Bird Construction Income Fund

BDT-T

Analysis and Opinions about BDT-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
July 23, 2008
Big play on the oil sands and this may be why it is going down. Well diversified engineering/construction company. Grew its earnings 218% last quarter and trades at 8.5X earnings. Margins have gone up 50%. Top quality management team. 4% yield. Exceptionally cheap.
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Big play on the oil sands and this may be why it is going down. Well diversified engineering/construction company. Grew its earnings 218% last quarter and trades at 8.5X earnings. Margins have gone up 50%. Top quality management team. 4% yield. Exceptionally cheap.
BUY
BUY
June 25, 2008
This is the highest quality name in this space. Trades at a discounted valuation to a lot of the other infrastructure players. Very astute management team. 3.4% yield.
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This is the highest quality name in this space. Trades at a discounted valuation to a lot of the other infrastructure players. Very astute management team. 3.4% yield.
BUY
BUY
May 28, 2008
One of the most interesting companies in the engineering and contracting space. Probably have one of the best histories in terms of profitability and margins. Very well managed. Long-term hold.
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One of the most interesting companies in the engineering and contracting space. Probably have one of the best histories in terms of profitability and margins. Very well managed. Long-term hold.
TOP PICK
TOP PICK
June 8, 2007
Not in the housing market. Involved in infrastructure. This business is priced for very modest growth, but infastructure spending is up big.
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Not in the housing market. Involved in infrastructure. This business is priced for very modest growth, but infastructure spending is up big.
PAST TOP PICK
PAST TOP PICK
May 25, 2007
(A Top Pick June 22/06. Up 37%.) Manages infrastructure contracts and deals. Highly trusted by government departments and large companies it works for. Huge backlogs.
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(A Top Pick June 22/06. Up 37%.) Manages infrastructure contracts and deals. Highly trusted by government departments and large companies it works for. Huge backlogs.
BUY
BUY
May 1, 2007
Had a good run which reduced the yield to 6.75%. They will go through the 4 years for income trusts and come out as a corporation. Expecting higher dividends.
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Had a good run which reduced the yield to 6.75%. They will go through the 4 years for income trusts and come out as a corporation. Expecting higher dividends.
PAST TOP PICK
PAST TOP PICK
March 23, 2007
(A Top Pick Mar 29/06. Up 3.2%.) Runs mainly infrastructure projects. Hires other companies to do the work. Have long-term clients. Pays a good dividend. Very high quality.
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(A Top Pick Mar 29/06. Up 3.2%.) Runs mainly infrastructure projects. Hires other companies to do the work. Have long-term clients. Pays a good dividend. Very high quality.
BUY
BUY
February 22, 2007
Engineering and infrastructure. They will be able to change back from an income trust to a corporation. Just won a contract out west. No reason it can’t continue to give you good distributions through the 4-year income trust gravy train.
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Engineering and infrastructure. They will be able to change back from an income trust to a corporation. Just won a contract out west. No reason it can’t continue to give you good distributions through the 4-year income trust gravy train.
PAST TOP PICK
PAST TOP PICK
August 24, 2006
(A Top Pick June 22/06. Up 11%.) A good hold.
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(A Top Pick June 22/06. Up 11%.) A good hold.
TOP PICK
TOP PICK
June 22, 2006
Under owned and under covered. 10% yield. Have overseas construction projects. Very highly connected on infrastructure. Huge backlog.
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Under owned and under covered. 10% yield. Have overseas construction projects. Very highly connected on infrastructure. Huge backlog.
TOP PICK
TOP PICK
March 29, 2006
Out of Moosejaw Saskatchewan. They have relationships with government, infrastructure, corporations, anyone who wants something big done. Excellent relationships. Limited risks.
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Out of Moosejaw Saskatchewan. They have relationships with government, infrastructure, corporations, anyone who wants something big done. Excellent relationships. Limited risks.
Showing 46 to 56 of 56 entries