Q: What is your opinion of North American Construction Group (NOA)? Results out last night indicated they are forecasting adjusted EBITDA of $450 million for the year, at the mid point of their guidance. Trading at only 1.7 times that, which looks quite cheap, although the debt does look a bit higher than you would like to see, at about 2 times the adjusted EBITDA forecast. I'm thinking the acquisition of McKellar should give them some good future growth.
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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.
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Stantec Inc. (STN)
- InterRent Real Estate Investment Trust (IIP.UN)
- Killam Apartment Real Estate Investment Trust (KMP.UN)
- North American Construction Group Ltd. (NOA)
- Taiga Building Products Ltd. (TBL)
Q: Which stocks will benefit with lots of new housing expected to be built and What other stocks will benefit from the budget?. Which stocks can possibly hurt.
- Finning International Inc. (FTT)
- Bird Construction Inc. (BDT)
- North American Construction Group Ltd. (NOA)
Q: Would you please compare these 3 stocks using your usual metrics and determine which one you would recommend for a tfsa for a 3 to 4 year hold and perhaps an entry price? Thank you.
- Stantec Inc. (STN)
- North American Construction Group Ltd. (NOA)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A)
Q: Happy Easter.
Are HMM & HPS related ? Do you favor 1 over the other or would you put new $ 50/50 ? How (what tickers) would you split your infrastucture allotment overall ?
In addition to base metals etc, we have STN, AOS, PAVE, NUE, BN. Thank you.
Are HMM & HPS related ? Do you favor 1 over the other or would you put new $ 50/50 ? How (what tickers) would you split your infrastucture allotment overall ?
In addition to base metals etc, we have STN, AOS, PAVE, NUE, BN. Thank you.
- Pason Systems Inc. (PSI)
- North American Construction Group Ltd. (NOA)
- TerraVest Industries Inc. (TVK)
Q: Hi 5i,
Could you compare and contrast PSI, TVK and NOA, with risk and total return over the next three years being the primary concerns. I'm considering them because I've done well with KEY since buying in 2020 and adding here and there since then, and think it may be time to sell a third of KEY and re-invest the proceeds. Registered account.
Thanks!
Peter
Could you compare and contrast PSI, TVK and NOA, with risk and total return over the next three years being the primary concerns. I'm considering them because I've done well with KEY since buying in 2020 and adding here and there since then, and think it may be time to sell a third of KEY and re-invest the proceeds. Registered account.
Thanks!
Peter
Q: Hi 5i Team,
Pls comment on North American Construction Group quarterly earning report and this company going forward, would you be comfortable owning this stock.
Thank you.
Pls comment on North American Construction Group quarterly earning report and this company going forward, would you be comfortable owning this stock.
Thank you.
Q: What are North American Construction earning expectations for March 13 th after the close?
Q: Can you provide an earnings estimate for 4th qtr. earnings and outlook for NOA?
Q: Do you feel NOA has a durable moat in that it’s massive heavy equipment located in remote areas of the world make it difficult for competitors to enter?
Q: Can you provide the current insider share ownership and any recent insider activity in both these names
Q: Can you provide an updated outlook for this name.Also do you know the percentage os shares held by insiders.What do you think of its current valuation?
Q: Could I have your views on there latest acquisition of an Australian company. Stock is up nicely this morning.
Q: Hi Peter, Ryan, and Team,
The last question about NOA was on April 21. Do you still hold the same views?
I'm wondering why this stock is classified as 100% energy. When I look at their website, they seem to have a large stake in non-energy sectors, like metals and mining.
Finally, does 5i hold much stock (sorry) in the "Recent Breakouts" column in the Globe and Mail? NOA was recently featured.
Thanks.
The last question about NOA was on April 21. Do you still hold the same views?
I'm wondering why this stock is classified as 100% energy. When I look at their website, they seem to have a large stake in non-energy sectors, like metals and mining.
Finally, does 5i hold much stock (sorry) in the "Recent Breakouts" column in the Globe and Mail? NOA was recently featured.
Thanks.
Q: Can I please have your views on this company.
Thank You for the great work
Thank You for the great work
- StorageVault Canada Inc. (SVI)
- AutoCanada Inc. (ACQ)
- Exco Technologies Limited (XTC)
- Leon's Furniture Limited (LNF)
- Tamarack Valley Energy Ltd. (TVE)
- Chesswood Group Limited (CHW)
- Reitmans (Canada) Limited (RET.A)
- Cardinal Energy Ltd. (CJ)
- North American Construction Group Ltd. (NOA)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Richelieu Hardware Ltd. (RCH)
- Data Communications Management Corp. (DCM)
- Geodrill Limited Ordinary Shares (GEO)
- ECN Capital Corp. (ECN)
- Stelco Holdings Inc. (STLC)
- Atlas Engineered Products Ltd. (AEP)
- WELL Health Technologies Corp. (WELL)
- Sagicor Financial Company Ltd. (SFC)
- Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND)
- Quipt Home Medical Corp. (QIPT)
- Propel Holdings Inc. (PRL)
- ADENTRA Inc. (ADEN)
Q: If you held the following smaller cap stocks in positions of 0.5% to 1.0% of your total stock portfolio, and wanted to reduce the number of holdings by selling several of them and using the money to add to others, which ones would you sell and which ones would you add to: ACQ, ADEN, AEP, AND, CHW, CJ, DCM, ECN, GEO, HPS.A, LNF, NOA, PRL, QIPT, RCH, RET.A, SFC, STLC, SVI, TVE, WELL, XTC. Assume overall portfolio is well diversified so sectors not a consideration, and that this is the riskier part of portfolio, so, higher risk is fine. Would be great if you could pare this list of 22 stocks down to about 10-15. Thanks.
- Chesswood Group Limited (CHW)
- North American Construction Group Ltd. (NOA)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: Chesswood, North American Construction and Hammond Power Systems all produced some very good Q3 results. All look very cheap on a p/e basis. Would like to hear some comments about each as possible purchases in a diversified portfolio. I hold some HPS, but not the other 2.
- Finning International Inc. (FTT)
- Intertape Polymer Group Inc. (ITP)
- Exco Technologies Limited (XTC)
- Hardwoods Distribution Inc. (HDI)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- North American Construction Group Ltd. (NOA)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Anaergia Inc. Subordinate Voting Shares (ANRG)
Q: If you had a well balanced portfolio and were looking to add some medium to small sized companies that were involved in industrial activity of various types, how would you feel about each of these companies on a scale of 1 to 10, with a 10 being a stock you definitely want to add right now, a 1 being a stock you have absolutely no interest in, and a 5 being a stock you thought was not bad, but not good enough to want to buy it. Say you have a risk tolerance of about a 7, with 10 being high and 1 being low. Looking for long term total return. ANRG, DIR.UN, FTT, GDI, HDI, ITP, NOA, XTC.
Q: Hello! Can you please tell me what your opinion is and the long term growth expectations for these two companies? Do you have any preferred stocks in the respective groups?
Thanks!
Thanks!
Q: A significant contract was announced today. Do you think this might re-rate the company? I know that in previous responses you suggest a p/e of 15 might be on the high end.
Q: Have held for a year or so, the current uptick looks good to me but Always value your opinion, Hold or sell ?
John.
John.