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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: Hello. Currently overweight technology and underweight materials, energy, consumer cyclical and consumer non-cyclical. Looking for a couple of suggestions for each sector. Long term (15+ years) hold, medium to higher risk, Canadian or U.S. I currently have full positions in CCL.B, TSGI and ATD.B and partial positions in TOY and PBH. Thanks.
Read Answer Asked by Lee 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: Quarter looked good. Would you put back in portfolio?
Read Answer Asked by Helen on May 07, 2019
Q: What are your thoughts regarding Medison's open letter today to GUD shareholders? their campaign seams to have gathered quite a bit of momentum if we believe all that is written. Is this necessarily a bad thing? I have been here from the start and i'm not sure what to do. Not much reaction in the stock today. Your comments would be much appreciated as always.
thanks,
John
Read Answer Asked by John on May 06, 2019