Investment Q&A

Q: Hi guys
Any thoughts on ARE? It hasn't done much over the year despite generally positive reviews. What do you think is preventing the stock price from going higher?

Thanks

Q: I hold the above stocks in my portfolio. Thinking of adding QSR. Your thoughts. Or should I keep my cash for better opportunities during tax loss period ? BEW and PNG are my play money. Playing PNG with house money.

Q: In reference to my last question you made a couple of suggestions. I parted ways with CHR and NFI. You also suggested that I lacked diversification in some areas. I have accumulated cash since my last question to be deployed at an appropriate time. I have listed again the stocks in which I am currently invested in. Percentage allocation in each was listed in my last question. I have wonder if you maintain an investment profile of your clients. Doing so would enable you to provide more appropriate advice and/or suggestions. It would negate the need for clients to keep repeating investment objectives. Thanks

Q: please give me an update and evaluation of these three entities.
ed in montreal

Q: Looking to add a 3% position in a growth/dividend company. I am targeting the above companies, which has the best and most predictable yield and capital growth?

Q: Hello your thoughts on earnings?

Q: What is happening to these two? Should I hold or buy more or sell both?

Q: Hi team
I have a full position in the above as well as WSP

Stantec has a very slow growth as compared to the above

I have no position in ARE

is it prudent to sell half of the stantec holdings and put it equally in ARE and WSP ?
I already have nearly a full position in WSP which has done very well for me
thanks

Michael

Q: when are aecons next earnings? Also, is there a website where can you find out earnings dates for companies?

Q: Seems to have blown the numbers out big time and the stock was halted. They were offered a buy out around $20.00 which the government blocked. Do you see aecon as a $30.00 stock long term. Thanks.

Q: Hi, I am looking for dividend paying stocks that also have the most upside share price potential in both the short and long term. Could you rate the above, best to last, and if you have any other suggestions, that would be greatly appreciated.
I am not overly concerned with sector allocation.
Many thanks.

Q: Hi, I am looking for a company that is growing at +20%, has a P/E multiple of under 20 and pays a modest dividend. Aecon fits this but do you have better suggestion? I look for a 3 year timeline.

Q: I am contemplating selling CHE.un and putting the proceeds into ARE, would you consider this a good move . I will have a loss on CHE and it seems doubtful that this stock is going to have any significant upside any time soon.

Thank you

Q: Is this a good entry point into BHC and ARE?

Q: 26 Sep 2018 08:23 ET

CNW Group - CND

/NOT FOR DISTRIBUTION TO U.S. NEWS WIRE SERVICES OR FOR DISSEMINATION IN THE U.S./

Aecon Group Inc. ("Aecon" or the "Company") (TSX: ARE) today announced that it has completed its previously announced public offering of $160 million aggregate principal amount of 5.0% convertible unsecured subordinated debentures due December 31, 2023 (the "Debentures"). The Debentures will commence trading today on the Toronto S
As previously announced, Aecon intends to use the net proceeds of the offering to fund the redemption of Aecon's 5.5% convertible unsecured subordinated debentures due December 31, 2018 (the "5.5% Debentures") and
Hi: I’m no business whiz, but this sounds like selling new debentures to pay off old debentures. More debt on top of debt? Is there a problem with Aceon or is this normal practice?

Q: I don't expect that you have a crystal ball, but I am sure your guess would be much better than mine.
What is your expectation for these two companies? Do you see on the horizon a takeover or merger for them and by whom?

Thanks.

Q: Aecon winning contracts and with the takeover off the table and stock back to $16 is it a good buy now or do you still prefer WSP Stantec or snc. And which ones have the least amount of debt and would withstand a slowdown much better.

Q: Greetings 5i
If the Kitimat LNG project gets the green light. Can you give a breakdown of the companies that stand to gain from this enormous endeavour?
Thanks
Denis

Q: Would the team be comfortable in building a long term position in Aecon?

Q: Comments in a Globe article this morning:

The valuation retreated to 7.3 before the government issued its final decision and has since fallen even more with Thursday’s selloff. But some analysts believe that if Aecon’s EV/EBITDA multiple, based on estimates for 2019 earnings, stays in line with its peers in the construction sector, the shares should be worth considerably more.

The logic of the company being worth $20+ if the Chinese were willing to pay it then and the backlog has improved makes sense to me. Do you agree and is it an attractive buy given the huge drop?