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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: I bought half a position on the recent dip but it seems to have recovered. Would you buy another half now or wait for another dip? I suppose this is one of those technical analysis questions and its probably like asking what the result of a coin toss is in advance but I thought you might have better insight than me on picking an entry point. I tend to be terrible at it.
Read Answer Asked by Andrew on August 18, 2015
Q: Wonderful company. Reading their financial statements, however, they are starting to 'speak' less about growth and more about profits, cash flow, dividends. Is there any reasonable work that indicates their market share? Without getting into related/adjacent industries/products do they have any real opportunity to grow left? Thanks for the A+ service!
Read Answer Asked by Derek on June 29, 2015
Q: Hello Peter and the 5i team
My question's are concerning Stella Jones.
1. Who are Stella Jones competitors and how much market share do they have in the rail tie business?
2. Which rail companies are customers of Stella Jones?
3. I have heard that some rail companies are starting to go with cement ( or some other material) for the use of their ties. Is this true? and will it affect Stella J?
4. How much growth do you see in this company over say the next 4-5 years?
5. What is the payout ratio of SJ and is it sustainable?

Thanks
Read Answer Asked by Darren on February 23, 2015
Q: Hi Peter and Team,

This is somewhat of an abstract question but is important for my analysis nonetheless. Can you name a couple Canadian companies that you think would have a strong competitive advantage if they were to expand into the US or a similar country (i.e. Australia)?

Stantec (multinational consultant status advantage for companies in Australia, yet similar legal system) and Cineplex ('purchasing power?') come to mind, but I end up banging my head on the desk when trying to come up with others. Does anything stand out to you guys?
Read Answer Asked by Michael on September 21, 2014