
TSE:STN
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Robust growing backlog. Improving fundamentals. Solid growth expected for 2022. Valuations reverted to long-term average. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Has had a solid recovery and the momentum has improved with fundamentals. Expectations for next year’s revenues and earnings growth are solid. There is a lack of revenue growth recently, but its profit margins are increasing. Believes the company can continue to increase in value. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The recent deal is accretive and the balance sheet is minimized. The stock hit an all-time high from the deal. The company has done a nice job in the past few years. Unlock Premium - Try 5i Free
Good operator. Serial acquirer, and he's not averse to this. Went sideways for a while. Last 8-9 quarters, meaningfully beating estimates. Now back in gear. This space is advantaged by big US infrastructure spending. A bit of ahead of itself. ROE is about 13%. You could buy on a meaningful pullback. Not his favourite horse in the sector, which is SNC.
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. US stimulus to aid growth. Expensive valuation. Strong backlog in less cyclical segments. Attractive mining acquisitions in Australia. Unlock Premium - Try 5i Free