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Armtec Infrastructure (ARF.TO)

PAST TOP PICK
(A Top Pick Nov 8/07. Up 17%.) Infrastructure play. As a history of raising its distribution. Lots more room for growth. Could be in the $29 range in 18 months.
HOLD
Specializes in the growing infrastructure need in roads, hospitals and airports. Not particularly economically sensitive but currently is trading at a relatively high valuation. Would like to see it around $18.
HOLD
Infrastructure in Canada. Looks like it is going to be a good place to be. Not too familiar with this trust.
TOP PICK
Infrastructure play. Pre-cast and pre-stressed concrete. Made a great acquisition last summer in western Canada. 70% of business comes from government.
BUY
A part of the infrastructure and this is a wonderful place to be in Canada. A lot of money is sloshing around Government coffers right now. This company is doing a good job. Has a good presence in western Canada.
TOP PICK
This company makes drains and just bought a cement company. Infrastructures and roads across the country are up. He believes that it has a lot of upside and has bought some himself. Believes it may go 20% higher. Currently has a 9.3% yield.
PAST TOP PICK
(A Top Pick Dec 1/06. Up 15%.) Fully valued in the infrastructure repair space, especially in southern Ontario.
PAST TOP PICK
(A Top Pick Dec 1/06. Up 8.4%.) Drainage systems. A play on infrastructure. Will probably control at 5% to 8% plus distributions.
TOP PICK
Boring, under the radar business that he loves. They create a lot of infrastructure products for roads, sewers, hospitals, etc. Did very well in western Canada and is expanding Ontario operations.
PAST TOP PICK
It has increased by 23.6%. The company has done some acquisitions. He still likes it. Management is doing well increasing distribution.
TRADE
Good demand profile. Posiive operation. May be fully valued.
BUY
A thinly traded trust, so he can't hold it in his portfolio. Likes the business model. Public infrastructure spending continues to go up. They have a cost advantage in the products they use. 20% of their revenues are from the oil/gas business. Low debt. Very conservative management.
PAST TOP PICK
(A Top Pick Dec 23/05. Up 7.5%.) Provides structural products for roads, sewers and bridges. Governments are spending more on infrastructure. Just made an acquisition in Alberta where construction will be increasing.
PAST TOP PICK
(A Top Pick Dec 23/05. Up 6%.) Likes this one as an infrastructure play in Canada. They make the materials for pipes and sewers as bridges and roads are being built. A good entry point. Have increased distributions.
PAST TOP PICK
One of his favourites small cap trusts. Previous pick. Depends on government infrastructure spending. Still liking it. 8% yield. Should break $20.00 in 2006.
Showing 46 to 60 of 67 entries