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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: If we believe all we are hearing there could be a lot of government spending on Infrostructure both in Canada and the US. With this in mind how would you rate the above companies for growth in the next 2 - 3 yrs? Which would be benefitting most from US expenditure? Any others you would prefer?
(If this is more than one question - OK) I always appreciate your good advice. Thks.
Read Answer Asked by Arthur on November 16, 2016
Q: I own the 5.5% Aecon 31 Dec 18 convertible debentures. They are trading at about $109, and I bought them in Dec 2014 at about par. Should I take my profit now? If I wait until maturity, I will lose the current premium. I suppose they are trading at a premium because of the embedded warrant value.
Read Answer Asked by KENNETH on August 18, 2016
Q: I am looking at these 4 stocks for a combination of growth and income. Do you see any problem with these or do you have a better suggestion? Also, do you feel now is a good time to buy or would it be better to wait until summer is over?
Read Answer Asked by Alan on June 23, 2016
Q: Peter; I see Mr. Trudeau said that the first two years of infracture spending will be on " unsexy" things such as recapitalization,deferred maintenance,upgrades and restoring subway signals. Would this not take the shine off the above companies re " major" projects and forward any new work out two years? Thanks.Rod
Read Answer Asked by Rodney on March 21, 2016
Q: Peter, Aecon seems to be behaving better as of late, and has won a new contract. I'm about 20% under water on this position, but as I'm looking for a 5 plus year hold I'm considering adding to my current half position. Your thoughts appreciated. Also, might this be a stock you might commence coverage on?
Read Answer Asked by James on June 10, 2015
Q: What exactly qualifies as order backlog? Is this considered contracted projects with a high level of certainty that revenue will follow within a certain time frame? Also, can a growing backlog signal issues with a company that they are failing to grow their infrastructure in order to meet demand?
Read Answer Asked by Ben on November 13, 2014
Q: Hello. Could I get your thoughts on ARE after another revenue and earnings miss? CEO says this was a result of project delays, not cancelations, and 60% of the growing backlog will translate to revenue in 2015. The misses, cost management and exposure to oil/gas and mining concern me. Thoughts for someone who bought around $15? Thanks.
Read Answer Asked by Ben on November 11, 2014