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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: In response to Cam's comments about Stella Jones and concrete ties and poles taking their market share.... A couple months ago across the street from me a line of concrete poles was being replaced with wood. I chatted to one of the guys and he said the wood poles last way longer and that there is more maintenance required with concrete poles (cracking, rusting metal hardware were two of his examples). Judging by the trucks and team of people present there I would speculate the labor to maintain and replace a pole would be much higher then the pole itself. Cheers
Read Answer Asked by Dennis on May 07, 2019
Q: I continue be interested in SJ, but on a recent drive in BC I saw some work being done to replace railway ties...they were not wood, they were concrete. This struck me as being a problem for SJ but I'm hoping you can elaborate. Does SJ make mention of how concrete ties are affecting their business? Do you have any idea what the price point difference is between wooden ties and concrete?

Cam
Read Answer Asked by Cameron on May 07, 2019
Q: Quarter looked good. Would you put back in portfolio?
Read Answer Asked by Helen on May 07, 2019
Q: What are your thoughts regarding Medison's open letter today to GUD shareholders? their campaign seams to have gathered quite a bit of momentum if we believe all that is written. Is this necessarily a bad thing? I have been here from the start and i'm not sure what to do. Not much reaction in the stock today. Your comments would be much appreciated as always.
thanks,
John
Read Answer Asked by John on May 06, 2019
Q: It was noted in the recent quarterly release that Constellation has "lowered the hurdle rate for deals of $100m or more". Does this mean that the company will accept/expect lower rates of return on these larger deals? If so, will this not reduce the profitability of those deals and finally, does this imply that CSU has indeed started to "hit the wall" in terms of growth? I hope I am wrong as this has been (thanks to 5i) one of my best investments!

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on May 06, 2019
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