Q: Hello, I read with your interest your answer to Kolbi's question yesterday about growth stocks for TFSA. Regarding STN, it has an amazing chart and momentum. I see that WSP is in its peer group and is in 5i's BE portfolio. Would STN be preferred over WSP? Please provide reasons for yes or no. Many thanks.
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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: My daughter just turned 18 and we opened her TFSA account this week. Trying to spark her interest in investing I was screening for some young hip stocks I could put her onto ( gaming, social media, clothing brands, etc) ....saddly in Canada I didn't find anything. So went to my second option which is " work related stocks" which in my case is engineering and my daughter going off to school in the fall in engineering as well. I have owned WSP since before the merger ( Genivar) so done very well. Stantech is your holding in the growth portfolio although I am concerned with the strong run over the past year and a looming ( hopefully shallow) recession that it might not be a great time to get into the name over WSP which has done well but lagged a bit more this year. So WSP or STN for a 30+ yr hold, or look elsewhere short term due to sector risk with the looming slowdown.
- Toronto-Dominion Bank (The) (TD)
- Stantec Inc. (STN)
- BRP Inc. Subordinate Voting Shares (DOO)
- Alimentation Couche-Tard Inc. (ATD)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- EQB Inc. (EQB)
- Financial Select Sector SPDR (XLF)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Consumer Discretionary Select Sector SPDR (XLY)
- Industrial Select Sector SPDR (XLI)
Q: I'm heavily weighted, the Qs / semis, can you name some alternatives to balance my portfolio please?
Q: Hello, Stantec stock has seen good momentum and jumped from $79 to over $83, since, Friday, last week. Are you aware of any specific developments, or it's part of the relief rally in the infrastructure sector, after passing of Debt Ceiling bill in US. I am aware that Stifel bumped STN price target to $93 from $86, on Monday. Is it worth increasing our present 1.5% weighting in STN ( we are underweight in Industrials ) and if so, what will be a reasonable price level to add ? Or, it's prudent to wait for the stock to settle back to $78-79 level ? Thank You
Q: Hello, With reference to your Model Portfolio changes to trim Stantec's present 2.5% weight to 2%, in Growth portfolio ( start price $68 - current price $77.50), could you elaborate on the rationale, a little more, for a better understanding. If the valuation is stretched, is the current price is expensive, in your opinion ? Also. generally, if you like a company and the sector, the model portfolio will hold a position 2.5-3.5% or higher.
We have noted your recent comments on this company and, decided to initiate a 1.5% position at $78, after the recent pullback, following company's results. We had no infrastructure/consultancy exposure before in our portfolios and have been low on industrial sector Just wondering, if our move makes sense.
Thank You
We have noted your recent comments on this company and, decided to initiate a 1.5% position at $78, after the recent pullback, following company's results. We had no infrastructure/consultancy exposure before in our portfolios and have been low on industrial sector Just wondering, if our move makes sense.
Thank You
Q: An analyst on BNN said today that he feels Stantec's share price could double in the next 5 years, as they do a lot of business in the USA, which is spending a lot on infrastructure improvements, which should benefit Stantec. He felt their headcount in 5 years could be roughly where WSP Global's headcount is now, with some of the growth coming from acquisitions. Wondering what you think of Stantec's growth potential over the next 5 years, and also about their debt levels. Looking at the balance sheet, the debt to cash flow looks a little high.
Q: Hello, Both these companies reported solid results, after market yesterday, but their stock is dropping today. What would be a decent price to start a new position ? Thank You
Q: does the STN decent report this quarter give you some comfort on WSP result to be released tonight? Or are they very different "animals"?
Q: can you suggest some good CAD and US listed stocks that have good exposure to the water theme that I can do some further research on. It seems water is a very precious commodity with our changing climate issues.
thanks
thanks
- WSP Global Inc. (WSP)
- Stantec Inc. (STN)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- Thomson Reuters Corporation (TRI)
Q: Hi Team
Can you give us your top 5 Industrial Canadian stock picks for next 24 months
Thanks Mike B
Can you give us your top 5 Industrial Canadian stock picks for next 24 months
Thanks Mike B
Q: These 4 securities represent my industrials holdings. I wish to add to this sector and would appreciate if you can suggest another company that would be a great complement to this group. Alternatively, would you suggest simply adding to the existing holdings and if yes, in what order would you add? Thank you.
Q: Haven't seen a question on this since 01/23. Why the nice rise this week?
Sheldon
Sheldon
- Canadian National Railway Company (CNR)
- WSP Global Inc. (WSP)
- Stantec Inc. (STN)
- Chorus Aviation Inc. Voting and Variable Voting Shares (CHR)
- Waste Connections Inc. (WCN)
Q: I'm looking to increase my holdings in the industrial sector. I have CNR and CHR,
and considering WSP Global, Stantec and Waste Connections.
Could you rate these on growth potential and safety, and good entry points?
and considering WSP Global, Stantec and Waste Connections.
Could you rate these on growth potential and safety, and good entry points?
Q: Which industrials are you favouring in Canada these days? I have EIF, TFII and am looking for additional suggestions. Many thanks
- Canadian Imperial Bank Of Commerce (CM)
- Great-West Lifeco Inc. (GWO)
- National Bank of Canada (NA)
- Power Corporation of Canada Subordinate Voting Shares (POW)
- Gildan Activewear Inc. (GIL)
- Empire Company Limited Non-Voting Class A Shares (EMP.A)
- ATCO Ltd. Class I Non-voting Shares (ACO.X)
- Stantec Inc. (STN)
- Colliers International Group Inc. Subordinate Voting Shares (CIGI)
- Enghouse Systems Limited (ENGH)
- Barrick Gold Corporation (ABX)
- Open Text Corporation (OTEX)
- Sleep Country Canada Holdings Inc. (ZZZ)
Q: HI,
sorry for the long list. could you just rate these as a buy, sell, or hold right now. I am a long term investor.
sorry for the long list. could you just rate these as a buy, sell, or hold right now. I am a long term investor.
- WSP Global Inc. (WSP)
- Stantec Inc. (STN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- ECN Capital Corp. (ECN)
Q: which companies would you invert for 3 year term:
wsp,stn,ecn,dir.un
thanks
wsp,stn,ecn,dir.un
thanks
Q: Good day, is ARE good value here? Thanks
- Stantec Inc. (STN)
- Colliers International Group Inc. Subordinate Voting Shares (CIGI)
- FirstService Corporation (FSV)
- Tricon Residential Inc. (TCN)
- goeasy Ltd. (GSY)
- Real Matters Inc. (REAL)
- Trisura Group Ltd. (TSU)
Q: I have REAL in both my TSFA and non-registered accounts. I would like to get rid of it from my non-registered account. Could you suggest a replacement (I do not plan to repurchase it? Do you suggest selling it from the TFSA or waiting for it to turn around a bit?
Q: Would you replace STN with EIF and ARE to increase dividend and maintain exposure to the industrial sector?
Thanks
Sylvain
Thanks
Sylvain
Q: What do you think of STN these days?