Q: Please comment on its QR . Why such a big drop of price?
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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: Hi Folks,
May I have your opinion on Stella Jones. I am thinking of adding it to my non registered account.
Thanks
May I have your opinion on Stella Jones. I am thinking of adding it to my non registered account.
Thanks
- Loblaw Companies Limited (L)
- Dollarama Inc. (DOL)
- Stella-Jones Inc. (SJ)
- Alimentation Couche-Tard Inc. (ATD)
Q: Hi - as a follow up to your reply from my earlier question today on the above, would you consider a further pullback during this possible rotation to be an opportunity to add back to them? This would be under scenario that once a recession is upon us that they would once again do well. Secondly, do you "expect" that this rotation may last a quarter or two...or is your base case for recessionary positioning sooner?
- Loblaw Companies Limited (L)
- Dollarama Inc. (DOL)
- Stella-Jones Inc. (SJ)
- Alimentation Couche-Tard Inc. (ATD)
Q: H - all 4 down sharply post fed day. Only one with earnings was DOL but they did very well. Any explanation as to why severe drawdowns today?
- Stella-Jones Inc. (SJ)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Nutrien Ltd. (NTR)
- West Fraser Timber Co. Ltd. (WFG)
Q: Hi Peter and Staff
Long time holder of NTR and have whittled my materials to just this one with a 1% weighting . Selling now at this price seems like a bad idea but with the premise “it doesn’t care what you paid for it “ for a long term hold , do you favour it , SJ or TECK.B and why ?
Thanks for all you do
Dennis
Long time holder of NTR and have whittled my materials to just this one with a 1% weighting . Selling now at this price seems like a bad idea but with the premise “it doesn’t care what you paid for it “ for a long term hold , do you favour it , SJ or TECK.B and why ?
Thanks for all you do
Dennis
- Stella-Jones Inc. (SJ)
- Russel Metals Inc. (RUS)
- Stelco Holdings Inc. (STLC)
- West Fraser Timber Co. Ltd. (WFG)
- Doman Building Materials Group Ltd. (DBM)
Q: What would be some investments that would benefit from the potential residential building boom that is being incented by Federal money in Canada?
- Franco-Nevada Corporation (FNV)
- Wheaton Precious Metals Corp. (WPM)
- Stella-Jones Inc. (SJ)
- West Fraser Timber Co. Ltd. (WFG)
Q: Hello, I think I made a mistake in buying WFG. It has not done well and is at the mercy of lumber prices and the government (I think?). I used to own SJ and it may have more control of it's destiny. Your thoughts please. Frankly I'm starting to think I don't need materials as there is too many, copper, lumber, steel, gold..... I also own AEM in the sector. How do I choose? I prefer a safer less cyclical stock if that's possible in this sector. Any advise would be appreciated. Thank you.
Q: Your thoughts on the quarter please?
Thx
Thx
- Canadian National Railway Company (CNR)
- Stella-Jones Inc. (SJ)
- FirstService Corporation (FSV)
- BRP Inc. Subordinate Voting Shares (DOO)
- Alimentation Couche-Tard Inc. (ATD)
Q: As a dividend growth investor I'm looking for one more (non-financial) growth company to add to my group that already includes ATD and CNR. I've done a side-by-side comparison of the following three outlining concerns for each:
FSV - Reasonable debt levels. In a recession, perhaps the strongest of the three (?), but always expensive.
SJ - Arguably a bit of a moat, reasonable debt. But by already owning CNR, does it make sense to own a company whose business includes railway ties?
DOO - Great growth, nice dividend growth, and very attractive moat. But what about that debt ?...and in a recession who is going to buy those "toys" ?
Not looking for personal advice, but I would welcome any comments on the concerns I've mentioned. Thanks.
FSV - Reasonable debt levels. In a recession, perhaps the strongest of the three (?), but always expensive.
SJ - Arguably a bit of a moat, reasonable debt. But by already owning CNR, does it make sense to own a company whose business includes railway ties?
DOO - Great growth, nice dividend growth, and very attractive moat. But what about that debt ?...and in a recession who is going to buy those "toys" ?
Not looking for personal advice, but I would welcome any comments on the concerns I've mentioned. Thanks.
Q: Hello 5i
Your analysis tells me that i am underweight in basic materials. I have been thinking about buying more of Stella Jones, which i already own. But, as you will know, it has had a pretty good run recently. So, i was then wondering about looking for a good prospect that has been more beaten down and with a good chance of a rebound. Would you go with SJ, or would there be a better choice, either in Canada or US? Dividend doesn't matter. I have a feeling that this isn't a bad time to be looking at basic materials. Would you agree with that?
Thanks as always for your help
Your analysis tells me that i am underweight in basic materials. I have been thinking about buying more of Stella Jones, which i already own. But, as you will know, it has had a pretty good run recently. So, i was then wondering about looking for a good prospect that has been more beaten down and with a good chance of a rebound. Would you go with SJ, or would there be a better choice, either in Canada or US? Dividend doesn't matter. I have a feeling that this isn't a bad time to be looking at basic materials. Would you agree with that?
Thanks as always for your help
- Bank of Nova Scotia (The) (BNS)
- Sun Life Financial Inc. (SLF)
- Constellation Software Inc. (CSU)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Stella-Jones Inc. (SJ)
- Descartes Systems Group Inc. (The) (DSG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Topicus.com Inc. (TOI)
Q: Hi,
Are all the A-ranked companies in the September Rating Summary still a buy at their current prices?
Are all the A-ranked companies in the September Rating Summary still a buy at their current prices?
Q: Ignoring factors at the portfolio level, would you be buyers of any of these at current prices and taking into account your macro outlook.
Q: Market seemed to like the great Q2 results for Stella Jones. The press release mentioned the 2023-2025 financial objects from the inaugural Investor Day in May and I noticed the plan included a >$500M cumulative return to shareholders. The current $0.92 dividend payout is roughly $54M/yr which is well short of the goal objective. Any insight into dividend raises or special dividends.
Q: Your thoughts please on the quarters of these ?
Thx
Thx
- Constellation Software Inc. (CSU)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Stella-Jones Inc. (SJ)
- Descartes Systems Group Inc. (The) (DSG)
- Enghouse Systems Limited (ENGH)
- Miscellaneous (MISC)
Q: In 2015 your growth portfolio was down 4.8% and your income portfolio was down 5.5% as a result I would have expected your balanced portfolio to have declined yet it was up 9.5%
Could you explain that outperformance?
Could you explain that outperformance?
Q: This question concerns the materials sector in a well-diversified Canadian portfolio (~30 holdings), focused slightly toward growth. Our target is for a 5% weight in this sector.
Currently the sector is underweight at a 2.5% allocation with NTR being the only holding. We are open to either doubling up on NTR or adding an equal amount of SJ. Which would be your preference and why?
For each of NTR and SJ Please rate (1-10) in terms of your conviction to buy today, along with suggested target buy range [great, okay].
Currently the sector is underweight at a 2.5% allocation with NTR being the only holding. We are open to either doubling up on NTR or adding an equal amount of SJ. Which would be your preference and why?
For each of NTR and SJ Please rate (1-10) in terms of your conviction to buy today, along with suggested target buy range [great, okay].
Q: SJ has run up a lot recently. What are the reasons? Do you think it’s a sale?
Thanks,
Thanks,
- AT&T Inc. (T)
- Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
- WSP Global Inc. (WSP)
- Stella-Jones Inc. (SJ)
- TMX Group Limited (X)
- Kinaxis Inc. (KXS)
- goeasy Ltd. (GSY)
- EQB Inc. (EQB)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Algonquin Power & Utilities Corp. (AQN)
- Fortis Inc. (FTS)
- Sun Life Financial Inc. (SLF)
- Toronto Dominion Bank (The) (TD)
- Royal Bank Of Canada (RY)
- Nutrien Ltd. (NTR)
- Cornerstone Building Brands Inc. (CNR)
- Brookfield Infrastructure Corporation (BIPC)
- Brookfield Renewable Corporation Class A Subordinate (BEPC)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate (TIXT)
- Tricon Residential Inc. (TCN)
Q: Hi,
I need to sell all the stocks in my non-registered account to access the cash in the next 2-5 years. I will be selling many of the stocks listed, in the next few weeks. Can you list them in SELL order with a few comments on the rationale.
Also, please list the top 10 Canadian stocks (from this list or others) for longterm holding, since I will buy some of them back in one of my registered accounts (RRSP, TFSA), likely over the next 2 years.
Thank you,
Camille
I need to sell all the stocks in my non-registered account to access the cash in the next 2-5 years. I will be selling many of the stocks listed, in the next few weeks. Can you list them in SELL order with a few comments on the rationale.
Also, please list the top 10 Canadian stocks (from this list or others) for longterm holding, since I will buy some of them back in one of my registered accounts (RRSP, TFSA), likely over the next 2 years.
Thank you,
Camille
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Stella-Jones Inc. (SJ)
- Nutrien Ltd. (NTR)
Q: I have room to add one materials stock to my portfolio. Which of the following or others would you prefer? Nutrien around $80; Stella Jones around $60 lately or CCL.B around $68?
Q: You seem to be more constructive on SJ in your latest report. Would SJ be an indirect way to play the EV market with the increase in demand for electricity and thus utility poles?
Thx
Thx