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

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

Last Price Recorded: $42.8300 on 2015-08-02

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Date Signal Expert Opinion Price
2015-07-16 COMMENT Douglas Kee

This company is doing reasonably well. Has Highway 407, big government building type business and is a lot in mining and oil and gas. It had some political and legal problems.


Price:
$44.380
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
No
2015-07-06 TOP PICK Norman Levine

The Government of Canada said they are changing the anti-corruption rules.  SNC cleaned themselves up.  This new regulation no longer prevents them bidding on government contracts for 10 years.  They are still winning new contracts.  It is costing them because the world bank has them shut out still.


Price:
$42.130
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-02 DON'T BUY David Baskin

He owned it before they ran into regulatory problems.  He wonders if they are underbidding on contracts.  The margins are not very impressive as of late and it hit earnings.  Legal difficulties are still a wild card.  They may be barred from doing some kinds of work.  Earnings are very inconsistent.


Price:
$42.730
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2015-06-26 BUY on WEAKNESS David Cockfield

He stepped in when it dipped under $40.  He likes it and it has great potential.  They have existing investment assets that have great profit potential, like the 407.  The scandals are more or less behind them.  They have cleaned house quite effectively.  The world really needs the kind of projects they are capable of doing.  He would add under $40.


Price:
$43.270
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-06-17 COMMENT James Telfser

It has been a volatile stock because of bribery scandals, etc. These are all temporary issues. It actually is a company that has great assets and great engineering assets. Have a lot of concession assets that generates a lot of cash flow, with the optionality to sell these assets. A good business and trading at a reasonable valuation. Because of the possibility of a 5%-10% move based on a press release, it is not worth having in your portfolio.


Price:
$44.500
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2015-06-03 COMMENT Alex Ruus

Has taken a bit of a beating over the last several years, but has had a decent recovery. This industry is not one that he invests in a lot because he finds the predictability of these businesses very difficult. It is kind of a trading stock and at this point, if he owned it, he would probably be selling it. There are rumours of a takeover, so you might want to Hold on for a month to see what happens.


Price:
$46.510
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2015-06-01 COMMENT Bruce Campbell (1)

SNC Lavalin (SNC-T) or WSP Global (WSP-T) for a long term hold? If you back out the 407 assets, this trades at about 13X earnings. The entry point for this is much better. Have almost all of the scandal behind them. Still have the settlement to do which he thinks comes in the next few months. Probably a one-time fine and then moves on. If they do that, the stock should probably go into the low $50. He would prefer this one.


Price:
$45.230
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-05-12 DON'T BUY Christine Poole

She sold her holdings a couple of years ago when the problems initially started to surface. Probably most of their problems are now behind them. They have new management in place. Made an acquisition of a European company which is focused on the energy side. She prefers Fluor (FLR-N).


Price:
$43.150
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-05-08 COMMENT Ross Healy

It looks like they are kind of getting past their legal issues. However, earnings forecasts have been rolling over, so when he looks at FMV, he only sees about a 6% upside move. There is also pretty strong technical resistance at around $48-$49. If it can break through that area and the earnings turn, then the stock could hit $60. $48-$49 is going to be a tough spot to get through.


Price:
$45.330
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2015-04-17 COMMENT Norman Levine

He is a firm believer that the federal government will be changing the exceedingly punitive law that says if you are convicted you will not be able to do business with the federal government for 10 years. Thinks this is great value here.


Price:
$43.730
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-04-14 DON'T BUY Christine Poole

Sold this when all the issues started to surface. It is always difficult to say if their problems are all behind them. Her concern is that what has happened could impact their future ability to bid. It seems like every few weeks something comes up. If you want to be in this area, there are other businesses that you could buy.


Price:
$41.560
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-04-13 DON'T BUY Colin Stewart

Doesn’t like their prospects. Has been plagued by management issues. They do have some valuable assets, particularly their ownership and some of their concession assets, like Highway 407. There is talk they may sell or spin that off. Many of the countries that they operate in are experiencing slowing growth. Also, the weak oil price is an issue for them. Fully valued.


Price:
$41.220
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
No
2015-03-27 COMMENT Darren Sissons

This whole group has traded down. This is a cyclical. At these levels, and if you have the appetite for some political risks, it is very attractive at these levels. He likes this company moving forward.


Price:
$39.840
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-03-26 PAST TOP PICK Jeff Young

(Top Pick May 22/14, Down 19.14%) They are going to fight the charges.  The employees left in the company had nothing to do with it so it is a pity to punish them for it.  They are forbidden from bidding on Canadian government contracts now.  The valuation is reasonable.  They have infrastructure assets they are monetizing. 


Price:
$40.930
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2015-03-20 TOP PICK Norman Levine

Highly volatile stock but everything in it is old news.  The latest thing to hurt them were criminal charges from the RCMP based on what happed to them in the past.  Canadian law states if you are a company and convicted, you can’t bid on government work forever.  The company has not been convicted yet.  This is an election year in Quebec and this is a Quebec company.  He thinks this law will likely be changed.  They raised their dividend and companies in trouble don’t raise their dividend.


Price:
$40.820
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on EUROPE
Owned:
Yes
Showing 1 to 15 of 445 entries
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