This is a tough business to be in as construction and design are low margin businesses. The last couple of quarters showed some operational hiccups. He needs to see these issues turn around before investing. He thinks there are other ways to play the infrastructure wave, such as Brookfield or SNC Lavalin.

He thinks now is a good time to get half your position in. Most material stocks have not acted well this year. Late cycle in the bull trend, he thinks commodities will get another year or two of potential upside. He is watching this one right now.

He likes this company as it has a great brand and, technically, the chart is great. Its main attribute is the location of its retail outlets in key markets, close to end buyers. A good stock to buy on weakness. He would be a buyer below $200.

There has been some management turnaround resulting in the selling of assets and a reduction in the dividend. The Quebec economy is doing well. He likes that it is trading below NAV, but it will take some time to get back to full value. He would suggest diversifying with some other REITs. Yield 6.2%.

It is tough to recommend this company when they don’t have earnings or cash flow now. He is looking hard at it, but still feels it is overvalued. He would watch if for a couple more quarters to see how it converts their strategy into cash.

They have gotten caught up in the slowing Chinese market. At the current valuation, the stock is at a good level to buy. He would average down. He expects once there is greater certainty with trade in China there will be good upside to this blue chip stock.

Management recently did a strategic review of the company, effectively putting itself up for sale. He bought into it around $19 per share. He expects this could be an acquisition target. He likes the exposure to world market prices for oil. He thinks there is upside to $25.