Armtec Infrastructure

ARF-T

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

Analysis and Opinions about ARF-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
September 19, 2008
(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.
Armtec Infrastructure (ARF-T)
September 19, 2008
(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.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$22.950
Owned
Yes
HOLD
HOLD
January 21, 2008
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.
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.
Ben Cheng
President and Chief Investment Officer, Aston Hill Financial Ltd.
Price
$20.790
Owned
Unknown
HOLD
HOLD
December 4, 2007
Infrastructure in Canada. Looks like it is going to be a good place to be. Not too familiar with this trust.
Infrastructure in Canada. Looks like it is going to be a good place to be. Not too familiar with this trust.
Kevin Hall BComm, CFA
Managing Director, Guardian Capital
Price
$20.780
Owned
No
TOP PICK
TOP PICK
November 8, 2007
Infrastructure play. Pre-cast and pre-stressed concrete. Made a great acquisition last summer in western Canada. 70% of business comes from government.
Infrastructure play. Pre-cast and pre-stressed concrete. Made a great acquisition last summer in western Canada. 70% of business comes from government.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$20.600
Owned
Yes
BUY
BUY
November 2, 2007
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.
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.
Patrick Kim
Vice President and Portfolio Manager, KBSH Capital Management
Price
$19.600
Owned
Yes
TOP PICK
TOP PICK
October 19, 2007
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.
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.
Chris Rankin, MBA, CFA
Diversified Trust Analyst, Canaccord Capital
Price
$18.400
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 29, 2007
(A Top Pick Dec 1/06. Up 15%.) Fully valued in the infrastructure repair space, especially in southern Ontario.
(A Top Pick Dec 1/06. Up 15%.) Fully valued in the infrastructure repair space, especially in southern Ontario.
Ben Cheng
President and Chief Investment Officer, Aston Hill Financial Ltd.
Price
$19.100
Owned
No
PAST TOP PICK
PAST TOP PICK
March 2, 2007
(A Top Pick Dec 1/06. Up 8.4%.) Drainage systems. A play on infrastructure. Will probably control at 5% to 8% plus distributions.
(A Top Pick Dec 1/06. Up 8.4%.) Drainage systems. A play on infrastructure. Will probably control at 5% to 8% plus distributions.
Ben Cheng
President and Chief Investment Officer, Aston Hill Financial Ltd.
Price
$18.350
Owned
Yes
TOP PICK
TOP PICK
December 1, 2006
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.
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.
Ben Cheng
President and Chief Investment Officer, Aston Hill Financial Ltd.
Price
$16.690
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 29, 2006
It has increased by 23.6%. The company has done some acquisitions. He still likes it. Management is doing well increasing distribution.
Armtec Infrastructure (ARF-T)
September 29, 2006
It has increased by 23.6%. The company has done some acquisitions. He still likes it. Management is doing well increasing distribution.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$19.800
Owned
Yes
VAGUE
VAGUE
September 25, 2006
Good demand profile. Posiive operation. May be fully valued.
Armtec Infrastructure (ARF-T)
September 25, 2006
Good demand profile. Posiive operation. May be fully valued.
Chris Rankin, MBA, CFA
Diversified Trust Analyst, Canaccord Capital
Price
$20.160
Owned
No
BUY
BUY
April 28, 2006
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.
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.
Greg Guichon
Portfolio Manager, Rockwater Asset Management
Price
$18.510
Owned
No
PAST TOP PICK
PAST TOP PICK
April 7, 2006
(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.
(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.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$18.450
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 24, 2006
(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.
(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.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$18.400
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 1, 2006
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.
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.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$19.150
Owned
Yes
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