A lot of people were looking for a strong growth year, but this has been called into question. He has been in the pro-growth camp but is watching the market grind sideways. He is getting ready to change his mind.
Likes the name. If you are less risk averse, this is a good place to be. Management above average. There are other names that have more torque going forward .
They recently put themselves up for sale. It’s a matter of what someone will pay for it. Will likely sell over the next 90 days. Hold if you are a long-suffering holder of it.
It’s more of a construction company than an engineering company. Prefers Stantec, but this one has a new CEO and mandate to take business to next level.
It’s more of a construction company than am engineering company. Prefers Stantec, but this one has a new CEO and mandate to take business to next level.
Just started buying this stock recently. A cyclical kind of name. Extremely well positioned for an upturn in drilling activity. Just completed an acquisition. Expects strong guidance for the next year. Get it around $9. If Nat Gas prices reverse themselves it takes some of the glamour out.
Big company without a huge profile. 30-40 companies under it to do all kinds of things in Canada and the US. Able to buy companies at a very good valuation. Single digit P/E. Thinks stock is worth double.
Most people don’t know of this one, but know the companies under it. Many fast food franchises. Acquire about once a quarter. Single digit P/.E ratio and growing at about 30% a quarter.