Q: Hi 5i Team,
If not already asked, pls comment on Aecon Group qtr earning , and this company going forward.
Thanks as always.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: This is a volatile sector. I am a GARP-type investor. Taking into account, management [execution], valuation, which one [or others if prefer US] would you recommend for a long-term total return position., with rationale for preference. Could you suggest entry price range.
Thank you.
Q: Just looking for updated views on both.
Read AnswerQ: Good day, is ARE good value here? Thanks
Read AnswerQ: Peter; Apples and oranges but which one do you prefer in todays environment? Thanks. Rod
Read Answer-
RioCan Real Estate Investment Trust (REI.UN)
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Peyto Exploration & Development Corp. (PEY)
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Aecon Group Inc. (ARE)
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Freehold Royalties Ltd. (FRU)
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Agnico Eagle Mines Limited (AEM)
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B2Gold Corp. (BTO)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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GCM Mining Corp. (GCM)
Q: I'm considering taking tax losses. Which of these would you consider moving on from or selling and getting back into at a later date.
I'm an income investor with a long term horizon and have apparently have passed the iron gut test.
Q: Hi Peter, price is back again to where it was in 2007. Is it the nature of the business, management, poor bets during boom times etc ? Any positive catalysts you see ? Do you think the dividend is at risk, and would you enter ? Thank you.
Read Answer
Q: Comments on results of A -0.10 vs E +0.19 and LY +0.27.
thanks
Sherrill
Q: any idea why the stock is tanking today?
Read Answer
Q: Would you replace STN with EIF and ARE to increase dividend and maintain exposure to the industrial sector?
Thanks
Sylvain
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Air Canada Voting and Variable Voting Shares (AC)
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Aecon Group Inc. (ARE)
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Russel Metals Inc. (RUS)
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Exchange Income Corporation (EIF)
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Transcontinental Inc. Class B Multiple Voting Shares (TCL.B)
Q: hello 5i:
today, would you sell (if already owned), AC; and buy EIF (not owned). Why or why not? Would there be 3 or 4 income stocks you'd prefer to EIF in the Industrial space?
thanks
Paul L
Q: I would like to have your view on Aecon in a recession environment.
How is the balance sheet compared to the company's debt.
Would you recommend buying the dip here
Q: Re: your comments on ARE below. What's the main reason they have losses ? Is it material costs or fixed price contracts or are they expanding ? Is the negative cash flow being used for good or is it just an overhang ? Thank you.
Read AnswerQ: Thoughts on earnings and outlook ? Thank you.
Read Answer-
PulteGroup Inc. (PHM)
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Aecon Group Inc. (ARE)
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Bird Construction Inc. (BDT)
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KB Home (KBH)
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Toll Brothers Inc. (TOL)
Q: Good morning, 5i team!
KH Home, Toll Brothers & Pulte Home all get a buy ratings from Credit Suisse lately. Your thought on adding for1 of these 5 for a 3 to 5 years hold. Thank you!
Q: Hi Everyone at 5i!!!! I was wondering what your thoughts are about Aecon as a long term hold. Cheers, Tamara
Read AnswerQ: Hello, is there in the US or Canada a Nuclear Reactors maker that is public and that you would recommend? Because of the current context in Europe, do you think that there could be a revival for the demand of reliable and modern nuclear reactors to help the transition to cleaner ernergy? Thank you
Read Answer
Q: Hello 5i, I am up $7000 with WSP. Is there more room for growth or should it be replaced with SIS as I am basically a value investor with some growth.
Thank you for your terrific service,
Stanley
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Park Lawn Corporation (PLC)
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Aecon Group Inc. (ARE)
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North West Company Inc. (The) (NWC)
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Primo Water Corporation (PRMW)
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Savaria Corporation (SIS)
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Income Portfolio (Income)
Q: Hi 5i,
If one was predisposed to achieve a higher yield for an income portfolio, what would you replace WSP, PRMW and PLC with? Or does this defeat the purpose of balance and keeping some growth?
Q: Hi guys, which one company would you put your money on. I am buying for dividends and little some capital gains. Are divided safe ? Or any other suggestions. Thanks
Alnoor