| TOP PICK | 39.000 | Alexander Lane | Big play on the oil sands and this may be why it is going down. Well diversified engineering/construction company. Grew its earnings 218% last quarter and trades at 8.5X earnings. Margins have gone up 50%. Top quality management team. 4% yield. Exceptionally cheap. | 2008-07-23 | |
| BUY | 42.680 | Colin Stewart | This is the highest quality name in this space. Trades at a discounted valuation to a lot of the other infrastructure players. Very astute management team. 3.4% yield. | 2008-06-25 | |
| BUY | 42.000 | Werner Muehelemann | One of the most interesting companies in the engineering and contracting space. Probably have one of the best histories in terms of profitability and margins. Very well managed. Long-term hold. | 2008-05-28 | |
| TOP PICK | 18.440 | Chris Rankin, MBA, CFA | Not in the housing market.
Involved in infrastructure.
This business is priced for very modest growth, but infastructure spending is up big. | 2007-06-08 | |
| PAST TOP PICK | 19.000 | Michael Smedley | (A Top Pick June 22/06. Up 37%.) Manages infrastructure contracts and deals. Highly trusted by government departments and large companies it works for. Huge backlogs. | 2007-05-25 | |
| BUY | 17.260 | Michael Smedley | Had a good run which reduced the yield to 6.75%. They will go through the 4 years for income trusts and come out as a corporation. Expecting higher dividends. | 2007-05-01 | |
| PAST TOP PICK | 16.070 | Michael Smedley | (A Top Pick Mar 29/06. Up 3.2%.) Runs mainly infrastructure projects. Hires other companies to do the work. Have long-term clients. Pays a good dividend. Very high quality. | 2007-03-23 | |
| BUY | 14.850 | Michael Smedley | Engineering and infrastructure. They will be able to change back from an income trust to a corporation. Just won a contract out west. No reason it can’t continue to give you good distributions through the 4-year income trust gravy train. | 2007-02-22 | |
| PAST TOP PICK | 14.850 | Michael Smedley | (A Top Pick June 22/06. Up 11%.) A good hold. | 2006-08-24 | |
| TOP PICK | 13.720 | Michael Smedley | Under owned and under covered. 10% yield. Have overseas construction projects. Very highly connected on infrastructure. Huge backlog. | 2006-06-22 | |
| TOP PICK | 15.300 | Michael Smedley | Out of Moosejaw Saskatchewan. They have relationships with government, infrastructure, corporations, anyone who wants something big done. Excellent relationships. Limited risks. | 2006-03-29 | |
Experts that have talked about Bird Construction Income Fund
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