Investment Q&A

Q: I bought Aecon at $10.78 last year when the price dropped, offering an attractive dividend yield of almost 7%. I purchased it solely for its dividend, as part of my dividend portfolio, and did not expect much in terms of growth. Unexpectedly, to my surprise, it has become the best-performing stock in my portfolio. With the recent dividend increase, the yield now surpasses 7%. Historically, this stock has been quite volatile, with performance fluctuating. My question is: should I hold onto this dividend stock and overlook the 163% capital gain, or consider selling it and reinvesting in other dividend stocks? What is the potential here? If it reverts to its historical performance, would it be better to sell and buy other dividend stocks? Thank you for your insight.

Q: Looks like that ARE is leaning towards nuclear, does this look like a boon to this company? This stock is starting to do well, and I would appreciate your thoughts toward this and the Co. in general. Thanks, James

Q: Can you make sense of the recent earnings and SP reaction?

Q: Is this a good time to buy ARE or would you wait?

Q: Aecon reported last night. Revenue down but a pretty good backlog.
Trades at a cheap valuation. Is there a light at the end of the tunnel?

Q: I have held ARE.CA for some time. Is this a good time to sell and move elsewhere?

Q: On October 26 you indicated “ The stock has fallen the most in 16 years. We think, at 8X earnings, it can be kept and we would caution against a quick reaction in a downturn that has already happened. But we think it can be 'targetted' for elimination as the stock settles in. It was almost taken over a while back (the deal was blocked) so there is always that possibility. But it is hard to endorse on that alone. “
Have your views about this stock changed or you still think that it may be considered for elimination. I am almost breaking even (small loss).
Thank you

Q: Hello Peter,
What is driving Aecon stock? It is ticking upwards slowly. I am thinking of keeping it for dividend and some upside.. Any thoughts please? Also, Ivanhoe Electric.. Is it a good time to take a small position? Any idea why the stock shows different statuses on tsx versus nyse.. Sometimes it does not trade much on tsx and other times the values are different eventhough i take into account exchange rates. Thanks very much

Q: Looking to take tax losses and not sure which to pick ? Some of them I can sell and not rebuy ? Please rate them as sell, hold, sell and rebuy. Thanks guys.

Q: Thoughts on earnings and future prospects please. Is this stock worth keeping long term. I am down significantly.
Thanks

Q: Could you please give me your top five dividend aristocrats. Thank you

Q: Convertible debentures are coming due towards year end. What impact, if any, do you expect this may have other than possibly rolling them over to a higher rate and lower conversion price.

Thanks.

Q: good day to you all
what 's your opinion on this Co.
it seems it s not going anywhere
thanks in advance
Georges

Q: Hello Peter,
Aecon is down alot. Can you please comment on the results? Thanks very much

Q: I know Aecon had a loss this quarter, but I thought it was generally okay. Do you have any comments?

Q: Hi 5i Team,

If not already asked, pls comment on Aecon Group qtr earning , and this company going forward.

Thanks as always.

Q: This is a volatile sector. I am a GARP-type investor. Taking into account, management [execution], valuation, which one [or others if prefer US] would you recommend for a long-term total return position., with rationale for preference. Could you suggest entry price range.
Thank you.

Q: Just looking for updated views on both.

Q: Good day, is ARE good value here? Thanks

Q: Peter; Apples and oranges but which one do you prefer in todays environment? Thanks. Rod