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Contrarian investing isn't about opposing the crowd. It's finding value where others overlook it. I avoid hype, focusing instead on undervalued sectors with strong fundamentals. Right now, cyclical value stands out. Manufacturing data hints at recovery, creating a high upside window. Fear has pushed prices below fair value. My strategy is to buy quality when sentiment is weak, not when it feels...
This year's wild macro backdrop pushed me to write longer, deeper articles. So today I'm sharing two new under-the-radar dividend gems I discovered. Both stocks align with my long-term macro views and offer a powerful combo of income, growth, and secular tailwinds, yet most investors likely don't know them. They're cheap, compelling, and on my watchlist, not yet in my portfolio, but I'm bullish...
ACHESON, Alberta, July 17, 2025 (GLOBE NEWSWIRE) -- North American Construction Group Ltd. (“NACG” or “the Company”) (TSX:NOA.TO/NYSE:NOA) announced today that it will release its financial results for the second quarter ended June 30, 2025, on Wednesday, August 13, 2025, after markets close. Following the release of its financial results, NACG will hold a conference call and webcast on Thursda...
NEW YORK--(BUSINESS WIRE)--Global construction consultant Linesight has released its latest Construction Market Insights report, revealing that the North American construction industry continues to gain momentum, fueled by mission-critical sectors, despite the uncertainty surrounding US tariffs and global trade. Despite global trade uncertainty and the ongoing impacts of US tariffs, the industr...
NOA maintains a strong project backlog, benefits from mining activity in Australia and Canada, and continues to diversify assets and revenue streams. Despite weather and tariff risks, I expect utilization rates and EBITDA growth to recover in 2H 2025, supporting a positive medium-term outlook. The stock remains undervalued versus peers, with share repurchases and improving cash flow supporting ...
ACHESON, Alberta, May 16, 2025 (GLOBE NEWSWIRE) -- North American Construction Group Ltd. (“NACG” or “the Company”) (TSX:NOA/NYSE:NOA) today announced the results of its Annual Meeting of Shareholders held on May 14, 2025. Shareholders elected directors, approved the appointment of KPMG LLP as the independent auditors of the Company and approved a non-binding advisory vote regarding the Company...
North American Construction Group Ltd. (NYSE:NOA ) Q1 2025 Earnings Conference Call May 15, 2025 9:00 AM ET Company Participants Joe Lambert - President and CEO Jason Veenstra - CFO Conference Call Participants Adam Thalhimer - Thompson Davis John Gibson - BMO Capital Markets Chris Thompson - CIBC Devin Schilling - Ventum Financial Operator Good morning, ladies and gentlemen.
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