Q: Am considering adding a construction company to my portfolio. Between Stella Jones (SJ), Aecon (ARE) and Bird (BDT) which one do you prefer? Or should I just take a small position in each?
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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: Your analyses from Aecon on the results were very postive.
The stock is down almost 8% this morning.
What is the market telling us that you do not know?
The stock is down almost 8% this morning.
What is the market telling us that you do not know?
Q: Your thoughts on Aecon's earnings released after the bell yesterday (Wed, Nov 11th) please and their prospects going forward?
Thanks
Thanks
Q: What infrastructure companies will benefit from the Liberal government? Is Aecon one of them?
Thank you.
Thank you.
Q: Peter, Aecon seems to be behaving better as of late, and has won a new contract. I'm about 20% under water on this position, but as I'm looking for a 5 plus year hold I'm considering adding to my current half position. Your thoughts appreciated. Also, might this be a stock you might commence coverage on?
Q: I hold Aecon stock and the stock has dropped measurably in the last while. What are the prospects for the future and do I sell and purchase stock in another company? Thanks
Q: What exactly qualifies as order backlog? Is this considered contracted projects with a high level of certainty that revenue will follow within a certain time frame? Also, can a growing backlog signal issues with a company that they are failing to grow their infrastructure in order to meet demand?
Q: Hello. Could I get your thoughts on ARE after another revenue and earnings miss? CEO says this was a result of project delays, not cancelations, and 60% of the growing backlog will translate to revenue in 2015. The misses, cost management and exposure to oil/gas and mining concern me. Thoughts for someone who bought around $15? Thanks.
Q: can you please comment on aecons recent decline.any cause for concern
Q: What is your opinion on Aecon Group (ARE) and would you buy at today's level for a long term hold?
Q: I bought Aecon (ARE) about six months ago. After a very healthy gain it has come back down lately. Given that I had regretted not taking a larger position initially, this may be an opportunity to add to my position. Can I please get your views on ARE, assuming a 5 - 10 year horizon. Thank you!
Q: could you please comment on any reasons for the recent decline in are
thank you
thank you
Q: I am currently over weight with Oil and gas producers. I am considering reducing my position in Husky and using the proceeds to purchase either Stantec (STN) or Aecon(ARE) . Could I please have your position on these companies?Thanks for your help.
Q: Peter et al. With engineering/management companies such as Stantec and WSP Global doing well, what do you think of Aecon (are) as benefiting from proposed infrastructure work? Or would you prefer another infrastructure company?
Gary
Gary
Q: I hold Aecon (ARE) and have been planning to keep it for at least a year. But the recent earnings report shows significant drop in profit and earnings per share for both the year and quarter; although the dividend did increase nicely. I would be most interested in your opinion on its future.
You provide a great service for the independent investor. Many thanks
Elliott
You provide a great service for the independent investor. Many thanks
Elliott
Q: ARE - Aecon has recently reached a 5 year high r. Any thoughts on how much more growth it could see over the next year?
Joe
Joe
Q: Hello group. Having read your answer regarding ARE Debentures would you sell this company.
Thank you
Thank you
Q: Hello Peter, when Cineplex offer its convertible debentures, I think you said you weren't a fan of CDs in general, but since they were Cineplex, they would be ok. Now Aecon is offering them. I know you prefer Stantec over Aecon, so how do you feel about Aecon CDs? Can you explain why you aren't a fan of CDs in general?
Thanks very much.
D
Thanks very much.
D
Q: Hi,
What do you think about ARE's earnings.
What do you think about ARE's earnings.
Q: Could you please provide an update on Aecon - ARE. Thanks!