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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: In May and July, a couple of members wondered if it was time to move on from STN (and go to WSP) due to non-performance and you suggested it was. do you see anything in this earnings report to suggest a turnaround? I admit to a bit of emotion on this one as STN was once of the first stocks I ever bought. But continuing problems with "legacy" contracts has me questioning management. Time to give up the ghost on this one?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on August 09, 2018
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.
Read Answer Asked by Helen on August 01, 2018
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
Read Answer Asked by Denis on July 27, 2018
Q: Stantec continues to show little growth as it has over the past five years. At 1.63% it also has a meager dividend. It compares poorly to WSP over five years. Is it that WSP has better management, better mix of business, better geographical locations or some other factors? Since WSP has dropped somewhat recently, would you recommend a switch from STN to WSP at this stage or stay the course with STN? Thank you.
Read Answer Asked by mitchell on July 03, 2018
Q: Good Morning Peter, Ryan, and Team,
One of my portfolios closely tracks the Balanced Equity Portfolio holdings. However I have substituted STN for WSP thinking that STN will get it going at some point. Also I have split the allocation to energy producers between WCP and PEY so that I have light oil as well as gas exposure. I would appreciate your expert opinion of these substitutions. Thank you very much. DL
Read Answer Asked by Dennis on May 11, 2018
Q: hello Peter & Team

I have been a STN shareholder since April 2014 a few months prior to the STN stock split announced Oct same year. At the time, I took a 4% long term position based on the company rarely if ever missing on expectations and it having a history as one of the Dividend gems over a very long period of time - 50+ years if I recall.

I have been very patient and although consistent capital gains are unfair to expect from every investment, I have to admit especially when considering the pedigree and your resent report, the sideways motion of this stock price over the past 4 years has been less than flattering in my view. And now they have missed expectations 5 of the last 8 quarters.

My expectations over the past 4 years when I bought the stock? A nice dividend which I have realized, and a modest Capital gain (say 5 - 7%/yr) which I didn't think unreasonable. I bought my shares @ pre-split $67.54. Today the stock is trading at (pre-split) $65.24.

I recently read your Oct 2017 report which outlines an A- rating which would lend me to believe this is an excellent company to hold in my portfolio for solid dividend & capital gains growth expectation. But as I see it right now, there is nothing on the horizon which lends me to believe anything is going to change. Interestingly, if you google STN in the Globe & Mail, it comes back as "no news for the past 2 years." And that pretty much sums it up!

Comparatively speaking... if I had bought SJ at the same time I would have seen a 35% Capital Gain over the same period of time.

Questions... If you were me, would you be happy with this performance? Would you recommend continuing to hold STN and if so why? (A- rating) And is there any reason you see for the dramatic increase in trading volume over the past 3 days?

Apologies for sounding disillusioned.

Thanks for all you do

gm
Read Answer Asked by Gord on March 23, 2018
Q: Good afternoon,
I am down 23% on GUD; down 9% on STN;and down 4% on BNS in my TFSA. I am ok with SLF and T. I have $7000 to add. Should I strengthen the laggards or where would you add..1 or 2 names??? Long term horizon.
Should I add another name?
Read Answer Asked by Paul on February 26, 2018
Q: I have a reasonable balance of these stocks in my TFSA. With the pullback, should I add to a laggard or introduce a new one? Open to ETF as well. Long term.
Have great weekend.
Paul
Read Answer Asked by Paul on February 05, 2018
Q: I've held Stantec for about 4 years. I'm up about 5% plus the rather low dividend payout. I've held on because not losing money is important, and I appreciate the portfolio diversification it provides. However, I'm feeling increasingly impatient and have been contemplating switching it for Brookfield Asset Management. Is it worth sticking with Stantec? Also, is Brookfield tax efficient in a cash account? I know some of the Brookfield companies have complicated structures.

Thanks for all your help!
Read Answer Asked by Bill on January 23, 2018
Q: Hi Peter, Ryan and team
With the demise of Carillion, I wonder if you would hazard a guess as to which of the above companies would be most likely to pick up some assets based on the size of the war chest, past behaviour, etc.?
Gord
Read Answer Asked by Gord on January 22, 2018
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