Investment Q&A

Q: Hi guys ... I'm in the process of culling the last bit of crap from my portfolio (FLY and AET.UN) with the idea of replacing them with something much better. I'm looking for a couple of solid stocks that offer a realistic chance at 15-20% growth in the next year or so while also providing a dividend of at least 3%. I got lucky with PKI on a big dip a few weeks ago ... now I'm hoping to find a couple more. Any help would be appreciated. One caveat ... I'm already overweight in energy so I'd like to avoid that sector.

Thanks for the great service.

Q: Upon reviewing my portfolio, I am interested in your thoughts (Buy,Hold, Sell) on the following:
ET, CAE, AVO, and WSP.
Much appreciated.

Q: Hi 5i,

Can you provide any comment on WSP's earnings? Still a good buy for dividend and growth at this level?

Thanks!
Wayne

Q: I currently have $20,000 cash in my TFSA, presently I hold RY and ESL. I would like your recommendations for a long term hold please.

Q: I am looking for info on WSP GLOBAL concerning the payout ratio and the amount of debt they carry at this time.Thank you for your help.

Q: Any reason for drop in the price of WSP over the past month?

Q: In my Income Portfolio I have half positions in AD,ET and WSP , looking to add to one , at todays levels which would you add to?

Many thanks for the education I receive on your site.

Q: I would like to take a position in two companies within the infrastructure space. I am considering WSP, ARE, SNC and STN. I would appreciate your opinion on which two of these companies would be a good long term investment and if they are currently at a good entry price. Thank you

Q: I am looking to add a consulting company to my portfolio and was wondering which would you recommend. As you have two in your portfolios, STN & WSP which one would you recommend for capital appreciation and best in class.

Thanks for your assistance.

Q: Hi 5i team,
Please give some background in building your income portfolio with regard to
a) WSP....an interesting choice considering your favorite is STN
b) SGY selection over so many good oil companies
c) FLOT with 0.4% yield as oppose to GIC

SPB, VNR and ET are excellent surprises we do not read regularly

I will gradually adopt to your income portfolio. Great work as usual, thanks

Q: Good day 5i.
I am looking to buy some shares in an engineering/environmental/architectural firm. I know that you like STN, but it's a bit pricey for me. I've held SNC in the past, and while I know they are attempting to clean up their act, I'm still nervous about their ethics. Recently I had WSP Global suggested to me. I know nothing about them. Can you provide me with some insight and a buy or not recommendation for WSP.

Thanks for your help.
Brian

Q: what is your opinion now of wsp after this deal and subsequent share offer and it's dilution to fund the deal.
thanks

Q: WSP Global
In the news today: WSP Global is acquiring Focus, a Canadian engineering & geomatics company. WSP is also doing a bought deal of commons (~$180 million value) - shares offered at $33.75. The offering closed very quickly. I missed it.

What do you think of this acquisition? Do you think their intent is to grow by acquisition? I would like to see solid evidence of organic growth as well. Their earnings, also out today, were okay.

Do you think the price will drop to $33.75 (or a bit lower) with the stock issuance? I would like to add to my position (got in at $30.51).

Any plans by I to do a WSP report?

I'm really enjoying my 5i membership - your dedication to responding to questions is awesome!

Thanks,
Heather

Q: Hello Peter and company!
I am a recent member and am reviewing my holdings against your portfolio. I have done quite well with WSP Global (formerly Genivar)and I was wondering if you could compare it and Stantec. Thanks you, great site and much appreciated!

Q: Peter and staff
With (wsp)recent run up in price , would you still consider it a buy here? Or do you think (stn) a better buy ?Thanks
Cal