The Globe and Mail reports in its Wednesday edition that Raymond James analyst Frederic Bastien says investors looking for exposure to Canada's natural resources and infrastructure sectors should consider Aecon Group ($16.42). The Globe's Darcy Keith, Jody White and Tim Shufelt write in the Eye On Equities column that Aecon recently secured a $123-million mining contract from Fort Hills Energy, a contract that Mr. Bastien believes will likely result in follow-on work, should Aecon deliver. The analyst says: "Few stocks offer investors direct exposure to the growth of Canada's infrastructure sector and the development of its vast natural resources. ... Aecon ranks atop that list, in our opinion." Mr. Bastien maintains his "outperform" rating and $21 price target. The analyst consensus target over the next year is $21.27. Mr. Bastien downgraded Aecon to "outperform" from "strong buy" in the Eye column on Dec. 4, 2013. He made the cut following an impressive run for Aecon stock. He hiked his target to $18 from $16. The shares were then worth $14.90. Canaccord analyst Yuri Lynk said Aecon was poised to rally in the Eye column on June 24, 2014. He rated the shares "buy," when they could be had for $16.58.