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| Comment | 28.380 | Jason Donville | (Market Call Minute.) Not his favourite sector but if you do have to be in infrastructure this would be the one. | 2012-03-05 | |
| TOP PICK | 24.250 | Charles Lannon | Likes the engineering services space generally. Does no construction, just design work. Very strong insider ownership. 6.2% dividend yield is very attractive. Expect they will continue to grow earnings out at a high single digit or low double digit rate over the next few years. | 2011-11-17 | |
| HOLD | 24.570 | Jason Donville | Has always liked it but has not done well this year. | 2011-08-17 | |
| TOP PICK | 26.850 | Karl Berger | Engineering services firm out of Quebec. Good management that have grown organically and through acquisitions through the years. Nice mix between government and private contracts. Well positioned for any economic rebound. Expect 6% yield to be maintained after conversion Jan 1. | 2010-08-27 | |
| BUY | 25.950 | Alexander Lane, B Comm, C | Good infrastructure play. Likes the way they run their business. More on the front-end engineering and design. Cheap. | 2009-09-21 | |
| BUY | 22.800 | Jean-Francois Tardif | Infrastructure is an area that should be somewhat resistant to a recession/depression because governments will be spending. Extremely well run. 60% of their business is from federal, provincial and municipal governments. 6%-7% distribution. Good long-term hold. | 2009-04-07 | |
| TOP PICK | 20.500 | Jean-Francois Tardif | Engineering company. Every $1 they make has profit. Lots of growth. Trades around 6.5 X free cash flow per share this year. Will benefit on any Canadian infrastructure spending. 60% of revenue is government related. Cheap. Risk/reward is reasonable. | 2008-12-02 | |
| TOP PICK | 18.340 | Jean-Francois Tardif | Engineering company. 100% Canadian. Very high percentage is government infrastructure building. If the world goes into a recession, the government will announce a huge infrastructure-building program. Currently generating about 15% free cash flow yield. Last quarter EBITDA was up 80%. Very cheap. | 2008-10-17 | |
| BUY | 25.190 | Sandy McIntyre | Has done a very nice job of growing. Likes the engineering aspect of it for the infrastructure build that they will take part in. | 2008-02-26 | |
| PAST TOP PICK | 20.200 | Jean-Francois Tardif | (A Top Pick Aug 8/06. Up 70.2% plus 10% distribution.) Infrastructure company. Expect double-digit growth internally plus acquisitions. While waiting, you get 3/4% monthly distribution. | 2007-08-07 | |
| PAST TOP PICK | 19.250 | Jean-Francois Tardif | (A Top Pick Aug 8/06. Up 57%.) Benefiting from the infrastructure boom in Canada. Just announced 2 acquisitions. Expect them to grow 10% a year in terminally plus at least 10% from acquisitions. 10% yield. | 2007-07-16 | |
| TOP PICK | 16.850 | Jean-Francois Tardif | And engineering company in Quebec, serving Ontario and Quebec. Their goal is to expand across Canada in the next 3 to 5 years. A lot of infrastructure is required, especially in western Canada. | 2007-06-21 | |
| BUY | 16.700 | Andrew Guy, CFA | The future is very bright. Likes infrastructure businesses. They have long life assets and lots of cash flow on a very consistent basis over time. | 2007-05-25 | |
| DON'T BUY | 15.620 | Chris Rankin, MBA, CFA | A very active acquisitor and, generally speaking, there is all sorts of activity in the infrastructure space. This is a good space to be. In this case, the unit price has increased substantially and you will find better value with other infrastructure names. | 2007-02-09 | |
| DON'T BUY | 15.300 | Patrick Kim | Quebec-based construction/engineering professional services firm. Loves the infrastructure space. Governments have so much money that the outlook for infrastructure is fantastic. Sold his holdings because it went up 30% in the last month and the valuation is looking a little full. | 2007-01-26 | |
| PAST TOP PICK | 13.750 | Jean-Francois Tardif | (A Past Top Pick Aug 8/06. Up 16.5%.) A very high quality business. Trading roughly 6 X EBITDA. Still likes. | 2006-12-27 | |
| TOP PICK | 10.290 | Jean-Francois Tardif | An engineering company. Great track record. Very small, so have lots of room to grow. Reported $1.32 of annualized earnings. The stock trades at 11X fully taxed earnings. Feels it will grow at 15% a year. | 2006-11-16 | |
| TOP PICK | 11.800 | Jean-Francois Tardif | An engineering services firm. Deeply involved in Quebec but they intend to diversify into Ontario through an acquisition they made. Hydro Quebec wants to invest. A lot of infrastructure is needed in both Ontario and Quebec and the company will be busy for years to come. | 2006-08-08 | |
| TOP PICK | 10.740 | Jean-Francois Tardif | 9.3% yield. Engineering company working in Ontario and Quebec but looking to expand through acquisitions. Very good management. All the employees own shares and if they leave, they have to sell their shares at a discount. | 2006-07-07 |
