Viewing Company SNC-Lavalin Group Inc. | StockChase
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Compiling comments that experts make about stocks while on public TV.

SNC-Lavalin Group Inc. Stock Symbol: SNC-T

Notes:Part #407 owner. Got Beijing subway contract for Olympics.

Last Price Recorded: $47.2500 on 2016-04-29

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Date Signal Expert Opinion Price
2016-04-01 DON'T BUY Allan Meyer

Would stay away from this. There is some good value in the company, but when you have the RCMP coming in the door and collecting records, he is uncomfortable with that.


Price:
$47.020
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2016-03-22 PAST TOP PICK Norman Levine

(Top Pick Mar 20/15, Up 17.53%) It was controversial when he bought it.  It s a quality company.  The fraud did not affect the future of the company and they have restored their profitability.  The balance sheet is improving.


Price:
$46.820
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-03-21 BUY Robert Lauzon

They went through some headaches.  They turned over a new leaf.  They produce very strong earnings with operations globally and a strong presence in North America.  Low $50s is a good entry point.  A good place to nibble.


Price:
$46.250
Subject:
ENERGY & INFRASTRUCTURE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-03-15 COMMENT Bruce Campbell (1)

Thinks there is another 10% or so and sees it getting into the low $50 area. Winning a lot of contracts. If they sold Highway 407, they would get around $20-$22 in cash. He could see them paying a $5 one-time special dividend if that happened. If you crystallize a full 3rd of the current price, you have a very much below average valuation on the E&C business. They will definitely be a beneficiary of any infrastructure stimulus spending by the federal government.


Price:
$46.630
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-03-15 HOLD David Burrows

This stock has gone through quite a long consolidation and bottoming process, and has turned and made very nice new highs recently. There is a bit of a bid for infrastructure companies right now as there is a view that there may be additional fiscal stimulus in the Canadian market. This one is quite interesting.


Price:
$46.630
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2016-03-04 TOP PICK David Cockfield

Came out with some very good earnings. They have the highway #407 which could be liquidated, and maybe a special dividend for shareholders. Backlog is still quite good. The Canadian government is talking about putting money into shovel ready projects. Facing a preliminary hearing in 2018 over bribery allegations, but is a problem that has already been contained. Dividend yield of 2.23%.


Price:
$46.440
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-03-02 COMMENT David Baskin

He is still not a buyer of this. Wheels of justice grind fine, but exceedingly slow. We still haven’t seen the last of the inquiries, and thinks there is going to be more dirt coming out. He is wary at this stage and doesn’t really want to be involved with it. The government is going to spend a lot of money on infrastructure, and no doubt this company will get its share of that business.


Price:
$44.060
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-02-04 WATCH Brian Acker, CA

Model price has always been below.  $25.86.  If it fell to $27 he would be a big buyer.  They are clearing up the bribery scandal.


Price:
$41.110
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2016-01-29 PAST TOP PICK David Cockfield

(A Top Pick Feb 18/15. Down 6.13%.) This has always been a disappointment. Great company. It trades well under asset value, but there is this little black cloud that hangs over it. It has lots of good engineers and is in the right areas. He is hoping they sell Highway #403 and do a special dividend. Any time it gets under $40, it is probably a Buy.


Price:
$40.050
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-28 BUY Colin Stewart

The timing on these short term moves is always hard to predict.  They are in a turnaround after troubled times and write-offs.  The stock has come off the way it has, and yet they have the 407.  Their core constriction business has been impacted by commodities.  It is starting to look interesting.  If you strip out the 407, the rest of the business is trading at a very low multiple.


Price:
$39.500
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
No
2016-01-12 COMMENT Christine Poole

Sold her holdings a few years ago when they got into all their problems overseas and the change in management. These types of companies will eventually benefit from the infrastructure spend that we should see in Canada. One of the liberals promises, and that should eventually flow through. They also have mining, oil/gas exposure, which is not doing so well. Just got a contract for the refurbishing of the nuclear facility. This will not give an immediate pop. It is a very long-term type of thing.


Price:
$39.790
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on US EQUITIES
Owned:
No
2016-01-12 COMMENT Lorne Steinberg

Has been involved in a number of scandals over the last number of years. They won massive contracts, but seem to have trouble converting a lot of that money into profits. Have suffered from serious management problems over the years. Not a huge fan, but more of a “wait and see”.


Price:
$39.790
Subject:
Deep Value Global Equities
Bias:
UNKNOWN
Owned:
No
2016-01-04 PAST TOP PICK Bruce Campbell (1)

(Top Pick Jan 21/15, Up 0.76%) It has been flat for the year so he is positive now.  Has an asset value in the $50s.  The 407 is doing fantastic.  Everything else is at a discount.  It is mostly international in exposure so he likes it.  They have their head around regulatory problems.  Settlement could come any time.


Price:
$41.010
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-12-14 COMMENT Peter Brieger

This is worth while looking at. They have gone through all the trouble with the scandals, etc., but thinks they are getting their act together. If the infrastructure program develops and proceeds, this company will fully participate in that.


Price:
$40.780
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2015-11-27 PAST TOP PICK Norman Levine

(A Top Pick Nov 3/14. Down 9.3%.) This is not the same company that it has been penalized for in the past. Has new management and is very unlikely to do what it did in the past. There are still lots of headline risks based on things coming up from the past. With infrastructure becoming a major platform for the new government, they are and will continue to be one of the major beneficiaries.


Price:
$41.900
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 469 entries
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