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| Comment | 14.160 | Barry Schwartz | Architectural services firm and will benefit from infrastructure. Stimulus spending has been delayed so work is slow in coming. 2010-2011 should be really good for infrastructure firms. His favourite infrastructure plays are Aecon Group (ARE-T) and SNC Lavalin (SNC-T). | 2010-03-24 | |
| Comment | 16.240 | Michael Decter | A little concerned about possible stress on distributions when they have to convert. If they decide to go back on the acquisition trail, they may want to cut back on distributions/dividends creating a bit of uncertainty. Should benefit from the infrastructure boom. | 2010-03-08 | |
| PAST TOP PICK | 16.270 | Derek Webb, CFA | (A Top Pick Feb 3/09. Up 8.5% not including distributions.) | 2010-02-11 | |
| BUY | 13.100 | Ken McCord | Basically engineering/consulting infrastructure play. Trades at about 11X cash flow but tends to buy other engineering shops at about 3X so their deals seem to be accretive immediately. 12% yield. | 2009-07-15 | |
| BUY | 13.250 | Ken McCord | An interesting small company. Mainly an engineering infrastructure company. Have done a lot of consolidation of other companies. Benefiting from a lot of government spending and infrastructure. | 2009-06-09 | |
| Comment | 12.450 | Michael Simpson, CFA | Infrastructure. Global operations. Have some exposure to Florida but have the ability to shift architects/designers to other areas. His concern is their debt level but as long as they can continue to grow their revenue, debt levels won't be an issue. | 2009-03-25 | |
| BUY | 11.700 | Ken McCord | (Market Call Minute.) A consolidator of small engineering infrastructure plays. Smart management. | 2009-03-19 | |
| TOP PICK | 15.000 | Derek Webb, CFA | Engineering and construction. Infrastructure is a business that can benefit in this environment. 10.68% yield and trades at 4X cash flow. | 2009-02-03 | |
| TOP PICK | 14.210 | Ken McCord | Federal budget is coming out this week and a lot of it will be going towards infrastructure. Does a lot of civil contracting for municipal development. 11% yield. Business model is to buy out engineering and architecture firms and consolidate them. | 2009-01-29 | |
| BUY | 20.700 | Alexander Lane, B Comm, C | (Ed. BNN screen showed IBI Corp (IBI-X), a gold company, but is obviously wrong.)Professional services and consulting engineering firm, very much tied to global infrastructure such as urban development, transportation, systems design etc. Very high EBITDA margins. Like this whole area. Cheap relative to competitors. | 2008-02-06 |
