Viewing Company WSP Global Inc. | StockChase
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Compiling comments that experts make about stocks while on public TV.

WSP Global Inc. Stock Symbol: WSP-T

Notes:

Formerly Genivar Inc (Jan 2014)

Last Price Recorded: $50.3000 on 2017-07-24

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Date Signal Expert Opinion Price
2017-07-21 COMMENT Ross Healy

This has had a fair record of peaking out at about 2X its BV, and is currently trading at about 1.6. He can give an upside to about $62 based on its current earnings, but unless there is any earnings acceleration, there is nothing absolutely beyond that, because at that point, both the FMV and the technical condition would run out of gas.


Price:
$50.370
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-14 TOP PICK Robert McWhirter

A large company with almost 36,000 employees and 500 offices in 40 countries. 36% payout ratio. They are forecasting unchanged earnings at $.65. Growth margins grew from last year from 17.8% to 18.8%. Year-over-year cash flow was up 53%. Feels all infrastructure supporting companies will end up doing well. Dividend yield of 2.9%. (Analysts’ price target is $54.50.)


Price:
$52.710
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on ENERGY
Owned:
No
2017-05-08 HOLD Larry Berman CFA, CMT, CTA

He likes the engineering space because they will benefit from infrastructure spending.  They are breaking out to all time highs.  This is a bullish thing for the stock.  Forward earnings estimates make this not look that expensive.  Stay with it until we start to break trend, moving below $43.  (Analysts’ target $51.50).  He does not like the risk/reward and so does not like it.  He does not like it short term.  You can stick with it if the trend continues, but there is not a lot of upside potential.


Price:
$49.800
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-03-31 WEAK BUY Andy Nasr

WSP-T vs. BIP.UN-T.  He would buy BIP.UN-T today.  They have a track of record making good acquisitions.   The underlying business of WSP-T is not going to generate business that is as stable.  You will have mid-single digit dividend growth with BIP.UN-T.


Price:
$46.970
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
CAUTIOUS
Owned:
No
2016-11-08 BUY Mike S. Newton, CIM FCSI

There are many reasons why you might want to look at this play. They just reported and earnings were a little bit soft because they were doing quite a bit of cost containment. You end up getting a global company with 500 locations, 34,000 employees. It really plays into this idea of infrastructure build, which we keep hearing about from the Trudeau government and he thinks something is going to come out of this, and the infrastructure project discussion out of the US as well. This is attractive here.


Price:
$42.320
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2016-10-21 TOP PICK Greg Newman

This is global infrastructure. He sees 11% EPS growth over the next couple of years. Trading a little bit cheaper than its five-year average, which is hard to find in this market right now. They have a very solid dividend of 3.58%. Low payout ratio. Very strong balance sheet. They like to grow by acquisition, which is very important. Currently making an acquisition in the UK which he likes.


Price:
$41.890
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
2016-10-13 BUY Michael Simpson, CFA

They announced the acquisition of a UK company yesterday.  They are big in public infrastructure.  When they report their Q3 results there will be a currency impact on earnings, but he likes it and owns it and is buying it.


Price:
$41.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2016-10-03 BUY Lyle Stein

Caller had 15 year time horizon.  Equities should provide the best rate of return over that time.  Infrastructure building area is going to be a positive.  It has a good dividend yield.  You can’t predict management over 15 years, but management is doing all the right things right now.


Price:
$41.350
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Unknown
2016-09-13 COMMENT David Burrows

Over the last few years, all the stimulus we have seen has been monetary stimulus. That is great for asset prices and is good for the 1% who happen to have assets. What we have not seen globally is “fiscal stimulus”. That is what often creates jobs. A hot topic right now is that globally; countries appear to be getting ready for fiscal stimulus after the US election. Thinks we are seeing an improvement in construction and engineering companies in a run up to the expectations that we are going to see more spending in this area. This company looks attractive.


Price:
$40.890
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-09-01 COMMENT Barry Schwartz

He is not in this area right now. He used to own SNC-Lavalin (SNC-T), but sold it in the mid-$40. There is a lot of money flowing in infrastructure. The stocks are kind of pricey, which is why he is hesitant to recommend any of those shares right now. You have to be careful. These are cyclical businesses and if things don’t come to fruition, they are overpriced.


Price:
$43.440
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-08-16 TOP PICK Andrew Pink

This is an engineering company with a global footprint. He likes the valuation. This plays into the theme of low interest rates and government spending. Thinks there is going to be a lot of government spending in the next 1-1.5 years, and this company will be bidding on a lot of contracts. Dividend yield of 3.47%.


Price:
$43.220
Subject:
INCOME STRATEGY (Divs, Fixed & Preferreds)
Bias:
UNKNOWN
Owned:
Yes
2016-08-09 COMMENT James Rife

This just had a very good quarter. Showed good organic growth. This is not that exposed to commodities and materials because it really is global.


Price:
$42.930
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2016-07-28 COMMENT Greg Newman

He likes this. It has pulled back a little on some UK concerns. About 12%-14% of their business is UK. They had to walk away from a UK acquisition they were going to make, which was mildly accretive. He still sees it growing at 9% compounded annually over the next couple of years. Trading at 17X, so it is not cheap, but its 5-year average is around 22X. Very good balance sheet. Dividend yield of 3.8%.


Price:
$39.550
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Unknown
2016-06-28 DON'T BUY Jim McGovern

In the very short run, this is not the best time to buy this. A pure play engineering company, growth by acquisition. Terrific management. Believes it has about 10%-20% exposure to the UK. If things play out on a macro standpoint the way he thinks they will, at some point infrastructure spend starts to kick in, and this would be one of the beneficiaries.


Price:
$38.010
Subject:
NORTH AMERICAN - LARGE, ETF'S & MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Unknown
2016-06-24 BUY Ryan Modesto

Has liked this ever since they did the Parsons Brinkerhoff acquisition, which really gave them a global base to do their construction projects from. They continue to make more acquisitions that are interesting. 3.8% dividend.


Price:
$39.250
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
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