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.
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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.
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Peyto Exploration & Development Corp. (PEY)
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Tourmaline Oil Corp. (TOU)
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WSP Global Inc. (WSP)
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Stantec Inc. (STN)
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Aecon Group Inc. (ARE)
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Birchcliff Energy Ltd. (BIR)
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Black Diamond Group Limited (BDI)
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Horizon North Logistics Inc. (HNL)
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
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?
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?
Q: looks like aecon will open 3 or 4 points lower today.
would you buy it , only based on another suitor taking it over.
my understanding is there were 2 other offers refused when the chinese bid was acceptted.
my premise is one of these other bidders will take over aecon. dave
would you buy it , only based on another suitor taking it over.
my understanding is there were 2 other offers refused when the chinese bid was acceptted.
my premise is one of these other bidders will take over aecon. dave
Q: looks like aecon will open 3 or 4 points lower today.
would you buy it , only based on another suitor taking it over.
my understanding is there were 2 other offers refused when the chinese bid was acceptted.
my premise is one of these other bidders will take over aecon. dave
would you buy it , only based on another suitor taking it over.
my understanding is there were 2 other offers refused when the chinese bid was acceptted.
my premise is one of these other bidders will take over aecon. dave
Q: I have held it for many years and am wondering whether I should sell into the market or wait for the possible takeover . And if I do not sell and it is not taken over, I don't mind keeping it in my portfolio, if you rate it a good hold regardless.
Q: I have a $20,000 C.V. 5.5% Dec 2018. In view of the proposed takeover of Aecon, should I exercise my option to convert to common shares, and if so, when would be the appropriate time to do so ?
Q: Following the arrangement between ARE and CCCC International Holding limited, shall I sell my share as soon as the price is close to 20$ or wait an automatic transaction between the two companies?
I am wondering about the mechanics and if the deal is firm.
Serge
I am wondering about the mechanics and if the deal is firm.
Serge
Q: If one wanted to sell Aecon and move on what are some companies or suggestions in the Industrials sector that are buyable today with some growth and a good dividend
Jimmy
Jimmy
Q: I have a 650 share holding in Aecon ,with a 20% gain? With stock trading roughly $3.50 below the takeover price , do you recommend holding on with the optimistic view that It will receive government approval ? And will it be difficult to get over the net benefit to Canada hurdle?
It seems like the Chinese company is carrying some baggage.
Thanks for the great service.
Philip
It seems like the Chinese company is carrying some baggage.
Thanks for the great service.
Philip
Q: If the Aecon sale goes through will the stock be removed from the TSX and holders of the stock cashed out? I have a 15% gain and am considering selling while the price is up.
thank you.
thank you.
Q: I hold ARE do you think there will be another offer and do you think govertment will approve the offer.
Should I sell or hold?
Thanks for the great service.
Should I sell or hold?
Thanks for the great service.
Q: Hello, Given that Aecon is up for sale, is this a good time to buy a half position on this company. Your thoughts on the company, its backlog and financial position is appreciated. Thanks. Shyam
Q: I am trying to compare these 3 construction companies, are you able to give me a snapshot comparison?
Q: Hello team, I own shares in ARE. Would it make sense for STN to make a bid for ARE. If STN was to offer .70 of a STN share for ARE I think it makes a compelling offer.
David
David
Q: With the halt in ARE and possible sale, what is your recommendation for this stock? I hold shares purchased at $13.
thanks, Paul
thanks, Paul
Q: I have owned Aecon and Telus for some time now and they haven't moved much, what are your thoughts on selling those and putting the money in VSP
Thank you,
Jared
Thank you,
Jared
Q: Slowly building up my TFSA portfolio. Currently have BNS, T, IPL, AQN, BIP.UN and ECI. Thinking about adding ARE and ITP and wondering your thoughts on these companies or suggested alternates. Thank you.
Q: please give me your opinion on last qrt. is it a buying opertunety