Review of WSP Global Inc
JUN 16, 2022 - WSP Global is a highly diversified organization, with professional services operations spanning multiple sectors and geographies. WSP has achieved good financial results for its shareholders, and we like its wide geographic and sector diversification and growth profile. Maintaining its rating at ‘B+’.
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Q: Nvidia has quickly become 5% of my portfolio. I love the firm but it's been a meteoric recovery. In 2-3 years do you see it higher or is it time to take some off the table? Same question for WSP which has doubled for me now representing 4.68%
I know allocations are personal - just looking for how you manage your winners. I typically have a 6% max threshold on any one stock.
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Restaurant Brands International Inc. (QSR)
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WSP Global Inc. (WSP)
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Alimentation Couche-Tard Inc. (ATD)
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lululemon athletica inc. (LULU)
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Nutrien Ltd. (NTR)
Q: David Rosenberg is bullish on Canadian companies that are exporters or have high international sales exposure. for investors seeking growth please list your 5 favourite names in this area please show each companies percentage of revenues arising from its international exposure thanks Richard
Read Answer Asked by richard on March 15, 2023-
Freeport-McMoRan Inc. (FCX)
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LyondellBasell Industries NV Class A (Netherlands) (LYB)
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Northrop Grumman Corporation (NOC)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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WSP Global Inc. (WSP)
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ATS Corporation (ATS)
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Agnico Eagle Mines Limited (AEM)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Wajax Corporation (WJX)
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Nutrien Ltd. (NTR)
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Rio2 Limited (RIO)
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Reliance Steel & Aluminum Co. (DE) (RS)
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Jacobs Solutions Inc. (J)
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Trane Technologies plc (TT)
Q: Good morning. I am underweight Materials and Industrials and want to add to my holdings in those sectors. I considering adding some or all of the above as new positions to my RRIF. Do you consider it is a good time to be adding these companies to my portfolio or do you have other suggestions in the Material and Industrial sector that you consider better to purchase at this time. Please take as many credits as you consider appropriate.
Thanks for your great advise.