We Have A Valuation Problem - May Dividend Income Report

I don't love valuation models because they rely on assumptions, and assumptions can be dangerous. But we still need to pay attention. I sold my position in BIPC not because I don't like the stock or that I'm spooked by recent movement, but rather in the optic of portfolio simplification. Since I started this portfolio in September 2017, I have received a total of $36,444.54 CAD in dividends.

Seeking Alpha • Jun 18, 2026

Gord Johnston to Transition to Vice Chair of Stantec's Board of Directors

EDMONTON, Alberta and NEW YORK, June 17, 2026 (GLOBE NEWSWIRE) -- TSX, NYSE:STN Stantec, a global leader in sustainable design and engineering, announces today that Gord Johnston will retire as president and chief executive officer, effective October 1. Mr. Johnston will remain on the Board, taking on the role of vice chair.

GlobeNewsWire • Jun 17, 2026

Stantec: Excellent Value After The Price Drop

Stantec is a company with strong long-term financial results in the engineering and construction businesses. The company has a diverse global business structure, which provides protection from risk. The company is a leader in the area of wastewater management, which has strong secular growth.

Seeking Alpha • Jun 12, 2026

Black & Veatch-Stantec Joint Venture to lead U.S. Army Corps of Engineers Brandon Road Interbasin ecosystem protection project

OVERLAND PARK, Kan. & EDMONTON, Alberta & NEW YORK--(BUSINESS WIRE)--TSX, NYSE: STN -- The U.S. Army Corps of Engineers awarded the Black & Veatch-Stantec joint venture a single award task order contract to provide design and engineering support services for the Brandon Road Interbasin Project (BRIP), a critical Great Lakes ecosystem protection effort. The Brandon Road Lock and Dam has been identified as a critical pinch point where layered technologies could prevent the movement of invasiv.

Business Wire • Jun 3, 2026

3 Consulting Services Stocks to Consider Amid Industry Woes

Rising talent costs, persistent inflation and cautious corporate spending are weighing on the consulting services industry. Expert consultation and data-driven advisory demand are likely to aid.

Zacks Investment Research • Jun 3, 2026

Stantec joint venture to deliver Greater Western Water's infrastructure program

EDMONTON, Alberta and MELBOURNE, Australia, May 26, 2026 (GLOBE NEWSWIRE) -- TSX, NYSE:STN Stantec, a global leader in sustainable design and engineering, in a joint venture with Jacobs, a science-based consulting and advisory leader, has been selected to support Greater Western Water's (GWW) five-year Infrastructure Planning and Delivery Program—an ambitious, future-focused initiative shaping how water infrastructure is planned, designed, and delivered across the rapidly growing western region of Melbourne, Australia. Over the course of the five-year appointment, the integrated team will work alongside GWW to deliver critical water and sewer infrastructure that supports sustainable growth, strengthens resilience, and enhances outcomes for customers and communities, today and for generations to come.

GlobeNewsWire • May 26, 2026

Stantec Q1 Earnings Call Highlights

Stantec NYSE: STN reported higher first-quarter 2026 revenue, earnings and backlog, with management reaffirming its full-year targets and pointing to continued demand across water, infrastructure, energy transition, data centers and defense-related markets.

MarketBeat • May 15, 2026

Stantec Inc. (STN:CA) Q1 2026 Earnings Call Transcript

Stantec Inc. (STN:CA) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 14, 2026

Stantec Inc. (STN:CA) Shareholder/Analyst Call Transcript

Stantec Inc. (STN:CA) Shareholder/Analyst Call Transcript

Seeking Alpha • May 14, 2026

Stantec announces results of its 2026 Annual Meeting of Shareholders

EDMONTON, Alberta and NEW YORK, May 14, 2026 (GLOBE NEWSWIRE) -- TSX, NYSE: STN Stantec Inc. (“Stantec”), a global leader in sustainable design and engineering, held its annual meeting of shareholders (the “Meeting”) on May 14, 2026. A total of 83,408,932 shares (73.12% of outstanding common shares) were represented in person or by proxy.

GlobeNewsWire • May 14, 2026