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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: What do you think about BDT's prospects in the upcoming Canadian economic landscape?

Their shareholder material suggests they're exposed to renewable and green energy infrastructure projects, extractive sectors like mining (critical minerals), as well as the constant talk about needing to build more homes all seem like tailwinds. I also like the emphasis on health and safety of their workforce which suggests a healthy and mature management team.

From a financial POV they seem to tick a lot of boxes too. Good historical ROE growth, heathy debt levels, a healthy/diversified backlog, growing forward EPS, and approaching $1B in market cap.

What do you think about BDT's prospects?
What's the bear case for BDT?
Read Answer Asked by Michael on April 24, 2024
Q: Hi team ,
PRL and HPS.a are selling off after their big run ups. Are either of them approaching buying opp levels yet ? Which one would you prefer adding to if so ? If you don’t consider them at buy levels yet , what prices for each would you suggest buying each ?

Thanks ,
Shane
Read Answer Asked by Shane on April 23, 2024