SNC-Lavalin Group Inc.

SNC-T

TSE:SNC

22.90
0.84 (3.81%)
Founded in 1911, SNC-Lavalin Group Inc., a Montreal-based company, provides EPC and EPCM services in a variety of industry sectors, including mining and metallurgy, oil and gas, environment and water, infrastructure and clean power.
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Analysis and Opinions about SNC-T

Signal
Opinion
Expert
BUY
BUY
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.

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It trades below it break up intrinsic value. As a Quebec based company it will be too important to fail in political terms.

PAST TOP PICK
PAST TOP PICK
October 5, 2018

(A Top Pick Aug 11/17, Up 2%) Hasn’t done much, though a good company. With gas line approval in BC, should be lots of work. Sideways action, dividend is indifferent. Need some excitement to get investors interested. Not a bad hold.

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(A Top Pick Aug 11/17, Up 2%) Hasn’t done much, though a good company. With gas line approval in BC, should be lots of work. Sideways action, dividend is indifferent. Need some excitement to get investors interested. Not a bad hold.

COMMENT
COMMENT
October 1, 2018

One of the best infrastructure plays, despite past troubles (which he hopes are behind them). Has a choppy chart, but long-term this looks good due to new management, creating a fresh slate.

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One of the best infrastructure plays, despite past troubles (which he hopes are behind them). Has a choppy chart, but long-term this looks good due to new management, creating a fresh slate.

TOP PICK
TOP PICK
September 26, 2018

He's traded this three times. because it's been a consistent range of $45-50 since mid-2015. (2.2% dividend, Analysts' price target: $70.73)

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He's traded this three times. because it's been a consistent range of $45-50 since mid-2015. (2.2% dividend, Analysts' price target: $70.73)

COMMENT
COMMENT
September 25, 2018

He bought it when it was dealing with its ethical issues. The stock has not recovered as well as he expected. He is still waiting for the US and Canadian governments to come through with their infrastructure spending, which would provide SNC with great business. This continues to be a tomorrow stock that he keeps waiting for.

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He bought it when it was dealing with its ethical issues. The stock has not recovered as well as he expected. He is still waiting for the US and Canadian governments to come through with their infrastructure spending, which would provide SNC with great business. This continues to be a tomorrow stock that he keeps waiting for.

COMMENT
COMMENT
August 29, 2018

The construction companies are difficult for investors. You can't tell how much money they'll make on a contract. Suppose they underbid or hit execution problems or a customer stiffs them? It's okay to own one of them in a portfolio, but no more. SNC is okay--has worldwide exposure but also carries geopolitical risk. It's riskier than most stocks he owns.

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The construction companies are difficult for investors. You can't tell how much money they'll make on a contract. Suppose they underbid or hit execution problems or a customer stiffs them? It's okay to own one of them in a portfolio, but no more. SNC is okay--has worldwide exposure but also carries geopolitical risk. It's riskier than most stocks he owns.

PAST TOP PICK
PAST TOP PICK
August 24, 2018

(A Top Pick May 17/18, Down 3%) Would still buy at this point. Getting penalized because of Saudi-Canadian issues. Geopolitical issues let you buy good companies at a good price.

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(A Top Pick May 17/18, Down 3%) Would still buy at this point. Getting penalized because of Saudi-Canadian issues. Geopolitical issues let you buy good companies at a good price.

TOP PICK
TOP PICK
August 24, 2018

Geopolitical risk is priced in. Good backlog of opportunities. Growth coming in. EBITDA could be strong going forward. Yield is 2%. (Analysts’ price target is $70.54.)

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Geopolitical risk is priced in. Good backlog of opportunities. Growth coming in. EBITDA could be strong going forward. Yield is 2%. (Analysts’ price target is $70.54.)

TOP PICK
TOP PICK
August 16, 2018

He likes the valuation. The pull back was way over done a few weeks ago. It represents a decent opportunity at this level but some risk. There are risks with the current Saudi Arabia situation. Fundamentals are good for this company. He has a $70.00 target. Yield of 2.2%. (Analysts’ price target is $70.54)

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He likes the valuation. The pull back was way over done a few weeks ago. It represents a decent opportunity at this level but some risk. There are risks with the current Saudi Arabia situation. Fundamentals are good for this company. He has a $70.00 target. Yield of 2.2%. (Analysts’ price target is $70.54)

TOP PICK
TOP PICK
August 15, 2018

He picked this because it is down about 10% based on the Saudi Arabia situation with Canada. Revenues in Saudia are 11% or $900 million on long term oil projects. They employ 5,000 Saudis in their projects. The company says there is no disturbance. He thought it was cheap at $57. They have a $15 million backlog. Yield 2.2%. (Analysts’ price target is $70.54)

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He picked this because it is down about 10% based on the Saudi Arabia situation with Canada. Revenues in Saudia are 11% or $900 million on long term oil projects. They employ 5,000 Saudis in their projects. The company says there is no disturbance. He thought it was cheap at $57. They have a $15 million backlog. Yield 2.2%. (Analysts’ price target is $70.54)

COMMENT
COMMENT
August 14, 2018

The dispute between Canada and Saudi Arabia is a concern because SNC has bought companies that do business in Saudi Arabia. However, so far no contracts have been invalidated and there is no negative information about the company’s projects. Uncertainty is hurting the stock price, but their core operations are doing very well. In addition, they are looking to monetize their stake in Highway 407 and this is highlighting the value of that investment whether they make the sale or not. He thinks this is a sound company that he is happy to own. He sees the Saudi Arabia news as noise that should not cause a fundamental investor to take action. He thinks the impact of the dispute will fall more on private individuals than on businesses.

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The dispute between Canada and Saudi Arabia is a concern because SNC has bought companies that do business in Saudi Arabia. However, so far no contracts have been invalidated and there is no negative information about the company’s projects. Uncertainty is hurting the stock price, but their core operations are doing very well. In addition, they are looking to monetize their stake in Highway 407 and this is highlighting the value of that investment whether they make the sale or not. He thinks this is a sound company that he is happy to own. He sees the Saudi Arabia news as noise that should not cause a fundamental investor to take action. He thinks the impact of the dispute will fall more on private individuals than on businesses.

BUY WEAKNESS
BUY WEAKNESS
July 18, 2018

He owns WSP instead. The infrastcuture sector is okay, nothing wrong. Buy on weakness any of these stocks. Commodities will come back and infrastructure will rise along with them.

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He owns WSP instead. The infrastcuture sector is okay, nothing wrong. Buy on weakness any of these stocks. Commodities will come back and infrastructure will rise along with them.

DON'T BUY
DON'T BUY
July 10, 2018

He hasn't looked at this sector in a long time. This stock has gone nowhere. He's waiting for management to shake things up.

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He hasn't looked at this sector in a long time. This stock has gone nowhere. He's waiting for management to shake things up.

BUY
BUY
June 26, 2018

He likes it and it has moved a little lately. They've settled a few lawsuits and are putting their problems behind. Highway 407 has been a fantastic asset for them. SNC has touched $60 for the first time in a while and he sees 10-15% upside in the next 12 months. Be patient. Over the next few weeks you could buy this for a dollar or two lower.

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He likes it and it has moved a little lately. They've settled a few lawsuits and are putting their problems behind. Highway 407 has been a fantastic asset for them. SNC has touched $60 for the first time in a while and he sees 10-15% upside in the next 12 months. Be patient. Over the next few weeks you could buy this for a dollar or two lower.

DON'T BUY
DON'T BUY
June 26, 2018

The stock has done nothing since 2010. It is finally coming back to where it was in 2010. He doesn’t see much opportunity for dividend growth or capital appreciation with this stock. His model price is $44 (the stock is $59 today). (Analysts’ price target is $69)

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The stock has done nothing since 2010. It is finally coming back to where it was in 2010. He doesn’t see much opportunity for dividend growth or capital appreciation with this stock. His model price is $44 (the stock is $59 today). (Analysts’ price target is $69)

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