. Well run.
David BaskinOwned
$27.25
Stock price when the opinion was issued
machinery
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A closed end fund that pays out big distributions. Have a water treatment division for commercial and industrial. Also have recovery pulp/paper industrial machinery sector.
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(A Top Pick July 27/06. Up 72%.) Water treatment solutions for industry and municipalities. The reason for the move up was the larger part of the company is being taken over at a substantial premium.
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Water treatment. Part of the infrastructure theme. As people become more concerned about the environment companies like this are doing very well. Market was somewhat disappointed in earnings. An acquisitive company.
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Engineering company. They separate solids from water, which is a huge growth area. Growth through acquisition.
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A leading world Company in wastewater treatment. Started in process for industrial plants. Making global acquisitions. Long-term hold.
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It has increased a little. He likes this company because they are into water treatment. He is happy to be there.
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In the water treatment business. Approaching $1 billion in sales. Environmental issues in all areas have increased and need for water treatment. Well run. Under followed.
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