Q: Stella Jones is the only materials company I own and am looking for others to add to my portfolio. What are some 5i recommendations for the materials sector at the moment?
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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: Good Morning Peter, Ryan, Chris, and Team,
Could I please get your opinion of Stella Jones's most recent quarter ??
Thank you, DL
Could I please get your opinion of Stella Jones's most recent quarter ??
Thank you, DL
Q: VALUE OF THE STOCK HAS A DOWNWARD MOMENTUM, LOOKS GOOD ON PAPER. YOUR OPINION PLEASE?
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Stella-Jones Inc. (SJ $97.82)
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Tamarack Valley Energy Ltd. (TVE $9.59)
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SPS Commerce Inc. (SPSC $79.53)
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Docebo Inc. (DCBO $26.09)
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Vertiv Holdings LLC Class A (VRT $195.58)
Q: I'm considering the following stocks - can you please rate them from favourite to least favourite.....: SPSC:US, vrt, sj, dcbo, tve
thank you!
thank you!
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Freeport-McMoRan Inc. (FCX $60.67)
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Stella-Jones Inc. (SJ $97.82)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $75.15)
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Agnico Eagle Mines Limited (AEM $268.94)
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Nutrien Ltd. (NTR $93.69)
Q: Hello Peter and Staff
I climbed the stairs with NTR and have taken the elevator down. Crop prices are cyclical but am also worried about the new supply coming on .
Would you hold or switch for one of FCX, TECK.B , AEM or SJ as my material stock
Thanks for all you do
Dennis
I climbed the stairs with NTR and have taken the elevator down. Crop prices are cyclical but am also worried about the new supply coming on .
Would you hold or switch for one of FCX, TECK.B , AEM or SJ as my material stock
Thanks for all you do
Dennis
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PRO Real Estate Investment Trust (PRV.UN $6.46)
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Stella-Jones Inc. (SJ $97.82)
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Enghouse Systems Limited (ENGH $17.95)
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Alimentation Couche-Tard Inc. (ATD $78.74)
Q: The following stocks were in your Stock Screener Canadian Dividend Machines. Please give me you thoughts on them. Would you buy them at current levels? How would you rank them for combination of growth and dividend for the next two years?
Q: Thoughts on the quarter please?
Thx
Thx
Q: Your thoughts on their most recent quarter? I thought it looked pretty good. Why the big drop
Q: Your thoughts please on replacing NTR with SJ for a material position.
Thx
Thx
Q: Anything to account for the nice move in SJ and would you add to it now ?
Thx
Thx
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Constellation Software Inc. (CSU $2,434.02)
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Intact Financial Corporation (IFC $260.82)
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Stella-Jones Inc. (SJ $97.82)
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Celestica Inc. (CLS $419.62)
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Descartes Systems Group Inc. (The) (DSG $91.25)
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BRP Inc. Subordinate Voting Shares (DOO $106.44)
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Thomson Reuters Corporation (TRI $120.18)
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EQB Inc. (EQB $114.32)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $197.59)
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ADF Group Inc. Subordinate Voting Shares (DRX $9.53)
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Topicus.com Inc. (TOI $94.72)
Q: I have a large (15-20%) holding in CSU, as it has grown really well. They say to keep running with your winners; as I continue investing, would it be better to continue slowly adding to my CSU position, or to work on diversifying my portfolio? If diversify, I am obviously looking for other stocks that will compound at a high level over the long term. At today's valuations, in which order would 5i recommend buying these other stocks? Similarly, to diversify, does it make sense to sell some CSU to reinvest in any of these other stocks? Thank you so much!
Q: Considering selling my ifp and buying sj . Would you consider the lumber market likely to recover in near future ? Is sj more defensive and a better play in the lumber / wood market ?
Cheers Doug
Cheers Doug
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Stella-Jones Inc. (SJ $97.82)
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Savaria Corporation (SIS $25.50)
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Boyd Group Services Inc. (BYD $242.94)
Q: Can you please rank in order of what you believe has the best long term growth prospects? How are they currently valued in relation to historical average?
Thanks
Thanks
Q: Can you comment on SJ quarterly update please?
Q: Regarding Denise's question on May 3 - Koppers Inc. is somewhat deemed to be a competitor to Stella Jones - it released what was taken as negative news and down almost 17% on the day...spillover to SJ, warranted or no
Q: What happened Friday to SJ. Down 9% on no news, no earnings ??
Q: Please comment on its QR . Why such a big drop of price?
Q: Hi Folks,
May I have your opinion on Stella Jones. I am thinking of adding it to my non registered account.
Thanks
May I have your opinion on Stella Jones. I am thinking of adding it to my non registered account.
Thanks
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Loblaw Companies Limited (L $67.09)
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Dollarama Inc. (DOL $192.27)
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Stella-Jones Inc. (SJ $97.82)
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Alimentation Couche-Tard Inc. (ATD $78.74)
Q: Hi - as a follow up to your reply from my earlier question today on the above, would you consider a further pullback during this possible rotation to be an opportunity to add back to them? This would be under scenario that once a recession is upon us that they would once again do well. Secondly, do you "expect" that this rotation may last a quarter or two...or is your base case for recessionary positioning sooner?
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Loblaw Companies Limited (L $67.09)
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Dollarama Inc. (DOL $192.27)
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Stella-Jones Inc. (SJ $97.82)
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Alimentation Couche-Tard Inc. (ATD $78.74)
Q: H - all 4 down sharply post fed day. Only one with earnings was DOL but they did very well. Any explanation as to why severe drawdowns today?