Aecon Group Inc (ARE.TO) Buy, Sell or Hold

Aecon Group Inc (ARE.TO)

51.65

+0.42 (0.82%)

as of Oct 16, 2026, 8:00:01 pm Market Open.

423 watching

DON'T BUY

Largest infrastructure company in Canada as well as being a large road builder. Missed their estimates in the last quarter so it is in the penalty box. Next report is at the end of October. Long-term it will be fine but over the short term, there are more interesting names. Would prefer SNC-Lavalin (SNC-T) or Stantec (STN-T).

BUY

Likes it and likes this entry point. Announcing contracts all over the place. They are going to have higher earnings over next 3-4 years.

BUY

Infrastructure involved in bridges, roads, etc. Should be a beneficiary of infrastructure money that is being thrown around. (A caveat. With declining government income, money may not be available, as everybody had hoped.) (See Top Picks.)

HOLD

Construction company and haven't done too badly. Haven't really seen some of the stimulus dollars flowing yet even though there has been a lot of talk. Recent political uncertainty in Ecuador where the law could be changing and the profit could be lower. Hold until you see the benefits of the new projects coming in.

TOP PICK

$23 18 months ago and you can now buy at around $11 for an earnings stream that is growing at around 10%. Made an acquisition that had a huge backlog in the oil sands area.

BUY

Will benefit from infrastructure plays, especially in the 4th quarter. A 2nd half story with cash flow showing up next year.

BUY

Positive on the infrastructure sector in general. Stock bottomed a couple of times in October and November and by March was substantially higher than the lows. He would prefer SNC Lavelin (SNC-T) because of its diversity and global outlook. (See Top Picks.)

BUY

Good story and he really likes it here. Infrastructure money hasn't been spent yet. With their recent acquisition, they are now very big in the oil sands business.

BUY

Stock has been performing pretty well over the last several months. Have a pretty good backlog of business. Participating nicely in this rally.

BUY

(Market Call Minute.) Decent company. Some management changes but the direction for the company going forward is excellent.

DON'T BUY

Infrastructure play. Federal governments globally are spending lots of money on infrastructure. In the near term, how much do you pay for infrastructure in a world where industrial spending is way down? Have projects levered to power plants and oil sands, which are not going to bounce very quickly. Earnings estimates are flat. If interested, follow backlog reports and if this grows you know there is momentum.

BUY

Good play on infrastructure. Anything dealing with civil engineering such as roads, bridges, abutments, etc. Enthusiasm on infrastructure may be a little overdone at the moment.

TOP PICK

Just acquired Lockerbie & Hole (LH-T). There is just so much going on in the infrastructure build group that these guys are going to be well positioned. Met all their expectations and are one of the few companies that increased their guidance. Trading 3X operating cash flow.

BUY

There is going to be so much infrastructure spending over the next little while that he would take a look at the sector. More North American than SNC Lavalin (SNC-T). (For infrastructure See his Top Picks.)

COMMENT

The problem with the infrastructure spending is that it takes a long time and benefits are probably more than a year out.

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Aecon Group Inc (ARE.TO)