Aecon Group Inc (ARE.TO) Buy, Sell or Hold

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Aecon Group Inc (ARE.TO)

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43.71

-0.37 (0.84%)

as of Jun 19, 2026, 8:00:01 pm Market Open.

277 watching

BUY

Took over a Suncor (SU-T) project of $200 million and ended up losing about $52 million. Thinks they have learned. President resigned. At $9 and lower it is back in value territory. Doesn’t see the 2% dividend at risk.

PAST TOP PICK

(A Top Pick Match 15/10. Down 32.87%.) Engineering and construction. Have a record backlog. Did a fixed price bid on oil sands and ended up losing money. Revenues are going to be there. Extremely cheap valuation.

PAST TOP PICK

(A Top Pick Feb 8/10. Down 35.86%.) Strength has been in winning bids but apparently winning by bidding too low. Got killed on the Suncor (SU-T) contract because of unforeseen extras and difficulties. Now trading at book value and have a lot of business with variable price contracts on the books. If he sees any more flaws in execution, he will be selling.

COMMENT

Stock fell when they announced a loss on an oil sands project. If you like the infrastructure space, this is not particularly expensive now.

DON'T BUY

Sold his holdings when it disappointed as a stock. Company seems to do well. Prefers Churchill (CUQ-T).

DON'T BUY

Industrial products sector has seasonality from October through until May. This one has had that seasonality in the past but technicals right now are not looking that great. Chart is showing a downward trend. Trying to show signs of support that would seem to imply that downside risk is relatively low.

DON'T BUY

Pretty good company but like a lot of construction companies, they tend to have boom, bust, boom, bust depending on certain projects that drive things. This is one that has its ups and downs and wouldn’t be one that he would own through the cycles. If he owned one, it would be Genivar (GNV-T).

PAST TOP PICK

(Top Pick Jan 29/2010, Down 25.79%) Still likes it. Picked up a lot of business. Stimulus companies took longer than then thought to get the contracts from stimulus packages. He is going to hang in. It will take longer.

TOP PICK

(Top Pick Dec 2/09, Down 31%) really bad timing. He is not giving up hope. He thought there would be more infrastructure spending. The ship is now righting itself. Feels really good about 2011. The market has punished them enough. Focusing on Transportation, power and oil sands, all three of which will show good growth going forward.

DON'T BUY

Trading at about 14-15 times earnings. Construction of commercial and government buildings is flat to marginally down. Transportation is marginally up. Oil sands is going up. Margins are about 2.5%-3%. Doesn’t see a lot of growth.

DON'T BUY

Canadian infrastructure. Missed their earnings last quarter. Stock has suffered quite a bit. Prefers global infrastructure. (See Top Picks.)

DON'T BUY

Infrastructure play. Investors are moving more up the risk curve and dumping infrastructure. He has a Short position on this one.

WAIT

Operates in 4 divisions. Challenges in their building division hurt them. This quarter had some problems in their Industrial area. Very large backlog but there is some margin pressure. Needs to see a couple of more quarters.

DON'T BUY

Because of a lack of execution, earnings where poor last quarter. Also seems to be squeezed on margins.

BUY

Has not worked out. Management could not translate backlog into margins. He’s hanging on. He bought today. It will pick up if they some higher margin projects.

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Aecon Group Inc (ARE.TO)