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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: Peter and Team,

I am in the final throws of my decision to buy some Stella Jones stock. I understand from your report that they essentially profit from constructing some of the hard assets for rail roads (amoung other pressure treated wood products for tel-cos, utilities, etc.).

Focussing in on the rail part a bit, does this mean that they should see increased business for replacement ties, etc. as rail is used more and more heavily for shipping oil? It seems like this could act like a bit of a hedge to exposure to oil pipelines.

It seems like a good business (not sexy) and required business. I'd love your thoughts on what makes this thing grow.

Thanks!
Read Answer Asked by Marc on April 22, 2014
Q: I have shares in Manulife, Sunlife and FFH that's a lot of insurance- I am thinking I should lighten up a bit and MFC is maybe my preference to sell it down a little bit- what are your thoughts on this?? Then I am not sure if I should just hold some cash and relax for a while or purchase some Stella Jones as per your research.
Read Answer Asked by Warren on April 01, 2014
Q: hello 5i:
two questions, if I may:
#1: is a report on SJ still "in the works", and if so when do you expect to release. I have a small position and would like to add to it, but am waiting for the report.
#2. its been about 3 months since the last question on Canadian Western Bank. Can you update this, and give me a "back of the napkin" rating on it.
One comment: congrats on the Ryan Modesto acquisition lol. 5i not only picks good management of companies, they obviously try to lure the strongest to their team. PH and N is (or was, before the acquisition by RBC) a tremendously respected company that has delivered very good, stable, results to investors for many years. Ryan's experience and acumen should do nothing but add value to 5i. Good job Peter; in hockey talk, you got a first liner!
Read Answer Asked by Paul on February 28, 2014
Q: Hi Team 5i I'm looking to expand my U.S. holdings and considering buying AFLAC (AFL) AND Walmart (WMT). Do you think current prices provide good entry points and what do you think of their future prospects?

Also, I hold Stella Jones (SJ) and did so through the recent 4 for 1 split. What do you think of its future prospects?

As always, thanks for the unbiased support.
Read Answer Asked by Les on November 12, 2013
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