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Aecon Group Inc Stock Symbol: ARE-T

Last Price Recorded: $17.3900 on 2017-09-22

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Date Signal Expert Opinion Price
2017-09-13 PAST TOP PICK Paul Gardner, CFA

(A Top Pick Feb 17/16. Total return 7%.) Convertible 5.5% bond due Dec 1/18.


Price:
$17.780
Subject:
REITs, BONDS AND DIVIDEND STOCKS
Bias:
UNKNOWN
Owned:
No
2017-09-08 COMMENT Don Vialoux

He doesn’t know the seasonality of this particular stock. However, the company has been in the news in the last little while, as they have put themselves up for sale. The technical impact of this is very positive. The stock had been in an upward trend for the past 8 months, and on that news, it broke into a new high. It has overhead resistance at around $19.30. Looks quite interesting at current prices.


Price:
$17.320
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-09-08 COMMENT David Cockfield

He is positive on the construction side. Prefers SNC Lavalin (SNC-T), who also has a broad range of services to offer. Anybody in that business is going to do well in the next little while.


Price:
$17.320
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
2017-08-29 HOLD Barry Schwartz

Has just announced that it is exploring a potential sale of the company. If you own it, he would wait to see what happens. Construction is a lumpy business.


Price:
$16.920
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-08-28 HOLD Bruce Campbell (1)

The breakup value of the company is around $21-$22.  He would hold on for sure right now because they are entertaining offers.  The stock is not up that much yet.  Watch it like a hawk and if you see it at $18-$19, then that is when you consider selling.  He holds SNC-T.  ARE-T is primarily Canada and is cyclical.  It has the most energy exposure.


Price:
$16.840
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2017-08-03 PAST TOP PICK Paul Gardner, CFA

Convertible 5.5% bond due Dec 1/18. (Top Pick Feb 17/16) He got out several quarters ago.  It had run up and was just yielding 4%.  He could reload if it ever came off.


Price:
$14.770
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
No
2017-06-06 COMMENT Peter Hodson

There are a handful of engineering/construction companies in Canada. This had a big run up with all the big infrastructure stocks. A pretty good company. Very cheap valuation. The quarters kind of bounce around depending on whether they have a contract hitting the quarter or not. A solid name, but would prefer WSP Global (WSP-T), more of an international company that has made some great acquisitions. Even Stantec (STN-T) looks a little better on their history and long-term record of profitability.


Price:
$15.320
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2017-05-02 COMMENT Daniel Lloyd

He tends to favour engineering names such as SNC-Lavalin (SNC-T). Construction names are a lower margin business, and end up being hyper competitive, and results never seem to trickle down to the common shareholder. If looking for exposure to construction and stimulus spending, focus more on the engineering side.


Price:
$15.980
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2017-04-21 BUY Greg Newman

Probably not a bad thing to be buying now. Trading in line with its 3-year average, but cheaper than its peers. 2017 is probably going to be an off year for them in terms of revenues. Beyond that, he sees really nice growth. They have a really good infrastructure backlog which will really help them. Just increased their dividend by 8.2%. Very strong balance sheet. He sees good growth into 2018.


Price:
$16.220
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Unknown
2017-04-10 PAST TOP PICK Hap (Robert) Sneddon FCSI

(A Top Pick March 16/16. Up 10%.) He still likes this. Sold his holdings at around $18.75 as he thought it had got ahead of the macro infrastructure. It then had a big dip and he started acquiring it again in late 2016.


Price:
$17.180
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-04-04 COMMENT Gerard Ferguson

In Canadian budgets, there is a real emphasis on infrastructure spending. There aren’t many infrastructure players in Canada that are public, but this is one of the oldest. They are spread across the country and are one of the leading providers, so they will be a beneficiary of increased infrastructure spending. As a result, the stock is bounced quite nicely off its bottom, and is probably trading at a reasonable range. Keep in mind that margins are quite thin. One of his favourite names in this space.


Price:
$17.130
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-03-28 PAST TOP PICK Paul Gardner, CFA

Convertible 5.5% bond due Dec 1/18. (Top Pick Feb 17/16, Up 6%) He sold about two quarters ago.


Price:
$17.360
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
OPTIMISTIC
Owned:
No
2017-03-27 WEAK BUY Peter Hodson

Last quarter was pretty decent with the dividend being bumped 10%.  It comes and goes with some of the contracts they have won.  The stock is cheap.  He prefers others in the sector.


Price:
$17.090
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
Unknown
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
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