Stantec Inc | StockChase
142
Stantec Inc (STN-T)

Last Price Recorded: $36.6500 on 2018-02-22

ON STOCKCHASE SINCE Nov 2000

mngmnt planning

consulting
142
Stantec Inc (STN-T)

Last Price Recorded: $36.6500 on 2018-02-22

ON STOCKCHASE SINCE Nov 2000

mngmnt planning

consulting

Stantec Inc


Signal Opinion Expert
DON'T BUY
Stantec Inc(STN-T) 

February 13, 2018

Good performer in their space, but these companies can win contracts whereas the ability to make money off those contracts is up for grabs. Construction is a tough business to make money. He's not in any company in this infrastructure space.

consulting

Good performer in their space, but these companies can win contracts whereas the ability to make money off those contracts is up for grabs. Construction is a tough business to make money. He's not in any company in this infrastructure space.

consulting
David Baskin

President, Baskin Wealth Manage...

PricePrice
$35.120
Owned Owned
Unknown

TOP PICK
Stantec Inc(STN-T) 

January 29, 2018

He is trying to find companies that are trading at fairly low multiples. This is trading at roughly 13X earnings out to 2020. If Mr. Trump puts through an infrastructure bill, this company is in a situation where they can take advantage of it. Through acquisitions they’ve upped their environmental capabilities as well as US exposure. You get a dividend growth of roughly 10% a year. Dividend yield of 1.43%. (Analysts' price target is $39.45.)

consulting

He is trying to find companies that are trading at fairly low multiples. This is trading at roughly 13X earnings out to 2020. If Mr. Trump puts through an infrastructure bill, this company is in a situation where they can take advantage of it. Through acquisitions they’ve upped their environmental capabilities as well as US exposure. You get a dividend growth of roughly 10% a year. Dividend yield of 1.43%. (Analysts' price target is $39.45.)

consulting
David Driscoll

President & CEO, Liberty Internationa...

PricePrice
$35.050
Owned Owned
Yes

TOP PICK
Stantec Inc(STN-T) 

January 26, 2018

Likes the infrastructure aspect, and expects to see increased infrastructure on both sides of the border. Stabilizing commodity prices are going to help. They bought a global water platform, and thinks they will be able to cross sell. This has struggled for the last couple of years, and thinks it is starting to break out. He models 20% EPS growth over the next couple of years. Trades at about 18X versus its peers of 21X, versus its five-year average of around 21X. Dividend yield of 1.4%.

consulting

Likes the infrastructure aspect, and expects to see increased infrastructure on both sides of the border. Stabilizing commodity prices are going to help. They bought a global water platform, and thinks they will be able to cross sell. This has struggled for the last couple of years, and thinks it is starting to break out. He models 20% EPS growth over the next couple of years. Trades at about 18X versus its peers of 21X, versus its five-year average of around 21X. Dividend yield of 1.4%.

consulting
Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$35.020
Owned Owned
Yes

TOP PICK
Stantec Inc(STN-T) 

January 24, 2018

This has been really beaten up and lagging its competitors. Some exposure to the oil/gas industry, being Edmonton-based, put some stigma around it. It’s the 3rd largest design firm in North America. Thinks a lot of headwinds they’ve been seeing are behind them now. 5% free cash flow yield. Dividend yield of 1.4%. (Analysts' price target is $39.50.)

consulting

This has been really beaten up and lagging its competitors. Some exposure to the oil/gas industry, being Edmonton-based, put some stigma around it. It’s the 3rd largest design firm in North America. Thinks a lot of headwinds they’ve been seeing are behind them now. 5% free cash flow yield. Dividend yield of 1.4%. (Analysts' price target is $39.50.)

consulting
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment ...

PricePrice
$35.390
Owned Owned
Yes

SELL
Stantec Inc(STN-T) 

January 2, 2018

One of the very, very few that it is trying to break out through its all-time highs at $40. He would need to see it going higher before he would be a buyer. If he owned it, he would Sell it.

consulting

One of the very, very few that it is trying to break out through its all-time highs at $40. He would need to see it going higher before he would be a buyer. If he owned it, he would Sell it.

consulting
Elliott Fishman

Director of U.S. and international equity trading, Trading Services Gro...

PricePrice
$35.200
Owned Owned
Unknown

PAST TOP PICK
Stantec Inc(STN-T) 

January 2, 2018

(A Top Pick Nov 25/16. Down 1%.) Still likes this. One of the cheaper names in engineering services. Made a big purchase of a water infrastructure company, which are really big-ticket projects. They still have the infrastructure theme coming from Canadian governments as well as potential from the US.

consulting

(A Top Pick Nov 25/16. Down 1%.) Still likes this. One of the cheaper names in engineering services. Made a big purchase of a water infrastructure company, which are really big-ticket projects. They still have the infrastructure theme coming from Canadian governments as well as potential from the US.

consulting
Ryan Modesto

Managing Partner, 5i Research...

PricePrice
$35.200
Owned Owned
No

COMMENT
Stantec Inc(STN-T) 

December 6, 2017

An engineering type company. The yield is reasonably low, but well covered. It’s a very competitive business. They do some business in the US which is good. An okay company, but he wouldn’t buy it personally. 1.5% dividend yield.

consulting

An engineering type company. The yield is reasonably low, but well covered. It’s a very competitive business. They do some business in the US which is good. An okay company, but he wouldn’t buy it personally. 1.5% dividend yield.

consulting
Douglas Kee

Chief Investment Officer, Leon Frazer & Associ...

PricePrice
$34.230
Owned Owned
No

HOLD
Stantec Inc(STN-T) 

November 2, 2017

He prefers a Top Pick today in this space.  This is a great pick in the Canadian space.  It is probably a hold and has been for years.  It is fine.  It is an area he wants to be in but he has a cheaper idea in his Top Picks

consulting

He prefers a Top Pick today in this space.  This is a great pick in the Canadian space.  It is probably a hold and has been for years.  It is fine.  It is an area he wants to be in but he has a cheaper idea in his Top Picks

consulting
Bruce Campbell (1)

President, Campbell and Lee Inv...

PricePrice
$36.740
Owned Owned
No

PAST TOP PICK
Stantec Inc(STN-T) 

November 1, 2017

(A Past Pick Nov 14/16. Up 8%.) Still in a turnaround situation. The last quarter was good, but the previous three quarters were not. They are moving aggressively into environmental engineering and water management. Just made an acquisition that covers California and Western US. This is currently at a decent value, and he is continuing to buy it.

consulting

(A Past Pick Nov 14/16. Up 8%.) Still in a turnaround situation. The last quarter was good, but the previous three quarters were not. They are moving aggressively into environmental engineering and water management. Just made an acquisition that covers California and Western US. This is currently at a decent value, and he is continuing to buy it.

consulting
David Driscoll

President & CEO, Liberty Internationa...

PricePrice
$36.570
Owned Owned
Yes

SELL ON STRENGTH
Stantec Inc(STN-T) 

October 20, 2017

This has done well, but hasn’t done anything for a while. There are willing sellers on top and willing buyers at the bottom. He would use the rally to take profits.

consulting

This has done well, but hasn’t done anything for a while. There are willing sellers on top and willing buyers at the bottom. He would use the rally to take profits.

consulting
William Chin

Portfolio manager, Caldwell Investment ...

PricePrice
$36.070
Owned Owned
Unknown

WAIT
Stantec Inc(STN-T) 

October 18, 2017

An engineering and construction firm, high quality.  It stumbled a few years ago and they are righting the ship.  They are not fully out of the woods but they have turned the corner.  Even if they get a small fraction of the plans to build out public infrastructure in Canada, they will do well.  He will revisit it in another quarter.  It has a long history of organic growth as well as growth by acquisition.

consulting

An engineering and construction firm, high quality.  It stumbled a few years ago and they are righting the ship.  They are not fully out of the woods but they have turned the corner.  Even if they get a small fraction of the plans to build out public infrastructure in Canada, they will do well.  He will revisit it in another quarter.  It has a long history of organic growth as well as growth by acquisition.

consulting
Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment ...

PricePrice
$35.790
Owned Owned
No

PAST TOP PICK
Stantec Inc(STN-T) 

September 27, 2017

(A Top Pick Nov 8/16. Up 20%.) This is an engineering company, not construction. They recently made a major acquisition in the US to get them more into the water engineering business. Earnings came through very, very well. They will be a beneficiary once the North American governments start spending money on infrastructure, rather than talking about it.

consulting

(A Top Pick Nov 8/16. Up 20%.) This is an engineering company, not construction. They recently made a major acquisition in the US to get them more into the water engineering business. Earnings came through very, very well. They will be a beneficiary once the North American governments start spending money on infrastructure, rather than talking about it.

consulting
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$34.630
Owned Owned
Yes

COMMENT
Stantec Inc(STN-T) 

September 6, 2017

Had a pretty interesting 2 years. Did a major acquisition and had some challenges in the interim when some of their end markets became very challenged. However, they were able to digest a lot of it and were able to sell a portion of the business they acquired, for a pretty healthy valuation. Recently, a number of billings in their markets have turned positive. Over a long period of time, he likes this business. They have a very consistent model of how they allocate capital. Dividend yield of 1.4%.

consulting

Had a pretty interesting 2 years. Did a major acquisition and had some challenges in the interim when some of their end markets became very challenged. However, they were able to digest a lot of it and were able to sell a portion of the business they acquired, for a pretty healthy valuation. Recently, a number of billings in their markets have turned positive. Over a long period of time, he likes this business. They have a very consistent model of how they allocate capital. Dividend yield of 1.4%.

consulting
Stephen Groff

Principal & Portfolio Manager, Cambridge Global Ass...

PricePrice
$34.550
Owned Owned
Yes

BUY
Stantec Inc(STN-T) 

August 22, 2017

It is a very well run company that ran into some missed earnings over the last couple of years.  The last couple of quarters have been rock solid.  He goes back and forth between this one and WSP Global.

consulting

It is a very well run company that ran into some missed earnings over the last couple of years.  The last couple of quarters have been rock solid.  He goes back and forth between this one and WSP Global.

consulting
Peter Hodson

CEO & Head of Research, 5i Research Inc....

PricePrice
$33.410
Owned Owned
Unknown

PAST TOP PICK
Stantec Inc(STN-T) 

August 21, 2017

(Top Pick Nov 14/16, Down 1.75%)  It offers value at this level.  A lot of the problems with the acquisition of MWH appear to be behind them.  Last quarter they came out with turnaround numbers that show them starting to improve.  They are now into more water and environmental technology.  They are starting to get more US exposure.

consulting

(Top Pick Nov 14/16, Down 1.75%)  It offers value at this level.  A lot of the problems with the acquisition of MWH appear to be behind them.  Last quarter they came out with turnaround numbers that show them starting to improve.  They are now into more water and environmental technology.  They are starting to get more US exposure.

consulting
David Driscoll

President & CEO, Liberty Internationa...

PricePrice
$33.380
Owned Owned
Yes

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