Stantec Inc

STN-T

TSE:STN

41.60
0.08 (0.19%)
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
BUY WEAKNESS
BUY WEAKNESS
September 9, 2016

(Market Call Minute.) Has his eye on this, but it is kind of expensive. He’d like to buy it lower.

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Stantec Inc (STN-T)
September 9, 2016

(Market Call Minute.) Has his eye on this, but it is kind of expensive. He’d like to buy it lower.

TOP PICK
TOP PICK
September 8, 2016

This has generally lagged the market. Execution was not great. The 2nd quarter was disappointing. They have been impacted by much lower business related to energy, but now we are pretty much closer to the bottom of the barrel, and things should start to improve in the fall and the next few quarters. Recently acquired NWH, diversifying them into water utilities, mostly in the US. This is an area where we see a lot of project growth, which should be good for the company. They should also benefit from infrastructure investments by governments. Dividend yield of 1.47%.

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Stantec Inc (STN-T)
September 8, 2016

This has generally lagged the market. Execution was not great. The 2nd quarter was disappointing. They have been impacted by much lower business related to energy, but now we are pretty much closer to the bottom of the barrel, and things should start to improve in the fall and the next few quarters. Recently acquired NWH, diversifying them into water utilities, mostly in the US. This is an area where we see a lot of project growth, which should be good for the company. They should also benefit from infrastructure investments by governments. Dividend yield of 1.47%.

COMMENT
COMMENT
September 7, 2016

They are expecting a material improvement on their earnings in 2017/2018, and he thinks it will materialize. This is the kind of management team that you don’t bet against in the long-term. They are currently digesting a very large, attractive acquisition. Also, some of their end markets have been challenged. Believes margins will improve in a number of segments, and that there will be cost and revenue synergies. Not cheap, but a quality name in Canada.

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Stantec Inc (STN-T)
September 7, 2016

They are expecting a material improvement on their earnings in 2017/2018, and he thinks it will materialize. This is the kind of management team that you don’t bet against in the long-term. They are currently digesting a very large, attractive acquisition. Also, some of their end markets have been challenged. Believes margins will improve in a number of segments, and that there will be cost and revenue synergies. Not cheap, but a quality name in Canada.

HOLD
HOLD
August 29, 2016

(Market Call Minute.) Engineering/construction. This company is struggling to integrate an acquisition, and with revenue headwinds in their energy business. It is one of the best steady long-term growers that Canada has.

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Stantec Inc (STN-T)
August 29, 2016

(Market Call Minute.) Engineering/construction. This company is struggling to integrate an acquisition, and with revenue headwinds in their energy business. It is one of the best steady long-term growers that Canada has.

DON'T BUY
DON'T BUY
August 17, 2016

(Market Call Minute.) An engineering and design company. Has a bunch of exposure to Alberta, and recently reported a poor quarter. Also it is not cheap.

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Stantec Inc (STN-T)
August 17, 2016

(Market Call Minute.) An engineering and design company. Has a bunch of exposure to Alberta, and recently reported a poor quarter. Also it is not cheap.

SELL
SELL
August 11, 2016

(Market Call Minute) Of the major infrastructure stocks, it is the one he likes the least. It has verified his judgment, but not doing anything.

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Stantec Inc (STN-T)
August 11, 2016

(Market Call Minute) Of the major infrastructure stocks, it is the one he likes the least. It has verified his judgment, but not doing anything.

COMMENT
COMMENT
August 9, 2016

Just published some fairly disappointing results. Stock continues to move down and analysts have downgraded it. You really want to see this stabilize. They just did a major acquisition which, strategically, was the right thing, because it diversified them away from areas that were in trouble. If you have a one-year view, you might want to wait and see, but if you are putting it away for 5 years, it might be attractive here.

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Stantec Inc (STN-T)
August 9, 2016

Just published some fairly disappointing results. Stock continues to move down and analysts have downgraded it. You really want to see this stabilize. They just did a major acquisition which, strategically, was the right thing, because it diversified them away from areas that were in trouble. If you have a one-year view, you might want to wait and see, but if you are putting it away for 5 years, it might be attractive here.

BUY
BUY
August 8, 2016

(Market Call Minute) Will really benefit when Trudeau gets going on infrastructure spending. Prefers this one.

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Stantec Inc (STN-T)
August 8, 2016

(Market Call Minute) Will really benefit when Trudeau gets going on infrastructure spending. Prefers this one.

WEAK BUY
WEAK BUY
July 28, 2016

(Market Call Minute.) Did an acquisition so they probably have to consolidate. It is ultimately a long-term Buy, but he likes WSP (?) better.

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Stantec Inc (STN-T)
July 28, 2016

(Market Call Minute.) Did an acquisition so they probably have to consolidate. It is ultimately a long-term Buy, but he likes WSP (?) better.

HOLD
HOLD
July 4, 2016

He was stopped out of it. They go through periods of consolidation and then jump higher. They have dropped below 20% ROE, his criteria. Their exposure to Alberta has spooked the market a bit. He would wait for an all time high. They could trade sideways for another year or two.

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Stantec Inc (STN-T)
July 4, 2016

He was stopped out of it. They go through periods of consolidation and then jump higher. They have dropped below 20% ROE, his criteria. Their exposure to Alberta has spooked the market a bit. He would wait for an all time high. They could trade sideways for another year or two.

HOLD
HOLD
June 24, 2016

Infrastructure company. Had a stint where they had slow growth and not doing too much, but that is a good thing. A steady dividend grower which adds value to the dividend. Did a water infrastructure acquisition, and that is going to take some time to digest, but over time, when they can buy some synergies with that, they will be reward.

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Stantec Inc (STN-T)
June 24, 2016

Infrastructure company. Had a stint where they had slow growth and not doing too much, but that is a good thing. A steady dividend grower which adds value to the dividend. Did a water infrastructure acquisition, and that is going to take some time to digest, but over time, when they can buy some synergies with that, they will be reward.

HOLD
HOLD
June 23, 2016

His model price is $41, a 25% upside from its current price. For those people who don’t have it, $30 looks pretty compelling.

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Stantec Inc (STN-T)
June 23, 2016

His model price is $41, a 25% upside from its current price. For those people who don’t have it, $30 looks pretty compelling.

COMMENT
COMMENT
May 13, 2016

From an engineering/design side, this might be the company that could benefit the most from the Fort McMurray Alberta fire.

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Stantec Inc (STN-T)
May 13, 2016

From an engineering/design side, this might be the company that could benefit the most from the Fort McMurray Alberta fire.

COMMENT
COMMENT
May 10, 2016

Aecon (ARE-T) or Stantec (STN-T)? Every time he has made an assessment of these 2, he has gone with Aecon.

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Stantec Inc (STN-T)
May 10, 2016

Aecon (ARE-T) or Stantec (STN-T)? Every time he has made an assessment of these 2, he has gone with Aecon.

COMMENT
COMMENT
May 6, 2016

This has been profitable for more than 54 years in a row. A slow, steady company which does small tuck-in acquisitions. Valuation is okay. Started paying a dividend in 2012 and have grown it since then. Recently bought a water infrastructure company, and there really aren’t that many public water companies you can play in. It will probably be a little more interesting in the next 2 years than it has been in the past 2. Solid management and good balance sheet.

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This has been profitable for more than 54 years in a row. A slow, steady company which does small tuck-in acquisitions. Valuation is okay. Started paying a dividend in 2012 and have grown it since then. Recently bought a water infrastructure company, and there really aren’t that many public water companies you can play in. It will probably be a little more interesting in the next 2 years than it has been in the past 2. Solid management and good balance sheet.

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