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

Aecon Group Inc (ARE.TO)

52.95

-0.03 (0.06%)

as of Nov 6, 2026, 9:00:00 pm Market Closed.

426 watching

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.

PAST TOP PICK

(A Top Pick Dec 14/07. Had an $18 Stop so it is only down 11%.) Really likes the infrastructure space. Wouldn't be surprised to see it pull back to $10.50.

PARTIAL BUY

Little uneasy about the determination of governments to put a lot of money into infrastructure. This company is fine. Just don't go overboard in believing infrastructure is the magic potion.

COMMENT

Aecon Group (ARE-T) and SNC Lavalin (SNC-T) are both well positioned to take advantage substantially if there is going to be a huge amount of infrastructure spending. Aecon is not as internationally diversified and has more of the engineering side. Of these 2 he would prefer Aecon. (See Top Picks.)

BUY

For infrastructure plays, he would have Aecon Group (ARE-T) as #1 and SNC Lavalin (SNC-T) as #2. This one is more of a domestic infrastructure play.

WATCH

Fundamentally he likes this story. One area that is going to see a lot of money is government spending on infrastructure. This company's greatest customer is the government. Right now he is worried about the markets disassociation with fundamentals. If you like this space, he would rather see you go with SNC Lavalin (SNC-T) or Bombardier (BBD.B-T). Keep this one on the radar.

COMMENT

Significant amount of revenue that comes from civil infrastructure. Technically, the stock is not perfect but while the market was making a lower low, it made a higher low. Considering this one.

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COMMENT

Infrastructure. His problem with the infrastructure argument is that it seems to come from the federal level. Other municipalities do not have the money right now. The federal money is not enough to move the needle on infrastructure companies. Too expensive for him but he is watching it.

TOP PICK

Engineering infrastructure stocks have been hit awfully hard. Trading at about 2 X operating cash flow and about 7 X earnings. Doesn't think a lot of the infrastructure programs are going to get cancelled.

COMMENT

SNC Lavalin (SNC-T) vs. Aecon Group (ARE-T). Infrastructure is going to be a pork barrel exercise. Governments are going to say that they have to do a stimulus package and will probably end up getting the lion's share to one company vs. another. Even though you got the theme right, you could pick the wrong horse.

BUY

Infrastructure. Great company. Should benefit in this current period. In times of recessions, governments start spending in order to keep jobs. Have been getting the contracts in the last few weeks.

WAIT

People like infrastructure because you get a lot of lead-time on the contracts. Risk is that contracts begin to get cancelled because of financing. Wait to see clear signs that the credit market is beginning to thaw.

BUY

Infrastructure is crumbling, so it is a place that has to get investment.

WAIT

Reported a ton of contracts in the last 6 months. Growing the business in engineering and construction. Waiting to buy but must be getting close.

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Aecon Group Inc (ARE.TO)