Q: Peter; Could you update your opinion on CFX please? Thanks.Rod
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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.
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Northland Power Inc. (NPI)
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Stella-Jones Inc. (SJ)
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Kinaxis Inc. (KXS)
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Knight Therapeutics Inc. (GUD)
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Canopy Growth Corporation (WEED)
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Goodfood Market Corp. (FOOD)
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Xebec Adsorption Inc. (XBC)
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Martello Technologies Group Inc. (MTLO)
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Aurora Cannabis Inc. (ACB)
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CloudMD Software & Services Inc. (DOC)
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Skylight Health Group Inc. (SLHG)
Q: Hi there,
I am looking to consolidate and sell some stocks. I have listed my stocks that are not performing and would rather invest elsewhere.
Any of the above stocks recommended to hold / sell?
Thanks in advance.
I am looking to consolidate and sell some stocks. I have listed my stocks that are not performing and would rather invest elsewhere.
Any of the above stocks recommended to hold / sell?
Thanks in advance.
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Stella-Jones Inc. (SJ)
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goeasy Ltd. (GSY)
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Logistec Corporation Class B Subordinate Voting Shares (LGT.B)
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Topicus.com Inc. (TOI)
Q: Should I sell my Stella Jones and Logistec stocks in order to purchase Topicus and Goeasy? I have a 10+ year horizon and want to maximize growth.
Q: thoughts on the quarter please?
Q: Your thoughts please on Stella's recent qtr? Buy, sell or hold?
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Enbridge Inc. (ENB)
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Sun Life Financial Inc. (SLF)
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Stella-Jones Inc. (SJ)
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TMX Group Limited (X)
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Magna International Inc. (MG)
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goeasy Ltd. (GSY)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Enthusiast Gaming Holdings Inc. (EGLX)
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Topicus.com Inc. (TOI)
Q: Of the listed which 2 would you think have the greatest growth potential for a TFSA account over the next 5 years ? Could you suggest list any two others which you might think have better potential irrespective of sector.
Thanks
Jeff
Thanks
Jeff
Q: Morning 5i,
The company description for SJ says that the utility poles division brings in the most revenue of any division. Where I live there's recently been a substantial amount of new road work - the SW Calgary ring road extension - and for the miles and miles of new road all one can see are miles and miles of metal utility poles, which I assume SJ did not fabricate or supply.
Is SJ's main revenue producing division in danger of quickly becoming obsolete in the market place, and if that's too pessimistic an outlook is it at the least giving up substantial market share to whoever is providing the metal poles? (And who might that be?)
Thanks,
Peter
The company description for SJ says that the utility poles division brings in the most revenue of any division. Where I live there's recently been a substantial amount of new road work - the SW Calgary ring road extension - and for the miles and miles of new road all one can see are miles and miles of metal utility poles, which I assume SJ did not fabricate or supply.
Is SJ's main revenue producing division in danger of quickly becoming obsolete in the market place, and if that's too pessimistic an outlook is it at the least giving up substantial market share to whoever is providing the metal poles? (And who might that be?)
Thanks,
Peter
Q: i have owned SJ for many years but as i transition to retirement i am looking for more income. Would you hold this for the potential upside and if you were to replace with something with more income, what would be your recommendation?
Q: Can you tell me your thoughts about the long term prospect for this company and why do you think it has been such a weak performer over the last month? Do you think it's growth has peaked? I've held this since 2014 and added a bit more in 2015 for an average entry price of around $32.00. Should I hold or sell?
If I was to replace this company in my RRSP could you give me three alternate companies in the material sector I should look into as possibilities for long time hold, hopefully with dividend and growth prospects?
If I was to replace this company in my RRSP could you give me three alternate companies in the material sector I should look into as possibilities for long time hold, hopefully with dividend and growth prospects?
Q: Would you agree that SJ is a solid investment, fairly valued at the moment and current price is a good entry point? Would you take a position at this time? If not, what would be your price target?
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Stella-Jones Inc. (SJ)
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Interfor Corporation (IFP)
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Western Forest Products Inc. (WEF)
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Acadian Timber Corp. (ADN)
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West Fraser Timber Co. Ltd. (WFG)
Q: Hi gang
Which of the above is my best pick for a 2 to 3 year (more or less depending on what happens to this surge in lumber) buy? I would like to jump on this wave!
Thank you and stay safe...
Which of the above is my best pick for a 2 to 3 year (more or less depending on what happens to this surge in lumber) buy? I would like to jump on this wave!
Thank you and stay safe...
Q: Can you comment on the most recent quarter?
Q: Can you comment on how much of a positive effect that lumber prices have had for SJ? Since it needs to buy lumber to make telephone poles and railway ties can increased lumber prices have a negative impact on earnings?
Q: Hello,
SJ is close to break is all time high established in December 2015. Could we please get your opinion on SJ current situation/valuation + future perspectives/growth potential for the next 2-3 years to come ?
Thank you
SJ is close to break is all time high established in December 2015. Could we please get your opinion on SJ current situation/valuation + future perspectives/growth potential for the next 2-3 years to come ?
Thank you
Q: Hello,
A long time ago, Peter was on Market call and he mentioned a few criteria, which in his books, would make a stock a recommendation.
And then as one of the top picks, which met all those criteria, was STN.
Out of all those criteria, I remember:
1) a company had no dividend and just introduced one;
2) significant insider holding/buying.
3) no debt.
Could you please let me know if the criteria I listed above is correct + if there were other criteria as well?
Also, could you please recommend a few companies in both Canada and in US, which met all those criteria (relatively) recently?
It would be really appreciated companies from different industries/sectors please.
Thank you
A long time ago, Peter was on Market call and he mentioned a few criteria, which in his books, would make a stock a recommendation.
And then as one of the top picks, which met all those criteria, was STN.
Out of all those criteria, I remember:
1) a company had no dividend and just introduced one;
2) significant insider holding/buying.
3) no debt.
Could you please let me know if the criteria I listed above is correct + if there were other criteria as well?
Also, could you please recommend a few companies in both Canada and in US, which met all those criteria (relatively) recently?
It would be really appreciated companies from different industries/sectors please.
Thank you
Q: Any reason that you are aware of for the drop in SJ today?
Thank You
Thank You
Q: The new CEO has been in place for about 18 months now and the latest financial reports were solid. While you never "disowned" the stock it was dropped from the portfolio. Would you be a buyer of this stock now, anticipating growth in lumber in particular as well as M&A activity or is it too soon yet to judge this new exec team?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: thoughts on the quarter please?
Q: What are 5iResearh thoughts on Stella-Jones earning which I believe they report March 10th. Thanks … Cal
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BCE Inc. (BCE)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Stella-Jones Inc. (SJ)
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TFI International Inc. (TFII)
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Agnico Eagle Mines Limited (AEM)
Q: Apples vs oranges vs olives question....
I still hold SJ and just noticed internalized that it has been dropped from the portfolios. Only a half position and I have some cash to invest so looking to maybe sell it and buy a new full position. My portfolio is well balanced although selling SJ will make me a bit light in materials so might prioritize a materials stock like CCL or AEM. Problem is I dont like non voting shares and I historically have timed all my mining purchases poorly....seem to buy on the highs in that sector...In general I am a balanced portfolio follower with tendencies to start buying more from the income portfolio. So looking at stocks in the portfilio I might look at adding a full postion can you rank best buys right now with +5 year hold. SJ ( hold and add to it), TFII, CCL, AEM, BCE, other non financial/ non industrial from the balance/income portfolio high on your list buy list right now.
I still hold SJ and just noticed internalized that it has been dropped from the portfolios. Only a half position and I have some cash to invest so looking to maybe sell it and buy a new full position. My portfolio is well balanced although selling SJ will make me a bit light in materials so might prioritize a materials stock like CCL or AEM. Problem is I dont like non voting shares and I historically have timed all my mining purchases poorly....seem to buy on the highs in that sector...In general I am a balanced portfolio follower with tendencies to start buying more from the income portfolio. So looking at stocks in the portfilio I might look at adding a full postion can you rank best buys right now with +5 year hold. SJ ( hold and add to it), TFII, CCL, AEM, BCE, other non financial/ non industrial from the balance/income portfolio high on your list buy list right now.