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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: How would you rank these companies in terms of growth and risk level? which 2 do you believe offer the best risk/reward potential?
Read Answer Asked by steven on April 25, 2016
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.
Read Answer Asked by Domenic on April 18, 2016
Q: Hi 5i: I am looking for a construction/infrastructure company. I have looked at Stantec, SNC, Aecon and I am not interested in WSP for reasons other than price/performance. Of the first three, which would you recommend? I realize there is a major size difference among them, and I am interested in stability and moderate growth. Are there any others you might prefer?
Read Answer Asked by Roland on March 29, 2016
Q: I have 2% position in non-RRSP portfolio. Bought it 2 years ago at around $35, it is at the same price now. Considering low dividend and "lost" 2 years, do you suggest keeping it or changing to something with more growth potential? I also hold 2% positions each in XLI.US, SJ and WSP - unfortunately, I bough these just recently... If you were to rate STN today, would you still rate it as "A"?
Read Answer Asked by Michael on December 24, 2015
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