Investment Q&A

Q: I have 1/2 of position in STN, and and 1/4 position in WSP. I am down about 2-3% on STN. I am fine with both, but was wondering if I should consolidate to WSP. Two reasons, reduce stocks I own get more concentrated portfolio, and get more significant position in one Engineering company.

Q: WSP: bought in March of this year: has not done much, I think missed last 3 Q EPS, does not seem to have a history of > dividends - so, what do you see going forward - I believe they have done a lot of acquisitions as well which will take a lot of time to show on the P&L. Comments please.

Q: BDT is not feeling the Morneau love this morning, unlike for example WSP which is up on an otherwise down day. Is this a fair assessment of the likely beneficiaries of government infrastructure money? Anyone else in the space that is worth looking at? Thank-you

Q: I have small positions in bam.a and bip.un. I would like to add wsp or stn. Which would you prefer for a 2 to 3 Year hold and why? Thanx.

Q: wsp and northview apartments
appreciate your short and long term outlook for these companies!

Q: Q 2 2016
Net revenues
Net revenues are defined as revenues less direct costs for sub-consultants and other direct expenses
that are recoverable directly from the clients. Net revenues are not an IFRS measure and do not have
a standardized definition within IFRS. Therefore, net revenues may not be comparable to similar
measures presented by other issuers. Investors are advised that net revenues should not be construed
as an alternative to revenues for the period (as determined in accordance with IFRS) as an indicator of
the Corporation’s performance.

For WSP this is a very large number 330 million $ +.. is this typical in the engineering business and is it
variable ? With 34000+ employees why do they need sub-consultants ? and overall
is WSP seriously exposed to wage inflation ?

A lot of questions here, Thank you,

Ian

Q: Do all above companies fall under Industrial? My total weight is 13% Is this too high? I feel that I have too many companies in this sector and may be better to have only 4-5? STN and WSP are similar so would it be better to sell one of these and add to the names that are listed. I am also thinking of selling ET and taking the proceeds to add to the other names now leaving me with 5. Is this a good approach?

Thanks
Dolores

Q: I see that the public sector is entering a growth phase, what would be your top 5 public sector dept picks for an aggressive growth portfolio?
I'm thinking that Health would be a 'no brainer' replacement for condordia, oh but wait...the grey tsunami...so would that be a long or short position.
Cheers and happy Friday

Q: Could you please give me your top 4 industrial companies. I own WSP, STN and BDI in Canada. HON and TRN in US. I'm a little torn on weather to add to BDI and/or TRN. But your top 4 may be a good place to start in making my decision. Thanks for your help.

Q: Are these stocks at a good entry point and if could only buy one now which one would you buy first?

Q: I need to increase my weighting in the "Technology" space and currently own equal weightings of AVO, MDA, OTC, SYZ and WSP. With $50K to spend, would you buy a new company (I am thinking DH Corp or whatever div paying company you recommend) OR would you just increase your stake in one or more of these currently owned companies. I know you have WSP and DH as "Industrials" but can it not be argued that they are "Tech"?

Q: How would you ranks these engineering companies based on current levels and why?

Q: Good Morning 5I team, I have been building a cash position and would like your opinion on these stocks/etf to add to a mostly buy and hold dividend generating portfolio.

Q: STN down 5%, WSP up 5% - were their respective quarterly reports that bad and that good? Is it an opportunity to buy STN and sell WSP, or perhaps the reverse? What is your favorite between these companies now that their prices have had big changes today?

Q: I have a 5% position in WSP and 2% in BOS and Im looking to add some industrial exposure. Would you add STN (has pulled back after today's quarterly results) or something else? Thanks, Neil

Q: Peter, could you please recommend 5 Dividend {low volatility} stocks for a long {3-5 years} term hold.

Thanks Valter

Q: please give me your opinion on the result of wsp

Q: Hi, I'm thinking about selling WSP and replacing it with NFI. What are your thoughts on this?

Q: What is your preference for about a 5% weighting Stantec or WSP Global?I have no other stocks in this sector of the market.Could you include info on dividend growth ,stability & growth from sectors outside Canada. I'm not adverse to some risk but don't want to "catch a falling knife" either.Thanks, as always, for your sage advice.

Q: I am growing increasingly impatient with this stock. I am looking for 2 or three strong growth opportunities paying some dividend. (On the other hand if you truly believe I should find some patience - tell me.)
Thanks as usual RAM