Bird Construction Income Fund

BDT-T

Analysis and Opinions about BDT-T

Signal
Opinion
Expert
BUY
BUY
February 5, 2016

(Market Call Minute.) This is engineering and there is going to be more money coming from the federal government into this area.

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(Market Call Minute.) This is engineering and there is going to be more money coming from the federal government into this area.

COMMENT
COMMENT
January 13, 2016

Attractive dividend yield of 6.5%. There are a number of infrastructure projects that are going to be happening, and this is probably going to be a beneficiary. With concerns about a slowing economy, and part of their business is in oil and gas construction, he thinks the market is concerned about that.

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Attractive dividend yield of 6.5%. There are a number of infrastructure projects that are going to be happening, and this is probably going to be a beneficiary. With concerns about a slowing economy, and part of their business is in oil and gas construction, he thinks the market is concerned about that.

TOP PICK
TOP PICK
November 25, 2015

Wants stocks that will benefit from a cyclical recovery, which he is expecting, but without breaking the bank while you wait. A general contractor. A diversified revenue mix. They are in industrial residential wastewater. Scores really well on value with very strong price momentum. Great ROE at 23%. Cheap on a free cash flow basis. Solid balance sheet with about 25% of their market cap in cash. Dividend yield of 5.43%.

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Wants stocks that will benefit from a cyclical recovery, which he is expecting, but without breaking the bank while you wait. A general contractor. A diversified revenue mix. They are in industrial residential wastewater. Scores really well on value with very strong price momentum. Great ROE at 23%. Cheap on a free cash flow basis. Solid balance sheet with about 25% of their market cap in cash. Dividend yield of 5.43%.

TOP PICK
TOP PICK
November 24, 2015

Has a below market multiple at about 15X. They have about $4 per share in cash. Analysts keep on increasing their estimates to catch up to what the company is actually doing. 5.5% dividend yield.

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Has a below market multiple at about 15X. They have about $4 per share in cash. Analysts keep on increasing their estimates to catch up to what the company is actually doing. 5.5% dividend yield.

HOLD
HOLD
October 30, 2015

This ought to be benefiting from this infrastructure motivation that appears to be firing up in our new young Canadian leader.

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This ought to be benefiting from this infrastructure motivation that appears to be firing up in our new young Canadian leader.

DON'T BUY
DON'T BUY
March 25, 2015

They have exposure directly to energy bit also to construction out west. He has been short the stock since the energy decline.

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They have exposure directly to energy bit also to construction out west. He has been short the stock since the energy decline.

COMMENT
COMMENT
October 15, 2014

This is a stock that has done well and pays a dividend. Getting beaten up a little bit in this market. If you are concerned about things slowing down out West, you want to factor this into your valuation. These construction firms can lose contracts fairly quickly. Pipelines and backlogs are not guaranteed revenues, and can disappear if oil prices get really weak.

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This is a stock that has done well and pays a dividend. Getting beaten up a little bit in this market. If you are concerned about things slowing down out West, you want to factor this into your valuation. These construction firms can lose contracts fairly quickly. Pipelines and backlogs are not guaranteed revenues, and can disappear if oil prices get really weak.

HOLD
HOLD
August 12, 2014

When he looks at the sector, one that he is contemplating adding to his portfolio is Aecon (ARE-T), which reported yesterday and the stock fell off. Feels the fundamentals are a little bit better. At this point in the cycle, you are really making a bet that there will be an increase in infrastructure spending, which he thinks we are on the verge of.

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When he looks at the sector, one that he is contemplating adding to his portfolio is Aecon (ARE-T), which reported yesterday and the stock fell off. Feels the fundamentals are a little bit better. At this point in the cycle, you are really making a bet that there will be an increase in infrastructure spending, which he thinks we are on the verge of.

HOLD
HOLD
August 11, 2014

Thinks there is M&A activity. He loves this whole sector. $12 is a good buy range. Thinks it could go a little bit higher toward the top of the channel. Loves the sector and the company.

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Thinks there is M&A activity. He loves this whole sector. $12 is a good buy range. Thinks it could go a little bit higher toward the top of the channel. Loves the sector and the company.

HOLD
HOLD
March 10, 2014

Extremely well managed and conservatively managed company. You never have to worry about their balance sheet. They are on the edge of a pretty big infrastructure spend in both Manitoba and Western Canada and will do well out of that. Has been looking at this again. Good potential. 5.4% dividend yield.

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Extremely well managed and conservatively managed company. You never have to worry about their balance sheet. They are on the edge of a pretty big infrastructure spend in both Manitoba and Western Canada and will do well out of that. Has been looking at this again. Good potential. 5.4% dividend yield.

COMMENT
COMMENT
November 11, 2013

Churchill Corp (CUQ-T) or Bird Construction (BDT-T)? Would have a hard time choosing between these. They have different components. This is a very, very well run company. They are probably the best in the sector in terms of extracting margins, consistency, dividends and shrewd acquirers.

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Churchill Corp (CUQ-T) or Bird Construction (BDT-T)? Would have a hard time choosing between these. They have different components. This is a very, very well run company. They are probably the best in the sector in terms of extracting margins, consistency, dividends and shrewd acquirers.

BUY
BUY
October 30, 2013

He likes the whole sector. Came out with some good earnings. The pipeline is being filled in with new jobs all the time. Great company.

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He likes the whole sector. Came out with some good earnings. The pipeline is being filled in with new jobs all the time. Great company.

DON'T BUY
DON'T BUY
January 16, 2012
Doesn't know the company extremely well, but doesn't like this sector. These companies have very inconsistent performances over time. Not a good long term “Buy and Hold” kind of company.
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Doesn't know the company extremely well, but doesn't like this sector. These companies have very inconsistent performances over time. Not a good long term “Buy and Hold” kind of company.
BUY
BUY
June 8, 2011
Very well run business and he is a bull on construction in Western Canada and Northeast Alberta. It is volatile when it sells off.
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Very well run business and he is a bull on construction in Western Canada and Northeast Alberta. It is volatile when it sells off.
STRONG BUY
STRONG BUY
April 18, 2011
Best known for their oil sands contract. They have just learned that they no longer have 150 million or so contracts in their backlog with the Alberta Museum but Alberta has delayed it go for a bigger project. Very big backlog.
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Best known for their oil sands contract. They have just learned that they no longer have 150 million or so contracts in their backlog with the Alberta Museum but Alberta has delayed it go for a bigger project. Very big backlog.
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