Aecon Group Inc (ARE-T) Stock Predictions - Stockchase
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Aecon Group Inc (ARE-T)

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Aecon Group Inc

ARE-T

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Aecon Group Inc (ARE-T) SAVE Mar, 21, 2019, 1:19 am

17.98 0.2 (1.1%)

About Aecon Group Inc (ARE-T)

Aecon Group Inc. is Canada’s largest publicly traded construction company, providing a range of services to private and public sector clients across its three core segments of Infrastructure, Energy, and Mining. More at Wikipedia

What the experts are saying about ARE-T



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DON'T BUY
Aecon Group Inc(ARE-T) 

March 20, 2019

Very well-run and he likes it. Last year, a Chinese company tried to take over ARE. Since then, ARE has rebuilt. There are problems with SNC that could benefit peers like ARE. ARE's valuation is too high for him. He may step in if that valuation were 10-15% lower.
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Very well-run and he likes it. Last year, a Chinese company tried to take over ARE. Since then, ARE has rebuilt. There are problems with SNC that could benefit peers like ARE. ARE's valuation is too high for him. He may step in if that valuation were 10-15% lower.
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Michael Sprung

President, Sprung Investment Ma...

Price Price
$17.980
Owned Owned
No

WEAK BUY
Aecon Group Inc(ARE-T) 

March 13, 2019

3-5-year horizon, given Ontario government planning $30-billion infrastructure spending A good company that will do well in that time horizon. Caveat: Capex projects like the one Ontario is announcing take a long time to get going. Instead, look at an infrastructure's backlog of projects--buy when that backlog is going up.
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3-5-year horizon, given Ontario government planning $30-billion infrastructure spending A good company that will do well in that time horizon. Caveat: Capex projects like the one Ontario is announcing take a long time to get going. Instead, look at an infrastructure's backlog of projects--buy when that backlog is going up.
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$18.350
Owned Owned
No

WEAK BUY
Aecon Group Inc(ARE-T) 

March 7, 2019

The offer to take them out was blocked. It is rebounding after the selloff. The stability is there. The new CEO brings global experience. It should bode well for them expanding well outside of Canada. It has a strong balance sheet. This would be his pick in the space.
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The offer to take them out was blocked. It is rebounding after the selloff. The stability is there. The new CEO brings global experience. It should bode well for them expanding well outside of Canada. It has a strong balance sheet. This would be his pick in the space.
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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$18.970
Owned Owned
Unknown

COMMENT
Aecon Group Inc(ARE-T) 

January 18, 2019

ARE-T, WSP-T or SNC-T? He owns SNC-T, which has had its issues alongside the Canadian-Saudi Arabia situation. Fundamentally the company performs well. He owns STN-T. He was expecting this space to see better investment following the Canadian government plans to add to infrastructure. He has grown cold to the space as a whole.
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ARE-T, WSP-T or SNC-T? He owns SNC-T, which has had its issues alongside the Canadian-Saudi Arabia situation. Fundamentally the company performs well. He owns STN-T. He was expecting this space to see better investment following the Canadian government plans to add to infrastructure. He has grown cold to the space as a whole.
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Norman Levine

Managing D, Portfolio Management...

Price Price
$18.500
Owned Owned
_N/A

BUY
Aecon Group Inc(ARE-T) 

January 14, 2019

We are off our highs. Our lows are higher and that is good. Seasonally it is a good time. This is the time of year they do well and technically they look good.
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We are off our highs. Our lows are higher and that is good. Seasonally it is a good time. This is the time of year they do well and technically they look good.
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Brooke Thackray

Research A, Horizons ETFs (Canad...

Price Price
$18.330
Owned Owned
Unknown

PAST TOP PICK
Aecon Group Inc(ARE-T) 

December 10, 2018

(A Top Pick Oct 25/17, Up 9%) It's been a rollercoaster, given the Chinese bid that Ottawa struck down earlier this year. He sold at $19. He'd look at re-buying it. In this sector, he'd look at this and Stantec.
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(A Top Pick Oct 25/17, Up 9%) It's been a rollercoaster, given the Chinese bid that Ottawa struck down earlier this year. He sold at $19. He'd look at re-buying it. In this sector, he'd look at this and Stantec.
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Michael Sprung

President, Sprung Investment Ma...

Price Price
$17.420
Owned Owned
No

TOP PICK
Aecon Group Inc(ARE-T) 

November 28, 2018

It had a rough ride lately, because Ottawa killed a Chinese deal earlier this year. It now scores in the top 2% of his valuation. It's picked up strong price momentum. They have a huge backlog of projects. Well-positioned. (Analysts’ price target is $22.15)
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It had a rough ride lately, because Ottawa killed a Chinese deal earlier this year. It now scores in the top 2% of his valuation. It's picked up strong price momentum. They have a huge backlog of projects. Well-positioned. (Analysts’ price target is $22.15)
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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$19.220
Owned Owned
Yes

BUY
Aecon Group Inc(ARE-T) 

November 21, 2018

Was his top pick 3 months ago. Their Q3 earnings were up YOY , beating consensus by 10%. Infrastructure margins were up with room to run. Their backlog is up from $4 billion last year to $7 billion. Trades at a cheap 14x. He sees growth with a $23 price target. He likes it.
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Was his top pick 3 months ago. Their Q3 earnings were up YOY , beating consensus by 10%. Infrastructure margins were up with room to run. Their backlog is up from $4 billion last year to $7 billion. Trades at a cheap 14x. He sees growth with a $23 price target. He likes it.
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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$18.690
Owned Owned
Unknown

COMMENT
Aecon Group Inc(ARE-T) 

October 29, 2018

They reported a good number lately, but failed to go private. It's too energy-centric for him. It's fully valued now after failing to go private.

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They reported a good number lately, but failed to go private. It's too energy-centric for him. It's fully valued now after failing to go private.

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$18.640
Owned Owned
No

BUY
Aecon Group Inc(ARE-T) 

October 23, 2018

STANTEC vs. AECON - He's studying the infrastructure space closely. He has no criticism about Stantec, but he prefers Aecon for its balance sheet ($260 million in cash) and low debt. And its new CEO has global experience, which is a catalyst for Aecon and will help them go global. He hasn't bought ARE yet, but will.

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STANTEC vs. AECON - He's studying the infrastructure space closely. He has no criticism about Stantec, but he prefers Aecon for its balance sheet ($260 million in cash) and low debt. And its new CEO has global experience, which is a catalyst for Aecon and will help them go global. He hasn't bought ARE yet, but will.

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$16.770
Owned Owned
No

TOP PICK
Aecon Group Inc(ARE-T) 

October 11, 2018

There is great value in the company.  Earnings are expected to grow 33% in 2019 and 25% in 2020.  They announced an agreement to sell their contract mining business.  They should be in a net cash positive position afterwards.  It is a buying opportunity.  (Analysts’ target: $20.50).

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There is great value in the company.  Earnings are expected to grow 33% in 2019 and 25% in 2020.  They announced an agreement to sell their contract mining business.  They should be in a net cash positive position afterwards.  It is a buying opportunity.  (Analysts’ target: $20.50).

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Robert McWhirte

President, Selective Asset Mana...

Price Price
$16.170
Owned Owned
Yes

TOP PICK
Aecon Group Inc(ARE-T) 

September 28, 2018

Have acquired significant infrastructure projects, so now have a record backlog. Sees growth at 35%. Balance sheet in good shape. Trades at discount to peers. Really good growth rate, nice dividend. Upside over next 12-24 months. Yield is 3.1%. (Analysts’ price target is $20.05.)

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Have acquired significant infrastructure projects, so now have a record backlog. Sees growth at 35%. Balance sheet in good shape. Trades at discount to peers. Really good growth rate, nice dividend. Upside over next 12-24 months. Yield is 3.1%. (Analysts’ price target is $20.05.)

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$16.230
Owned Owned
Yes

TOP PICK
Aecon Group Inc(ARE-T) 

September 7, 2018

He buys on weakness. They have a record high backlog, and if they price it right, they’ll make good money. The Feds have allocated a lot of money to infrastructure, and Aecon should benefit. Valuation is temporarily cheap. He’ll be looking to sell in the high $20s. Yield is 3%. (Analysts’ price target is $19.81.)

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He buys on weakness. They have a record high backlog, and if they price it right, they’ll make good money. The Feds have allocated a lot of money to infrastructure, and Aecon should benefit. Valuation is temporarily cheap. He’ll be looking to sell in the high $20s. Yield is 3%. (Analysts’ price target is $19.81.)

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Fabrice Taylor

Publisher, The President's Club...

Price Price
$16.770
Owned Owned
Yes

DON'T BUY
Aecon Group Inc(ARE-T) 

August 30, 2018

Model price is $14, so it is below where it is trading at.  It is at EBV plus 1, and we have not had a breakout.  Wait for a buy signal.  He thinks it will come back.  There are better opportunities elsewhere.

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Model price is $14, so it is below where it is trading at.  It is at EBV plus 1, and we have not had a breakout.  Wait for a buy signal.  He thinks it will come back.  There are better opportunities elsewhere.

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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$17.430
Owned Owned
Unknown

BUY
Aecon Group Inc(ARE-T) 

July 26, 2018

He thinks that they had done a lot. Their backlog is at a record and capable of growing from here. He sees growth at 35%. Trades at 14.9 times 2019. Cheap. Balance sheet is OK. It is a better company now than when the Chinese company wanted to acquire it and was blocked by Ottawa. 

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He thinks that they had done a lot. Their backlog is at a record and capable of growing from here. He sees growth at 35%. Trades at 14.9 times 2019. Cheap. Balance sheet is OK. It is a better company now than when the Chinese company wanted to acquire it and was blocked by Ottawa. 

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$15.300
Owned Owned
Yes

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