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Review of Stantec Inc

AUG 27, 2020 - Stantec's 1Q20 was largely unaffected by the pandemic, however, the second quarter saw some weakness as expected. Fundamentals and valuations remain fair and we are satisfied with management initiatives. Rating upgraded a notch to 'B+'.

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Q: It appears that in post Covid times, infrastructure money will be doled out to get the economy rolling again. It may be time to sell some tech or at least trim. I am currently over 40% in tech. Itís been great but I realize more diversification is important.
I know that youíll recommend BAD and likely STN but what else may be on the horizon to consider?Thanks
Dennis

Read Answer Asked by Dennis on August 18, 2020

Q: As you can see by my holdings in my TFSA ,I have been following your advice. I am way up on KXS and am letting it run. Down on BNS, GUD, SIS and SLF. I have full position to add. I am looking at either REAL, LSPD , WELL or XIT.
Would you add to BNS or SLF or add one of the ones I am looking at? Long term view 20 years.
Thanks, Paul

Read Answer Asked by Paul on July 15, 2020

Q: I have a small position in Bip.un and want to put more money into infrastructure. would you suggest now or later ? could you give me 2 names in ea country . Is there an ETF that would be better? (take more credits to give a complete answer.). Thanks for your work. Helen

Read Answer Asked by Helen on July 14, 2020
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