stockchase picture

Compiling comments that experts make about stocks while on public TV.

Company Index

List by Company Name

List by Symbol

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

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

Last Price Recorded: $42.5200 on 2015-01-30

Globe 200 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2015-01-21 TOP PICK Bruce Campbell (1)

This is a way to dip your toe into the energy sector without having to be in it directly. Has an asset value in the low $60’s. Thinks there is a transaction coming on the sale of the toll Highway 407 in the next 2-3 months where they will get something like $20 a share in cash. Energy exposure is about 15% of their business, through Kentz which they acquired last summer. The Kentz business has a huge backlog, which they are not seeing any decline in because they are long life, five-year projects. Yield of 2.31%.


Price:
$41.340
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-13 COMMENT Paul Taylor

Revamped their whole senior management team and their governance structure, which was necessary given their challenges. They are a huge powerhouse in engineering, construction and infrastructure investing. A bit of a concern would be their exposure to energy and mining. They also have infrastructure investments that are meaningful in giving them a source of funds to use back in engineering/construction project. Had wondered about this for a Top Pick.


Price:
$41.170
Subject:
CANADIAN LARGE & GLOBAL
Bias:
OPTIMISTIC
Owned:
Unknown
2015-01-13 COMMENT Christine Poole

Sold her holdings when they were having problems and wanted to wait for the dust to clear. As it turned out, some of their senior executives have been dismissed and/or charged with inappropriate activity. Have new management in place now. Recently made an acquisition to expand their end markets. She is still not ready to buy. Feels energy prices are going to impact some of their markets. Prefers Fluor (FLR-N) which is more global.


Price:
$41.170
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-01-07 COMMENT Michael Sprung

Doesn’t own this because they have been so caught up in the International scandal situation. Mr. Card has done a tremendous job of repositioning the company and cleaning it up, but there are still a number of people with charges outstanding. It is just a wildcard in the group. The 407 is a valuable property, and if they wanted to monetize that it could be a tremendous benefit. However, if the ruling comes forward that because of the bribery scandals, they couldn’t apply for any government contracts, it would almost be a company breaker. He would prefer some of the other companies in that sector.


Price:
$42.100
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2015-01-06 BUY Jim Huang

One of his bigger exposures. A long running Canadian institution and very strong in engineering/construction globally. Last year it got hit by the scandal of bribery in Libya. Have new management and have done a big acquisition that will be changing the business mix, so the future looks much brighter. At this stage, they have to overcome a little bit of oil price induced weaker businesses. With their assets, they can monetize and generate a lot of returns for shareholders.


Price:
$42.540
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-04 BUY Norman Levine

Has been doing the same thing as the engineering group recently.  They completed the purchase of a British engineering firm in oil and gas.  A well run company.  But in the mean time they are behaving like the rest of the group.


Price:
$41.560
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
Yes
2014-12-02 TOP PICK Bruce Campbell (1)

Doesn’t want to go to energy right now because he is still a little uncertain about price.  Acquired an E&C energy related company this summer, so they are now about 15%-20% energy related, but it is infrastructure. These are big long construction projects to be built out as new development in energy. He thinks you can make the argument that asset value is still in the $60’s and probably in the spring they announce the sale of the #407 for something like $3.2 billion, which is $20 a share in cash. Yield of 2.34%.


Price:
$41.090
Subject:
CANADIAN LARGE
Bias:
BULLISH on NORTH AMERICAN ECONOMY
Owned:
Yes
2014-11-12 DON'T BUY Brendan Caldwell

Under a lot of pressure now because it has made a $2 billion acquisition in the oil/gas sector. He can't see this turning around all of a sudden.


Price:
$44.610
Subject:
CANADIAN VALUE
Bias:
UNKNOWN
Owned:
No
2014-11-04 DON'T BUY Lorne Steinberg

This has had unique problems, including corruption and related lawsuits. There has been a lot of management turmoil that is possibly not over yet. Have huge contracts in a lot of places where some strange types of business dealings go on and are being more closely monitored. Corporate governance has not been great. There are better places to put your money.


Price:
$45.460
Subject:
Deep Value Global Equities
Bias:
CAUTIOUS
Owned:
No
2014-11-03 TOP PICK Norman Levine

The company immediately got rid of people who were behind the scandal.  At the same time they brought in a lot of new business.  Bought a British oil stock and the recent oil price drop caused the stock to come down needlessly. 


Price:
$47.590
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-10-16 DON'T BUY Stan Wong

Looking at the infrastructure space, 66% of this company’s revenues are coming from Canada. He would rather look at an industrial name that is going to have more revenues from other parts of the world that are growing a bit faster.


Price:
$48.070
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
No
2014-10-10 COMMENT David Cockfield

A tremendous company. The real concern here is if criminal charges are brought against the company, which will exclude them from future contracts with various government agencies. They have already, more or less, proved in court that the wrongdoing was not at the high levels of the company, but more of a division situation. In fact they have won a case against one of their employees.


Price:
$48.480
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-10-07 BUY on WEAKNESS Rob Stabile

Feels it is somewhat fairly valued, but does feel there is a long-term value proposition to the story. A lot of the problems they had in the past look to be behind them. They have been able to demonstrate that they can still operate and win business going forward. Good long-term hold. Be prepared to add when the market sells off.


Price:
$51.940
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2014-09-26 TOP PICK Michael Bowman

Likes the sector.  It has done very well.  They had some issues that are now behind them.  Just bought a large construction and engineering firm. 


Price:
$52.160
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH on OIL SERVICES COMPANIES
Owned:
Yes
2014-09-26 BUY Bill Carrigan

We began a new uptrend in mid 2012.  There is now no reason not to own it.  You reduce at the top of the trend channel and accumulate at the bottom.  It looks fine to him.


Price:
$52.160
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Unknown
Showing 1 to 15 of 420 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.