Investment Q&A

• Walgreens Boots Alliance Inc. (WBA)
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• International Business Machines Corporation (IBM)
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• 3M Company (MMM)
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• Realty Income Corporation (O)
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• Manulife Financial Corporation (MFC)
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• TC Energy Corporation (TRP)
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• Chartwell Retirement Residences (CSH.UN)
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• Parkland Corporation (PKI)
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• Aecon Group Inc. (ARE)
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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)
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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)
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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)
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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)
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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)
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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)
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• Aecon Group Inc. (ARE)
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• Stantec Inc (STN)
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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)
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• Bird Construction Inc. (BDT)
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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)
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• Stantec Inc. (STN)
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• Aecon Group Inc. (ARE)
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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)
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• Aecon Group Inc. (ARE)
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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)
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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)
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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)
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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)
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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)
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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)
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• Aecon Group Inc. (ARE)
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• Exchange Income Corporation (EIF)
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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)
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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)
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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)
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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)
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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

• Aecon Group Inc. (ARE)
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Q: Thoughts on earnings and outlook ? Thank you.

Upvote 0

Read Answer Asked by Paul on April 29, 2022

• 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)
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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!

Upvote 0

Read Answer Asked by Nhung on April 06, 2022