Investment Q&A

Q: Ryan's article,"Very shareholder friendly" shows 5I has 4 of the 10 companies with SYZ as the clear winner.Last week a guest on BNN stated that SYZ is very good in maximize value of acquistions,so hope to see some deals soon.Recently signed an agreement with Microsoft.I have a 2% position so please advise if it is time to add more in this volatile market. On Sep 9,The Motley Fool recommend SJ as a top growth stock for high returns today.Have a 7% position,so it is prudent to add a bit more. Always appreciate your great services & views

Q: What are the US and Canadian companies, that have what they call a wide Moat? What would be your definition and criteria of wide Moat companies?

Q: What sector would you classify SJ?

Q: Any value in holding both SJ and CNR in a 25 stock portfolio or is there too much overlap? I assume SJ is the preferred choice if opting for one only. Thanks.

Q: Hi, Could you please comment on the follwoing news item. Is there more to read in this appointment ? Thanks

Stella-Jones Announces Appointment to Board of Directors
07:00 EDT Thursday, September 01, 2016
MONTREAL, QUEBEC--(Marketwired - Sept. 1, 2016) - Stella-Jones Inc. (TSX:SJ) ("Stella-Jones" or the "Company") is pleased to announce the appointment of Ms. Katherine A. Lehman to its Board of Directors.

Ms. Lehman is Managing Partner of the private equity firm of Hilltop Private Capital LLC, based in New York, NY. Before joining Hilltop Private Capital, she spent 15 years at the private equity firm of Lincolnshire Management, where she served in various roles, including Managing Director and Deal Team Leader, as well as Investment Committee Observer.

Q: SJ seems such a reliable stock, railway ties and telephone pole replacement. Why the continued fall?
Thanks

Q: Good day 5i. SJ @ 44.37

Considering adding SJ soon. Would like your thoughts on concrete ties potentially hurting them. I read a couple of articles including this one that indicates concrete ties last longer, may be more environmentally friendly and are much more common in Europe and Asia

http://precast.org/2010/07/railroadties-precast-concrete-or-wood/

Thanks, Greg

Q: Why the big increase on High Liner Foods today Aug.16 of over .12 percent, and on Stella-Jones is the decrease done or what is a good entry point to buy, thus is HLF overdone on the up side and is SJ overdone on the down size, thank you in advance.

Q: Hello Peter & Team, in my portfolio I have positions in all sectors of the economy except for materials. Other than gold stocks, could you suggest 2 or 3 names, in the materials sector, that have decent dividend and growth potential ? Thank you, Gervais

Q: Would you think this is a good entry point here for this stock considering its recent results thank you

Q: weak post earnings. is this because of outlook from conference call?

Q: What do you think of their quarterly earnings?

Thanks

Dave.

Q: Hi, could you please post the street estimates for SJ, NFI and CGX. Thanks

Q: Hi 51 Guys
One of my mainstays is Stella Jones but I have been comparing others in the same sector. What are your thoughts on Harwoods Distribution and Luxor Industrial Corp?

THANKS!

Q: My Stella Jones is down about 12% and I was thinking about toping it back up to a full position. Does that make sense or do you expect this downward trend to continue? Do you plan to keep it in the model portfolio?

Q: Hello, I've had the above for over a year and it seems to be going no where, can you suggest few companies with more potential looking out for the next 12 months, or is this worth keeping.

Thank you
Anthony

Q: I already have a 5.91% position in Canadian National Railway (CNR). Is there too much overlap if I buy Stella Jones (SJ)? If not, what percent of a portfolio would you make SJ at current share prices and market environment?

Thanks again.

John

Q: Hell 5i team,
We have all dropped the superlatives regarding your excellent service,because of getting used to it, but we still believe you are great, even though we don't mention it as much!
I have two questions here, really. I have Stella Jones and Stantec in my TFSA and I have been wondering whether it is worth it to sell them and buy something like New Flyer there and putting these two in my margin account, obviously because of growth potential. How would you see this move?

Also, in an answer this morning you put PG in health care. Is that because it has enough of a health care business that you could classify it that way? On Morningstar it is classified in household and Personal products, I think.
thanks

Q: Hello Peter,
I own sj, csu, esl, and gib.a. All of them are down more than 10%-15%. My weightings range from 2 to 4 percent. Is it best to just keep the weightings as they are for long term or reduce them. Much appreciated.Umed

Q: Peter and Team:

A neither of these two companies are "traditional" lumber companies, I was wondering how they might be affected by the upcoming SLA unrest. Do you see tariffs imposed on these products if a deal is not met by Oct.?

Thank you as always

Phil