| 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 | |
| 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 | |
Experts that have talked about Armtec Infrastructure Income Fund
Rss Top Picks Feed
