Review of Stella-Jones Inc.
JUN 02, 2021 - The company’s stable railway and utility poles business should also benefit from broader economic tailwinds as maintenance needs increase. Shares are at a discount to historical levels and the stock continues to be a solid long-term hold. Accordingly, its A- rating is maintained.
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NVIDIA Corporation (NVDA)
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Verizon Communications Inc. (VZ)
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Williams Companies Inc. (The) (WMB)
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Sun Life Financial Inc. (SLF)
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Fortis Inc. (FTS)
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WSP Global Inc. (WSP)
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Stella-Jones Inc. (SJ)
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Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM.A)
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Q: Hello, happy Canada to all. Currently building a moderate portfolio with the stocks above, all full positions except WSP, open to also taking on some more risk and buying into the negativity. Long runway of 5-10+ years. Am looking for 3 new options that would help achieve an overall 2.5-3% dividend yield (2 CAN and 1 US). And 3 growth options (2 CAN and 1 US). Please omit GSY, ENB, MG, TOI, and GOOG (I know, sorry) as these are also held in a separate account. Thank you for all that you do!
Read Answer Asked by Robert on July 05, 2022Q: Your last report for SJ was in June 2021 and it received an A- rating. Do you still see this stock in the same category as SLF? I read in the GAM that SJ is getting into less profitable regular lumber and investors don't like it. Value metrics look good with F P/E 9.6, P/S 0.77, EV/EBITA 8.10, however, by comparison WFG appears to me to have a much better valuation: F P/E 3.7, P/S 0.83 and EV/EBITA 1.56. WFG seems the clear choice today. Would appreciate your comments for a long term investment in SJ and/or WFG. Thanks!!
Read Answer Asked by Grant on June 22, 2022-
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Q: Would like your suggestions of 7 value stocks that also have a history of increasing dividends for both a balance portfolio and an income portfolio ....primarily Canadian stocks or secondary US traded stocks.
and please take the number of credits necessary to complete this "task". ........thanks.....Tom