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Armtec Infrastructure

ARF-T

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Analysis and Opinions about ARF-T

Signal
Opinion
Expert
Chart
BUY
BUY
March 1, 2010
(Market Call Minute) Very interesting name, sustainable yield. Great play on infrastructure space.
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(Market Call Minute) Very interesting name, sustainable yield. Great play on infrastructure space.
Prakash Hariharan
Price
$24.260
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
January 25, 2010
(A Top Pick Jan 28/09. Up 42.8%.) Has added to his holdings.
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(A Top Pick Jan 28/09. Up 42.8%.) Has added to his holdings.
Michael Decter
Price
$24.380
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
January 6, 2010
Expect a 20%-30% cut on distributions when they convert, probably in the 3rd quarter. Have a lot of growth opportunities. Long-term hold.
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Expect a 20%-30% cut on distributions when they convert, probably in the 3rd quarter. Have a lot of growth opportunities. Long-term hold.
Robert Lauzon
Price
$25.210
Owned
Yes
TOP PICK
TOP PICK
December 7, 2009
Manufactures pre-cast concrete beams, structures, traffic dividers etc. Benefiting from infrastructure construction. Integrating last year's acquisitions. 9.1% yield.
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Manufactures pre-cast concrete beams, structures, traffic dividers etc. Benefiting from infrastructure construction. Integrating last year's acquisitions. 9.1% yield.
BUY
BUY
November 23, 2009
If business is well run you shouldn't worry about the structure i.e. conversion to a corporation. This one is well managed and is benefiting from infrastructure investment in Western Canada.
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If business is well run you shouldn't worry about the structure i.e. conversion to a corporation. This one is well managed and is benefiting from infrastructure investment in Western Canada.
Gavin Graham
Price
$23.410
Owned
No
BUY
BUY
November 6, 2009
Infrastructure. Have a number of different ways of generating cash flow. Cash flow goes into a high distribution, which typically has a low reinvestment requirement. Good backlog and potential for more government projects. 9.3% yield should be safe.
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Infrastructure. Have a number of different ways of generating cash flow. Cash flow goes into a high distribution, which typically has a low reinvestment requirement. Good backlog and potential for more government projects. 9.3% yield should be safe.
HOLD
HOLD
March 25, 2009
Primarily infrastructure. Acquired a number of precast concrete companies last year. Will get a lot of business as governments spend more money.
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Primarily infrastructure. Acquired a number of precast concrete companies last year. Will get a lot of business as governments spend more money.
BUY
BUY
March 23, 2009
A great play on the whole infrastructure build in Western Canada. In about 2011 they will have to convert back to a corporation and the income will then become dividends.
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A great play on the whole infrastructure build in Western Canada. In about 2011 they will have to convert back to a corporation and the income will then become dividends.
Gavin Graham
Price
$16.290
Owned
Yes
BUY
BUY
February 24, 2009
A beneficiary of the infrastructure build. Manufactures things like corrugated conduit under roads, etc.
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A beneficiary of the infrastructure build. Manufactures things like corrugated conduit under roads, etc.
Sandy McIntyre
Price
$15.200
Owned
Yes
BUY
BUY
February 4, 2009
Produce culvert pipes and things for bridges and roads. Very good way to play the infrastructure story. 12.25% yield should be safe. Good management.
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Produce culvert pipes and things for bridges and roads. Very good way to play the infrastructure story. 12.25% yield should be safe. Good management.
Andrew Guy, CFA
Price
$17.640
Owned
Unknown
TOP PICK
TOP PICK
January 28, 2009
Mainly sewer pipes. There will be a big infrastructure spend in Canada. Provinces and municipalities have big backlogs.
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Mainly sewer pipes. There will be a big infrastructure spend in Canada. Provinces and municipalities have big backlogs.
Michael Decter
Price
$19.000
Owned
Yes
BUY
BUY
January 22, 2009
Manufacture culverts for creeks running under roads, etc. Legitimate growth story within the trust sector. Will be a beneficiary of infrastructure spending. Not a bad place to be.
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Manufacture culverts for creeks running under roads, etc. Legitimate growth story within the trust sector. Will be a beneficiary of infrastructure spending. Not a bad place to be.
Sandy McIntyre
Price
$17.700
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 16, 2009
(A Top Pick Nov 8/07. Down 1%.) Made a number of acquisitions last summer, mainly in the concrete side. Should win a lot of business on infrastructure. Still a Buy.
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(A Top Pick Nov 8/07. Down 1%.) Made a number of acquisitions last summer, mainly in the concrete side. Should win a lot of business on infrastructure. Still a Buy.
BUY
BUY
December 8, 2008
(Market Call Minute.) Very recession resistant. Good price.
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(Market Call Minute.) Very recession resistant. Good price.
Ben Cheng
Price
$12.250
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
November 20, 2008
(A Top Pick Nov 8/07. Down 17%.) In the infrastructure space. Governments want to get the country going so they will be spending on infrastructure. At these levels it is a Buy.
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(A Top Pick Nov 8/07. Down 17%.) In the infrastructure space. Governments want to get the country going so they will be spending on infrastructure. At these levels it is a Buy.
Showing 31 to 45 of 67 entries