Armtec Infrastructure (ARF.TO) Buy, Sell or…

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Armtec Infrastructure (ARF.TO)

0.00

-0.00 (0.00%)

21 watching

DON'T BUY

This is a fallen angel. They have bounced along the bottom since. Prefers GNV-T or STN-T.

HOLD

Had a corrective period in 2010 and now looks like it’s in a bit of support. The worse is probably over.

BUY

Has had a pullback. Huge leverage due to infrastructure spending. You had a run up on account of the stimulus spending. Wait for their report, which is in a little while. Thinks the squeezing out has been played out. The yield suggests there is a problem with the dividend. Near term it is ok. He’s been buying it over the last few days.

DON'T BUY

Good company but became too overextended as they made acquisitions. Too much debt and the payout ratio is too high. Expect they may have to raise equity in 2011. He owns the bonds.

WAIT

We have a downward line since early ’10. You want to see it break out before you buy it. You can connect the late ’09 low and late ’10 low. He would rather pay a little more after it has broken out of the top line and then pulls back a bit.

BUY

Any time there is a double-digit yield on a security, it indicates risk. The reason for the 12.4% yield is due to the sharp decline in the past year. Had a difficult 2010 due to weather problems out west, which is probably not repeatable. Likes the look of the chart and almost had it as a Top Pick. Grinding upwards and has good volumes. (He participated in their debentures.)

COMMENT

Extremely well run and relatively conservatively managed business. Been getting a well-diversified group of contracts. Has been a great acquirer of other niche businesses. Expecting they will do an equity issue this year so will be some dilution. 13% dividend is somewhat at risk if things slow down. (Holds their bonds.)

COMMENT

Involved in pre-cast concrete barriers. Weak last quarter. Large debt because of acquisitions. Want debt down to 2X EBITDA so would be prudent for them to cut dividends by 15%-20%. Expect they will raise equity in 2011.Converting to a Corp Jan 1st. 13.5% yield. (Owns the bonds rather than equity.)

COMMENT

Has disappointed 3 quarters in a row so he’s been lightening his position. Paying a good distribution until year-end when they convert.

COMMENT

Yield of almost 11%. In a transitional period for converting to a corp. but suspects they will try to keep the dividends up. The market correction gives you an opportunity if you want to buy it.

BUY

Infrastructure. Announced a conversion to a corporation effective Jan 1st. Should pretty much be priced in to the stock price. Company has been doing pretty well. Good price.

BUY

Had a great run up into the mid-$20's and then came off fairly sharply after a supposedly weak quarter. Feels the things that affected last quarter will come to pass in one of the next couple of quarters. Continue to hold and it might be an opportunity to add.

BUY

Concrete products and manufacturing distributor. Infrastructure projects are not happening in the economy is still weak. Disappointing 4th quarter and Q1 was weaker than expected. Nice dividend yield.

HOLD

Was getting ready to buy this stock and they delivered a crappy Q4. Over sold at this point.

BUY

Infrastructure. Thinks the impact on stimulus in Canada hasn't really hit yet and that there will be a real rapid growth in actual construction activity, starting in Q2 and continuing for several quarters. Good management.

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Armtec Infrastructure (ARF.TO)