Episode Details

In this episode of The Canadian Investor Podcast, Simon and Dan look at the sharp selloff in engineering firms like WSP Global, Stantec and AtkinsRéalis. Despite record backlogs, improving margins and solid earnings growth, valuations have collapsed as investors worry AI could disrupt the traditional billable-hour model. They discuss whether those fears are justified—or whether AI could actually become a tailwind by easing labour shortages and improving productivity. 

They also dig into the challenges facing fast-food restaurants as inflation squeezes both consumers and franchisees. McDonald’s is seeing weak traffic and focusing heavily on value, loyalty programs and restaurant upgrades, while Restaurant Brands International is seeing stronger results at Burger King after years of reinvestment. The discussion looks at why cheap prices alone may no longer be enough—and why grocery stores may be becoming fast food’s biggest competitor. 

Stocks discussed: WSP.TO, STN.TO, ATRL.TO, MCD, QSR.TO

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