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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: Is Stantec STN a screaming buy, or what? It has not traded this deeply below the 200 day moving average since 2008. The last time it fell below the 200 dma was July 2012. It is at the bottom of its trading range. The markets are heating up. The last few trading days STN has been up on the technical indicators. And it is one of the rare A-rated companies. How badly can we do buying STN at this time?
Read Answer Asked by Jerry on April 08, 2015
Q: Hello Peter & Co,
Question 1: I've been holding STN for about a year to watch it hibernate (long winter of discontent) while WSP seems to be the flavour of 2015 (investors seem to like its recent acquisitions sending the RSI way up in the overbought stratosphere); your thoughts please.
Question 2: I have lumped BIN, BIP.UN, CCL, CNR and STN in the Industrial, Transports, Infrastructure sector and CHE.UN, IFP and SJ in the Materials sector; is it reasonable?
Thanks for your A+ service
Antoine
Read Answer Asked by Antoine on March 26, 2015
Q: I know that you like Stantec as a good, solid performer. I own both Stantec and WSP Global, 4% each. My other holding in industrials is CNR, at 8%. (it's grown nicely and am loathe to part with it yet.) My question is: how do you think Industrials will perform in this environment. Seems like Stantec has been taking a rest for a while. I was thinking of switching Stantec for CGI group, which would increase my holdings in Technology to about 19%. I'm looking for a good company with a bit more "ooomph" in it right now, regardless of sector, but CGI's growth appeals to me. Your comments are always valued.
Read Answer Asked by Sylvia on January 22, 2015
Q: Hi Peter and the team,

I acquired stn in middle of 2013 which did well in that year, then it stayed flat in 2014. Recently, it goes in opposite way from TSX like today for example. Anything wrong with this name? Should I sell it and move on to other name? Do their projects involve with energy related business? Their debt level is about 22.5% to their capital (based on data posted by TD water house), which is low comparing with their peers such as SNC. What is your view of this company this year?
Read Answer Asked by Lin on January 09, 2015
Q: Of all the A-B companies you cover, could you indicate one or two in each rating category (A, A-, B+, B) that you consider to be the best "bargains" at this point. By best bargain, I mean considering risk/reward profile, you look at the share price and say, "Wow, I can't believe that this stock is trading at that low price." (I'm guessing: (A: Stantec), (A-: BNS), (B+: GIL or BAD?), and (B: NAL or ACQ?) What say you? Others?

Also, if possible, of all companies at any rating level (A to B-) on your "watch list," could you indicate one or two similar bargain companies? Energy sector included.

Thank you,
Cheers
Read Answer Asked by Gordon on December 11, 2014
Q: Hello Peter and team, I have some money available to invest for a longish term (5 years+). Can you suggest around four names to add to a diversified portfolio, in particular companies that you think may currently be at unduly low prices due to tax loss selling and other year-end positionings. Stantec and Surge come to my mind. Would you agree, and if so can you please also suggest two or three others (though no more in the Oils; I'm already quite full there). Also, I've separately wondered about acquiring a foreign stock like Nestle. Do you know if/how I can acquire that in my self-directed RRSP? Thanks in advance!
Read Answer Asked by James on December 02, 2014