Investment Q&A

• Fortis Inc. (FTS $72.43)
  • $72.43 P/E (TTM): 21.31X Cap: $36.47B
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• NFI Group Inc. (NFI $13.82)
  • $13.82 Cap: $1.64B
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• Aecon Group Inc. (ARE $24.59)
  • $24.59 P/E (TTM): 69.97X Cap: $1.54B
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• Premium Brands Holdings Corporation (PBH $98.22)
  • $98.22 P/E (TTM): 47.08X Cap: $4.38B
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Q: I am looking at these 4 stocks for a combination of growth and income. Do you see any problem with these or do you have a better suggestion? Also, do you feel now is a good time to buy or would it be better to wait until summer is over?

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Read Answer Asked by Alan on June 23, 2016

• Aecon Group Inc. (ARE $24.59)
  • $24.59 P/E (TTM): 69.97X Cap: $1.54B
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Q: i would appreciate your opinion and outlook on Aecon. Would you recommend it for a 2 year hold or prefer another company?

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Read Answer Asked by William on May 27, 2016

• Aecon Group Inc. (ARE $24.59)
  • $24.59 P/E (TTM): 69.97X Cap: $1.54B
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Q: Peter; I see Mr. Trudeau said that the first two years of infracture spending will be on " unsexy" things such as recapitalization,deferred maintenance,upgrades and restoring subway signals. Would this not take the shine off the above companies re " major" projects and forward any new work out two years? Thanks.Rod

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Read Answer Asked by Rodney on March 21, 2016

• Aecon Group Inc. (ARE $24.59)
  • $24.59 P/E (TTM): 69.97X Cap: $1.54B
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Q: In light of the expected infrastructure spending in the upcoming federal budget, which of Aecon, SNC Lavelin, or WSP Global is best positioned to benefit? Are there other companies that you would prefer?

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Read Answer Asked by Derek on March 18, 2016

• Aecon Group Inc. (ARE $24.59)
  • $24.59 P/E (TTM): 69.97X Cap: $1.54B
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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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Read Answer Asked by Kurt W on November 24, 2015

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

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Read Answer Asked by Josh on November 12, 2015

• Aecon Group Inc. (ARE $24.59)
  • $24.59 P/E (TTM): 69.97X Cap: $1.54B
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Q: Your thoughts on Aecon's earnings released after the bell yesterday (Wed, Nov 11th) please and their prospects going forward?
Thanks

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Read Answer Asked by Scot on November 12, 2015

• Aecon Group Inc. (ARE $24.59)
  • $24.59 P/E (TTM): 69.97X Cap: $1.54B
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Q: What infrastructure companies will benefit from the Liberal government? Is Aecon one of them?
Thank you.

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Read Answer Asked by Nadine on October 20, 2015

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

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Read Answer Asked by James on June 10, 2015

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

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Read Answer Asked by Michael on December 03, 2014

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

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Read Answer Asked by Ben on November 13, 2014

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

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Read Answer Asked by Ben on November 11, 2014

• Aecon Group Inc. (ARE $24.59)
  • $24.59 P/E (TTM): 69.97X Cap: $1.54B
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Q: can you please comment on aecons recent decline.any cause for concern

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Read Answer Asked by michael on September 09, 2014

• Aecon Group Inc. (ARE $24.59)
  • $24.59 P/E (TTM): 69.97X Cap: $1.54B
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Q: What is your opinion on Aecon Group (ARE) and would you buy at today's level for a long term hold?

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Read Answer Asked by Rob on July 10, 2014

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

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Read Answer Asked by James on June 24, 2014

• Aecon Group Inc. (ARE $24.59)
  • $24.59 P/E (TTM): 69.97X Cap: $1.54B
  • View ARE Profile
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Q: could you please comment on any reasons for the recent decline in are

thank you

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Read Answer Asked by michael on May 16, 2014

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

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Read Answer Asked by Bob on May 04, 2014

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

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Read Answer Asked by Gary on April 11, 2014

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

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Read Answer Asked by Elliott on March 17, 2014

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

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Read Answer Asked by Joseph on December 18, 2013