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.
(Market Call Minute) Very interesting name, sustainable yield. Great play on infrastructure space.
Prakash Hariharan
Portfolio Manager, Analytixinsight Inc.
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.
(A Top Pick Jan 28/09. Up 42.8%.) Has added to his holdings.
Michael Decter
President & CEO, Lawrence Decter Investment Counsel
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.
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
Deputy Chief Investment Officer, Middlefield Capital Corporation
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.
Manufactures pre-cast concrete beams, structures, traffic dividers etc. Benefiting from infrastructure construction. Integrating last year's acquisitions. 9.1% yield.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$24.080
Owned
Yes
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.
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
Trustee, Pointbreak ETFs
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.
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.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$23.100
Owned
Yes
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.
Primarily infrastructure. Acquired a number of precast concrete companies last year. Will get a lot of business as governments spend more money.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$16.910
Owned
Yes
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.
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
Trustee, Pointbreak ETFs
Price
$16.290
Owned
Yes
BUY
BUY
February 24, 2009
A beneficiary of the infrastructure build. Manufactures things like corrugated conduit under roads, etc.
A beneficiary of the infrastructure build. Manufactures things like corrugated conduit under roads, etc.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
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.
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
Portfolio Manager, Sentry Select Capital Corp.
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.
Mainly sewer pipes. There will be a big infrastructure spend in Canada. Provinces and municipalities have big backlogs.
Michael Decter
President & CEO, Lawrence Decter Investment Counsel
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.
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
Vice-Chairman and CIO, Sentry Select Capital Corp
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.
(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.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$18.010
Owned
Yes
BUY
BUY
December 8, 2008
(Market Call Minute.) Very recession resistant. Good price.
(Market Call Minute.) Very recession resistant. Good price.
Ben Cheng
President and Chief Investment Officer, Aston Hill Financial Ltd.
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.
(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.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$13.100
Owned
Yes
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