Q: Re Jordans question on syz. They announced on Sedar May 1st "The Company is pleased to announce it will be releasing its second quarter financial results before the market opening on May 15th, 2019. ".
Q: Thoughts on results and share price slide as of late? Recent purchase, down over 10%. I see it's up over 17% ytd, but flat over 52 weeks, my timing to purchase was less than stellar.
Q: Hello. Currently overweight technology and underweight materials, energy, consumer cyclical and consumer non-cyclical. Looking for a couple of suggestions for each sector. Long term (15+ years) hold, medium to higher risk, Canadian or U.S. I currently have full positions in CCL.B, TSGI and ATD.B and partial positions in TOY and PBH. Thanks.
Q: Can you provide comments/your take on what happened with the voting results. Does anything really change or is it the same slow approach going forward? I am even on the stock but have held it quite a while and it's been dead money. Time to move on?
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
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?
Q: Your comment on the attached Bloomberg news item, please. GC took a near 8% 'hit' today. This skiers mi.
https://www.bnnbloomberg.ca/great-canadian-gaming-profit-hit-by-money-laundering-crackdown-1.1254474
Q: Latest Q is ok with a Rev.beat & EPS miss.But stock is down sharply($3.83) to $45.01. Missed EPS the last 2 Qs & dropped from $56.32 high in early March.Please comment.Thanks for u usual great services & views.
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