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| PAST TOP PICK | 32.560 | Michael Decter | (A Top Pick March 24/09. Up 64.4% excluding distributions.) Winning some very good contracts. Incredibly conservatively managed. Still a Buy. | 2010-03-08 | |
| BUY on WEAKNESS | 33.540 | Bruce Campbell | Looking at this and others because of infrastructure aspects. 5.4% yield. Would be interested at $30. | 2009-12-07 | |
| BUY | 34.000 | Michael Decter | Very strong, conservative balance sheet. Believes the stimulus is only now starting to translate into real contracts in Canada. Still room to grow. 5.25% yield is easily sustainable. | 2009-11-11 | |
| BUY on WEAKNESS | 33.500 | Jeff Parent | Likes infrastructure stocks, which are all doing fairly decently. This one is a good looking stock. Steepness of the rise looks a little unfounded and wouldn't be surprised to see it coming down to the $33 level, which would be a good time to pick it up. | 2009-10-07 | |
| PAST TOP PICK | 29.550 | Alexander Lane, B Comm, C | (A Top Pick June 29/09. Up 22%.) Great infrastructure story that is going to continue to grow. Generated 114% ROE last year. Incredibly cheap. Great management. 6% yield. When they convert they will continue as a dividend paying Corp. with effectively the same yield. | 2009-09-21 | |
| BUY | 24.330 | Michael Decter | Very conservative balance sheet and they like to have a lot of cash. Well positioned for the eventual impact of the Canadian stimulus. Solid company. | 2009-07-20 | |
| TOP PICK | 24.500 | Alexander Lane, B Comm, C | Diversification across Canada. Great operational performance and good profitability metric over time. 7.5% yield is expected to be maintained through conversion in 2011. Payout ratio is around 35%. Phenomenal balance sheet. | 2009-06-29 | |
| BUY | 22.490 | Michael Simpson, CFA | Has been really beaten up. Have about $14.70 in cash. Payout ratio of about 36% in 08 and 09 will be more difficult. Very cheap. | 2009-03-25 | |
| TOP PICK | 20.500 | Michael Decter | Infrastructure Play. Conservatively managed, low payout ratio. Only risk is if the backlog falters or they don’t do well competitively. | 2009-03-24 | |
| SELL | 14.200 | Ben Cheng | (Market Call Minute.) Sees construction activity slowing quite dramatically in western Canada. | 2008-12-08 | |
| BUY | 19.230 | Michael Smedley | Over $1 billion backlog. Best of the infrastructure companies. Still making good money. | 2008-10-31 | |
| BUY | 31.100 | Michael Simpson, CFA | General contractor and regarded as one of the best in Canada. Not a REIT so will be impacted by the trust legislation in 2011. Have a very healthy backlog with a lot of work in Western Canada. On his radar screen. | 2008-09-19 | |
| TOP PICK | 39.000 | Alexander Lane, B Comm, C | 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 | |
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| 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 |
