Investment Q&A

• The Walt Disney Company (DIS $111.96)
  • $111.96 P/E (TTM): 17.32X Cap: $198.97B
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• Kimberly-Clark Corporation (KMB $120.70)
  • $120.70 P/E (TTM): 16.73X Cap: $40.29B
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• Lundin Mining Corporation (LUN $21.89)
  • $21.89 Cap: $18.27B
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• Toromont Industries Ltd. (TIH $158.72)
  • $158.72 P/E (TTM): 26.52X Cap: $12.75B
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• Aecon Group Inc. (ARE $24.59)
  • $24.59 P/E (TTM): 69.97X Cap: $1.54B
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• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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• Granite Real Estate Investment Trust (GRT.UN $78.95)
  • $78.95 P/E (TTM): 21.09X Cap: $4.88B
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• InterRent Real Estate Investment Trust (IIP.UN $13.46)
  • $13.46 Cap: $1.87B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $48.85)
  • $48.85 P/E (TTM): 1143.77X Cap: $22.17B
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• Ivanhoe Mines Ltd. (IVN $15.18)
  • $15.18 P/E (TTM): 36.22X Cap: $19.91B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.24)
  • $12.24 P/E (TTM): 25.44X Cap: $3.57B
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• Major Drilling Group International Inc. (MDI $13.53)
  • $13.53 P/E (TTM): 56.58X Cap: $1.11B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $91.42)
  • $91.42 P/E (TTM): 37.56X Cap: $10.53B
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• ON Semiconductor Corporation (ON $54.89)
  • $54.89 P/E (TTM): 49.09X Cap: $21.48B
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• Slate Grocery REIT (SGR.UN $14.82)
  • $14.82 P/E (TTM): 16.36X Cap: $867M
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• MP Materials Corp. (MP $82.90)
  • $82.90 Cap: $14.30B
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.31)
  • $63.31 P/E (TTM): 103.29X Cap: $139.65B
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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.

Upvote 2

Read Answer Asked by Frank on November 02, 2023

• Aecon Group Inc. (ARE $24.59)
  • $24.59 P/E (TTM): 69.97X Cap: $1.54B
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Q: Thoughts on earnings and future prospects please. Is this stock worth keeping long term. I am down significantly.
Thanks

Upvote 0

Read Answer Asked by satish on October 26, 2023

• Walgreens Boots Alliance Inc. (WBA)
  • Cap: $10.36B
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• International Business Machines Corporation (IBM $283.65)
  • $283.65 P/E (TTM): 45.51X Cap: $262.01B
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• 3M Company (MMM $154.78)
  • $154.78 P/E (TTM): 21.23X Cap: $81.30B
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• Realty Income Corporation (O $60.64)
  • $60.64 P/E (TTM): 58.19X Cap: $54.80B
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• Manulife Financial Corporation (MFC $44.71)
  • $44.71 P/E (TTM): 14.01X Cap: $75.31B
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• TC Energy Corporation (TRP $72.33)
  • $72.33 P/E (TTM): 17.67X Cap: $74.93B
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• Chartwell Retirement Residences (CSH.UN $20.61)
  • $20.61 P/E (TTM): 92.18X Cap: $5.90B
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• Parkland Corporation (PKI $39.93)
  • $39.93 P/E (TTM): 23.53X Cap: $6.93B
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• Aecon Group Inc. (ARE $24.59)
  • $24.59 P/E (TTM): 69.97X Cap: $1.54B
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Q: Could you please give me your top five dividend aristocrats. Thank you

Upvote 3

Read Answer Asked by Anne on October 11, 2023

• Aecon Group Inc. (ARE $24.59)
  • $24.59 P/E (TTM): 69.97X Cap: $1.54B
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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.

Upvote 0

Read Answer Asked by Steve on September 20, 2023

• Aecon Group Inc. (ARE $24.59)
  • $24.59 P/E (TTM): 69.97X Cap: $1.54B
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Q: good day to you all
what 's your opinion on this Co.
it seems it s not going anywhere
thanks in advance
Georges

Upvote 0

Read Answer Asked by georges on September 07, 2023

• Aecon Group Inc. (ARE $24.59)
  • $24.59 P/E (TTM): 69.97X Cap: $1.54B
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Q: Hello Peter,
Aecon is down alot. Can you please comment on the results? Thanks very much

Upvote 0

Read Answer Asked by umedali on July 27, 2023

• Aecon Group Inc. (ARE $24.59)
  • $24.59 P/E (TTM): 69.97X Cap: $1.54B
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Q: I know Aecon had a loss this quarter, but I thought it was generally okay. Do you have any comments?

Upvote 0

Read Answer Asked by Tom on April 27, 2023

• Aecon Group Inc. (ARE $24.59)
  • $24.59 P/E (TTM): 69.97X Cap: $1.54B
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Q: Hi 5i Team,

If not already asked, pls comment on Aecon Group qtr earning , and this company going forward.

Thanks as always.

Upvote 0

Read Answer Asked by Pui on March 06, 2023

• WSP Global Inc. (WSP $281.22)
  • $281.22 P/E (TTM): 44.98X Cap: $36.08B
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• Aecon Group Inc. (ARE $24.59)
  • $24.59 P/E (TTM): 69.97X Cap: $1.54B
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• Stantec Inc (STN $111.91)
  • $111.91 P/E (TTM): 40.55X Cap: $12.77B
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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.

Upvote 1

Read Answer Asked by sam on March 06, 2023

• Aecon Group Inc. (ARE $24.59)
  • $24.59 P/E (TTM): 69.97X Cap: $1.54B
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• Bird Construction Inc. (BDT $29.58)
  • $29.58 P/E (TTM): 16.34X Cap: $1.61B
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Q: Just looking for updated views on both.

Upvote 0

Read Answer Asked by Jim on February 06, 2023

• WSP Global Inc. (WSP $281.22)
  • $281.22 P/E (TTM): 44.98X Cap: $36.08B
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• Stantec Inc. (STN $157.01)
  • $157.01 P/E (TTM): 40.55X Cap: $17.57B
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• Aecon Group Inc. (ARE $24.59)
  • $24.59 P/E (TTM): 69.97X Cap: $1.54B
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Q: Good day, is ARE good value here? Thanks

Upvote 0

Read Answer Asked by Michael on December 14, 2022

• Parkland Corporation (PKI $39.93)
  • $39.93 P/E (TTM): 23.53X Cap: $6.93B
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• Aecon Group Inc. (ARE $24.59)
  • $24.59 P/E (TTM): 69.97X Cap: $1.54B
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Q: Peter; Apples and oranges but which one do you prefer in todays environment? Thanks. Rod

Upvote 0

Read Answer Asked by Rodney on October 17, 2022

• RioCan Real Estate Investment Trust (REI.UN $18.94)
  • $18.94 P/E (TTM): 19.83X Cap: $5.55B
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• Peyto Exploration & Development Corp. (PEY $19.82)
  • $19.82 P/E (TTM): 11.53X Cap: $3.80B
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• Aecon Group Inc. (ARE $24.59)
  • $24.59 P/E (TTM): 69.97X Cap: $1.54B
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• Freehold Royalties Ltd. (FRU $13.59)
  • $13.59 P/E (TTM): 17.6X Cap: $2.22B
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• Agnico Eagle Mines Limited (AEM $250.46)
  • $250.46 P/E (TTM): 35.81X Cap: $122.86B
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• B2Gold Corp. (BTO $7.97)
  • $7.97 Cap: $10.29B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.24)
  • $12.24 P/E (TTM): 25.44X Cap: $3.57B
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• GCM Mining Corp. (GCM)
  • P/E (TTM): 5.7X Cap: $303M
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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.

Upvote 0

Read Answer Asked by Robert on August 08, 2022

• Aecon Group Inc. (ARE $24.59)
  • $24.59 P/E (TTM): 69.97X Cap: $1.54B
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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.

Upvote 0

Read Answer Asked by Paul on August 02, 2022

• Aecon Group Inc. (ARE $24.59)
  • $24.59 P/E (TTM): 69.97X Cap: $1.54B
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Q: Comments on results of A -0.10 vs E +0.19 and LY +0.27.
thanks
Sherrill

Upvote 0

Read Answer Asked by Sherrill on July 29, 2022

• Aecon Group Inc. (ARE $24.59)
  • $24.59 P/E (TTM): 69.97X Cap: $1.54B
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Q: any idea why the stock is tanking today?

Upvote 0

Read Answer Asked by dan on July 29, 2022

• Stantec Inc. (STN $157.01)
  • $157.01 P/E (TTM): 40.55X Cap: $17.57B
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• Aecon Group Inc. (ARE $24.59)
  • $24.59 P/E (TTM): 69.97X Cap: $1.54B
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• Exchange Income Corporation (EIF $77.92)
  • $77.92 P/E (TTM): 30.41X Cap: $3.97B
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Q: Would you replace STN with EIF and ARE to increase dividend and maintain exposure to the industrial sector?

Thanks

Sylvain

Upvote 0

Read Answer Asked by Sylvain on July 20, 2022

• Air Canada Voting and Variable Voting Shares (AC $18.04)
  • $18.04 P/E (TTM): 4.86X Cap: $5.29B
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• Aecon Group Inc. (ARE $24.59)
  • $24.59 P/E (TTM): 69.97X Cap: $1.54B
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• Russel Metals Inc. (RUS $40.94)
  • $40.94 P/E (TTM): 14.02X Cap: $2.25B
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• Exchange Income Corporation (EIF $77.92)
  • $77.92 P/E (TTM): 30.41X Cap: $3.97B
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• Transcontinental Inc. Class B Multiple Voting Shares (TCL.B $18.77)
  • $18.77 P/E (TTM): 9.08X Cap: $1.57B
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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

Upvote 0

Read Answer Asked by Paul on July 04, 2022

• Aecon Group Inc. (ARE $24.59)
  • $24.59 P/E (TTM): 69.97X Cap: $1.54B
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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

Upvote 0

Read Answer Asked by Kristelle on June 21, 2022

• Aecon Group Inc. (ARE $24.59)
  • $24.59 P/E (TTM): 69.97X Cap: $1.54B
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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.

Upvote 0

Read Answer Asked by Paul on May 02, 2022