Investment Q&A

Q: A significant contract was announced today. Do you think this might re-rate the company? I know that in previous responses you suggest a p/e of 15 might be on the high end.

Q: Have held for a year or so, the current uptick looks good to me but Always value your opinion, Hold or sell ?
John.

Q: Looking for a diversifier for a portfolio that currently skews toward Tech. Could I have any up-dated thoughts on NOA post most recent Feb/21 earnings ?
Thank-you.

Q: Which of the above companies do you see as performing quite well when the market picks up over the upcoming year and over a longer term of 2-3 years?
Thank you for considering my question, I look forward as always to you answer.

Thanks, Jim

Q: Your comments on NOA , it's debt level, future prospects & whether you see construction moving to higher levels.Thanks ,as always, for your great advice.
Dave

Q: I noticed this company reported better than expected results. What is your view of NOA? Would it be a good investment?

Q: I am thinking of selling NOA and buying either QSR or PBH. I am looking for growth. Which would you pick and why?

Q: Is this a good time to get into North American Construction Group? It seems to be stabilizing a bit, and wondered if its more stable trajectory is due to the recent blip uptick in oil/energy, or whether it's more company-specific? I note that in a comment last month you had said that its oil sands exposure was balanced by non-oil sands projects. What percentage, for instance, would projects in non-oil be compared to oil sands projects?

Q: I have been watching NOA but it keeps drifting lower is there any reason why . Thx

Q: North American Construction Group (NOA.TO) advised that its Q1 profit fell by 35% on higher expenses and depreciation while revenue rose 63% to $186.4 million Net income fell to $7.18 million, or $0.25 per share, compared to a profit of $11.13 million, or $0.36, in the first quarter of 2018. Adjusted earnings per share dropped to $0.52 from $0.55.

How would you rate the results as the oil sands are a key component of its success?

Thank you for your insight.

Q: I would appreciate your opinion on this company's prospects currently and over the next few years.
Thank you
John

Q: Recent quarterly data from NOA were rather impressive yet the stock was down 9% today. Revenue for the quarter was $84.9 million, compared to $70.0 million for the prior year, an increase of 21.3%.
Adjusted EBITDA for the quarter was $19.1 million compared to $11.5 million for the prior year. Adjusted EBITDA margin was 22.5% compared to 16.4% for the same period last year.
Net income for the quarter was $1.5 million, compared to a net loss of $0.6 million for the prior year. For the three months ended September 30, 2018, gross profit was $14.3 million, or a 16.9% gross profit margin, up from a $5.8 million gross profit or an 8.2% gross profit margin in the same period last year. Would you have any thoughts as I cannot find any other news? Thank you in advance.

Q: NOA and LGO have been my winners recently, but they crashed today. Time to sell or to hold, given their fundamentals? Thanks.

Walter

Q: Could I have your views on NOA, please?

Thank you.

Q: What are your thoughts on NOA and their latest quarter? The CEO has focused on higher margin business and also diversifying their customer base so they are less reliant on the oil sands sector. Company continues to buy back stock as they have strengthened their balance sheet.

Q:



please compare prospects for NOA with others in the energy services business - thanks