Stantec Inc

STN-T

TSE:STN

38.98
0.00 (0.00%)
Stantec Inc. is an international professional services company in the design and consulting industry. Founded in 1954, as D. R. Stanley Associates in Edmonton, Alberta.
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Analysis and Opinions about STN-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
November 29, 2019
Global warming will cause more disasters and there will be a need for infrastructure. They were in the penalty box but have started turning around since the last quarter. The acquisition was written down and got burnt, but now the company has environmental and infrastructure. (Analysts’ price target is $38.41)
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Stantec Inc (STN-T)
November 29, 2019
Global warming will cause more disasters and there will be a need for infrastructure. They were in the penalty box but have started turning around since the last quarter. The acquisition was written down and got burnt, but now the company has environmental and infrastructure. (Analysts’ price target is $38.41)
PAST TOP PICK
PAST TOP PICK
November 1, 2019
(A Top Pick Oct 26/18, Down 14%) Sold most of it. At the time, it was cheap compared to peers and defensive. He believed that their multiple would increase if they sold off their construction business. However, they had higher costs and softer activity. The stock didn't respond the way he wanted to, and there is problems with accelerated work reduction.
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Stantec Inc (STN-T)
November 1, 2019
(A Top Pick Oct 26/18, Down 14%) Sold most of it. At the time, it was cheap compared to peers and defensive. He believed that their multiple would increase if they sold off their construction business. However, they had higher costs and softer activity. The stock didn't respond the way he wanted to, and there is problems with accelerated work reduction.
PAST TOP PICK
PAST TOP PICK
August 14, 2019
(A Top Pick Aug 14/18, Down 14%) He sold out of it at $31.50. This stock has not gone anywhere for several years. They have not signed new contracts or acquiring, so he had enough and exited.
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Stantec Inc (STN-T)
August 14, 2019
(A Top Pick Aug 14/18, Down 14%) He sold out of it at $31.50. This stock has not gone anywhere for several years. They have not signed new contracts or acquiring, so he had enough and exited.
COMMENT
COMMENT
June 19, 2019

Sold off the construction side? STN-T sold off the construction side of the business, where margins were poorer. They will work to reduce debt going forward, so he is not concerned. He would prefer WSP-T.

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Stantec Inc (STN-T)
June 19, 2019

Sold off the construction side? STN-T sold off the construction side of the business, where margins were poorer. They will work to reduce debt going forward, so he is not concerned. He would prefer WSP-T.

DON'T BUY
DON'T BUY
June 13, 2019
Engineering and construction company. For a couple of years it was mainly consulting, now more doing construction. It could be a mess if not executed well. A show me stock. Cyclical. He would stay clear of it.
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Stantec Inc (STN-T)
June 13, 2019
Engineering and construction company. For a couple of years it was mainly consulting, now more doing construction. It could be a mess if not executed well. A show me stock. Cyclical. He would stay clear of it.
COMMENT
COMMENT
June 3, 2019

WSP Global is pretty much the gold standard. They are pretty much 100% consulting, whereas STN-T and SNC-T are not. He has shied away from the whole sector. The problem is the engineering and construction business, which he has never liked. Margins are razor thin. STN-T wants to get away from E&C. He would buy WSP-T on a correction. STN-T might be a buy at some other point. SNC-T he stays way from and has done so for many years.

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Stantec Inc (STN-T)
June 3, 2019

WSP Global is pretty much the gold standard. They are pretty much 100% consulting, whereas STN-T and SNC-T are not. He has shied away from the whole sector. The problem is the engineering and construction business, which he has never liked. Margins are razor thin. STN-T wants to get away from E&C. He would buy WSP-T on a correction. STN-T might be a buy at some other point. SNC-T he stays way from and has done so for many years.

BUY
BUY
May 2, 2019
They almost meet his criteria. They are aggressive at acquiring other engineering firms. They have a good history of increasing earnings per share. It has traded sideways for years. They are a good company
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They almost meet his criteria. They are aggressive at acquiring other engineering firms. They have a good history of increasing earnings per share. It has traded sideways for years. They are a good company
PAST TOP PICK
PAST TOP PICK
April 17, 2019
(A Top Pick Apr 18/18, Up 5%) He liked the infrastructure expenditure outlook and their acquisition in construction a year prior. That acquisition has now been sold. He hopes governments will spend again in the space. He will continue to hold.
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Stantec Inc (STN-T)
April 17, 2019
(A Top Pick Apr 18/18, Up 5%) He liked the infrastructure expenditure outlook and their acquisition in construction a year prior. That acquisition has now been sold. He hopes governments will spend again in the space. He will continue to hold.
PAST TOP PICK
PAST TOP PICK
March 21, 2019
(A Top Pick Jan 29/18, Down 9%) They were early on this pick. One of the leaders in architecture in water systems. The dividend is growing. Still buying more. Trading at 12 or 13 times 2021 earnings.
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Stantec Inc (STN-T)
March 21, 2019
(A Top Pick Jan 29/18, Down 9%) They were early on this pick. One of the leaders in architecture in water systems. The dividend is growing. Still buying more. Trading at 12 or 13 times 2021 earnings.
COMMENT
COMMENT
February 1, 2019
Of the E&C companies, this is the most US-centric. If you like the US economy in particular, you'd pick this one, though the stock has gone sideways since its run-up. Stantec is the most expensive, SNC is the cheapest, and Aecon is also cheap.
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Stantec Inc (STN-T)
February 1, 2019
Of the E&C companies, this is the most US-centric. If you like the US economy in particular, you'd pick this one, though the stock has gone sideways since its run-up. Stantec is the most expensive, SNC is the cheapest, and Aecon is also cheap.
COMMENT
COMMENT
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.
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Stantec Inc (STN-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.
PAST TOP PICK
PAST TOP PICK
January 18, 2019
(A Top Pick Jan 26/18, Down 9%) Just exited construction business, pulling down this stock. Trading at 14x, still cheap vs. peers, and expects strong growth this year. Be patient. It'll work out.
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Stantec Inc (STN-T)
January 18, 2019
(A Top Pick Jan 26/18, Down 9%) Just exited construction business, pulling down this stock. Trading at 14x, still cheap vs. peers, and expects strong growth this year. Be patient. It'll work out.
COMMENT
COMMENT
January 2, 2019
He owns SNC instead (better value). If you like the US economy, then you can own STN. Decent growth, well-managed and nothing wrong with it. Just that SNC is cheaper.
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Stantec Inc (STN-T)
January 2, 2019
He owns SNC instead (better value). If you like the US economy, then you can own STN. Decent growth, well-managed and nothing wrong with it. Just that SNC is cheaper.
PAST TOP PICK
PAST TOP PICK
December 19, 2018
(A Top Pick Jan 25/18, Down 15%) Their construction made them miss their earnings by 12%. They are exiting that business. Core consulting is increasing. Trading at 14 times. Very cheap.
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Stantec Inc (STN-T)
December 19, 2018
(A Top Pick Jan 25/18, Down 15%) Their construction made them miss their earnings by 12%. They are exiting that business. Core consulting is increasing. Trading at 14 times. Very cheap.
HOLD
HOLD
November 21, 2018
They have operations in US and Canada. They were growing good in US with the housing market. They bought a company in the US with a construction division, which comes with lower margins. It is a well managed company and with the infrastructure spending in both US and Canada, he would continue to hold it.
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Stantec Inc (STN-T)
November 21, 2018
They have operations in US and Canada. They were growing good in US with the housing market. They bought a company in the US with a construction division, which comes with lower margins. It is a well managed company and with the infrastructure spending in both US and Canada, he would continue to hold it.
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