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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: Hi,

Quick thoughts on these companies. I'm doing some clean up and these positions are under 1% in my portfolio. Which ones would you continue to hold, add to or just sell? Can you please rank. I have a diversified portfolio. Thanks!
Read Answer Asked by Keith on August 02, 2019
Q: Have the above stocks in a TFSA. Would like to add 3 stock to the collections. Suggestions or should I just add to the exiting stocks. Long term hold 5 years plus. Thanks
Read Answer Asked by David on June 13, 2019
Q: Just wondering what your top 3 Canadian manufacturing picks would be at this time? Thank you for a fantastic service!
Read Answer Asked by Mike on June 03, 2019
Q: Hi, my only "basic materials" holding is Stella-Jones. It's a half position and is about 2% of my portfolio, which your analytics tool is telling me I need to bump up to about 4%. Could you suggest options under "basic materials" and whether I should increase SJ to a full position.

On your Portfolio Analytics tool, which I like, is there a way to enter holdings in US dollars, or are we to convert the Base Cost to USD when inputting those values?

Thanks,
Robert
Read Answer Asked by Robert on May 08, 2019
Q: In response to Cam's comments about Stella Jones and concrete ties and poles taking their market share.... A couple months ago across the street from me a line of concrete poles was being replaced with wood. I chatted to one of the guys and he said the wood poles last way longer and that there is more maintenance required with concrete poles (cracking, rusting metal hardware were two of his examples). Judging by the trucks and team of people present there I would speculate the labor to maintain and replace a pole would be much higher then the pole itself. Cheers
Read Answer Asked by Dennis on May 07, 2019
Q: I continue be interested in SJ, but on a recent drive in BC I saw some work being done to replace railway ties...they were not wood, they were concrete. This struck me as being a problem for SJ but I'm hoping you can elaborate. Does SJ make mention of how concrete ties are affecting their business? Do you have any idea what the price point difference is between wooden ties and concrete?

Cam
Read Answer Asked by Cameron on May 07, 2019
Q: if you wanted to increase the weight in each of three stock SJ,SIS, KXS which would you top first, second and third?
Thanks
Read Answer Asked on April 30, 2019
Q: I'm looking for a new play in the materials/resource sector and SJ seems to be viewed positively both at 5i and others. However, I see it has traded sideways since mid-2015, and EPS dropped to 1.98 in 2018 from 2.42 a year earlier.

What is the reason for sideways trading and drop in EPS? Are they behind the company?
What are the short and long term catalysts for SJ?
I see its free cash flow is variable from year to year, what accounts for this?
I'm thinking of moving my position in MX to SJ.
Read Answer Asked by Cameron on April 25, 2019
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