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: $55.5500 on 2016-07-22

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Date Signal Expert Opinion Price
2016-07-20 HOLD Veronika Hirsch

She is not a fan of this company. They have operating problems, however there is value in the stock because of the ownership of the infrastructure asset, which just reported numbers and the traffic was higher.


Price:
$56.300
Subject:
CANADIAN & ALTERNATIVE
Bias:
UNKNOWN
Owned:
No
2016-07-11 COMMENT John Kim

Have done a great job in turning this around. Has started to look at this again to see if there’s something here. Valuation wise it is not super expensive. If the Canadian and global infrastructure projects come back, especially on the energy side, this company could come back to the fore again.


Price:
$55.670
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2016-06-17 TOP PICK Norman Levine

People hated this, because previous management got into trouble with questionable, ethical things they did. People are starting to warm up to it now. Current management is fabulous and business is rolling in. He likes it, especially now, because it will be one of the main beneficiaries of the Trudeau government increasing infrastructure spending. They are also a highly on un-leveraged company, and will be making some acquisitions. Dividend yield of 2.02%.


Price:
$51.370
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-06 WEAK BUY Barry Schwartz

If you see a revival in commodity prices then definitely keep it.  He did own it and sold in 2013 and did not see most of this recovery.  They have done an amazing job.  43% of revenue is oil and gas related.  19% is government spending.


Price:
$53.450
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2016-06-03 COMMENT Jason Mann

(Market Call Minute.) Kind of the middle of the pack on all his metrics. There is this perpetual potential sale, and then there are all these perpetual issues with the past dealings on contract and fraud, etc.


Price:
$53.090
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
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
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