Rss Top Picks FeedRss Daily Feed| Click Here to receive daily reports of the TOP PICKS OR your personal stock choices | STOCKCHASEWhat the experts are saying! |
| There are 10 registered members and 91 guests viewing the site. | Follow us on Twitter | Rss Top Picks Feed | Rss Daily Feed |
|
| DON'T BUY | 12.910 | Jason Donville | Doesn't know the company extremely well, but doesn't like this sector. These companies have very inconsistent performances over time. Not a good long term “Buy and Hold” kind of company. | 2012-01-16 | |
| BUY | 10.800 | Sandy McIntyre | Very well run business and he is a bull on construction in Western Canada and Northeast Alberta. It is volatile when it sells off. | 2011-06-08 | |
| STRONG BUY | 12.200 | Michael Smedley | Best known for their oil sands contract. They have just learned that they no longer have 150 million or so contracts in their backlog with the Alberta Museum but Alberta has delayed it go for a bigger project. Very big backlog. | 2011-04-18 | |
| WAIT | 38.820 | Prakash Hariharan | Has huge exposure to the infrastructure build-out. $35 is a good entry point. On a cash flow multiple it is pretty inviting. The US exposure has always been a cause for concern, but the concern about infrastructure stocks has been put behind them. Every time it drops he gets back into the name. | 2011-03-09 | |
| DON'T BUY | 32.090 | Dean Orrico | Has been either side of $30 for the last 6-9 months. Exposure to a pretty cyclical industry but are a major player out West. Given the build out in infrastructure in Western Canada, they're well positioned but a lot of this is priced into the stock. Distribution is relatively safe but doesn't see much upside. | 2010-06-17 | |
| PAST TOP PICK | 33.600 | Michael Decter | (A Top Pick March 24/09. Up 76.6%.) Still likes. | 2010-04-22 | |
| 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 B. Eng. FCSI | 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 | |
| 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 |
