Bird Construction Income Fund (BDT.TO) Buy,…

Bird Construction Income Fund (BDT.TO)

62.44

+1.26 (2.06%)

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

105 watching

BUY

Very strong, conservative balance sheet. Believes the stimulus is only now starting to translate into real contracts in Canada. Still room to grow. 5.25% yield is easily sustainable.

BUY ON WEAKNESS

Likes infrastructure stocks, which are all doing fairly decently. This one is a good looking stock. Steepness of the rise looks a little unfounded and wouldn't be surprised to see it coming down to the $33 level, which would be a good time to pick it up.

PAST TOP PICK

(A Top Pick June 29/09. Up 22%.) Great infrastructure story that is going to continue to grow. Generated 114% ROE last year. Incredibly cheap. Great management. 6% yield. When they convert they will continue as a dividend paying Corp. with effectively the same yield.

BUY

Very conservative balance sheet and they like to have a lot of cash. Well positioned for the eventual impact of the Canadian stimulus. Solid company.

TOP PICK

Diversification across Canada. Great operational performance and good profitability metric over time. 7.5% yield is expected to be maintained through conversion in 2011. Payout ratio is around 35%. Phenomenal balance sheet.

BUY

Has been really beaten up. Have about $14.70 in cash. Payout ratio of about 36% in 08 and 09 will be more difficult. Very cheap.

TOP PICK

Infrastructure Play. Conservatively managed, low payout ratio. Only risk is if the backlog falters or they don’t do well competitively.

SELL

(Market Call Minute.) Sees construction activity slowing quite dramatically in western Canada.

BUY

Over $1 billion backlog. Best of the infrastructure companies. Still making good money.

BUY

General contractor and regarded as one of the best in Canada. Not a REIT so will be impacted by the trust legislation in 2011. Have a very healthy backlog with a lot of work in Western Canada. On his radar screen.

TOP PICK

Big play on the oil sands and this may be why it is going down. Well diversified engineering/construction company. Grew its earnings 218% last quarter and trades at 8.5X earnings. Margins have gone up 50%. Top quality management team. 4% yield. Exceptionally cheap.

BUY

This is the highest quality name in this space. Trades at a discounted valuation to a lot of the other infrastructure players. Very astute management team. 3.4% yield.

BUY

One of the most interesting companies in the engineering and contracting space. Probably have one of the best histories in terms of profitability and margins. Very well managed. Long-term hold.

TOP PICK

Not in the housing market. Involved in infrastructure. This business is priced for very modest growth, but infastructure spending is up big.

PAST TOP PICK

(A Top Pick June 22/06. Up 37%.) Manages infrastructure contracts and deals. Highly trusted by government departments and large companies it works for. Huge backlogs.

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Bird Construction Income Fund (BDT.TO)