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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: Re AEcon, you commented yesterday that you see it as “more sideways than anything” ... could you please expand and explain why you think this? .. I’ve noticed some analysts forecasting a price of $23 (now at about $15), so i take it you don’t share that view ... also, when we see an analyst forecasting a price (e.g. $23 for ARE), what is the time frame? (By the end of this calendar year?) ... thanks!
Read Answer Asked by Patrik on June 23, 2020
Q: I am thinking of selling these three companies currently held in a growth portfolio to make way for some higher growth tech names. I do have the cash in my RRSP and could buy these stocks back in that portfolio but wonder if you have any better suggestions? I am particularly worried about CCL.B it has not held up to expectations.
Read Answer Asked by David on May 26, 2020
Q: Hello, I would like to know your opinion on AECON GROUP INC (ARE). Please comment on their latest financial results published yesterday (Q1). The backlog of orders seems to be well filled. Governments are expected to announce some impressive infrastructure projects in the near future to provide much-needed stimulus to the economy. You can also recommend other construction and engineering firms. Thank you.
Read Answer Asked by Stéphane on April 27, 2020
Q: Have 2.3% in ARE ,2.4 In TFII. Thing of selling ARE at a loss and adding to TFII purchased @ $28.42 . ARE has. Slightly higher dividend . I consider TFII a better growth stock than ARE.
TFII has had a sharp drop from $48 . I consider throwing out the baby with the bath water. Strong need for transport and lower gas prices adds to an incentive to buy.
I’m I on track?
Read Answer Asked by Roy on April 01, 2020
Q: I have the following securities in what I consider a balanced portfolio. The fixed income portion doesn’t show here because it consists of OAS. CCP. Plus two other pensions.
I’m thinking of sell part position in MMX ( small loss);and ARE to realize a capital loss while at the same time raising some cash for the next pullback. I like TFII . We need to keep the food chain moving. Trucking an important part . The other is cargo jet. Am I on the right track . Your opinion. Or would you look elsewhere given the current holdings.
Read Answer Asked by Roy on March 27, 2020
Q: Appreciate your report today on recommended stocks to track in this time of turmoil. Above is what additionally interests me and can't believe BMO @ $75.00 Could you review your thoughts for each going forward & thanks!
Read Answer Asked by Bruce on March 11, 2020
Q: I hold the above equities. I have additional funds to allocate. Your suggestions please. Take this opportunity to thank Peter for a great job, very reliable.
I would not want to add to my positions in ECN.PR.A , ENB, PNG ,& LSPD because of weighting’s and/or risk.
Read Answer Asked by Roy on February 12, 2020
Q: Any thoughts on ARE's recent acquisition of Voltage Power. I see that ARE has been in the "middle of the pack" in your Q&A. Neither at the top nor at the bottom. Can you foresee it reaching 21 $ again as they seem to be slowly and steadily acquiring companies that give them good growth potential.
Thanks in advance.
Read Answer Asked by Savalai on February 06, 2020
Q: In my well diversified portfolio, ignoring taxes and cash requirements, which of the above equities would it prudent to be sell or add to currently? Thank you.
Read Answer Asked by Harold on January 22, 2020
Q: I currently hold RUS, TFII and SIS for my industrials. How would you rank the above industrials and should I be making changes?
Read Answer Asked by Harald on January 21, 2020
Q: Happy New Year and welcome to a new decade :)
I plan to take this year's TFSA contribution and divide it equally between ARE, REAL & XBC. The goal is growth. Any dire warnings before I proceed? Thank you.
Read Answer Asked by David on January 07, 2020
Q: I am interested in adding "infrastructure" sector stocks to balance my investments. I would appreciate your comments on ARE, WSP, BIP.UN , STN. or other options in this sector. Thank you
Read Answer Asked by Richard on December 17, 2019