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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: Good day,
I have some cash to deploy.
I am considering to buy SNC Lavalin (SNC) but I also like Stantec (STN)in the engineering field, which company would you recommand in this field?.

I am also considering taking a half position in ACQ. It seems less risky (although it is far from a blue chip..) following the recent drop, what do you think of the long term prospect of this company?

Finally, I have no gold stocks in my portfolio and feel I should add some, which names would you recommend at this point?

Thanks for the good work!
Read Answer Asked by Michel on May 15, 2017
Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my INDUSTRIAL SECTOR. Would you add, swap or remove any of them? Thank you and great job.
Read Answer Asked by Terry on May 12, 2017
Q: I am a 30yr old mostly growth investor. I realize after Stantec's latest earnings you are basically endorsing a hold, but i am curious as i hold WSP(5%)and STN(4%) with a 16% Industrial weighting, would you let the name go. I am fine holding but i'm just not sure i am adding anything by keeping it at this point. Second, if you let it go which option would you choose: Add to PUR making it a full position, add to BAD making it a full position, or add to ZZZ making it a full position. Portfolio is mostly diversified across all sectors.
Read Answer Asked by justin on May 12, 2017
Q: You seem lukewarm on STN lately. Synergies from the large MWH acquisition seem to take time to flow to the bottom line...

However, it seems to be that are extracting a lot of value out of the MWH acquisition. STN is not a SW company, so it makes sense that they would divest "Innovyze" as non-core asset. However, I am surprized that they got USD-$270M for it - given the relative sale price versus the entire MWH acquisition price of ~$1B (i.e. 27%).

In their press release, they make no mention of expected revenue from this Innovyze business. I would have thought that if they would be losing ~25% of the revenue gained from the MWH acquisition, they would have had to mention this as 'material change'...

Would $270M US, they can repay the debt quickly and focus on core markets. Do you see the same value in this non-core sale and are you surprized at sales price obtained?
Read Answer Asked by Jennifer on May 09, 2017
Q: I am starting to lose patience with STN. I have owned it for 2 1/2 years and am up a grand total of 2% (plus dividend). It seems to have been in a trading range since Nov 2013. Is it time to move onto something else? They report on May 11th: should I wait for the earnings report and if not satisfied then sell (or just sell now since my patience is wearing out)?

p.s. I own WSP and have done very well with it.

Paul J
Read Answer Asked by Paul on May 05, 2017
Q: I consider WSP and STN my core holdings but now due to excellent appreciation they represent 7% and 3% of my portfolio. ARE has been a laggard and represents 1%. With ARE should I go back to SNC which I owned in the past (upside due to the recent acquisition?) or just keep WSP and STN as the only stocks in this area?
Read Answer Asked by JR on April 09, 2017
Q: I am holding smaller positions in all three in a fairly well balanced RSP but I need to convert to a RIF in a couple of years.
Is it time to let these go into some more conservative dividend growers or would you suggest I maintain a balance in my RIF similar to your income and balanced portfolios??
Thanks as always,
Peter
Read Answer Asked by Linda on April 04, 2017
Q: Hi, I have held STN for years, remain just above break even. Considering a switch to WSP for better dividend and growth. Your thoughts on this move? Have also held SJ and KBL for years, have done well but both seem weak lately, would you recomend any potential replacements, or just a hold pattern? Thanks, Lavern
Read Answer Asked by Lavern on March 27, 2017
Q: Peter and Team,
We hold both WSP and STN. Comparing the charts its obvious that since Jan 2015 WSP has outperformed STN. It also has a better yield. For the Eng portion of infrastructure is it worthy to sell STN and buy more WSP, or barring some unforeseen issue with WSP is it better to diversify by holding both ? Thank you.
Read Answer Asked by Paul on March 20, 2017
Q: I'm looking to increase my exposure to the infrastructure sector. Current fundamentals are an important consideration but I'm most interested in the company's future prospects and its ability to take advantage of infrastructure spending that is necessary and promised by many present governments. I would appreciate it if you could suggest 3-4 companies that you feel are the most capable of taking advantage of opportunities as they develop in Canada and globally in the next 1-2 years. A safe and increasing dividend is always a plus. As always, thanks in advance for your advice.
Read Answer Asked by Les on February 28, 2017
Q: Can you please give me your top 3-4 industrial stock picks. Looking at adding some diversity to my holdings, 5% industrial. Don't have any industrial picks other than what is held in ZDV. Moreover, if I hold physical gold and silver would this be considered material sector allocation?
Read Answer Asked by Nino on February 15, 2017
Q: Peter, I believe you've most recently favoured WSP over STN. STN seems to have behaved much better over the past few months. I'm about ready to pull the purchase-trigger on WSP (as I typically prefer a bargain over 'momentum') but thought I should check. For a long-term hold as of today, which of the two would you favour? Thanks!
Read Answer Asked by James on February 08, 2017
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