Investment Q&A

• Aecon Group Inc. (ARE $29.82)
  • $29.82 P/E (TTM): 278.0X Cap: $1.79B
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Q: Comments on results of A -0.10 vs E +0.19 and LY +0.27.
thanks
Sherrill

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Read Answer Asked by Sherrill on July 29, 2022

• Aecon Group Inc. (ARE $29.82)
  • $29.82 P/E (TTM): 278.0X Cap: $1.79B
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Q: any idea why the stock is tanking today?

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Read Answer Asked by dan on July 29, 2022

• Stantec Inc. (STN $131.55)
  • $131.55 P/E (TTM): 31.48X Cap: $15.12B
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• Aecon Group Inc. (ARE $29.82)
  • $29.82 P/E (TTM): 278.0X Cap: $1.79B
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• Exchange Income Corporation (EIF $80.27)
  • $80.27 P/E (TTM): 29.95X Cap: $4.33B
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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

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Read Answer Asked by Sylvain on July 20, 2022

• Air Canada Voting and Variable Voting Shares (AC $18.88)
  • $18.88 Cap: $5.59B
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• Aecon Group Inc. (ARE $29.82)
  • $29.82 P/E (TTM): 278.0X Cap: $1.79B
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• Russel Metals Inc. (RUS $40.88)
  • $40.88 P/E (TTM): 14.15X Cap: $2.28B
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• Exchange Income Corporation (EIF $80.27)
  • $80.27 P/E (TTM): 29.95X Cap: $4.33B
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• Transcontinental Inc. Class B Multiple Voting Shares (TCL.B $20.01)
  • $20.01 P/E (TTM): 9.62X Cap: $1.67B
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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

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Read Answer Asked by Paul on July 04, 2022

• Aecon Group Inc. (ARE $29.82)
  • $29.82 P/E (TTM): 278.0X Cap: $1.79B
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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

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Read Answer Asked by Kristelle on June 21, 2022

• Aecon Group Inc. (ARE $29.82)
  • $29.82 P/E (TTM): 278.0X Cap: $1.79B
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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.

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Read Answer Asked by Paul on May 02, 2022

• Aecon Group Inc. (ARE $29.82)
  • $29.82 P/E (TTM): 278.0X Cap: $1.79B
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Q: Thoughts on earnings and outlook ? Thank you.

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Read Answer Asked by Paul on April 29, 2022

• PulteGroup Inc. (PHM $126.99)
  • $126.99 P/E (TTM): 10.05X Cap: $24.92B
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• Aecon Group Inc. (ARE $29.82)
  • $29.82 P/E (TTM): 278.0X Cap: $1.79B
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• Bird Construction Inc. (BDT $27.20)
  • $27.20 P/E (TTM): 15.59X Cap: $1.51B
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• KB Home (KBH $63.33)
  • $63.33 P/E (TTM): 9.27X Cap: $4.16B
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• Toll Brothers Inc. (TOL $138.94)
  • $138.94 P/E (TTM): 10.49X Cap: $13.59B
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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!

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Read Answer Asked by Nhung on April 06, 2022

• Aecon Group Inc. (ARE $29.82)
  • $29.82 P/E (TTM): 278.0X Cap: $1.79B
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Q: Hi Everyone at 5i!!!! I was wondering what your thoughts are about Aecon as a long term hold. Cheers, Tamara

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Read Answer Asked by Tamara on April 04, 2022

• Aecon Group Inc. (ARE $29.82)
  • $29.82 P/E (TTM): 278.0X Cap: $1.79B
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• Cameco Corporation (CCJ $91.27)
  • $91.27 P/E (TTM): 103.16X Cap: $40.97B
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• BWX Technologies Inc. (BWXT $177.87)
  • $177.87 P/E (TTM): 54.6X Cap: $16.30B
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Q: 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

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Read Answer Asked by Gervais on March 11, 2022

• WSP Global Inc. (WSP $241.70)
  • $241.70 P/E (TTM): 36.54X Cap: $31.56B
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• Aecon Group Inc. (ARE $29.82)
  • $29.82 P/E (TTM): 278.0X Cap: $1.79B
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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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Read Answer Asked by STANLEY on March 09, 2022

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Aecon Group Inc. (ARE $29.82)
  • $29.82 P/E (TTM): 278.0X Cap: $1.79B
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• North West Company Inc. (The) (NWC $48.34)
  • $48.34 P/E (TTM): 17.65X Cap: $2.31B
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• Primo Water Corporation (PRMW $37.40)
  • $37.40 P/E (TTM): 15.23X Cap: $5.99B
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• Savaria Corporation (SIS $21.67)
  • $21.67 P/E (TTM): 24.77X Cap: $1.55B
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• Income Portfolio (Income)
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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?

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Read Answer Asked by Kelly on March 08, 2022

• Sylogist Ltd. (SYZ $5.60)
  • $5.60 Cap: $126M
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• Aecon Group Inc. (ARE $29.82)
  • $29.82 P/E (TTM): 278.0X Cap: $1.79B
  • View ARE Profile
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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

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Read Answer Asked by Alnoor on March 03, 2022

• Aecon Group Inc. (ARE $29.82)
  • $29.82 P/E (TTM): 278.0X Cap: $1.79B
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Q: What is your opinion of Aecons earnings report? I was quite disappointed and the share price drop today suggests many others feel the same. Is this still a growth stock or is it dead money? Should i dump it? (and perhaps buy DIR as it has come down because of the share offering?)

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Read Answer Asked by arnold on March 02, 2022

• Aecon Group Inc. (ARE $29.82)
  • $29.82 P/E (TTM): 278.0X Cap: $1.79B
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• Russel Metals Inc. (RUS $40.88)
  • $40.88 P/E (TTM): 14.15X Cap: $2.28B
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Q: Got a bit of cash to invest for mid to long term in a non-secured account. . Looking at these two companies. The dividend and capital appreciation appear to be good. Your overall views? Thanks in advance.

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Read Answer Asked by Jacques on February 03, 2022

• WSP Global Inc. (WSP $241.70)
  • $241.70 P/E (TTM): 36.54X Cap: $31.56B
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• Aecon Group Inc. (ARE $29.82)
  • $29.82 P/E (TTM): 278.0X Cap: $1.79B
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Q: Please provide the fundamentals of Aecon.
Is it a good company to hold in a volatile environment? If not, please advise which company you prefer in the same industry.

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Read Answer Asked by Kristelle on January 27, 2022

• Sylogist Ltd. (SYZ $5.60)
  • $5.60 Cap: $126M
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• Aecon Group Inc. (ARE $29.82)
  • $29.82 P/E (TTM): 278.0X Cap: $1.79B
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Q: Hi gang, would like to to buy between ARE or SYZ? For dividends 2-3 years in RESP account Is it a good idea or better choice anywhere it’s for my granddaughter 2 years old. Thanks
Alnoor

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Read Answer Asked by Alnoor on January 25, 2022

• Aecon Group Inc. (ARE $29.82)
  • $29.82 P/E (TTM): 278.0X Cap: $1.79B
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• Bird Construction Inc. (BDT $27.20)
  • $27.20 P/E (TTM): 15.59X Cap: $1.51B
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Q: Hi, between these 2 unloved stocks, which one would you prefer over a 2-3 years period (I’m no teen!). Don’t need revenue but OK in TFSA for example.

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Read Answer Asked by Denise on December 03, 2021

• Aecon Group Inc. (ARE $29.82)
  • $29.82 P/E (TTM): 278.0X Cap: $1.79B
  • View ARE Profile
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Q: Can I have your outlook on Aecon.
It is off from its high for quite some time.
Do you see it a good hold and eventually going back to its 21 $ range with the Liberal infrastructure plan ?

Thank you

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Read Answer Asked by Kristelle on November 30, 2021

• Aecon Group Inc. (ARE $29.82)
  • $29.82 P/E (TTM): 278.0X Cap: $1.79B
  • View ARE Profile
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Q: Do you think are,ca is in a good position and has the ability to benefit from the need to rebuild the infrastructure in BC.

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Read Answer Asked by john on November 22, 2021