Q: Can you make sense of the recent earnings and SP reaction?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Is this a good time to buy ARE or would you wait?
Q: Aecon reported last night. Revenue down but a pretty good backlog.
Trades at a cheap valuation. Is there a light at the end of the tunnel?
Trades at a cheap valuation. Is there a light at the end of the tunnel?
Q: I have held ARE.CA for some time. Is this a good time to sell and move elsewhere?
Q: On October 26 you indicated “ The stock has fallen the most in 16 years. We think, at 8X earnings, it can be kept and we would caution against a quick reaction in a downturn that has already happened. But we think it can be 'targetted' for elimination as the stock settles in. It was almost taken over a while back (the deal was blocked) so there is always that possibility. But it is hard to endorse on that alone. “
Have your views about this stock changed or you still think that it may be considered for elimination. I am almost breaking even (small loss).
Thank you
Have your views about this stock changed or you still think that it may be considered for elimination. I am almost breaking even (small loss).
Thank you
Q: Hello Peter,
What is driving Aecon stock? It is ticking upwards slowly. I am thinking of keeping it for dividend and some upside.. Any thoughts please? Also, Ivanhoe Electric.. Is it a good time to take a small position? Any idea why the stock shows different statuses on tsx versus nyse.. Sometimes it does not trade much on tsx and other times the values are different eventhough i take into account exchange rates. Thanks very much
What is driving Aecon stock? It is ticking upwards slowly. I am thinking of keeping it for dividend and some upside.. Any thoughts please? Also, Ivanhoe Electric.. Is it a good time to take a small position? Any idea why the stock shows different statuses on tsx versus nyse.. Sometimes it does not trade much on tsx and other times the values are different eventhough i take into account exchange rates. Thanks very much
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The Walt Disney Company (DIS $105.30)
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Kimberly-Clark Corporation (KMB $102.96)
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Lundin Mining Corporation (LUN $25.77)
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Toromont Industries Ltd. (TIH $163.06)
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Aecon Group Inc. (ARE $29.82)
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Tricon Residential Inc. (TCN $15.34)
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Granite Real Estate Investment Trust (GRT.UN $76.20)
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InterRent Real Estate Investment Trust (IIP.UN $13.19)
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Brookfield Infrastructure Partners L.P. (BIP.UN $49.22)
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Ivanhoe Mines Ltd. (IVN $14.72)
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Dream Industrial Real Estate Investment Trust (DIR.UN $11.99)
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Major Drilling Group International Inc. (MDI $13.92)
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Aritzia Inc. Subordinate Voting Shares (ATZ $113.29)
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ON Semiconductor Corporation (ON $54.74)
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Slate Grocery REIT (SGR.UN $14.72)
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MP Materials Corp. (MP $62.09)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.54)
Q: Looking to take tax losses and not sure which to pick ? Some of them I can sell and not rebuy ? Please rate them as sell, hold, sell and rebuy. Thanks guys.
Q: Thoughts on earnings and future prospects please. Is this stock worth keeping long term. I am down significantly.
Thanks
Thanks
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Walgreens Boots Alliance Inc. (WBA)
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International Business Machines Corporation (IBM $307.94)
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3M Company (MMM $167.48)
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Realty Income Corporation (O $58.48)
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Manulife Financial Corporation (MFC $48.83)
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TC Energy Corporation (TRP $75.52)
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Chartwell Retirement Residences (CSH.UN $19.90)
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Parkland Corporation (PKI $39.84)
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Aecon Group Inc. (ARE $29.82)
Q: Could you please give me your top five dividend aristocrats. Thank you
Q: Convertible debentures are coming due towards year end. What impact, if any, do you expect this may have other than possibly rolling them over to a higher rate and lower conversion price.
Thanks.
Thanks.
Q: good day to you all
what 's your opinion on this Co.
it seems it s not going anywhere
thanks in advance
Georges
what 's your opinion on this Co.
it seems it s not going anywhere
thanks in advance
Georges
Q: Hello Peter,
Aecon is down alot. Can you please comment on the results? Thanks very much
Aecon is down alot. Can you please comment on the results? Thanks very much
Q: I know Aecon had a loss this quarter, but I thought it was generally okay. Do you have any comments?
Q: Hi 5i Team,
If not already asked, pls comment on Aecon Group qtr earning , and this company going forward.
Thanks as always.
If not already asked, pls comment on Aecon Group qtr earning , and this company going forward.
Thanks as always.
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.
Thank you.
Q: Just looking for updated views on both.
Q: Good day, is ARE good value here? Thanks
Q: Peter; Apples and oranges but which one do you prefer in todays environment? Thanks. Rod
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RioCan Real Estate Investment Trust (REI.UN $18.21)
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Peyto Exploration & Development Corp. (PEY $23.16)
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Aecon Group Inc. (ARE $29.82)
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Freehold Royalties Ltd. (FRU $15.24)
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Agnico Eagle Mines Limited (AEM $233.57)
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B2Gold Corp. (BTO $6.29)
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Dream Industrial Real Estate Investment Trust (DIR.UN $11.99)
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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.
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.