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SNC-Lavalin Group Inc. (SNC-T)

ON STOCKCHASE SINCE Oct 2000

Part #407 owner. Got Beijing subway contract for Olympics.

contractors

SNC-Lavalin Group Inc.
SNC-T

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DON'T BUY	SNC-Lavalin Group Inc.(SNC-T) February 13, 2019 Given the current political turmoil. SNC owns the 407 highway, a fantastic asset which alone is worth $30--today's SNC stock price. So, the rest of the business is free. Oil and gas has been tough on SNC, which SNC is involved in. Also, SNC's board should be dealing with the current political issue; the board is inefficient. contractors 0 0 0 0 0 0 comments	Given the current political turmoil. SNC owns the 407 highway, a fantastic asset which alone is worth $30--today's SNC stock price. So, the rest of the business is free. Oil and gas has been tough on SNC, which SNC is involved in. Also, SNC's board should be dealing with the current political issue; the board is inefficient. contractors 0 0 0 0 0 0 comments Paul Harris, CF Portfolio , Avenue Investment Ma... Price $34.200 Owned No

PARTIAL SELL	SNC-Lavalin Group Inc.(SNC-T) February 12, 2019 There will be a lot more bad news. It's unfortunate, because infrastructure projects are growing and this bad news will preclude them from bidding on them. Definitely wait. If you hold it, take some shares off the table. contractors 0 0 0 0 0 0 comments	There will be a lot more bad news. It's unfortunate, because infrastructure projects are growing and this bad news will preclude them from bidding on them. Definitely wait. If you hold it, take some shares off the table. contractors 0 0 0 0 0 0 comments Zachary Curry Chief Oper, Davis-Rea Ltd.... Price $33.980 Owned Unknown
WAIT	SNC-Lavalin Group Inc.(SNC-T) February 11, 2019 He stays away because of the political noise. Valuation does not matter. There is still a lot of fallout to come. contractors 0 0 0 0 0 0 comments	He stays away because of the political noise. Valuation does not matter. There is still a lot of fallout to come. contractors 0 0 0 0 0 0 comments Bruce Murray CEO & Chie, The Murray Wealth Gr... Price $34.000 Owned Unknown
DON'T BUY	SNC-Lavalin Group Inc.(SNC-T) February 5, 2019 Major assets include the 407, with the core engineering construction assets for a very low single-digit PE multiple. But SNC has perpetually disappointed through earnings misses or bad headlines. They need to win back investor confidence in their core engineering business. There's always another shoe to drop with SNC. Unpredictable. contractors 0 0 0 0 0 0 comments	Major assets include the 407, with the core engineering construction assets for a very low single-digit PE multiple. But SNC has perpetually disappointed through earnings misses or bad headlines. They need to win back investor confidence in their core engineering business. There's always another shoe to drop with SNC. Unpredictable. contractors 0 0 0 0 0 0 comments Colin Stewart CEO & Port, JC Clark Investments... Price $37.360 Owned No
DON'T BUY	SNC-Lavalin Group Inc.(SNC-T) February 1, 2019 $20 floor price? They have interest in the highway 407 toll road, which provides some certainty of earnings. He wonders about the growth opportunities. He can't see a clear plan for their plans to grow. If they have a heavy debt load, he would stay away. contractors 0 0 0 0 0 0 comments	$20 floor price? They have interest in the highway 407 toll road, which provides some certainty of earnings. He wonders about the growth opportunities. He can't see a clear plan for their plans to grow. If they have a heavy debt load, he would stay away. contractors 0 0 0 0 0 0 comments Chris Stuchberr Portfolio , Wellington-Altus Pri... Price $36.360 Owned No
HOLD	SNC-Lavalin Group Inc.(SNC-T) February 1, 2019 Good time to get in? Extremely cheap asset-wise. It's in the penalty box for a little bit. Still thinks there's value there, you just need to have a longer-term horizon. Thinks they'll sell part of the 407, which will create $16-18 a share in cash, and bump up the stock price. (Analysts’ price target is $47.25) contractors 0 0 0 0 0 0 comments	Good time to get in? Extremely cheap asset-wise. It's in the penalty box for a little bit. Still thinks there's value there, you just need to have a longer-term horizon. Thinks they'll sell part of the 407, which will create $16-18 a share in cash, and bump up the stock price. (Analysts’ price target is $47.25) contractors 0 0 0 0 0 0 comments Bruce Campbell President, Campbell and Lee Inv... Price $36.360 Owned Unknown
COMMENT	SNC-Lavalin Group Inc.(SNC-T) January 18, 2019 ARE-T, WSP-T or SNC-T? He owns SNC-T, which has had its issues alongside the Canadian-Saudi Arabia situation. Fundamentally the company performs well. He owns STN-T. He was expecting this space to see better investment following the Canadian government plans to add to infrastructure. He has grown cold to the space as a whole. contractors 0 0 0 0 0 0 comments	ARE-T, WSP-T or SNC-T? He owns SNC-T, which has had its issues alongside the Canadian-Saudi Arabia situation. Fundamentally the company performs well. He owns STN-T. He was expecting this space to see better investment following the Canadian government plans to add to infrastructure. He has grown cold to the space as a whole. contractors 0 0 0 0 0 0 comments Norman Levine Managing D, Portfolio Management... Price $48.200 Owned _N/A
DON'T BUY	SNC-Lavalin Group Inc.(SNC-T) January 15, 2019 Market cap is valuation that people put on companies, based on future profits and cash flow. SNC does mostly "cost plus" contracts, so margin is built in. Exposed to Middle East, not a favourable place. Some issues with CRA, and how they got contracts. He'd be wary. If you think the economies are slowing, there may be better opportunities to buy companies like this. contractors 0 0 0 0 0 0 comments	Market cap is valuation that people put on companies, based on future profits and cash flow. SNC does mostly "cost plus" contracts, so margin is built in. Exposed to Middle East, not a favourable place. Some issues with CRA, and how they got contracts. He'd be wary. If you think the economies are slowing, there may be better opportunities to buy companies like this. contractors 0 0 0 0 0 0 comments Michael Sprung President, Sprung Investment Ma... Price $47.330 Owned Unknown
PAST TOP PICK	SNC-Lavalin Group Inc.(SNC-T) January 2, 2019 (A Top Pick Nov 02/17, Down 19%) Asset value of over $70/share and the 407 highway is $32 of that. If they can resolve their latest corruption problem, it will boost the stock $6-7. Be patient and you will do fine with this. contractors 0 0 0 0 0 0 comments	(A Top Pick Nov 02/17, Down 19%) Asset value of over $70/share and the 407 highway is $32 of that. If they can resolve their latest corruption problem, it will boost the stock $6-7. Be patient and you will do fine with this. contractors 0 0 0 0 0 0 comments Bruce Campbell President, Campbell and Lee Inv... Price $46.200 Owned Yes
PAST TOP PICK	SNC-Lavalin Group Inc.(SNC-T) December 21, 2018 (A Top Pick Sep 26/18, Down 16%) This is his third shot at this trade. There was a pretty sweet trading range. But now it's broken down. He's looking for an oversold bounce, and then they'll decide if it can break back above or if they need to ditch it. New investors may want to wait. contractors 0 0 0 0 0 0 comments	(A Top Pick Sep 26/18, Down 16%) This is his third shot at this trade. There was a pretty sweet trading range. But now it's broken down. He's looking for an oversold bounce, and then they'll decide if it can break back above or if they need to ditch it. New investors may want to wait. contractors 0 0 0 0 0 0 comments Keith Richards Portfolio , ValueTrend Wealth Ma... Price $44.510 Owned Yes
PAST TOP PICK	SNC-Lavalin Group Inc.(SNC-T) December 20, 2018 (A Top Pick Dec 28/17, Down 18%) Here is a company with the fundamentals correct but the market doesn't care. First there was the unfortunate tweet about Saudi Arabia. Second, there was the ethics issue from many years ago. The federal government is not letting them off easily on this one. Both things have caused the stock to tank even though it has nothing to do with current management, growth and so on. He is sticking with it. Ultimately this will go away. contractors 0 0 0 0 0 0 comments	(A Top Pick Dec 28/17, Down 18%) Here is a company with the fundamentals correct but the market doesn't care. First there was the unfortunate tweet about Saudi Arabia. Second, there was the ethics issue from many years ago. The federal government is not letting them off easily on this one. Both things have caused the stock to tank even though it has nothing to do with current management, growth and so on. He is sticking with it. Ultimately this will go away. contractors 0 0 0 0 0 0 comments Norman Levine Managing D, Portfolio Management... Price $45.250 Owned Yes
PAST TOP PICK	SNC-Lavalin Group Inc.(SNC-T) November 15, 2018 (A Top Pick Aug 16/18, Down 13%) It's a play on global infrastructure (demand and spending), which he thinks any portfolio should have some exposure. How fast will North America ramp up infrastructure? Investors have been frustrated by how slow it's become by, say, Trump. Also, Saudi Arabia events have pressured SNC. He still likes SNC. It's a long-term play. contractors 0 0 0 0 0 0 comments	(A Top Pick Aug 16/18, Down 13%) It's a play on global infrastructure (demand and spending), which he thinks any portfolio should have some exposure. How fast will North America ramp up infrastructure? Investors have been frustrated by how slow it's become by, say, Trump. Also, Saudi Arabia events have pressured SNC. He still likes SNC. It's a long-term play. contractors 0 0 0 0 0 0 comments Andrew Pyle Senior wea, The Pyle Group, Scot... Price $45.900 Owned Yes
DON'T BUY	SNC-Lavalin Group Inc.(SNC-T) November 5, 2018 Considering current issues with Saudi Arabia and legal headwinds The analysts have knocked down their earnings forecasts. If this reached its FMV it would hit $64, a huge rebound. Good technical support at $47-49. How serious is this Saudi Arabia issue, and would a Canadian company get punished operating there? He doesn't buy companies with political problems. That said, SNC is really cheap now and you can roll the dice, if you wish. contractors 0 0 0 0 0 0 comments	Considering current issues with Saudi Arabia and legal headwinds The analysts have knocked down their earnings forecasts. If this reached its FMV it would hit $64, a huge rebound. Good technical support at $47-49. How serious is this Saudi Arabia issue, and would a Canadian company get punished operating there? He doesn't buy companies with political problems. That said, SNC is really cheap now and you can roll the dice, if you wish. contractors 0 0 0 0 0 0 comments Ross Healy Chairman, Strategic Analysis C... Price $45.830 Owned No
COMMENT	SNC-Lavalin Group Inc.(SNC-T) October 17, 2018 He's playing infrastructure through WSP instead who are locking their debt to earnings, yet grow by acquiring. contractors 0 0 0 0 0 0 comments	He's playing infrastructure through WSP instead who are locking their debt to earnings, yet grow by acquiring. contractors 0 0 0 0 0 0 comments Chris Stuchberr Portfolio , Wellington-Altus Pri... Price $47.960 Owned No
BUY	SNC-Lavalin Group Inc.(SNC-T) October 12, 2018 It trades below it break up intrinsic value. As a Quebec based company it will be too important to fail in political terms. contractors 0 0 0 0 0 0 comments	It trades below it break up intrinsic value. As a Quebec based company it will be too important to fail in political terms. contractors 0 0 0 0 0 0 comments Ross Healy Chairman, Strategic Analysis C... Price $45.080 Owned No

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