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, 18, 2019, 3:38 pm

18.44 0.23 (1.26%)

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

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Signal Opinion Expert
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

DON'T BUY
Aecon Group Inc(ARE-T) 

July 23, 2018

After the failed takeover bid the stock dropped.  He never really liked the construction business.  He has IBG-T for exposure to this industry because it is more stable.  Some of the promised government infrastructure spending has not come.

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After the failed takeover bid the stock dropped.  He never really liked the construction business.  He has IBG-T for exposure to this industry because it is more stable.  Some of the promised government infrastructure spending has not come.

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$15.200
Owned Owned
No

BUY
Aecon Group Inc(ARE-T) 

July 18, 2018

Will Ottawa fulfill promises of infrastructure spending? These stocks should be traded (not held). Remember these stocks are international, with building activities outside Canada. This sector will go, along with a lift in the market that he predicts.

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Will Ottawa fulfill promises of infrastructure spending? These stocks should be traded (not held). Remember these stocks are international, with building activities outside Canada. This sector will go, along with a lift in the market that he predicts.

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Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$15.350
Owned Owned
Unknown

WATCH
Aecon Group Inc(ARE-T) 

July 10, 2018

They came back to the $15 after the sale was disapproved. There are the usual construction issues, such as the risks of overruns on fixed-price contracts on large projects. They have a stronger backlog. She doesn’t see a rush to buy the company. They are looking for a new CEO and not actively looking for a new buyer, so the share price will be driven by how well it performs in the future. (Analysts’ price target is $18.80)

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They came back to the $15 after the sale was disapproved. There are the usual construction issues, such as the risks of overruns on fixed-price contracts on large projects. They have a stronger backlog. She doesn’t see a rush to buy the company. They are looking for a new CEO and not actively looking for a new buyer, so the share price will be driven by how well it performs in the future. (Analysts’ price target is $18.80)

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$15.380
Owned Owned
No

DON'T BUY
Aecon Group Inc(ARE-T) 

July 4, 2018

He owns two engineering companies – SNC Lavalin (SNC-T) and Stantec (STN-T).  He keeps waiting for the actual infrastructure spending incentives from the Federal government to ignite these holdings.  Aecon’s senior management does not impress him.  He would prefer to hold the other alternatives.  

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He owns two engineering companies – SNC Lavalin (SNC-T) and Stantec (STN-T).  He keeps waiting for the actual infrastructure spending incentives from the Federal government to ignite these holdings.  Aecon’s senior management does not impress him.  He would prefer to hold the other alternatives.  

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Norman Levine

Managing D, Portfolio Management...

Price Price
$15.520
Owned Owned
No

WEAK BUY
Aecon Group Inc(ARE-T) 

June 27, 2018

He is thankful this continues to be a Canadian company as there are fewer in the Canadian space left to invest in.  He is watching it again, now that it is down 22% this year.  He sees it as still being a little expensive at 19 times earnings.   He would take an initial 1/3 position at these levels.  Yield 3.25%.  

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He is thankful this continues to be a Canadian company as there are fewer in the Canadian space left to invest in.  He is watching it again, now that it is down 22% this year.  He sees it as still being a little expensive at 19 times earnings.   He would take an initial 1/3 position at these levels.  Yield 3.25%.  

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$15.430
Owned Owned
No

HOLD
Aecon Group Inc(ARE-T) 

June 25, 2018

It's been in a tight range for a very long time. It's now downward in a middle ground. Continue to hold it, but he'd like to see it rise above $18.

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It's been in a tight range for a very long time. It's now downward in a middle ground. Continue to hold it, but he'd like to see it rise above $18.

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Elliott Fishman

Director o, Trading Services Gro...

Price Price
$15.480
Owned Owned
Unknown

TOP PICK
Aecon Group Inc(ARE-T) 

June 22, 2018

They had a price collapse. There is a vacuum. The backlog is the biggest its ever been at 4.6 billion. Visibility is improving. Growth is kicking in. Trading at a reasonable 12.2 times 2019 earnings. Benefiting from the nuclear refurbishment contracts. (Analysts’ price target is $18.80)

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They had a price collapse. There is a vacuum. The backlog is the biggest its ever been at 4.6 billion. Visibility is improving. Growth is kicking in. Trading at a reasonable 12.2 times 2019 earnings. Benefiting from the nuclear refurbishment contracts. (Analysts’ price target is $18.80)

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$15.710
Owned Owned
Yes

TOP PICK
Aecon Group Inc(ARE-T) 

June 13, 2018

He doesn’t normally like to buy companies when it is like catching a falling knife, but when it fell 25% it was too good to pass by.  Unlike other construction companies its multiples did not jump when PM Trudeau announced infrastructure spending, so the stock looks very cheap presently.  They have a record high order backlog.  Yield 3.3%. 

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He doesn’t normally like to buy companies when it is like catching a falling knife, but when it fell 25% it was too good to pass by.  Unlike other construction companies its multiples did not jump when PM Trudeau announced infrastructure spending, so the stock looks very cheap presently.  They have a record high order backlog.  Yield 3.3%. 

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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$15.380
Owned Owned
Yes

WAIT
Aecon Group Inc(ARE-T) 

June 4, 2018

The company is getting back down to where it is getting interesting again.  Let the chips fall after the failed takeover.  You need to wait for a while and make sure everything has shaken out.

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The company is getting back down to where it is getting interesting again.  Let the chips fall after the failed takeover.  You need to wait for a while and make sure everything has shaken out.

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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$14.640
Owned Owned
Unknown

DON'T BUY
Aecon Group Inc(ARE-T) 

May 24, 2018

A Chinese company failed to acquire this company.  Now you have a lot of uncertainty left in this stock.  He would prefer others in this space regardless.  You will have a shift in the type of investor that will hold this.

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A Chinese company failed to acquire this company.  Now you have a lot of uncertainty left in this stock.  He would prefer others in this space regardless.  You will have a shift in the type of investor that will hold this.

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Ryan Modesto

Managing P, 5i Research...

Price Price
$14.670
Owned Owned
No

SELL
Aecon Group Inc(ARE-T) 

May 10, 2018

Is the fact that it is being bought by a Chinese firm holding the stock? Sell on mystery buy on history. It looks like it is waiting for something. It looks toppy here. He would take a win here.

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Is the fact that it is being bought by a Chinese firm holding the stock? Sell on mystery buy on history. It looks like it is waiting for something. It looks toppy here. He would take a win here.

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Elliott Fishman

Director o, Trading Services Gro...

Price Price
$17.900
Owned Owned
No

PAST TOP PICK
Aecon Group Inc(ARE-T) 

January 26, 2018

(A Top Pick Jan 18/17. Up 31%) This has a takeover offer on the table. At the time, it was compelling on a valuation basis relative to its peers. The infrastructure assets look very good, but had also thought he saw a turnaround coming in mining and energy.

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(A Top Pick Jan 18/17. Up 31%) This has a takeover offer on the table. At the time, it was compelling on a valuation basis relative to its peers. The infrastructure assets look very good, but had also thought he saw a turnaround coming in mining and energy.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$19.980
Owned Owned
Yes

PARTIAL SELL
Aecon Group Inc(ARE-T) 

November 29, 2017

A Chinese company is offering to acquire this at $20.37. There is still uncertainty. If you own, he would consider selling some of your holdings.

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A Chinese company is offering to acquire this at $20.37. There is still uncertainty. If you own, he would consider selling some of your holdings.

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Andy Nasr

VP & Inves, Sentry Investments...

Price Price
$19.590
Owned Owned
Unknown

PAST TOP PICK
Aecon Group Inc(ARE-T) 

November 17, 2017

(A Top Pick Sept 28/16. Up 13%.) About to be taken over by a Chinese buyer, but he tends to think the government will step in and block the sale. He likes the whole space. He would come back to this in a heartbeat if the deal fell through.

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(A Top Pick Sept 28/16. Up 13%.) About to be taken over by a Chinese buyer, but he tends to think the government will step in and block the sale. He likes the whole space. He would come back to this in a heartbeat if the deal fell through.

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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$19.590
Owned Owned
No

PARTIAL SELL
Aecon Group Inc(ARE-T) 

November 2, 2017

It is trading at a bit of discount to the price being offered by the Chinese.  There is some doubt that maybe they will not be allowed to be sold to the Chinese.  He does not own it and has another pick in the group.  You have probably made money on it and could sell half to lock in profits in case it does not happen.  It is 80-90% and not 100%.

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It is trading at a bit of discount to the price being offered by the Chinese.  There is some doubt that maybe they will not be allowed to be sold to the Chinese.  He does not own it and has another pick in the group.  You have probably made money on it and could sell half to lock in profits in case it does not happen.  It is 80-90% and not 100%.

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$19.350
Owned Owned
No

TOP PICK
Aecon Group Inc(ARE-T) 

October 25, 2017

They are very well positioned to take advantage of more public infrastructure spending. They were looking at selling the company a while ago, but if it were to be sold, it would be closer to $20 than where it’s trading today.

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They are very well positioned to take advantage of more public infrastructure spending. They were looking at selling the company a while ago, but if it were to be sold, it would be closer to $20 than where it’s trading today.

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Michael Sprung

President, Sprung Investment Ma...

Price Price
$16.520
Owned Owned
Yes

COMMENT
Aecon Group Inc(ARE-T) 

October 20, 2017

Chart shows a series of higher lows, but no higher highs. Like all construction stocks, this is very volatile. 2 words of advice. 1.) Don’t put too much of your portfolio into a stock like this. 2.) If there is good news and the stock picks up, remember to take your profits. Dividend yield of 3%.

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Chart shows a series of higher lows, but no higher highs. Like all construction stocks, this is very volatile. 2 words of advice. 1.) Don’t put too much of your portfolio into a stock like this. 2.) If there is good news and the stock picks up, remember to take your profits. Dividend yield of 3%.

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William Chin

Portfolio , Caldwell Investment ...

Price Price
$16.340
Owned Owned
Unknown

HOLD
Aecon Group Inc(ARE-T) 

October 16, 2017

The longer term trend is up.  It is coming off the bottom of its trading range.  As long as it stays in the general uptrend, it would stay with the story.  You have to put up with the volatility. 

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The longer term trend is up.  It is coming off the bottom of its trading range.  As long as it stays in the general uptrend, it would stay with the story.  You have to put up with the volatility. 

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Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$16.360
Owned Owned
Unknown

DON'T BUY
Aecon Group Inc(ARE-T) 

October 13, 2017

A good company. Results are a little weaker than what he would like. They used to earn a 9% ROC, but is now down to 5%. It doesn’t look that cheap right now.

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A good company. Results are a little weaker than what he would like. They used to earn a 9% ROC, but is now down to 5%. It doesn’t look that cheap right now.

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Matt Kacur

President, FSA Financial Scienc...

Price Price
$16.780
Owned Owned
Unknown

PAST TOP PICK
Aecon Group Inc(ARE-T) 

September 28, 2017

(A Top Pick Sept 23/16. Up 1%.) Had thought at the time that 2017 was going to be an off year, but anticipates very good growth for infrastructure beyond this year. They just put themselves up for sale. Trading at around 6.4, and he thinks it should fetch a multiple of around 8.5 if it gets sold. Very good balance sheet.

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(A Top Pick Sept 23/16. Up 1%.) Had thought at the time that 2017 was going to be an off year, but anticipates very good growth for infrastructure beyond this year. They just put themselves up for sale. Trading at around 6.4, and he thinks it should fetch a multiple of around 8.5 if it gets sold. Very good balance sheet.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$17.680
Owned Owned
Yes

PAST TOP PICK
Aecon Group Inc(ARE-T) 

September 13, 2017

(A Top Pick Feb 17/16. Total return 7%.) Convertible 5.5% bond due Dec 1/18.

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(A Top Pick Feb 17/16. Total return 7%.) Convertible 5.5% bond due Dec 1/18.

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Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$17.780
Owned Owned
No

COMMENT
Aecon Group Inc(ARE-T) 

September 8, 2017

He doesn’t know the seasonality of this particular stock. However, the company has been in the news in the last little while, as they have put themselves up for sale. The technical impact of this is very positive. The stock had been in an upward trend for the past 8 months, and on that news, it broke into a new high. It has overhead resistance at around $19.30. Looks quite interesting at current prices.

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He doesn’t know the seasonality of this particular stock. However, the company has been in the news in the last little while, as they have put themselves up for sale. The technical impact of this is very positive. The stock had been in an upward trend for the past 8 months, and on that news, it broke into a new high. It has overhead resistance at around $19.30. Looks quite interesting at current prices.

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Don Vialoux

Research A, TimingTheMarket.CA &...

Price Price
$17.320
Owned Owned
Unknown

COMMENT
Aecon Group Inc(ARE-T) 

September 8, 2017

He is positive on the construction side. Prefers SNC Lavalin (SNC-T), who also has a broad range of services to offer. Anybody in that business is going to do well in the next little while.

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He is positive on the construction side. Prefers SNC Lavalin (SNC-T), who also has a broad range of services to offer. Anybody in that business is going to do well in the next little while.

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David Cockfield

Managing D, Northland Wealth Man...

Price Price
$17.320
Owned Owned
No

HOLD
Aecon Group Inc(ARE-T) 

August 29, 2017

Has just announced that it is exploring a potential sale of the company. If you own it, he would wait to see what happens. Construction is a lumpy business.

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Has just announced that it is exploring a potential sale of the company. If you own it, he would wait to see what happens. Construction is a lumpy business.

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$16.920
Owned Owned
No

HOLD
Aecon Group Inc(ARE-T) 

August 28, 2017

The breakup value of the company is around $21-$22.  He would hold on for sure right now because they are entertaining offers.  The stock is not up that much yet.  Watch it like a hawk and if you see it at $18-$19, then that is when you consider selling.  He holds SNC-T.  ARE-T is primarily Canada and is cyclical.  It has the most energy exposure.

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The breakup value of the company is around $21-$22.  He would hold on for sure right now because they are entertaining offers.  The stock is not up that much yet.  Watch it like a hawk and if you see it at $18-$19, then that is when you consider selling.  He holds SNC-T.  ARE-T is primarily Canada and is cyclical.  It has the most energy exposure.

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$16.840
Owned Owned
No

PAST TOP PICK
Aecon Group Inc(ARE-T) 

August 3, 2017

Convertible 5.5% bond due Dec 1/18. (Top Pick Feb 17/16) He got out several quarters ago.  It had run up and was just yielding 4%.  He could reload if it ever came off.

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Convertible 5.5% bond due Dec 1/18. (Top Pick Feb 17/16) He got out several quarters ago.  It had run up and was just yielding 4%.  He could reload if it ever came off.

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Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$14.770
Owned Owned
No

COMMENT
Aecon Group Inc(ARE-T) 

June 6, 2017

There are a handful of engineering/construction companies in Canada. This had a big run up with all the big infrastructure stocks. A pretty good company. Very cheap valuation. The quarters kind of bounce around depending on whether they have a contract hitting the quarter or not. A solid name, but would prefer WSP Global (WSP-T), more of an international company that has made some great acquisitions. Even Stantec (STN-T) looks a little better on their history and long-term record of profitability.

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There are a handful of engineering/construction companies in Canada. This had a big run up with all the big infrastructure stocks. A pretty good company. Very cheap valuation. The quarters kind of bounce around depending on whether they have a contract hitting the quarter or not. A solid name, but would prefer WSP Global (WSP-T), more of an international company that has made some great acquisitions. Even Stantec (STN-T) looks a little better on their history and long-term record of profitability.

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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$15.320
Owned Owned
Unknown

COMMENT

He tends to favour engineering names such as SNC-Lavalin (SNC-T). Construction names are a lower margin business, and end up being hyper competitive, and results never seem to trickle down to the common shareholder. If looking for exposure to construction and stimulus spending, focus more on the engineering side.

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He tends to favour engineering names such as SNC-Lavalin (SNC-T). Construction names are a lower margin business, and end up being hyper competitive, and results never seem to trickle down to the common shareholder. If looking for exposure to construction and stimulus spending, focus more on the engineering side.

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Daniel Lloyd

Portfolio , Forge First Asset Ma...

Price Price
$15.980
Owned Owned
No

BUY
Aecon Group Inc(ARE-T) 

April 21, 2017

Probably not a bad thing to be buying now. Trading in line with its 3-year average, but cheaper than its peers. 2017 is probably going to be an off year for them in terms of revenues. Beyond that, he sees really nice growth. They have a really good infrastructure backlog which will really help them. Just increased their dividend by 8.2%. Very strong balance sheet. He sees good growth into 2018.

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Probably not a bad thing to be buying now. Trading in line with its 3-year average, but cheaper than its peers. 2017 is probably going to be an off year for them in terms of revenues. Beyond that, he sees really nice growth. They have a really good infrastructure backlog which will really help them. Just increased their dividend by 8.2%. Very strong balance sheet. He sees good growth into 2018.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$16.220
Owned Owned
Unknown

PAST TOP PICK
Aecon Group Inc(ARE-T) 

April 10, 2017

(A Top Pick March 16/16. Up 10%.) He still likes this. Sold his holdings at around $18.75 as he thought it had got ahead of the macro infrastructure. It then had a big dip and he started acquiring it again in late 2016.

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(A Top Pick March 16/16. Up 10%.) He still likes this. Sold his holdings at around $18.75 as he thought it had got ahead of the macro infrastructure. It then had a big dip and he started acquiring it again in late 2016.

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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$17.180
Owned Owned
Yes

COMMENT
Aecon Group Inc(ARE-T) 

April 4, 2017

In Canadian budgets, there is a real emphasis on infrastructure spending. There aren’t many infrastructure players in Canada that are public, but this is one of the oldest. They are spread across the country and are one of the leading providers, so they will be a beneficiary of increased infrastructure spending. As a result, the stock is bounced quite nicely off its bottom, and is probably trading at a reasonable range. Keep in mind that margins are quite thin. One of his favourite names in this space.

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In Canadian budgets, there is a real emphasis on infrastructure spending. There aren’t many infrastructure players in Canada that are public, but this is one of the oldest. They are spread across the country and are one of the leading providers, so they will be a beneficiary of increased infrastructure spending. As a result, the stock is bounced quite nicely off its bottom, and is probably trading at a reasonable range. Keep in mind that margins are quite thin. One of his favourite names in this space.

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Gerard Ferguson

CEO & Port, Jemekk Capital Manag...

Price Price
$17.130
Owned Owned
Unknown

PAST TOP PICK
Aecon Group Inc(ARE-T) 

March 28, 2017

Convertible 5.5% bond due Dec 1/18. (Top Pick Feb 17/16, Up 6%) He sold about two quarters ago.

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Convertible 5.5% bond due Dec 1/18. (Top Pick Feb 17/16, Up 6%) He sold about two quarters ago.

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Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$17.360
Owned Owned
No

WEAK BUY
Aecon Group Inc(ARE-T) 

March 27, 2017

Last quarter was pretty decent with the dividend being bumped 10%.  It comes and goes with some of the contracts they have won.  The stock is cheap.  He prefers others in the sector.

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Last quarter was pretty decent with the dividend being bumped 10%.  It comes and goes with some of the contracts they have won.  The stock is cheap.  He prefers others in the sector.

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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$17.090
Owned Owned
Unknown

BUY
Aecon Group Inc(ARE-T) 

February 16, 2017

Alberta is bouncing back a little.  It was a drag on them over the last couple of years.  Trudeau and Trump are promising infrastructure spending and that will benefit them.  (Analysts’ target: $18).

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Alberta is bouncing back a little.  It was a drag on them over the last couple of years.  Trudeau and Trump are promising infrastructure spending and that will benefit them.  (Analysts’ target: $18).

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Fabrice Taylor

Publisher, The President's Club...

Price Price
$16.780
Owned Owned
Unknown

HOLD
Aecon Group Inc(ARE-T) 

February 13, 2017

He likes this company. Not only are they strong in infrastructure, but are also strong in energy spending, in particular in their Alberta acquisition they did a couple of years ago. They’ve been improving their operating margins. Volatility was always a big problem, where they got the big giant contracts and ended up losing money because of cost overruns. They’ve got that under better control and are stabilizing the earnings growth.

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He likes this company. Not only are they strong in infrastructure, but are also strong in energy spending, in particular in their Alberta acquisition they did a couple of years ago. They’ve been improving their operating margins. Volatility was always a big problem, where they got the big giant contracts and ended up losing money because of cost overruns. They’ve got that under better control and are stabilizing the earnings growth.

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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$16.680
Owned Owned
Unknown

PAST TOP PICK
Aecon Group Inc(ARE-T) 

January 24, 2017

(A Top Pick Jan 27/16. Up 18.6%.) It did well after he bought it, but then struggled in the last couple of months. Had a disappointing 3rd quarter earnings result in November, and took a big hit. That was followed a few days later by the resignation of their CEO. Part of the problem in their earnings was just the slowness in the infrastructure spending following Trudeau’s campaign. This is looking for a great year in 2018, and a big jump in earnings. He would be a buyer at these levels.

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(A Top Pick Jan 27/16. Up 18.6%.) It did well after he bought it, but then struggled in the last couple of months. Had a disappointing 3rd quarter earnings result in November, and took a big hit. That was followed a few days later by the resignation of their CEO. Part of the problem in their earnings was just the slowness in the infrastructure spending following Trudeau’s campaign. This is looking for a great year in 2018, and a big jump in earnings. He would be a buyer at these levels.

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Don Lato

President, Padlock Investment M...

Price Price
$16.160
Owned Owned
Yes

HOLD
Aecon Group Inc(ARE-T) 

January 20, 2017

Seasonal strength appears to be from January through to May of each year, when things are being constructed. We are now just at the beginning of a period of seasonal strength. It’s currently in a trading range, so you want to wait until it breaks above that, but then you have a pretty good chance of seeing the stock test the previous high.

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Seasonal strength appears to be from January through to May of each year, when things are being constructed. We are now just at the beginning of a period of seasonal strength. It’s currently in a trading range, so you want to wait until it breaks above that, but then you have a pretty good chance of seeing the stock test the previous high.

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Don Vialoux

Research A, TimingTheMarket.CA &...

Price Price
$15.800
Owned Owned
Unknown

TOP PICK
Aecon Group Inc(ARE-T) 

January 18, 2017

Stumbled a little, giving you an opportunity. Management believes that municipal and provincial spend are really going to kick in later in 2017. Any weakness in oil and gas is outweighed from an increase in oil and gas distribution and from their nuclear refurbishment. Their mining segment is really poised for recovery. He is modelling 24% EPS growth from 2016 to 2018 with a 57% payout ratio. Trading below its five-year average. Dividend yield of 2.94%. (Analysts’ price target is $18.12.)

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Stumbled a little, giving you an opportunity. Management believes that municipal and provincial spend are really going to kick in later in 2017. Any weakness in oil and gas is outweighed from an increase in oil and gas distribution and from their nuclear refurbishment. Their mining segment is really poised for recovery. He is modelling 24% EPS growth from 2016 to 2018 with a 57% payout ratio. Trading below its five-year average. Dividend yield of 2.94%. (Analysts’ price target is $18.12.)

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$15.650
Owned Owned
Yes

BUY on WEAKNESS
Aecon Group Inc(ARE-T) 

January 12, 2017

When they reported Q3 results there were several disappointments, mainly due to operations in Western Canada.  When we finally get some real infrastructure spending, that should really benefit them.  He would buy under $14 and sell above $17.

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When they reported Q3 results there were several disappointments, mainly due to operations in Western Canada.  When we finally get some real infrastructure spending, that should really benefit them.  He would buy under $14 and sell above $17.

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Mohsin Bashir

VP Investm, Stone Asset Manageme...

Price Price
$14.950
Owned Owned
Unknown

COMMENT
Aecon Group Inc(ARE-T) 

January 5, 2017

A good company. The challenge is that a lot of their construction business is in Western Canada, and they have been hurt because of the oil industry slowing down. If you believe the oil industry is now improving, that should help this company to some extent.

contractors
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A good company. The challenge is that a lot of their construction business is in Western Canada, and they have been hurt because of the oil industry slowing down. If you believe the oil industry is now improving, that should help this company to some extent.

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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$14.960
Owned Owned
Unknown

BUY
Aecon Group Inc(ARE-T) 

December 21, 2016

Within the engineering/construction companies, this is probably one of the better valued ones. They are not trading at all-time highs, and had a significant downdraft a few months ago, of which they have recovered about half. They are lagging the group, and part of the reason for that is that they had a bit more of a Western exposure. This company has significant operations in Ontario. Very well-run.

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Within the engineering/construction companies, this is probably one of the better valued ones. They are not trading at all-time highs, and had a significant downdraft a few months ago, of which they have recovered about half. They are lagging the group, and part of the reason for that is that they had a bit more of a Western exposure. This company has significant operations in Ontario. Very well-run.

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Michael Sprung

President, Sprung Investment Ma...

Price Price
$14.920
Owned Owned
Unknown

COMMENT
Aecon Group Inc(ARE-T) 

November 30, 2016

This is an infrastructure play, and the Trudeau government has made it very plain that he is going to use fiscal policy to spend on infrastructure to keep the Canadian economy growing. This company participates in the pipelines. All of this is positive.

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This is an infrastructure play, and the Trudeau government has made it very plain that he is going to use fiscal policy to spend on infrastructure to keep the Canadian economy growing. This company participates in the pipelines. All of this is positive.

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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$15.630
Owned Owned
No

DON'T BUY
Aecon Group Inc(ARE-T) 

November 15, 2016

Market Call Minute. She wouldn’t buy this here. They’ve had some difficulties, and there are other companies in the space that are more attractive.

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Market Call Minute. She wouldn’t buy this here. They’ve had some difficulties, and there are other companies in the space that are more attractive.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$14.570
Owned Owned
Unknown

DON'T BUY
Aecon Group Inc(ARE-T) 

November 14, 2016

This is a fundamental sell off.  He traded it some time ago, but has been out of it.  You can’t buy this stock right now.  You need three weeks of the current low not being taken out before saying it has stopped dropping.

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This is a fundamental sell off.  He traded it some time ago, but has been out of it.  You can’t buy this stock right now.  You need three weeks of the current low not being taken out before saying it has stopped dropping.

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Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$13.350
Owned Owned
No

COMMENT
Aecon Group Inc(ARE-T) 

November 8, 2016

In general, for engineering companies, people have bought them on the expectation that there is all the infrastructure spending to happen. There has been an awful lot of talk, but not a lot of follow-through yet. If you are a short-term investor, you should not be near the stocks, but if a long-term investor, this is creating an opportunity. (See Top Picks.)

contractors
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In general, for engineering companies, people have bought them on the expectation that there is all the infrastructure spending to happen. There has been an awful lot of talk, but not a lot of follow-through yet. If you are a short-term investor, you should not be near the stocks, but if a long-term investor, this is creating an opportunity. (See Top Picks.)

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Norman Levine

Managing D, Portfolio Management...

Price Price
$13.500
Owned Owned
No

COMMENT
Aecon Group Inc(ARE-T) 

November 7, 2016

It is close to a 52 week low and you have to think there is some support there.  Nibble close to that level if you like the company.  He does not follow it.

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It is close to a 52 week low and you have to think there is some support there.  Nibble close to that level if you like the company.  He does not follow it.

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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$13.600
Owned Owned
Unknown

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