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, 20, 2019, 3:02 am

18.18 0.2 (1.09%)

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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PAST TOP PICK
Aecon Group Inc(ARE-T) 

November 4, 2016

(A Top Pick Oct 14/15. Down 3.33%.) Just reported and people hated what they saw. They missed on a number of fronts, but a lot of those were delays. They still have a very robust backlog. He thinks it is an opportunity here.

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(A Top Pick Oct 14/15. Down 3.33%.) Just reported and people hated what they saw. They missed on a number of fronts, but a lot of those were delays. They still have a very robust backlog. He thinks it is an opportunity here.

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Michael Sprung

President, Sprung Investment Ma...

Price Price
$13.250
Owned Owned
Yes

WAIT
Aecon Group Inc(ARE-T) 

November 3, 2016

He never buys more of a stock, never averages down.  He did not have holdings going into this earnings miss.  It was middle of the pack on price momentum and is now near the bottom of the pack.  He would wait for this to settle out.  It could go a lot lower.  It has a low ROE of 3.7%.  There is no debt problem and that is the saving grace.

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He never buys more of a stock, never averages down.  He did not have holdings going into this earnings miss.  It was middle of the pack on price momentum and is now near the bottom of the pack.  He would wait for this to settle out.  It could go a lot lower.  It has a low ROE of 3.7%.  There is no debt problem and that is the saving grace.

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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$13.680
Owned Owned
No

COMMENT
Aecon Group Inc(ARE-T) 

November 3, 2016

Held this many, many years ago. The thesis is that these companies are going to benefit by the massive infrastructure that the Liberal government is going to institute. Where’s the money? Thinks the stocks have run up too fast. Parts of this country are in a recession.

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Held this many, many years ago. The thesis is that these companies are going to benefit by the massive infrastructure that the Liberal government is going to institute. Where’s the money? Thinks the stocks have run up too fast. Parts of this country are in a recession.

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$13.680
Owned Owned
No

COMMENT
Aecon Group Inc(ARE-T) 

November 2, 2016

This had a horrible, horrible performance in terms of numbers. Very light on revenue and very light on earnings. It has brought the valuation down to a more reasonable level of about 12.5X forward earnings. The backlog is still $4.6-$4.7 billion. In the construction/engineering space, you get these large contracts where timing sort of screws up results. It is pretty common to have these companies swing around in terms of numbers. You have to be a little brave to step in.

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This had a horrible, horrible performance in terms of numbers. Very light on revenue and very light on earnings. It has brought the valuation down to a more reasonable level of about 12.5X forward earnings. The backlog is still $4.6-$4.7 billion. In the construction/engineering space, you get these large contracts where timing sort of screws up results. It is pretty common to have these companies swing around in terms of numbers. You have to be a little brave to step in.

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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$14.380
Owned Owned
No

WAIT
Aecon Group Inc(ARE-T) 

November 2, 2016

She has had a checkered past with this company. They frequently have a couple of good quarters, and then they have a bad quarter. This would not be her favourite name. Wait until you start seeing good numbers. You are not going to miss anything, as infrastructure projects are really backloaded.

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She has had a checkered past with this company. They frequently have a couple of good quarters, and then they have a bad quarter. This would not be her favourite name. Wait until you start seeing good numbers. You are not going to miss anything, as infrastructure projects are really backloaded.

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Veronika Hirsch

Chief Inve, Arrow Capital...

Price Price
$14.380
Owned Owned
Unknown

TOP PICK
Aecon Group Inc(ARE-T) 

November 1, 2016

This is a continuation of the federal infrastructure spend being double for the next 5 years, compared to what it has been in the last 5 years. Lots of money going into the space. It has a record backlog of about $3.5 billion, which is going to be over $4 billion of work that is lined up. They continue to win contracts as they go. Dividend yield of 2.67%.

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This is a continuation of the federal infrastructure spend being double for the next 5 years, compared to what it has been in the last 5 years. Lots of money going into the space. It has a record backlog of about $3.5 billion, which is going to be over $4 billion of work that is lined up. They continue to win contracts as they go. Dividend yield of 2.67%.

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$17.110
Owned Owned
Yes

WATCH
Aecon Group Inc(ARE-T) 

October 27, 2016

They will benefit from fiscal stimulus in Canada and the US.  Seasonally we are in the time period (Oct to May) so we are looking for a good entry. If it breaks above resistance it would be a good sign   If it reaches $16 it should provide some support.  If it then broke a high he would step in.  Let it consolidate.

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They will benefit from fiscal stimulus in Canada and the US.  Seasonally we are in the time period (Oct to May) so we are looking for a good entry. If it breaks above resistance it would be a good sign   If it reaches $16 it should provide some support.  If it then broke a high he would step in.  Let it consolidate.

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Brooke Thackray

Research A, Horizons ETFs (Canad...

Price Price
$17.110
Owned Owned
Unknown

WEAK BUY
Aecon Group Inc(ARE-T) 

October 24, 2016

If you are looking for a company in the design and engineering space, this one can benefit.  They have not experienced the benefit in the last 3 to 5 years.  You could look at utilities in the shorter term.  It is one of the leading companies out there and there is nothing questionable about the balance sheet.  It is not the top idea in the portfolio, however. 

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If you are looking for a company in the design and engineering space, this one can benefit.  They have not experienced the benefit in the last 3 to 5 years.  You could look at utilities in the shorter term.  It is one of the leading companies out there and there is nothing questionable about the balance sheet.  It is not the top idea in the portfolio, however. 

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Michael Underhi

Portfolio , Capital Innovations...

Price Price
$17.980
Owned Owned
Unknown

SELL
Aecon Group Inc(ARE-T) 

September 29, 2016

They are probably one of the only construction companies that have done well.  He finished selling it about 4 months ago because after they do well for a while they eventually misprice a contract.  So he exited.  The management team did a very good job. 

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They are probably one of the only construction companies that have done well.  He finished selling it about 4 months ago because after they do well for a while they eventually misprice a contract.  So he exited.  The management team did a very good job. 

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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$17.830
Owned Owned
No

PAST TOP PICK
Aecon Group Inc(ARE-T) 

September 28, 2016

(A Top Pick Aug 21/15. Up 55.76%.) He still likes this.

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(A Top Pick Aug 21/15. Up 55.76%.) He still likes this.

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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$18.000
Owned Owned
Yes

TOP PICK
Aecon Group Inc(ARE-T) 

September 28, 2016

Expects this to go much, much higher although there is a bit of volatility to deal with in the meantime. Has a $25 target from here. If it gets above $19, a way we go. Dividend yield of 2.56%.

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Expects this to go much, much higher although there is a bit of volatility to deal with in the meantime. Has a $25 target from here. If it gets above $19, a way we go. Dividend yield of 2.56%.

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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$18.000
Owned Owned
Yes

TOP PICK
Aecon Group Inc(ARE-T) 

September 23, 2016

A beneficiary of very rich infrastructure spending at all government levels. Very strong backlog in their energy segment, where a lot of people are staying away because it is a big component of their business. They have nuclear opportunities such as the Darlington win last year. There are a lot of additional opportunities from Candu sites. Has a decent dividend with a very low payout ratio. He models 22% cash flow per share growth each and every year for the next couple of years. This is cheap, relative to its 5-year average. Dividend yield of 2.56%.

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A beneficiary of very rich infrastructure spending at all government levels. Very strong backlog in their energy segment, where a lot of people are staying away because it is a big component of their business. They have nuclear opportunities such as the Darlington win last year. There are a lot of additional opportunities from Candu sites. Has a decent dividend with a very low payout ratio. He models 22% cash flow per share growth each and every year for the next couple of years. This is cheap, relative to its 5-year average. Dividend yield of 2.56%.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$17.980
Owned Owned
Yes

BUY on WEAKNESS
Aecon Group Inc(ARE-T) 

September 14, 2016

A construction/engineering group. They do very good work and have been around for a very long time. Very well managed. Their fortune is tied to how busy things are in the mining and energy space on one side, and the construction/engineering space. If the Canadian government is really going to accelerate the infrastructure program, this company will be benefiting quite a bit.

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A construction/engineering group. They do very good work and have been around for a very long time. Very well managed. Their fortune is tied to how busy things are in the mining and energy space on one side, and the construction/engineering space. If the Canadian government is really going to accelerate the infrastructure program, this company will be benefiting quite a bit.

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Jim Huang

President, T.I.P. Wealth Manage...

Price Price
$17.630
Owned Owned
Unknown

BUY
Aecon Group Inc(ARE-T) 

August 23, 2016

(Market Call Minute.) A great story. Infrastructure spending is improving. They’ve had some blowout quarters, and he thinks the best is still ahead of them if energy starts to rebound a little bit.

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(Market Call Minute.) A great story. Infrastructure spending is improving. They’ve had some blowout quarters, and he thinks the best is still ahead of them if energy starts to rebound a little bit.

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James Telfser

Partner & , Aventine Management ...

Price Price
$18.870
Owned Owned
Unknown

HOLD
Aecon Group Inc(ARE-T) 

August 16, 2016

The stock has done well. With the whole infrastructure spending the government is proposing, it will be beneficial for all E & C companies. Some of this company’s end markets have been depressed, but this company has weathered through that.

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The stock has done well. With the whole infrastructure spending the government is proposing, it will be beneficial for all E & C companies. Some of this company’s end markets have been depressed, but this company has weathered through that.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$18.860
Owned Owned
Unknown

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