Letters by company

Stantec INC

1 letter discussing STN. Everything written about it on this site is on its ticker page.

QV Investors Q2 2026 Market Letter: Back In Black QV Investors argues that AI infrastructure valuations now assume sustained growth despite unresolved questions around competition, hyperscaler spending and industry economics. The firm added Constellation Software, re-initiated Microsoft and increased several existing holdings as investors sold quality businesses and software perceived as AI losers. Q2 2026 CAT $271BCNSWF $53BMSFT $4T