Armtec Infrastructure

ARF-T

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about ARF-T

Signal
Opinion
Expert
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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