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A-
Review of Stella-Jones Inc.
APR 09, 2024 - Stella-Jones (SJ) is North America’s leading producer of pressure-treated wood products. We think that the identified tailwinds related to increased investment in infrastructure from both the public and private sector will be a significant catalyst for the company’s future growth. In particular, the utility pole and railway ties subsegments will be leading the way. While sales growth may not be high, the company’s acquisitive nature and ability to return capital to shareholders continues to make SJ a strong investment. We are maintaining our rating of an ‘A-.’
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Q: Anything to account for the nice move in SJ and would you add to it now ?
Thx
Thx
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Q: I have a large (15-20%) holding in CSU, as it has grown really well. They say to keep running with your winners; as I continue investing, would it be better to continue slowly adding to my CSU position, or to work on diversifying my portfolio? If diversify, I am obviously looking for other stocks that will compound at a high level over the long term. At today's valuations, in which order would 5i recommend buying these other stocks? Similarly, to diversify, does it make sense to sell some CSU to reinvest in any of these other stocks? Thank you so much!
Q: Considering selling my ifp and buying sj . Would you consider the lumber market likely to recover in near future ? Is sj more defensive and a better play in the lumber / wood market ?
Cheers Doug
Cheers Doug
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