Q: What is your opinion of North American Construction Group (NOA)? Results out last night indicated they are forecasting adjusted EBITDA of $450 million for the year, at the mid point of their guidance. Trading at only 1.7 times that, which looks quite cheap, although the debt does look a bit higher than you would like to see, at about 2 times the adjusted EBITDA forecast. I'm thinking the acquisition of McKellar should give them some good future growth.

Q: Which stocks will benefit with lots of new housing expected to be built and What other stocks will benefit from the budget?. Which stocks can possibly hurt.

Q: Would you please compare these 3 stocks using your usual metrics and determine which one you would recommend for a tfsa for a 3 to 4 year hold and perhaps an entry price? Thank you.