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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: What are your top five materials sector picks at this time? Canadian and/or American listed. Thank you.
Read Answer Asked by Marco on July 12, 2018
Q: SJ stock continues to go sideways despite what appears to be positive news. CN has been announcing a series of planned capital improvements over the past month or two. Yesterday, they outlined plans for Ontario, including the installation of 380,000 new railway ties. New housing starts are up and I believe SJ has operations in both the US and Canada so tariff fears shouldn't be that strong.

I am wondering why this and other such announcements would not be reflected in the share price of SJ as it is a major supplier of ties (I am assuming that 380k is a lot of ties, maybe it isn't). When CN released the last results they mentioned increased spending and the new CEO seems to have ramped things up as well, so it this old news and already reflected in SJs price?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on July 12, 2018
Q: "We certainly see FCR as a 'slow but steady' type of income name, with not a whole lot of catalysts." A 5i response to a question dated 07 May 2018 from another Stephen.
With the investment news announced today (9 July) and the Short Description: Treasury Offering of Common Shares Price @ $20.50, is this looking good? Any possible problems for example debt loads? Unlike the other Stephen I am down a bit from where I bought this over a year ago.

Thanks
Read Answer Asked by Stephen on July 10, 2018
Q: The GUD investing thesis is largely based on management including past success with Paladin. Paladin was certainly a well run company and created lots of value for shareholders so credit to management is not misplaced. But, do you think that the ultimate success with Paladin was more a function of incredibly lucky timing to have been taken out during a really crazy pharma cycle? In other words, how much credit goes to management and how much goes to a once in a generation crazy pharma cycle?
Read Answer Asked by Joel on July 06, 2018
Q: Good day...I have great respect for your management of the balanced portfolio..my question is the addition of tsgi at a 4% position...this seems out of the ordinary for the way you run this portfolio...generally I have noticed that you start with a 2% position and then allow it to grow...I know you have a valid reason and I am asking to advance my knowledge of trading...thanks for your expert management....Gene
Read Answer Asked by gene on July 06, 2018
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