Mullen Group Ltd (MTL.TO) Buy, Sell or Hold

Mullen Group Ltd (MTL.TO)

21.78

+0.14 (0.65%)

as of Jun 19, 2026, 8:00:00 pm Market Open.

62 watching

BUY

Has always admired management execution. Successfully transformed from oil to general trucking. He'd be interested if it traded 10-15% lower. You could buy, tuck it away, and hold for a long time.

PAST TOP PICK

(A Top Pick Oct 28/19, Up 3%) MTL.DB-T Convertible Bonds Maturing 2026, 5.75%. He sold them out of his equity portfolio but still owns them in his bond portfolio. He is very familiar with the company and they have a very consistent track record. There is an imbedded call option in the share that triggers if it gets above $14.

TOP PICK

Convertible bonds with a 5.75% coupon They own a great base of real estate. The debt issue is a small piece. The bond is well-covered. MTL.DV-T. You get a 6-year option on the stock within the bond, with a $14 convert price. If oil recovers, these bonds will convert into equity. Until then, collect then. It's stable. Term lasts to Sept. 2020.

PAST TOP PICK

(A Top Pick Nov 15/18, Down 37%) Canadian oil remains troubled. At the time, Mullen had decent value, but that has declined in the past year. Disappointed.

HOLD

Excellent managers. Half-trucking, half-oil service. They did a convertible debenture which he bought instead of the common stock (and he's up now). If the stock rises, they will do more acquisitions. Good long term.

TOP PICK

MTL.DB-T Convertible Bonds Maturing 2026, 5.75%. It is a consistent business with a great track record making acquisitions and operating in all kinds of business cycles. It is a great way to play the company.

HOLD

He likes this a lot, but it's misunderstood. Analysts don't value it like a transportation company--but it is. MTL is pulled down with energy service stocks. He's waiting for this to turn around before buying. If you own it, hold it.

PAST TOP PICK

(A Top Pick Nov 15/18, Down 4%) This was caught on the oil downwave, but it hasn't seen the pick-up in oil like, say, Suncor. A big trucking group in oil. It's trading at very depressed levels. Still likes it.

TOP PICK

An energy opportunity. It's more volatile because of its smaller market cap. It's been punished along with low oil prices. It's in the trucking business related to energy and is well-positioned. Take profits at $16-18. (Analysts’ price target is $16.90)

HOLD

It is a very well run company. Probably still a good time to buy it. The founder has a lot of skin in the game. Don’t step in now to anything that is tied to the energy sector.

BUY

This is in the right group. Service companies are doing particularly well. This is behaving better than about 70% of the stocks in the S&P over the last 12 months. You have tailwind from the sector and tailwind from the equity asset class itself. A very steady performer so he doesn’t see any major catalyst in the near-term, but it should perform in line with the group. A good, longer-term investment.

COMMENT

Doesn’t know it intimately, but knows that they do transportation and is an energy services company. Their competition has come down when a competitor sold their assets and moved out of the space.

COMMENT

They move stuff around, primarily oil and oil based products. Do well when oil prices go up and people drill a lot. Likes this space. Company is well managed compared to other stocks but is very product specific to just oil. She prefers Horizon North Logistics (HNL-T), which is a similar backdrop but with a wider scope with setting up camps for oil, natural gas, LNG products, potash mines and mining in general.

HOLD

(Market Call Minute.) A little bit worried about the levels of activity in the oil field for them. Just came in with earnings and they did well.

BUY

Provides a wide range of services to the oil/gas industry in Alberta, including trucking, well completions and all sorts of things. Likes the company. Dividend is fairly safe. Has been a good group to grow over time. Very diversified so if one sector of the company is not doing well, others are. Good quality company. 5.2% dividend.

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Mullen Group Ltd (MTL.TO)