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.
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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: Are these stocks at a good entry point and if could only buy one now which one would you buy first?
Q: How would you ranks these engineering companies based on current levels and why?
- Sun Life Financial Inc. (SLF)
- Power Corporation of Canada Subordinate Voting Shares (POW)
- WSP Global Inc. (WSP)
- Stantec Inc. (STN)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- iShares S&P/TSX Capped REIT Index ETF (XRE)
- Morneau Shepell Inc. (MSI)
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: Hello,
I am interested in the "water" theme. There are a couple of stocks in reading your reports that appear to me to be sound investments re. this theme and both are well rated. Would you consider good choices from the stocks you follow for this theme? If so, are they buys at this time or would you wait for a pullback? If there are better names I should consider, I would appreciate you letting me know.
Thanks,
Dan
I am interested in the "water" theme. There are a couple of stocks in reading your reports that appear to me to be sound investments re. this theme and both are well rated. Would you consider good choices from the stocks you follow for this theme? If so, are they buys at this time or would you wait for a pullback? If there are better names I should consider, I would appreciate you letting me know.
Thanks,
Dan
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: Good morning,
Great appearance on Market Call yesterday!
Stantec's earnings. Any red flags I can't see in the press release? Today might be a good day to start a half position for a long term holding ... Your comments please ...
Thank you!
Great appearance on Market Call yesterday!
Stantec's earnings. Any red flags I can't see in the press release? Today might be a good day to start a half position for a long term holding ... Your comments please ...
Thank you!
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: 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 looking for a stock that will benefit from the pending infrastructure spending. I have a several year horizon. Would you recommend one of these, or something else. Many thanks.
Q: Good morning Peter and Team,
I have some personal (negative) experience with an engineering consulting firm owned by WSP. What would be your best choice(s) as an alternative to WSP in the engineering/infrastructure space?
Thanks as always for your valued advice.
I have some personal (negative) experience with an engineering consulting firm owned by WSP. What would be your best choice(s) as an alternative to WSP in the engineering/infrastructure space?
Thanks as always for your valued advice.
- WSP Global Inc. (WSP)
- Stantec Inc. (STN)
- BMO Equal Weight Industrials Index ETF (ZIN)
- Vanguard Materials ETF (VAW)
Q: I am considering buying VAW Vanquard Materials on the premise that material stocks should do well with upcoming infrastructure spending both in Canada & the US. Would you agree and if so, would there be an Canadian ETF you would prefer or another US ETF? With thanks, Bill
Q: Is this a good entry point for Stn today
Q: I am looking to buy some Stantec, do you think this is a good entry point now for long term investment
Q: Hi team
I own shares in IBG, WSP, and STN in different accounts. I like the global nature of WSP, its growth potential and dividend. Stantec is probably the safest way to play the sector, pays a dividend and seems to have predictable growth as it seems to be able to integrate acquisitions quite successfully. IBG seems to be recovering and probably has the most upside.
If you had to pick one of these Companies, which would you choose and why?
As always, thank you for your thoughtful analysis.
Don
I own shares in IBG, WSP, and STN in different accounts. I like the global nature of WSP, its growth potential and dividend. Stantec is probably the safest way to play the sector, pays a dividend and seems to have predictable growth as it seems to be able to integrate acquisitions quite successfully. IBG seems to be recovering and probably has the most upside.
If you had to pick one of these Companies, which would you choose and why?
As always, thank you for your thoughtful analysis.
Don
Q: Both companies reported recently and a commonality between the two was that the margins were slimmer. Is this the result of competition within the industry, meaning that the infrastructure story may be a bit overblown, weakness still in the industrial sector (Bird Construction sales declined here as well), from the Canadian dollar strengthening last quarter or is this simply life in the construction industry and we should stay the course?
Paul F.
Paul F.
Q: Can you comment on Stantec's latest quarterly results. Thanks. Joe
Q: How would you rank these companies in terms of growth and risk level? which 2 do you believe offer the best risk/reward potential?
Q: I have roughly 5% exposure to infrastructure, exclusively through WSP. I am comfortable with my position (my entry point is quite favourable), and do not wish to trim it. I have been making a concerted effort to consolidate the number of positions in my portfolio (aiming for roughly 30-40 in total) as I feel it makes it easier to make decisions on what to include, as well as when to enter and exit a position. My question is whether I should increase my exposure to this sector, either through STN or SNC, or if I should focus on improving exposure to other sectors. If I were to increase my exposure to infrastructure, I would only pick one position. Any comments would be greatly appreciated. Thank you very much.
Q: I currently own WSP Global at 3% weight and under water on it. I also own Stanec at only a 1% weight. Would it better to sell Stantec and add to WSP or increase Stanec to a 2-3 % weight.
Thanks
Dolores
Thanks
Dolores