Q: SJ reported this morning. Numbers looked good but in constant comparison, not quite as impressive but still up. What do you think? How should market react.
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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.
- Freeport-McMoRan Inc. (FCX)
- Stella-Jones Inc. (SJ)
- Nutrien Ltd. (NTR)
- Linde plc (LIN)
- Reliance Inc. (RS)
Q: I have no exposure to Materials or Utilities right now in our RRSP. All other sectors are well represented. What stocks would be your preferred in Canada and/or the US in those sectors? Thinking of NTR or SJ maybe in Canada and perhaps LIN in the US. Maybe FTS or BIP for utilities.Thoughts?
Q: Your thoughts on their quarter and would you initiate a position and at what %?
Thx
Thx
Q: Your last company report on Stella Jones was June 2021. Do you have an update in the works and what is your current perception and recommendation of the stock? Q3 results looked positive and holding steady. Would this be a good opportunity at this time to enter this stock or should I be looking elsewhere? Thanks
- Cenovus Energy Inc. (CVE)
- Franco-Nevada Corporation (FNV)
- Finning International Inc. (FTT)
- Stella-Jones Inc. (SJ)
- Winpak Ltd. (WPK)
Q: hi. can you rate these as a buy, sell or hold please. long term investor.
cheers, Chris
cheers, Chris
Q: I will be selling SJ and wondered what would be the best stock to replace this one with? This will be for a non-registered account.
Thanks
Thanks
Q: Could you comment on the earnings, please?
Q: Which would you prefer for a shorter time frame of 2-3 years and why?
- Loblaw Companies Limited (L)
- Element Fleet Management Corp. (EFN)
- Stella-Jones Inc. (SJ)
- Centerra Gold Inc. (CG)
- Winpak Ltd. (WPK)
- Leon's Furniture Limited (LNF)
- Major Drilling Group International Inc. (MDI)
- Wesdome Gold Mines Ltd. (WDO)
- Sandstorm Gold Ltd. (SSL)
- Africa Oil Corp. (AOI)
Q: Hi Ryan, really enjoyed your presentation at the CFS this past weekend.
Using your 5 criteria: momentum, revenue growth, roe, shareholder friendly, and value-momentum; what 5 Canadian stocks would you suggest?
If possible, companies that would survive this current market stresses.
Thx
Using your 5 criteria: momentum, revenue growth, roe, shareholder friendly, and value-momentum; what 5 Canadian stocks would you suggest?
If possible, companies that would survive this current market stresses.
Thx
Q: can you comment on earnings and guidance. Wondering if you listened to the call?
Q: Hi, do you see Stella Jones as a possible takeover target for a private equity company like BAM or KKR? Please provide a brief description for and against a takeover. Also, can you rate the probability of a takeover out of 10 whereby 10 is very likely and 0 very unlikely. Many thanks as always for this great service that you provide.
Q: Your thought on SJ for a longer term investor looking to find value with growth (oxymoron). Valuation seems to be on the attractive side and looks cheap once things start to turn around. Is it relative to peers? it has come down a lot since your report. Is the major concern simply a recession?
- NVIDIA Corporation (NVDA)
- Verizon Communications Inc. (VZ)
- Williams Companies Inc. (The) (WMB)
- Sun Life Financial Inc. (SLF)
- Fortis Inc. (FTS)
- WSP Global Inc. (WSP)
- Stella-Jones Inc. (SJ)
- Premium Brands Holdings Corporation (PBH)
- WELL Health Technologies Corp. (WELL)
Q: Hello, happy Canada to all. Currently building a moderate portfolio with the stocks above, all full positions except WSP, open to also taking on some more risk and buying into the negativity. Long runway of 5-10+ years. Am looking for 3 new options that would help achieve an overall 2.5-3% dividend yield (2 CAN and 1 US). And 3 growth options (2 CAN and 1 US). Please omit GSY, ENB, MG, TOI, and GOOG (I know, sorry) as these are also held in a separate account. Thank you for all that you do!
Q: Your last report for SJ was in June 2021 and it received an A- rating. Do you still see this stock in the same category as SLF? I read in the GAM that SJ is getting into less profitable regular lumber and investors don't like it. Value metrics look good with F P/E 9.6, P/S 0.77, EV/EBITA 8.10, however, by comparison WFG appears to me to have a much better valuation: F P/E 3.7, P/S 0.83 and EV/EBITA 1.56. WFG seems the clear choice today. Would appreciate your comments for a long term investment in SJ and/or WFG. Thanks!!
- Bank of Nova Scotia (The) (BNS)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- SmartCentres Real Estate Investment Trust (SRU.UN)
- Stella-Jones Inc. (SJ)
- Labrador Iron Ore Royalty Corporation (LIF)
- North West Company Inc. (The) (NWC)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Magna International Inc. (MG)
- Open Text Corporation (OTEX)
- goeasy Ltd. (GSY)
- Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
- Exchange Income Corporation (EIF)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Would like your suggestions of 7 value stocks that also have a history of increasing dividends for both a balance portfolio and an income portfolio ....primarily Canadian stocks or secondary US traded stocks.
and please take the number of credits necessary to complete this "task". ........thanks.....Tom
and please take the number of credits necessary to complete this "task". ........thanks.....Tom
- Exxon Mobil Corporation (XOM)
- Tourmaline Oil Corp. (TOU)
- Stella-Jones Inc. (SJ)
- Whitecap Resources Inc. (WCP)
- Tricon Residential Inc. (TCN)
- Horizons S&P 500 Index ETF (HXS)
Q: Hi Peter, Ryan, and Team,
Two questions; please deduct credits accordingly.
Question 1 - I plan to sell one ETF (HXS) and two stocks (SJ & TCN) for a tax loss and then buy them back after 30 days. Please suggest proxies for each that I could buy as a replacement for the 30 days. These are held in a margin account.
Question 2 - I own WCP in my RRIF, and find that its volatility is harder for me to handle than I had thought. (Its beta is 3.26). Now that I'm in the black with it, I was thinking of two alternatives; selling WCP and adding to an existing profitable position in TOU (beta = 1.62), or starting a new position in XOM (beta = 1.07). XOM would increase my US exposure which needs to be increased, according to Portfolio Analytics. What's your take on this strategy?
Alternative ideas for each question would be welcome, and as always, thanks for your insight.
Two questions; please deduct credits accordingly.
Question 1 - I plan to sell one ETF (HXS) and two stocks (SJ & TCN) for a tax loss and then buy them back after 30 days. Please suggest proxies for each that I could buy as a replacement for the 30 days. These are held in a margin account.
Question 2 - I own WCP in my RRIF, and find that its volatility is harder for me to handle than I had thought. (Its beta is 3.26). Now that I'm in the black with it, I was thinking of two alternatives; selling WCP and adding to an existing profitable position in TOU (beta = 1.62), or starting a new position in XOM (beta = 1.07). XOM would increase my US exposure which needs to be increased, according to Portfolio Analytics. What's your take on this strategy?
Alternative ideas for each question would be welcome, and as always, thanks for your insight.
- Stella-Jones Inc. (SJ)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- iShares Global Agriculture Index ETF (COW)
Q: If you were to add to your basic material with a 3-5 years horizon. Which do you prefer and why?
Thank you
Yves
Thank you
Yves
Q: Hi Peter, Ryan, and Team,
In reading answers to questions posed by others, I get the impression that 5i isn't in favour of averaging down as an investment strategy, due to the potential for further losses. These possible losses are of course greater for individual stocks and less so for ETFs, according to what I've read.
However, if a non-registered account contains some cash, and the holdings are ones that 5i has made positive comments in the past, in what order might you consider adding to the following?
HXS (down 8.86%)
SJ (down 18.7%)
TCN (down 12.62%)
Thanks for your guidance and respected advice.
In reading answers to questions posed by others, I get the impression that 5i isn't in favour of averaging down as an investment strategy, due to the potential for further losses. These possible losses are of course greater for individual stocks and less so for ETFs, according to what I've read.
However, if a non-registered account contains some cash, and the holdings are ones that 5i has made positive comments in the past, in what order might you consider adding to the following?
HXS (down 8.86%)
SJ (down 18.7%)
TCN (down 12.62%)
Thanks for your guidance and respected advice.
- Toronto-Dominion Bank (The) (TD)
- Manulife Financial Corporation (MFC)
- Constellation Software Inc. (CSU)
- Stella-Jones Inc. (SJ)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- BRP Inc. Subordinate Voting Shares (DOO)
- Acadian Timber Corp. (ADN)
- goeasy Ltd. (GSY)
- Canfor Pulp Products Inc. (CFX)
- Horizons Marijuana Life Sciences Index ETF (HMMJ)
- Topicus.com Inc. (TOI)
Q: I own the following Canadian Stocks in my RRSP and TFSA and 20% is in cash to invest when there are opportunities in the market.
Which ones from the above list would you pick as your Top 3 choices to add to at today's prices, and the reasons why you like them.
Are there any on the list above that you would consider selling and the reasons why.
Thank You.
Which ones from the above list would you pick as your Top 3 choices to add to at today's prices, and the reasons why you like them.
Are there any on the list above that you would consider selling and the reasons why.
Thank You.
Q: Hello
Can you comment on SJ recent earnings?
Many thanks
Stephane
Can you comment on SJ recent earnings?
Many thanks
Stephane