Value Stocks Episode 15 – Stuart Olson Inc

by Jun 14, 2019Value Stocks Podcasts Episodes0 comments

Summary: 

  • 75% of their revenue is earned between the provinces of British Columbia and Alberta.

  • Stuart Olson segments their business into 3 groups, industrials, buildings group and a commercial systems group. 
  • Activist investors are pressuring current board and management to pursue a sale of the company

In this episode, Alex discusses Stuart Olson Inc (TSE: SOX).  Stuart Olson is an integrated construction and industrial solutions company based out of Calgary, Alberta which can trace its roots back to 1911.

In 2018 Stuart Olson recorded $966 million of revenue, net income of $5.3 million with shareholders equity of approximately $200 million.

Alex currently does not have a position in Stuart Olson and rates it a 6 out of 10.  We hope you enjoy the episode

  

Welcome to StockWriteUps.com!

My name is Alex Middleton and I am from Calgary, Alberta.  I believe investing requires one to carefully study publicly available information in an attempt to develop a thesis based on reason and logic.  It also requires one to properly account for the unknown by applying probabilities and margin of safety to their thesis.  I hope you enjoy the content!

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