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| HOLD | 4.330 | Irwin Michael, B.Com, MBA | Lost money in BC Place where they had a fixed price contract. Also, infrastructure spending has slowed down. Had a loss last quarter and they passed the dividend for the time being. Selling $50 million plus of assets, which are not germane to their business so there are no financial problems. | 2011-09-09 | |
| BUY | 6.670 | Irwin Michael, B.Com, MBA | Construction and various services. Does a lot of work with major arenas. Believes in the company. Good balance sheet. More than 60%-70% of its business is done in the US. Dividend of about 2.25%. Anywhere under $7 is fundamentally cheap. Book value of around $7.90. | 2011-07-08 | |
| HOLD | 8.130 | Irwin Michael, B.Com, MBA | Book Value a little over $9. Excellent disciplined management. Very levered to the US economy with bridge building and the joist market. Stepped on a rake when they underbid on BC Place so ended up with a $34 million loss, which is very uncharacteristic of them. Still likes what he sees and a good stock to hold over the next 6 to 12 months. About a 2% dividend. | 2011-04-27 | |
| BUY | 8.010 | Irwin Michael, B.Com, MBA | Excellent management. Stock recently popped after disappointing earnings but going forward margins will be picking up. If you believe in the US economy, they will do quite well. | 2011-02-18 | |
| PAST TOP PICK | 7.840 | Irwin Michael, B.Com, MBA | (A Top Pick May 21/10. Down 4.36%.) Still likes. | 2010-10-01 | |
| PAST TOP PICK | 7.350 | Irwin Michael, B.Com, MBA | (A Top Pick May 21/10. Down 7.64%.) Still likes. Well managed. All set up for the next cycle. | 2010-08-13 | |
| TOP PICK | 8.000 | Irwin Michael, B.Com, MBA | Quebec-based steel fabricator. BV of around $9. Pristine balance sheet, virtually debt-free. 2.1% dividend. Just made a major acquisition of a US structural steel fabricator, which will increase their EBITDA by as much as $50 million. 70% of their business is in the US. Own a US bridge refurbishing company. | 2010-05-21 | |
| BUY | 9.990 | Ron Meisels | Started to make a base in recent months followed by a little rise and it has managed to break above the 200-day moving average. | 2007-03-21 | |
| PAST TOP PICK | 9.940 | Jean-Francois Tardif | (A Top Pick Oct 26/05. Up 38%.) Sold all his stock last month when they disappointed. | 2006-09-06 | |
| BUY | 8.490 | Jean-Francois Tardif | Doing extremely well. They are now more focused on the bottom line. Earnings and margins are expanding. | 2006-02-15 | |
| PAST TOP PICK | 7.450 | David Baskin | (A Top Pick Nov 8/05. Up 1.2%.) Hasn't taken off the way he wanted. This is a company that could take advantage of the commodities boom and infrastructure building. Stock is cheap and is still a buying opportunity. | 2006-01-19 | |
| TOP PICK | 7.270 | David Baskin | A Quebec based engineering firm. Had a terrific quarter. Has a very strong backlog. Trades at a verly low price to earnings multiple. Feel it's being overlooked by the market. | 2005-11-08 | |
| TOP PICK | 7.090 | Jean-Francois Tardif | Very low forward P/E. Have a lot of depreciation and not much capX any more. There has been a change of focus with the bottom line being building cash. Earnings are up year after year and sales are up. | 2005-10-26 | |
| VAGUE | 4.600 | Werner Muehelemann | Feels the steel business has a couple more quarters of upside. Doesn't follow this company very much. | 2004-09-07 |
