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Compiling comments that experts make about stocks while on public TV.

Aecon Group Inc Stock Symbol: ARE-T

Last Price Recorded: $16.7000 on 2017-02-22

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Date Signal Expert Opinion Price
2017-02-16 BUY Fabrice Taylor

Alberta is bouncing back a little.  It was a drag on them over the last couple of years.  Trudeau and Trump are promising infrastructure spending and that will benefit them.  (Analysts’ target: $18).


Price:
$16.780
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2017-02-13 HOLD John Zechner

He likes this company. Not only are they strong in infrastructure, but are also strong in energy spending, in particular in their Alberta acquisition they did a couple of years ago. They’ve been improving their operating margins. Volatility was always a big problem, where they got the big giant contracts and ended up losing money because of cost overruns. They’ve got that under better control and are stabilizing the earnings growth.


Price:
$16.680
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2017-01-24 PAST TOP PICK Don Lato

(A Top Pick Jan 27/16. Up 18.6%.) It did well after he bought it, but then struggled in the last couple of months. Had a disappointing 3rd quarter earnings result in November, and took a big hit. That was followed a few days later by the resignation of their CEO. Part of the problem in their earnings was just the slowness in the infrastructure spending following Trudeau’s campaign. This is looking for a great year in 2018, and a big jump in earnings. He would be a buyer at these levels.


Price:
$16.160
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-01-20 HOLD Don Vialoux

Seasonal strength appears to be from January through to May of each year, when things are being constructed. We are now just at the beginning of a period of seasonal strength. It’s currently in a trading range, so you want to wait until it breaks above that, but then you have a pretty good chance of seeing the stock test the previous high.


Price:
$15.800
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2017-01-18 TOP PICK Greg Newman

Stumbled a little, giving you an opportunity. Management believes that municipal and provincial spend are really going to kick in later in 2017. Any weakness in oil and gas is outweighed from an increase in oil and gas distribution and from their nuclear refurbishment. Their mining segment is really poised for recovery. He is modelling 24% EPS growth from 2016 to 2018 with a 57% payout ratio. Trading below its five-year average. Dividend yield of 2.94%. (Analysts’ price target is $18.12.)


Price:
$15.650
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2017-01-12 BUY on WEAKNESS Mohsin Bashir

When they reported Q3 results there were several disappointments, mainly due to operations in Western Canada.  When we finally get some real infrastructure spending, that should really benefit them.  He would buy under $14 and sell above $17.


Price:
$14.950
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-01-05 COMMENT Douglas Kee

A good company. The challenge is that a lot of their construction business is in Western Canada, and they have been hurt because of the oil industry slowing down. If you believe the oil industry is now improving, that should help this company to some extent.


Price:
$14.960
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Unknown
2016-12-21 BUY Michael Sprung

Within the engineering/construction companies, this is probably one of the better valued ones. They are not trading at all-time highs, and had a significant downdraft a few months ago, of which they have recovered about half. They are lagging the group, and part of the reason for that is that they had a bit more of a Western exposure. This company has significant operations in Ontario. Very well-run.


Price:
$14.920
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-11-30 COMMENT Lyle Stein

This is an infrastructure play, and the Trudeau government has made it very plain that he is going to use fiscal policy to spend on infrastructure to keep the Canadian economy growing. This company participates in the pipelines. All of this is positive.


Price:
$15.630
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2016-11-15 DON'T BUY Christine Poole

Market Call Minute. She wouldn’t buy this here. They’ve had some difficulties, and there are other companies in the space that are more attractive.


Price:
$14.570
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-11-14 DON'T BUY Keith Richards

This is a fundamental sell off.  He traded it some time ago, but has been out of it.  You can’t buy this stock right now.  You need three weeks of the current low not being taken out before saying it has stopped dropping.


Price:
$13.350
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
No
2016-11-08 COMMENT Norman Levine

In general, for engineering companies, people have bought them on the expectation that there is all the infrastructure spending to happen. There has been an awful lot of talk, but not a lot of follow-through yet. If you are a short-term investor, you should not be near the stocks, but if a long-term investor, this is creating an opportunity. (See Top Picks.)


Price:
$13.500
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-11-07 COMMENT Larry Berman CFA, CMT, CTA

It is close to a 52 week low and you have to think there is some support there.  Nibble close to that level if you like the company.  He does not follow it.


Price:
$13.600
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-11-04 PAST TOP PICK Michael Sprung

(A Top Pick Oct 14/15. Down 3.33%.) Just reported and people hated what they saw. They missed on a number of fronts, but a lot of those were delays. They still have a very robust backlog. He thinks it is an opportunity here.


Price:
$13.250
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-11-03 WAIT Jason Mann

He never buys more of a stock, never averages down.  He did not have holdings going into this earnings miss.  It was middle of the pack on price momentum and is now near the bottom of the pack.  He would wait for this to settle out.  It could go a lot lower.  It has a low ROE of 3.7%.  There is no debt problem and that is the saving grace.


Price:
$13.680
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
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