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

Aecon Group Inc (ARE.TO)

43.71

-0.37 (0.84%)

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

277 watching

TOP PICK

Convertible 7% bond maturing Sept 30/14. Stock is appropriately priced so this is a safer way to get into the infrastructure play.. Fantastic balance sheet. No debt.

PAST TOP PICK

(Top Pick Dec 2/09, Down 23%) Was a stimulus/valuation play. Backlog has grown to a record level. Balance sheet is in great shape. Earnings should improve this year.

HOLD

Disappointing to him. Tremendous backlog of projects. Good earnings. Not sure why it is not being rewarded by the market. A bit of a small float and can be volatile. Earnings should increase.

BUY

Reasonable long-term because if there is no economic growth, there will be another stimulus package. Oil prices are back to a level where construction projects are starting to line up again for the oil sands.

STRONG BUY

A lot of big contract announcements at the beginning of the year and then all of a sudden it went quiet. Will take some time. Looking for some really good earnings starting in 2011. Great balance sheet.

BUY

One way to play it is through the convertible debentures. Maybe the whole balance of 2010 the earnings may look lousy but you have to stick with it.

TOP PICK

AECON convertible debenture 7%. Upside if stock starts to take off. 6% yield.

DON'T BUY

SNC Lavalin (SNC-T) versus Aecon (ARE-T)? Doesn't like either of them. SNC fair market value has not been taking off because of infrastructure spending, which has been desperately slow in getting out. Still trading at 4X book. Less massive downside risk with Aecon but also doesn't have particularly good FMV.

TOP PICK

Infrastructure and her big beneficiaries of the current construction season. Now has a record backlog. Others in the group also looked attractive at their prices.

BUY ON WEAKNESS

Infrastructure. Dependent on governments to build roads, bridges, etc. Theory was they would be big beneficiaries but government finances have been crumbling. Probably getting to the point where it is a good investment because governments have to invest in infrastructure.

TOP PICK

This infrastructure play is not priced that high and neither is his target but there are going to be a lot of roads and buildings taking place with government money right now and the contracts have been signed. This is one of the largest in this space. Looking for $3-$4 move up.

DON'T BUY

Seasonally the best time for this is around the middle of October of each year and continues to go higher through until the end of May. Stock just broke a key support level and has now established a downward trend.

TOP PICK

Safe way of having some exposure to infrastructure. Acquired Lockerbie & Hole near the bottom of the market early 2009 and has turned out to be a great acquisition. He sees 2 or 3 years of baked in 15% growth that can't really get derailed.

BUY

A fine company. Infrastructure is a good place to be.

PAST TOP PICK

(Top Pick Feb 2/09, Up 39.97%)

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Aecon Group Inc (ARE.TO)