Q: I bought Aecon (ARE) back in 2023 with income in mind, entering at $11 and locking in a dividend yield close to 7%. In November 2024, when the stock climbed to $28, I asked whether it might be time to realize the gain. You encouraged me to hold and see how things unfolded. Shortly after that conversation, the stock dipped sharply to $15.
Just to be clear—I’m not blaming you at all for that. I appreciated your perspective then, and I still do now. I’m simply revisiting the decision with fresh eyes, given how things have evolved. Aecon has always been a bit of a yo-yo—volatile by nature. And I know myself: once I sell a stock like this, I won’t buy it back. That’s why I’m approaching this decision with care. The recent contract Aecon signed to expand into the U.S., especially in nuclear infrastructure, feels like more than just a bounce—it suggests real strategic potential.
Fast forward to today, and Aecon has rallied to a new high of $32. My position is held in a margin account, and I’m sitting on a capital gain of $22,900. Of course, selling now means paying tax—but so would selling later. The dividend yield gives me about $834.48 annually, which is modest compared to the capital gain.
You once told me to hold Aritzia and not to fear a likely weak quarter. That advice turned out well. And when Aecon announced its U.S. expansion, the stock responded strongly. I appreciated your insight then, and I trust your judgment. Now, I’d love to hear your thoughts on this one.
So here’s where I’m at: should I sell now and lock in the gain, or continue holding for long-term income and potential upside? I’m not looking for reassurance—I’m looking for your clear-eyed analysis.
Thanks in advance—I really value your perspective.
Just to be clear—I’m not blaming you at all for that. I appreciated your perspective then, and I still do now. I’m simply revisiting the decision with fresh eyes, given how things have evolved. Aecon has always been a bit of a yo-yo—volatile by nature. And I know myself: once I sell a stock like this, I won’t buy it back. That’s why I’m approaching this decision with care. The recent contract Aecon signed to expand into the U.S., especially in nuclear infrastructure, feels like more than just a bounce—it suggests real strategic potential.
Fast forward to today, and Aecon has rallied to a new high of $32. My position is held in a margin account, and I’m sitting on a capital gain of $22,900. Of course, selling now means paying tax—but so would selling later. The dividend yield gives me about $834.48 annually, which is modest compared to the capital gain.
You once told me to hold Aritzia and not to fear a likely weak quarter. That advice turned out well. And when Aecon announced its U.S. expansion, the stock responded strongly. I appreciated your insight then, and I trust your judgment. Now, I’d love to hear your thoughts on this one.
So here’s where I’m at: should I sell now and lock in the gain, or continue holding for long-term income and potential upside? I’m not looking for reassurance—I’m looking for your clear-eyed analysis.
Thanks in advance—I really value your perspective.
