Q: I am a 30yr old mostly growth investor. I realize after Stantec's latest earnings you are basically endorsing a hold, but i am curious as i hold WSP(5%)and STN(4%) with a 16% Industrial weighting, would you let the name go. I am fine holding but i'm just not sure i am adding anything by keeping it at this point. Second, if you let it go which option would you choose: Add to PUR making it a full position, add to BAD making it a full position, or add to ZZZ making it a full position. Portfolio is mostly diversified across all sectors.
Q: Hi Peter and Team,
My question is about Savaria's subscription receipts from the recent issue. When do you think sis.r will start trading or will they?
Many thanks,
NEM
Q: May you please comment on Stantec' earnings? What are your long terms views on the stock? Would you take advantage of today's' weakness to establish a full position in the stock ?
Q: Their quarterly earnings seemed ok despite the drop in share price (albeit on low volume). Would you be comfortable with me bringing this investment up to a full position from my current half position?