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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: 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
Read Answer Asked by Peter on July 07, 2021
Q: My KXS shares have recently doubled and haVE exceeded my arbitrary 5% holdings threshold . I have a long term view of my tech holdings but wondered if you think selling off some KXS for Topicus or LSPD (or both) is worthwhile for some added growth for the next 5 years?
I am not adverse to holding onto to KXS if you think it could revisit its historical high in the next 12 months.
Some shares are in a TFSA and some in a registered account.

Thank you for your continued support.

Kevin
Read Answer Asked by Kevin on July 07, 2021