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| Comment | 19.550 | Michael Smedley | Yield of almost 11%. In a transitional period for converting to a corp. but suspects they will try to keep the dividends up. The market correction gives you an opportunity if you want to buy it. | 2010-06-28 | |
| BUY | 22.520 | Michael Sprung | Infrastructure. Announced a conversion to a corporation effective Jan 1st. Should pretty much be priced in to the stock price. Company has been doing pretty well. Good price. | 2010-04-27 | |
| BUY | 22.500 | Michael Decter | Had a great run up into the mid-$20's and then came off fairly sharply after a supposedly weak quarter. Feels the things that affected last quarter will come to pass in one of the next couple of quarters. Continue to hold and it might be an opportunity to add. | 2010-04-22 | |
| BUY | 21.400 | Barry Schwarrtz | Concrete products and manufacturing distributor. Infrastructure projects are not happening in the economy is still weak. Disappointing 4th quarter and Q1 was weaker than expected. Nice dividend yield. | 2010-03-24 | |
| HOLD | 21.290 | Jason Donville | Was getting ready to buy this stock and they delivered a crappy Q4. Over sold at this point. | 2010-03-23 | |
| BUY | 24.260 | Michael Decter | Infrastructure. Thinks the impact on stimulus in Canada hasn't really hit yet and that there will be a real rapid growth in actual construction activity, starting in Q2 and continuing for several quarters. Good management. | 2010-03-08 | |
| BUY | 24.260 | Prakash Hariharan | (Market Call Minute) Very interesting name, sustainable yield. Great play on infrastructure space. | 2010-03-01 | |
| PAST TOP PICK | 24.380 | Michael Decter | (A Top Pick Jan 28/09. Up 42.8%.) Has added to his holdings. | 2010-01-25 | |
| BUY on WEAKNESS | 25.210 | Robert Lauzon | Expect a 20%-30% cut on distributions when they convert, probably in the 3rd quarter. Have a lot of growth opportunities. Long-term hold. | 2010-01-06 | |
| TOP PICK | 24.080 | Glenn MacNeill, P.Eng. | Manufactures pre-cast concrete beams, structures, traffic dividers etc. Benefiting from infrastructure construction. Integrating last year's acquisitions. 9.1% yield. | 2009-12-07 | |
| BUY | 23.410 | Gavin Graham | If business is well run you shouldn't worry about the structure i.e. conversion to a corporation. This one is well managed and is benefiting from infrastructure investment in Western Canada. | 2009-11-23 | |
| BUY | 23.100 | Glenn MacNeill, P.Eng. | Infrastructure. Have a number of different ways of generating cash flow. Cash flow goes into a high distribution, which typically has a low reinvestment requirement. Good backlog and potential for more government projects. 9.3% yield should be safe. | 2009-11-06 | |
| HOLD | 16.910 | Michael Simpson, CFA | Primarily infrastructure. Acquired a number of precast concrete companies last year. Will get a lot of business as governments spend more money. | 2009-03-25 | |
| BUY | 16.290 | Gavin Graham | A great play on the whole infrastructure build in Western Canada. In about 2011 they will have to convert back to a corporation and the income will then become dividends. | 2009-03-23 | |
| BUY | 15.200 | Sandy McIntyre | A beneficiary of the infrastructure build. Manufactures things like corrugated conduit under roads, etc. | 2009-02-24 | |
| BUY | 17.640 | Andrew Guy, CFA | Produce culvert pipes and things for bridges and roads. Very good way to play the infrastructure story. 12.25% yield should be safe. Good management. | 2009-02-04 | |
| TOP PICK | 19.000 | Michael Decter | Mainly sewer pipes. There will be a big infrastructure spend in Canada. Provinces and municipalities have big backlogs. | 2009-01-28 | |
| BUY | 17.700 | Sandy McIntyre | Manufacture culverts for creeks running under roads, etc. Legitimate growth story within the trust sector. Will be a beneficiary of infrastructure spending. Not a bad place to be. | 2009-01-22 | |
| PAST TOP PICK | 18.010 | Michael Simpson, CFA | (A Top Pick Nov 8/07. Down 1%.) Made a number of acquisitions last summer, mainly in the concrete side. Should win a lot of business on infrastructure. Still a Buy. | 2009-01-16 | |
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| BUY | 12.250 | Ben Cheng | (Market Call Minute.) Very recession resistant. Good price. | 2008-12-08 | |
| PAST TOP PICK | 13.100 | Michael Simpson, CFA | (A Top Pick Nov 8/07. Down 17%.) In the infrastructure space. Governments want to get the country going so they will be spending on infrastructure. At these levels it is a Buy. | 2008-11-20 | |
| PAST TOP PICK | 22.950 | Michael Simpson, CFA | (A Top Pick Nov 8/07. Up 17%.) Infrastructure play. As a history of raising its distribution. Lots more room for growth. Could be in the $29 range in 18 months. | 2008-09-19 | |
| HOLD | 20.790 | Ben Cheng | Specializes in the growing infrastructure need in roads, hospitals and airports. Not particularly economically sensitive but currently is trading at a relatively high valuation. Would like to see it around $18. | 2008-01-21 | |
| HOLD | 20.780 | Kevin Hall BComm, CFA | Infrastructure in Canada. Looks like it is going to be a good place to be. Not too familiar with this trust. | 2007-12-04 | |
| TOP PICK | 20.600 | Michael Simpson, CFA | Infrastructure play. Pre-cast and pre-stressed concrete. Made a great acquisition last summer in western Canada. 70% of business comes from government. | 2007-11-08 | |
| BUY | 19.600 | Patrick Kim | A part of the infrastructure and this is a wonderful place to be in Canada. A lot of money is sloshing around Government coffers right now. This company is doing a good job. Has a good presence in western Canada. | 2007-11-02 | |
| TOP PICK | 18.400 | Chris Rankin, MBA, CFA | This company makes drains and just bought a cement company. Infrastructures and roads across the country are up. He believes that it has a lot of upside and has bought some himself. Believes it may go 20% higher. Currently has a 9.3% yield. | 2007-10-19 | |
| PAST TOP PICK | 19.100 | Ben Cheng | (A Top Pick Dec 1/06. Up 15%.) Fully valued in the infrastructure repair space, especially in southern Ontario. | 2007-05-29 | |
| PAST TOP PICK | 18.350 | Ben Cheng | (A Top Pick Dec 1/06. Up 8.4%.) Drainage systems. A play on infrastructure. Will probably control at 5% to 8% plus distributions. | 2007-03-02 | |
| TOP PICK | 16.690 | Ben Cheng | Boring, under the radar business that he loves. They create a lot of infrastructure products for roads, sewers, hospitals, etc. Did very well in western Canada and is expanding Ontario operations. | 2006-12-01 | |
| PAST TOP PICK | 19.800 | Robert Lauzon | It has increased by 23.6%. The company has done some acquisitions. He still likes it. Management is doing well increasing distribution. | 2006-09-29 | |
| VAGUE | 20.160 | Chris Rankin, MBA, CFA | Good demand profile. Posiive operation. May be fully valued. | 2006-09-25 | |
| BUY | 18.510 | Greg Guichon | A thinly traded trust, so he can't hold it in his portfolio. Likes the business model. Public infrastructure spending continues to go up. They have a cost advantage in the products they use. 20% of their revenues are from the oil/gas business. Low debt. Very conservative management. | 2006-04-28 | |
| PAST TOP PICK | 18.450 | Robert Lauzon | (A Top Pick Dec 23/05. Up 7.5%.) Provides structural products for roads, sewers and bridges. Governments are spending more on infrastructure. Just made an acquisition in Alberta where construction will be increasing. | 2006-04-07 | |
| PAST TOP PICK | 18.400 | Robert Lauzon | (A Top Pick Dec 23/05. Up 6%.) Likes this one as an infrastructure play in Canada. They make the materials for pipes and sewers as bridges and roads are being built. A good entry point. Have increased distributions. | 2006-03-24 | |
| PAST TOP PICK | 19.150 | Robert Lauzon | One of his favourites small cap trusts. Previous pick. Depends on government infrastructure spending. Still liking it. 8% yield. Should break $20.00 in 2006. | 2006-03-01 | |
| BUY | 19.000 | Ben Cheng | Has performed well. Good growth pattern. Recently the Government of Ontario has released a paper showing it should be spending another quarter billion dollars to build new highways and infrastructures. This should benefit this company. | 2006-02-25 | |
| BUY | 18.250 | Dean Orrico | In the infrastructure industry. Basically manufacture steel, aluminum and polyethylene plastic pipe for a drainage system. Canada has had a significant amount of money delegated to improve infrastructure. This company is a leading player. | 2006-02-03 | |
| TOP PICK | 17.200 | Robert Lauzon | A play on Canadian Infrastructure. Recent study showed Canada had $100 billion deficit in infrastructure. This company’s products include drainage systems and they produce steel and polyethylene products for bridges. Has 50% market share in Canada. Payout ratio is about 62%. Has increased distributions many times. | 2005-12-23 | |
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| TOP PICK | 15.910 | Robert Lauzon | This is a play on infrastructure in Canada. A study indicated a $30 billion deficit of infrastructure in Ontario and $60 billion for all of Canada. They produce steel, corrugated steel, pipes, draining systems, etc. Payout ratio of about 62/63%. | 2005-12-08 | |
| BUY | 14.250 | Patrick Kim | An infrastucture materials manufacturer. Resin is a big part of their cost equation and they have been able to pass through the majority of their costs. In a niche area and has a lot of market share. | 2005-11-04 | |
| BUY | 14.010 | Dean Orrico | A good example of a name that has recently come into the trust sector and because it is small and new, tends to be under owned and doesn't have much research coverage. This is an area that you can find some real value in the market. Studies are saying that water/drainage and piping systems are in pretty poor repair. They have a leading position in this business. | 2005-04-01 | |
| DON'T BUY | 10.810 | Leslie Lundquist | Took a look at it but didn't buy. Feels it will be very economically cyclical. Substantial risk. | 2004-08-13 |
