Q: What would be a good entry price for WSP and STN? The P/E ratio around 44 is... "intimidating". Are these names likely to continue being expensive going forward? Thanks.
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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: Hi Peter and Team,
Thanks to 5i’s suggestion a while ago, our holdings in WSP have grown substantially. Recently, we initiated a small position in STN, which currently appears to have better momentum than WSP.
Since 5i approves of holding both, if this was YOUR portfolio, would you sell enough WSP to balance STN and WSP at 50/50?
Thanks as always for your guidance.
Thanks to 5i’s suggestion a while ago, our holdings in WSP have grown substantially. Recently, we initiated a small position in STN, which currently appears to have better momentum than WSP.
Since 5i approves of holding both, if this was YOUR portfolio, would you sell enough WSP to balance STN and WSP at 50/50?
Thanks as always for your guidance.
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Republic Services Inc. (RSG $234.32)
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United Rentals Inc. (URI $929.95)
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Canadian National Railway Company (CNR $132.58)
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Canadian Pacific Kansas City Limited (CP $103.48)
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WSP Global Inc. (WSP $285.87)
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Stantec Inc. (STN $153.25)
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Transdigm Group Incorporated (TDG $1,408.46)
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Axon Enterprise Inc. (AXON $766.24)
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GFL Environmental Inc. subordinate voting shares (GFL $70.56)
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Trane Technologies plc (TT $424.11)
Q: Which industrials in Canada and US are worth buying at the moment?
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WSP Global Inc. (WSP $285.87)
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Stantec Inc. (STN $153.25)
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Aecon Group Inc. (ARE $20.60)
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AtkinsRéalis Group Inc. (ATRL $92.67)
Q: 1) For these listed firms, which ones have the strongest link to the nuclear energy field?
2) I have a fair sized holding in WSP but am eager to branch out for diversification purposes to either STN or ATRL. I see from other questions, 5i's seems to favour STN as a compliment to WSP. How strong is STN in the nuclear field (their website suggests some capability)?
With thanks.
2) I have a fair sized holding in WSP but am eager to branch out for diversification purposes to either STN or ATRL. I see from other questions, 5i's seems to favour STN as a compliment to WSP. How strong is STN in the nuclear field (their website suggests some capability)?
With thanks.
Q: Good morning, I own a half share of WSP and sm thinking to either add another quarter share, or to initiate a quarter share in STN (new position). Given their overlap and current valuations, and looking ahead to five plus years, which one would you think makes the most sense in your opinion?
Thank you.
Thank you.
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WSP Global Inc. (WSP $285.87)
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Stantec Inc. (STN $153.25)
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Aecon Group Inc. (ARE $20.60)
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AtkinsRéalis Group Inc. (ATRL $92.67)
Q: The Alberta Premier is talking about getting a private company(s)
to build a pipeline to link the resources of Alberta to BC Province
I have all the pipelines in my portfolio
in terms of construction, would WSP, Stn and any other companies benefit from
this Big Project? just like linking the West to the East pipeline which could happen
to benefit all Canadians
good luck to the projects
thanks
Michael
to build a pipeline to link the resources of Alberta to BC Province
I have all the pipelines in my portfolio
in terms of construction, would WSP, Stn and any other companies benefit from
this Big Project? just like linking the West to the East pipeline which could happen
to benefit all Canadians
good luck to the projects
thanks
Michael
Q: I was thinking of buying some Stantec (STN) shares. However, I already own WSP. Are they too similar to own both? Thanks
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Toronto-Dominion Bank (The) (TD $102.88)
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Bank of Nova Scotia (The) (BNS $79.70)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $134.08)
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Constellation Software Inc. (CSU $4,549.91)
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Dollarama Inc. (DOL $193.35)
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Intact Financial Corporation (IFC $279.49)
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WSP Global Inc. (WSP $285.87)
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Stantec Inc. (STN $153.25)
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Descartes Systems Group Inc. (The) (DSG $140.22)
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FirstService Corporation (FSV $276.50)
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Toromont Industries Ltd. (TIH $144.71)
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Thomson Reuters Corporation (TRI $246.86)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
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goeasy Ltd. (GSY $209.13)
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EQB Inc. (EQB $101.38)
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Propel Holdings Inc. (PRL $32.76)
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Brookfield Corporation Class A Limited Voting Shares (BN $91.16)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.47)
Q: Which names in the Growth and Balanced portfolios respectively do feel best about currently for a 3-5 year hold? Any related sector comments?
With thanks.
With thanks.
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Martin Marietta Materials Inc. (MLM $607.89)
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WSP Global Inc. (WSP $285.87)
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Stantec Inc. (STN $153.25)
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Brookfield Infrastructure Partners L.P. (BIP.UN $42.37)
Q: Good morning.
I’m considering adding bip.un to my income portfolio.
Could I have your thoughts on it.
Would this be a ok entry price.
Please provide a couple other stocks you would also consider comparable
Thanks Steve.
I’m considering adding bip.un to my income portfolio.
Could I have your thoughts on it.
Would this be a ok entry price.
Please provide a couple other stocks you would also consider comparable
Thanks Steve.
Q: Which is you're preference at this time for a new position in an RRSP ? Thank you.
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WSP Global Inc. (WSP $285.87)
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Stantec Inc. (STN $153.25)
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Mattr Corp. (MATR $11.14)
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Aecon Group Inc. (ARE $20.60)
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Russel Metals Inc. (RUS $41.69)
Q: Assuming Canada invests on infrastructure projects in order to support its natural resource sector to reach other than US markets, which cos do you recommend (plse refrain from suggesting BN and affiliates as I am not a fan) - thx
Q: I just noticed (better late than never) that you sold your full position in Stantec in your model GROWTH portfolio in February. How come? Any concerns with the company?
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Stantec Inc. (STN $153.25)
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Descartes Systems Group Inc. (The) (DSG $140.22)
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Toromont Industries Ltd. (TIH $144.71)
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Topicus.com Inc. (TOI $175.88)
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D2L Inc. Subordinate Voting Shares (DTOL $16.53)
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Lumine Group Inc. (LMN $48.74)
Q: Do you recommend any Canadian small cap tech or industrial companies that are worthy of a small starter position? Could be US if that request is too narrow. Thanks!
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Stantec Inc. (STN $153.25)
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Descartes Systems Group Inc. (The) (DSG $140.22)
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FirstService Corporation (FSV $276.50)
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TMX Group Limited (X $55.93)
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Toromont Industries Ltd. (TIH $144.71)
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goeasy Ltd. (GSY $209.13)
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TerraVest Industries Inc. (TVK $144.32)
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EQB Inc. (EQB $101.38)
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Topicus.com Inc. (TOI $175.88)
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Propel Holdings Inc. (PRL $32.76)
Q: What would be your top 10 Canadian stock picks now, maximum market cap $10 billion, long term hold. Thanks.
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Alphabet Inc. (GOOG $206.72)
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Walmart Inc. (WMT $96.83)
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Loblaw Companies Limited (L $56.88)
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Constellation Software Inc. (CSU $4,549.91)
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Intact Financial Corporation (IFC $279.49)
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WSP Global Inc. (WSP $285.87)
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Stantec Inc. (STN $153.25)
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Alimentation Couche-Tard Inc. (ATD $69.70)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
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RTX Corporation (RTX $156.24)
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Propel Holdings Inc. (PRL $32.76)
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Brookfield Corporation Class A Limited Voting Shares (BN $91.16)
Q: Hi Group please share your top 4 sectors c/w 3 stocks in each. (please rate the 3 in order of preferred order to add) also if you could suggest a good entry price (i intend to average in over the next 6 months presently no defense /manufacturing exposure also light on health care. I have 20% of my portfolio in cash. thanks
Q: Hi, STN or WSP if you had to choose inly one, with possible entry prices and a very short explanation why would be great!!
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Stantec Inc. (STN $153.25)
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Aecon Group Inc. (ARE $20.60)
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Bird Construction Inc. (BDT $23.76)
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AtkinsRéalis Group Inc. (ATRL $92.67)
Q: I sold half my holdings in BDT and ARE in December, in a TFSA, with a nice profit. Both are down quite a lot since then. I was planning to buy back to average down. Or take position in more stable stocks like STN or ATRL. How would you rank these 4 for new purchase? in a registered or regular account? Would any of these be more at risk with US politics ? I already own WSP and NOA. Thanks a lot.
Q: Now that WSP has also reported, could you please give a short update on your answer today? Given STN's results, what do you think is better to open a position in: STN, or WSP at the moment? Thank you
Q: Hello. Given STN's results, what do you think it better to open the business in STN, or WSP at the moment?
Q: Hello,
Thoughts on the latest results?
Thanks.
Thoughts on the latest results?
Thanks.