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IBI Group Stock Symbol: IBG-T

Notes:Engineering and consulting on infrastructure

Last Price Recorded: $7.2200 on 2017-04-25

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Date Signal Expert Opinion Price
2017-02-16 PAST TOP PICK Fabrice Taylor

(Top Pick Mar 9/16, Up 68%) The stock got crushed and then they did a nice recapitalization.  Then their margins started to get better.  He was looking for confidence in management and found it with this one.  He only owns the convertible debenture now.  They should benefit from infrastructure spending.


Price:
$6.420
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
No
2017-02-15 BUY Colin Stewart

A little different from some of the other engineering/construction companies that would benefit from infrastructure, because their business is based more on architectural work as opposed to systems design. Good management.


Price:
$6.450
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Yes
2016-12-02 HOLD Fabrice Taylor

Sold his stock, but has a convertible bond. Feels it still has legs as there is a lot of infrastructure spending in the world. They specialize in urban infrastructure such as tram systems, which is a growth industry for decades. Easy money has been made, but you could still grind out some gains and he is happy to hold it.


Price:
$6.080
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2016-12-01 BUY Colin Stewart

An engineering construction company, focused more on the architectural side. Poised to benefit from the infrastructure spending. They are also benefiting from the condominium boom where they are doing a lot of development and architectural work in Canada and the US. It had always been a good steady business, but they had too much leverage, and have been working hard to reduce that. As they reduce the debt, value will transfer from debt holders to the equity holders, and the share price will gradually increase over time.


Price:
$6.000
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Yes
2016-10-25 TOP PICK Colin Stewart

One of the top architecture global players. They do everything, design systems implementation, project management for construction of office buildings, designing condos, designing transit systems. Very well diversified business. Management and insiders own a very significant amount of stock of about 35%-40%.


Price:
$6.640
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Yes
2016-10-24 HOLD Michael Underhill

It is an infrastructure spending play.  If you took a profit at this juncture you may be a bit early.  The planning phase takes years for one of these projects.  Infrastructure spending comes from fiscal stimulus.  There is going to be more infrastructure spending and more projects.  There will be a longer term need for these companies.  This stock has troughed out, but you could make more in the future. 


Price:
$6.330
Subject:
GLOBAL AGRICULTURE, INFRASTRUCTURE & TIMBER
Bias:
SELECTIVELY BULLISH
Owned:
Unknown
2016-07-14 TOP PICK Brendan Caldwell

The street viewed them as having too much debt.  They tried to retire a lot of their debt.  They don’t have the same risks as the actual construction business has.  The valuation is quite attractive.


Price:
$5.150
Subject:
CANADIAN VALUE
Bias:
BULL
Owned:
Yes
2016-05-05 HOLD Brooke Thackray

It is positive when you hit a 52 week high.  You want to ride it.  But be cautious.  Put a stop underneath it. 


Price:
$4.450
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2016-04-27 HOLD Fabrice Taylor

Used to be an income trust, and like a lot of income trusts it blew up. Too much debt and too many acquisitions. Started a turnaround program a couple of years ago. Thinks there is more to come and that it is an $8 stock in 2 years.


Price:
$4.000
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-03-09 TOP PICK Fabrice Taylor

Likes turnaround stories. An old business and has been around for 40 years, therefore you have lots of annual financial statements to look at to get comfortable as to where this company can go. An engineering and architecture company, specializing in urbanization, construction, transit lines. Urban economies grow a lot faster than national economies. He likes that they have a lot of debt, because in a turnaround, if you get it right, you get a lot more leverage on the stock price. Also, likes to see signs of a turnaround plan getting traction, and this is in this stock. Thinks that in a couple of years this will be an $8-$9 stock..


Price:
$3.840
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2013-06-26 WATCH Stephen Takacsy, B. Eng, MBA

He saw warnings signs a few years ago and sold before the dividend cut.  Company had too much debt.  Made acquisitions in the US hoping things would turn around much faster than they did.  Thinks they will have to cut the dividend completely.  Thinks the company will survive.  There could be restructuring down the road.  He owns one of the debentures.


Price:
$1.750
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2010-03-24 COMMENT Barry Schwartz Architectural services firm and will benefit from infrastructure. Stimulus spending has been delayed so work is slow in coming. 2010-2011 should be really good for infrastructure firms. His favourite infrastructure plays are Aecon Group (ARE-T) and SNC Lavalin (SNC-T).
Price:
$14.160
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2010-03-08 COMMENT Michael Decter A little concerned about possible stress on distributions when they have to convert. If they decide to go back on the acquisition trail, they may want to cut back on distributions/dividends creating a bit of uncertainty. Should benefit from the infrastructure boom.
Price:
$16.240
Subject:
CANADIAN & INCOME TRUSTS
Bias:
BULLISH
Owned:
No
2010-02-11 PAST TOP PICK Derek Webb, CFA

(A Top Pick Feb 3/09. Up 8.5% not including distributions.)


Price:
$16.270
Subject:
CANADIAN - LONG & SHORT
Bias:
BULLISH
Owned:
Yes
2009-07-15 BUY Ken McCord Basically engineering/consulting infrastructure play. Trades at about 11X cash flow but tends to buy other engineering shops at about 3X so their deals seem to be accretive immediately. 12% yield.
Price:
$13.100
Subject:
LONG-SHORT STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
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