Q: I've been a long suffering shareholder. Stantec has done several acquisitions in the environmental and water infrastructure areas but no traction because eps never seems to grow. Is it time to move on? I like the sector exposure so would SNC or WSP be better growth options?
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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: Can you please comment on Boardwalk Reit results and your opinion of the company going forward ?
Is it a good time to start a position in Stantec (4% position) ?
Thank you
Is it a good time to start a position in Stantec (4% position) ?
Thank you
Q: Can you explain the notion of legacy project? Seems like a vague concept to me. Thanks. Joe
Q: How is it legal that insiders have been selling stock in their co. during the quiet period, knowing that the results would be poor?
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Bank of Nova Scotia (The) (BNS $79.70)
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Sun Life Financial Inc. (SLF $81.49)
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TELUS Corporation (T $22.94)
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Stantec Inc. (STN $153.25)
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Knight Therapeutics Inc. (GUD $6.45)
Q: Good afternoon,
I am down 23% on GUD; down 9% on STN;and down 4% on BNS in my TFSA. I am ok with SLF and T. I have $7000 to add. Should I strengthen the laggards or where would you add..1 or 2 names??? Long term horizon.
Should I add another name?
I am down 23% on GUD; down 9% on STN;and down 4% on BNS in my TFSA. I am ok with SLF and T. I have $7000 to add. Should I strengthen the laggards or where would you add..1 or 2 names??? Long term horizon.
Should I add another name?
Q: Gooood morning.
What are your thoughts on Stantec's (STN-ca) earnings? They seem a little underwhelming to me. Is this an opportunity to take a position in a good company, today, that hit a bump in the road... or is this going to be dead money from the $33 level for the next year, or so.
Thanks.
John
What are your thoughts on Stantec's (STN-ca) earnings? They seem a little underwhelming to me. Is this an opportunity to take a position in a good company, today, that hit a bump in the road... or is this going to be dead money from the $33 level for the next year, or so.
Thanks.
John
Q: I notice that TD has put SNC on its action buy list. What is your opinion? What are your best ideas for infrastructure investments?
Q: For 2018 TFSA contribution money, which of these three companies would you buy this week or would you pass on all them right now?
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Bank of Nova Scotia (The) (BNS $79.70)
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Sun Life Financial Inc. (SLF $81.49)
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TELUS Corporation (T $22.94)
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Stantec Inc. (STN $153.25)
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Kinaxis Inc. (KXS $194.59)
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Knight Therapeutics Inc. (GUD $6.45)
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Savaria Corporation (SIS $21.15)
Q: I have a reasonable balance of these stocks in my TFSA. With the pullback, should I add to a laggard or introduce a new one? Open to ETF as well. Long term.
Have great weekend.
Paul
Have great weekend.
Paul
Q: I've held Stantec for about 4 years. I'm up about 5% plus the rather low dividend payout. I've held on because not losing money is important, and I appreciate the portfolio diversification it provides. However, I'm feeling increasingly impatient and have been contemplating switching it for Brookfield Asset Management. Is it worth sticking with Stantec? Also, is Brookfield tax efficient in a cash account? I know some of the Brookfield companies have complicated structures.
Thanks for all your help!
Thanks for all your help!
Q: Hi Peter, Ryan and team
With the demise of Carillion, I wonder if you would hazard a guess as to which of the above companies would be most likely to pick up some assets based on the size of the war chest, past behaviour, etc.?
Gord
With the demise of Carillion, I wonder if you would hazard a guess as to which of the above companies would be most likely to pick up some assets based on the size of the war chest, past behaviour, etc.?
Gord
Q: I have been holding STN for a while and it has been going sideways for about 4 years with mediocre fundamentals. Do you think a switch into CAE would make sense at this time or do you find CAE too expensive? Would you recommend any other replacement or better stick with STN?
Thanks
Thanks
Q: Curious for your thoughts regarding the potential impacts on companies such as WSP and Stantec (companies that provide services in the US vs sell products) resulting from a collapse of Nafta.
Thanks
Joe
Thanks
Joe
Q: As an infrastructure play would you rank Stantec, Snc Lavalin and Wsp
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CAE Inc. (CAE $37.84)
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Maxar Technologies Inc. (MAXR $70.54)
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Stantec Inc. (STN $153.25)
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NFI Group Inc. (NFI $18.82)
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Boyd Group Income Fund (BYD.UN)
Q: I am reviewing my portfolio and find myself woefully short of exposure to industrials. Could you list your 5 favourite Canadian industrials in order of preference. Many thanks and have a great holiday season.
John
John
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Gildan Activewear Inc. (GIL $77.05)
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H&R Real Estate Investment Trust (HR.UN $12.11)
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Stantec Inc. (STN $153.25)
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Tricon Residential Inc. (TCN $15.34)
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Gamehost Inc. (GH $11.83)
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ECN Capital Corp. (ECN $2.83)
Q: In a 250k investment portfolio we have over 20 stocks. We would like to trim some of the smaller positions and top the others.From larger to smaller holdings HR.UN, GIL, ET, STN, GH,ECN,TCN. 2 to add to, 5 to dispose or 3 and 4. Which would you keep.
Thank you.
Thank you.
Q: How do you feel about Stantec's earnings? Did they beat on an adjusted earnings basis? Can you give a brief pro / con list regarding items like valuation, debt, growth prospects, management in comparison to its peers?
Thanks.
John
Thanks.
John
Q: Please comment on Stantec earnings. Which do you prefer STN to WSP at this point? Thanks
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WSP Global Inc. (WSP $285.87)
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Stantec Inc. (STN $153.25)
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NFI Group Inc. (NFI $18.82)
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Aecon Group Inc. (ARE $20.60)
Q: If one wanted to sell Aecon and move on what are some companies or suggestions in the Industrials sector that are buyable today with some growth and a good dividend
Jimmy
Jimmy
Q: With Aecon in the news, what is your opinion of IBG and should I instead focus on a large cap like STN? Thanks.