Investment Q&A

• PulteGroup Inc. (PHM $114.27)
  • $114.27 Fwd P/E: 8.07X Cap: $22.90B
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• Aecon Group Inc. (ARE $20.51)
  • $20.51 Cap: $1.29B
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• Bird Construction Inc. (BDT $29.65)
  • $29.65 Fwd P/E: 16.29X Cap: $1.64B
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• KB Home (KBH $55.60)
  • $55.60 Fwd P/E: 6.8X Cap: $3.78B
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• Toll Brothers Inc. (TOL $120.78)
  • $120.78 Fwd P/E: 8.96X Cap: $11.85B
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Q: Good morning, 5i team!

KH Home, Toll Brothers & Pulte Home all get a buy ratings from Credit Suisse lately. Your thought on adding for1 of these 5 for a 3 to 5 years hold. Thank you!

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Read Answer Asked by Nhung on April 06, 2022

• Aecon Group Inc. (ARE $20.51)
  • $20.51 Cap: $1.29B
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Q: Hi Everyone at 5i!!!! I was wondering what your thoughts are about Aecon as a long term hold. Cheers, Tamara

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Read Answer Asked by Tamara on April 04, 2022

• Aecon Group Inc. (ARE $20.51)
  • $20.51 Cap: $1.29B
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• Cameco Corporation (CCJ $72.70)
  • $72.70 Fwd P/E: 174.53X Cap: $31.64B
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• BWX Technologies Inc. (BWXT $137.06)
  • $137.06 Fwd P/E: 43.65X Cap: $12.46B
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Q: Hello, is there in the US or Canada a Nuclear Reactors maker that is public and that you would recommend? Because of the current context in Europe, do you think that there could be a revival for the demand of reliable and modern nuclear reactors to help the transition to cleaner ernergy? Thank you

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Read Answer Asked by Gervais on March 11, 2022

• WSP Global Inc. (WSP $281.61)
  • $281.61 Fwd P/E: 51.43X Cap: $36.74B
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• Aecon Group Inc. (ARE $20.51)
  • $20.51 Cap: $1.29B
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Q: Hello 5i, I am up $7000 with WSP. Is there more room for growth or should it be replaced with SIS as I am basically a value investor with some growth.
Thank you for your terrific service,
Stanley

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Read Answer Asked by STANLEY on March 09, 2022

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Aecon Group Inc. (ARE $20.51)
  • $20.51 Cap: $1.29B
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• North West Company Inc. (The) (NWC $47.63)
  • $47.63 Fwd P/E: 16.89X Cap: $2.27B
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• Primo Water Corporation (PRMW $37.40)
  • $37.40 Fwd P/E: 15.23X Cap: $5.99B
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• Savaria Corporation (SIS $19.57)
  • $19.57 Fwd P/E: 28.36X Cap: $1.39B
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• Income Portfolio (Income)
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Q: Hi 5i,

If one was predisposed to achieve a higher yield for an income portfolio, what would you replace WSP, PRMW and PLC with? Or does this defeat the purpose of balance and keeping some growth?

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Read Answer Asked by Kelly on March 08, 2022

• Sylogist Ltd. (SYZ $8.49)
  • $8.49 Cap: $198M
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• Aecon Group Inc. (ARE $20.51)
  • $20.51 Cap: $1.29B
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Q: Hi guys, which one company would you put your money on. I am buying for dividends and little some capital gains. Are divided safe ? Or any other suggestions. Thanks
Alnoor

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Read Answer Asked by Alnoor on March 03, 2022

• Aecon Group Inc. (ARE $20.51)
  • $20.51 Cap: $1.29B
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Q: What is your opinion of Aecons earnings report? I was quite disappointed and the share price drop today suggests many others feel the same. Is this still a growth stock or is it dead money? Should i dump it? (and perhaps buy DIR as it has come down because of the share offering?)

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Read Answer Asked by arnold on March 02, 2022

• Aecon Group Inc. (ARE $20.51)
  • $20.51 Cap: $1.29B
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• Russel Metals Inc. (RUS $44.17)
  • $44.17 Fwd P/E: 16.74X Cap: $2.49B
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Q: Got a bit of cash to invest for mid to long term in a non-secured account. . Looking at these two companies. The dividend and capital appreciation appear to be good. Your overall views? Thanks in advance.

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Read Answer Asked by Jacques on February 03, 2022

• WSP Global Inc. (WSP $281.61)
  • $281.61 Fwd P/E: 51.43X Cap: $36.74B
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• Aecon Group Inc. (ARE $20.51)
  • $20.51 Cap: $1.29B
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Q: Please provide the fundamentals of Aecon.
Is it a good company to hold in a volatile environment? If not, please advise which company you prefer in the same industry.

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Read Answer Asked by Kristelle on January 27, 2022

• Sylogist Ltd. (SYZ $8.49)
  • $8.49 Cap: $198M
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• Aecon Group Inc. (ARE $20.51)
  • $20.51 Cap: $1.29B
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Q: Hi gang, would like to to buy between ARE or SYZ? For dividends 2-3 years in RESP account Is it a good idea or better choice anywhere it’s for my granddaughter 2 years old. Thanks
Alnoor

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Read Answer Asked by Alnoor on January 25, 2022

• Aecon Group Inc. (ARE $20.51)
  • $20.51 Cap: $1.29B
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• Bird Construction Inc. (BDT $29.65)
  • $29.65 Fwd P/E: 16.29X Cap: $1.64B
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Q: Hi, between these 2 unloved stocks, which one would you prefer over a 2-3 years period (I’m no teen!). Don’t need revenue but OK in TFSA for example.

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Read Answer Asked by Denise on December 03, 2021

• Aecon Group Inc. (ARE $20.51)
  • $20.51 Cap: $1.29B
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Q: Can I have your outlook on Aecon.
It is off from its high for quite some time.
Do you see it a good hold and eventually going back to its 21 $ range with the Liberal infrastructure plan ?

Thank you

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Read Answer Asked by Kristelle on November 30, 2021

• Aecon Group Inc. (ARE $20.51)
  • $20.51 Cap: $1.29B
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Q: Do you think are,ca is in a good position and has the ability to benefit from the need to rebuild the infrastructure in BC.

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Read Answer Asked by john on November 22, 2021

• Honeywell International Inc. (HON $235.93)
  • $235.93 Fwd P/E: 27.12X Cap: $151.62B
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• Roper Technologies Inc. (ROP $547.46)
  • $547.46 Fwd P/E: 39.47X Cap: $58.86B
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• Aecon Group Inc. (ARE $20.51)
  • $20.51 Cap: $1.29B
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• NV5 Global Inc. (NVEE $23.18)
  • $23.18 Fwd P/E: 50.39X Cap: $1.52B
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• Jacobs Solutions Inc. (J $135.14)
  • $135.14 Fwd P/E: 37.43X Cap: $16.23B
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• Trane Technologies plc (TT $437.50)
  • $437.50 Fwd P/E: 36.43X Cap: $97.57B
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Q: Kindly provide your top five US listed stocks in the Industrial sector. Please use the following criteria. Mid to large cap stocks. Mid to low volatility. Steady earnings grower. Preferable a dividend but not necessary. Best, Don

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Read Answer Asked by DONALD on November 10, 2021

• WSP Global Inc. (WSP $281.61)
  • $281.61 Fwd P/E: 51.43X Cap: $36.74B
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• Stantec Inc. (STN $150.96)
  • $150.96 Fwd P/E: 45.06X Cap: $17.21B
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• Aecon Group Inc. (ARE $20.51)
  • $20.51 Cap: $1.29B
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• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 Fwd P/E: 21.11X Cap: $3.71B
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Q: Hi 5i
With the US Congress passing the $1.2 Trillion Infrastructure bill last Friday evening, what sectors and Canadian stocks would you suggest might benefit the most going forward. Thanks

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Read Answer Asked by Gordon on November 08, 2021

• Aecon Group Inc. (ARE $20.51)
  • $20.51 Cap: $1.29B
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Q: Do you find their disclosure in their latest earnings report of the issues surrounding the Coastal GasLink Pipeline project as concerning as apparently the market seems to?

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Read Answer Asked by Peter on November 02, 2021

• Aecon Group Inc. (ARE $20.51)
  • $20.51 Cap: $1.29B
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• Pathward Financial Inc. (CASH $82.79)
  • $82.79 Fwd P/E: 12.05X Cap: $1.97B
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• SPS Commerce Inc. (SPSC $131.73)
  • $131.73 Fwd P/E: 61.56X Cap: $5B
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Q: Would appreciate your thoughts on these 3 earnings which were all below target. Thank you.

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Read Answer Asked by Paul on November 01, 2021

• Aecon Group Inc. (ARE $20.51)
  • $20.51 Cap: $1.29B
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Q: Aecon was down 8% today. What happened? I notice they announced earnings but I did not see anything really bad there.

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Read Answer Asked by Maria on November 01, 2021

• WSP Global Inc. (WSP $281.61)
  • $281.61 Fwd P/E: 51.43X Cap: $36.74B
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• Aecon Group Inc. (ARE $20.51)
  • $20.51 Cap: $1.29B
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Q: Which stock would you prefer at current price and reason please?

Thank you,

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Read Answer Asked by Irene on October 01, 2021

• Aecon Group Inc. (ARE $20.51)
  • $20.51 Cap: $1.29B
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Q: Hello,

What are your thoughts on AECON results? Market seems to like it. Being cheaper than WSP is it starting to look more interesting? Thanks.

Regards,

Shyam

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Read Answer Asked by Shyam on July 26, 2021