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

Stuart Olson Inc Stock Symbol: SOX-T

Notes:

Formerly Churchill Corporation (The)

Last Price Recorded: $5.9300 on 2017-03-27

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Date Signal Expert Opinion Price
2017-03-17 COMMENT Michael Sprung

He is a long-suffering shareholder of this. He keeps waiting for things to go right for them. They always seem to be just on the cusp of things turning around and going right, and believes they will. Doesn’t feel the dividend is under any immediate jeopardy, but if conditions continue as they did last year, particularly in Alberta, the dividend could be affected. With all the spending that’s been forecast in the Alberta budget, he believes they will get their share, which would make them highly leveraged to a recovery. Feels it is worth far more than what it is trading at.


Price:
$5.800
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-02-01 PAST TOP PICK Michael Sprung

(A Top Pick Jan 7/16. Up 8.19%.) This has been a troubled company. They ran into some contracts that went over budget. Largely exposed to energy, but are also very well exposed to infrastructure and mining. Made an acquisition a couple of years ago, which in the next quarter there might be a possibility of a write down on it. We are beginning to see potential signs of a turnaround. At these levels, he would be buying.


Price:
$5.330
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-21 COMMENT Michael Sprung

This ran into significant trouble and were in a lot of fixed-price contracts that went over costs. They have had to totally restructure the company. Also, they are primarily a Western exposed company, and more on the construction side rather than engineering in the equation. Feels they have been overlooked. If there is going to be any increase in infrastructure spending, particularly out west, this is certainly one of the companies that will benefit. Relative to the group, it looks very inexpensive, but it is a much higher risk/reward than some of the others.


Price:
$5.900
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-11-04 COMMENT Michael Sprung

This is sort of a “go to” construction company, which is unfortunately situated in Alberta. Every quarter when you are expecting things to look like they are improving, they seem to run into 1 or 2 problems somewhere, and this quarter is no different. There were some large contracts they were working on, that ran into cost overruns and delays. Thinks they are going to get its share of infrastructure spending once that gets started, which is probably a couple of years out. This could easily double from here.


Price:
$5.520
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-10-05 DON'T BUY Brendan Caldwell

Not one he follows or would own right now. This provides construction services to Western Canada with schools, hospitals, sports arenas, high-rises, etc. It also has exposure to the energy business. Even if energy prices have something of a rebound, the suppliers are going to lag considerably. If you are looking for a play on energy and Western growth, he would look at the commodity, producers and suppliers further down the chain.


Price:
$5.990
Subject:
CANADIAN VALUE
Bias:
UNKNOWN
Owned:
No
2016-08-24 BUY Michael Sprung

It has been really beset, particularly lately, by the problems in Alberta. It was affected by the wildfires around Fort McMurray. In the last number of years, they have just seemed to go from one problem to another. However, he still believes this company can survive the current environment and prosper. They will be a beneficiary for some of the infrastructure spending that is going to take place.


Price:
$6.120
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-08-16 COMMENT Andrew Pink

A high dividend, so you might want to be careful here. Some of the contracts are a little choppy. He likes the company, but there are some issues. 7.5% dividend yield.


Price:
$6.350
Subject:
INCOME STRATEGY (Divs, Fixed & Preferreds)
Bias:
UNKNOWN
Owned:
Unknown
2016-07-15 TOP PICK Michael Sprung

Engineering/construction company. This has really had problems over the last number of years, and is finally beginning to turn around. Have lagged the other engineering companies because of their large exposure to Alberta, but there is going to be a lot of infrastructure building in Alberta. Dividend yield of 7.19%.


Price:
$6.780
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-24 DON'T BUY Ryan Modesto

An infrastructure company. This space has been getting a lot of attention lately because of budgets and stimulation of the economy, and this is probably his least favourite. Bought a pretty large electrical firm out West, and the timing was not great. There are better options in the sector.


Price:
$6.210
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2016-03-28 TOP PICK Michael Sprung

Construction.  Institutional and commercial.  They ran into trouble with some fixed price contracts which are basically behind them.  They are yielding about 7%.  They will get some benefit from infrastructure spending. 


Price:
$6.950
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-01-07 TOP PICK Michael Sprung

This got off the rails for a few years. Had some contracts that were fixed priced contracts that went into cost overruns, and that really hit their margins. They’ve had to reorganize and restructure, but are now at a point where they will benefit from infrastructure spending, whether provincial or federal in Alberta, BC, Saskatchewan, etc. in both their industrial side and their building side. The company is very well-placed and the balance sheet is in a lot better shape than it used to be. Debt to EBITDA is at about 2X. Dividend yield of 9.02%.


Price:
$5.320
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-09-01 PAST TOP PICK Michael Sprung

(A Top Pick Aug 26/14. Down 39.51%.) A lot of their business is in energy and in Alberta, but have been diversifying. Just announced $200 million in new contracts. They are not only going to survive, but have made a lot of moves recently, and he would be looking to add to his position.


Price:
$5.820
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-29 COMMENT Michael Sprung

Within the engineering realm of companies, this is a little bit higher risk/higher return kind of scenario. Believes they will survive. They have worked through a lot of their projects which had fixed-price contracts. Have higher priced contracts coming on stream going forward. Unfortunately, they do a lot of work in Alberta with a lot of it tied to the energy patch. For that part of your portfolio where you are willing to take a little bit more risk and perhaps hold it a little bit longer to seek a higher return, this is all right. Dividend of 7.8% is probably fairly safe for the time being.


Price:
$6.370
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-04-28 COMMENT Michael Sprung

Being overly punished for some of its past transgressions. They are now suffering from being Alberta-based. A riskier stock than some of the others in the industry. It is a much smaller company so your risk-reward parameters are a lot greater. If things start going well again, you could see this stock increased significantly. At current price levels, it is probably really good value, but it is hard to know how long it will take to see that value surface.


Price:
$5.830
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-02-25 COMMENT Michael Sprung

Amongst the construction companies, this may be considered one of the higher risk/reward members. It has come off so much as a large part of their business is tied to the energy and mining markets. However, on the infrastructure side we are seeing growing backlogs. Thinks management has made some significant changes in the structure of the company and how it is exposed. It has a very good chance of making it through this environment and there could be considerable capital appreciation, but it is not without its risks. Feels the dividend of over 7% is all right for the time being. If he sees more and more projects delayed, particularly in the energy side, they are going to have to examine that dividend in probably 2 or 3 quarters out.


Price:
$6.800
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
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