skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have held STN for several years now and it was always a nice steady performer. In the last 12 months it is almost flat but still over 12% off its highs. I have noticed that WSP has also gone very quite. Is there a sector rotation going on in this space? This is a stock that i have been overweight on, (7% position)and i am thinking of reducing to a 4 or 5% position. It has been a good year for small/medium cap stocks but STN is not participating. Any comments you have would be appreciated.

Darcy
Read Answer Asked by Darcy on November 25, 2014
Q: Hello 5i team

Long term holder... have been reading comments in the forum but have not had the opportunity to see anything accounting for the 9% drop in share value since 60 days ago. Obviously the market correction probably accounts for some of that... anything else going on? Does the upcoming split have something do with this?

Thanks for all you do

Gord
Read Answer Asked by Gord on November 14, 2014
Q: I've been a very happy holder of this for 2 years. Just wondering: they announced plans for a spectacular new headquarters in Edmonton that will change the downtown landscape. Would the expenses of building this and the potential disruption of moving when it is finished have a materal effect on future earnings, even if just for a Quarter or two? If so, it could be a good time to add more if short-sighted investors sell on a couple soft quarters?
Read Answer Asked by Kel on October 23, 2014
Q: Hi 5i team. I hope you had a great Thanksgiving. I have held Stantec in an unregistered account for several years, selling some a couple of times when I thought it really couldn't get any higher, but it did. My question is, is it still a high growth stock? I am thinking of donating100 units to Doctors without Borders, and then buying them back, but in my TFSA in January. Does this make sense?

Many thanks

Read Answer Asked by M.S. on October 14, 2014
Q: My TFSA makes up a tiny portion of my overall portfolio and I have maxed my contributions to date. I have to sell about 1/2 of the portfolio within the next few weeks to pay for a wedding (life can get in the way of long term investing!).

However, I am stuck on what to sell. I hold AVO, AYA, BDI, CGI. DHX, CF, ESL, STN in a fairly balanced portfolio. I am trying to determine a strategy of what is best to sell. I am comfortable with all of them, long term. Do I sell 50% of each (even the couple I am down on), are there some that you expect to grow a lot sooner than the others (it will take a couple of years to probably replace the withdrawals), is CF anticipated to declare a special dividend, etc?

Any assistance as to how to orient my thinking would be appreciated.

As a caution to others, I should add that I did trim a bit earlier but I became complacent with the high valuations and didn't prepare for this September drop in the markets.

Appreciate your assistance and I hope you are transitioning well from all your riding. I did the Ride to Conquer Cancer and it took me a few days to slow myself down!

Paul F.
Read Answer Asked by Paul on September 24, 2014
Q: Hello Peter,

I recently opened a joint account funded with cash for my wife and myself. We're starting with a clean slate as we've liquidated some other less interesting holdings to fund the new account.

We're both in our late 30s and will continue to add funds to this account as we can.

From the model portfolio, what holdings would you start with? Our account isn't big enough yet to buy board lots of all of model.

Looking for 5 things that we could buy now.

We already hold BNS, ENB, ESL, and T from the model portfolio.
Read Answer Asked by CAMERON on September 15, 2014
Q: Stantec - puzzling

He guys

Saw your answer June 17 when asked about an assortment of options and you suggested STN was still your favorite. Knowing how you analyze in general, I have no doubt STN numbers look very good as does their long term history of quality results.

Mid Feb I took a 10% position and since then (not counting dividends) am down 1%. Long and short of it thus far this year there has been very little capital appreciation at any time. I do plan on holding for the long term but am curious if there are any reasons in particular that might explain the lethargic growth thus far this ear.

Thanks for all you do

Gord
Read Answer Asked by Gord on June 26, 2014
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!