Q: Peter, if a Trump/Republican government takes a harder line on softwood lumber, do you see that impacting Stella-Jones very negatively? Thanks!
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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: Earnings fails on all of these. Do you think they'll be treading water/going down until the next quarter?
Q: Peter and Team, Considering adding to a full position in Stella-Jones, on today's pullback. This would be for a 3+ year hold. Your thoughts appreciated.
Q: Comment on the earnings, plz.
- Stella-Jones Inc. (SJ)
- Boyd Group Income Fund (BYD.UN)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Hi, could you please provide the estimates of Revenue, EPS and EBITDA for SJ, BYD.un and TOY. Thanks
Q: Any reason for the big drop in SJ today.It has a recent good run.Appreciate usual great services & views.Peter you were great on BNN
- Constellation Software Inc. (CSU)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Stella-Jones Inc. (SJ)
- Parkland Corporation (PKI)
- Kinaxis Inc. (KXS)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- Currency Exchange International Corp. (CXI)
Q: As a newer subscriber to 5i, i am interested in purchasing your BE portfolio. The above names have had huge run ups and I don't know how to approach them. Which ones are buyable at these levels?
Of the ones you deem buyable, can you comment, for each, as to whether a half position or full position should be taken.
And can you rank these in terms in terms of your preferences at current levels?
Thank you for your excellent service, as always.
KR
Of the ones you deem buyable, can you comment, for each, as to whether a half position or full position should be taken.
And can you rank these in terms in terms of your preferences at current levels?
Thank you for your excellent service, as always.
KR
- Bank of Nova Scotia (The) (BNS)
- Cineplex Inc. (CGX)
- Stella-Jones Inc. (SJ)
- Parkland Corporation (PKI)
- Savaria Corporation (SIS)
Q: I'm a late 20s investor looking to augment my company group retirement rrsp (invested in MF's - Index/Mawer) with individual stocks. My goal is to add positions until I'm close to the Balanced Equity portfolio.
At this time, which of the above (or another if there is a better option that I haven't listed) would be a good idea to start with? Thanks in advance.
At this time, which of the above (or another if there is a better option that I haven't listed) would be a good idea to start with? Thanks in advance.
Q: Has anyone heard any information about a merger between WFT and SJ? Your comments on the powerhouse it would create and how the market would react to such a merger would be appreciated
Q: Can you please provide your updated opinions on WEF vs. WFT? Of the two, which one do you like better, and would you buy one of these? My only position in the materials in Stella Jones (about a 7% full position), so would like your thoughts on this. Thank you for a great service!
Q: SJ---report date. It was a top pick plus a recommendation on BNN this week. ZCL---report date & estimated revenue.It was also a top pick and a recommendation this week on BNN, Appreciate your usual great services & views.
- Stella-Jones Inc. (SJ)
- Open Text Corporation (OTEX)
- Savaria Corporation (SIS)
- ZCL Composites Inc. (ZCL)
Q: I'm planning to purchase 1 or 2 of the following stocks after the US election. Could you rate these 4 stocks in the order that you would recommend them at today's prices. Also which one is more under valued?
Q: For information,SJ was recommended today by Royal Bank for a $56 target price & outperform rating.SJ was a top pick of Ryan on Sep 30
- Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
- Stella-Jones Inc. (SJ)
- Knight Therapeutics Inc. (GUD)
- Pacific Insight Electronics Corp. (PIH)
Q: Hello Peter,
Any idea why these stocks:Pacific Insight, Fairfax, Knight, and Stella Jones have been declining of late, especially Pacific Insight. It has been hit very hard after their earnings. Is it a good time to pick up these 4 companies given the current decline? Thanks very much.Umed
Any idea why these stocks:Pacific Insight, Fairfax, Knight, and Stella Jones have been declining of late, especially Pacific Insight. It has been hit very hard after their earnings. Is it a good time to pick up these 4 companies given the current decline? Thanks very much.Umed
Q: Do you expect any impact on SJ if a softwood lumber deal with the U.S. is not reached ? (I note your comments that the residential lumber portion of this company's business is expected to be the main driver of growth)
Q: Ryan's article,"Very shareholder friendly" shows 5I has 4 of the 10 companies with SYZ as the clear winner.Last week a guest on BNN stated that SYZ is very good in maximize value of acquistions,so hope to see some deals soon.Recently signed an agreement with Microsoft.I have a 2% position so please advise if it is time to add more in this volatile market. On Sep 9,The Motley Fool recommend SJ as a top growth stock for high returns today.Have a 7% position,so it is prudent to add a bit more. Always appreciate your great services & views
Q: What are the US and Canadian companies, that have what they call a wide Moat? What would be your definition and criteria of wide Moat companies?
Q: What sector would you classify SJ?
Q: Any value in holding both SJ and CNR in a 25 stock portfolio or is there too much overlap? I assume SJ is the preferred choice if opting for one only. Thanks.
Q: Hi, Could you please comment on the follwoing news item. Is there more to read in this appointment ? Thanks
Stella-Jones Announces Appointment to Board of Directors
07:00 EDT Thursday, September 01, 2016
MONTREAL, QUEBEC--(Marketwired - Sept. 1, 2016) - Stella-Jones Inc. (TSX:SJ) ("Stella-Jones" or the "Company") is pleased to announce the appointment of Ms. Katherine A. Lehman to its Board of Directors.
Ms. Lehman is Managing Partner of the private equity firm of Hilltop Private Capital LLC, based in New York, NY. Before joining Hilltop Private Capital, she spent 15 years at the private equity firm of Lincolnshire Management, where she served in various roles, including Managing Director and Deal Team Leader, as well as Investment Committee Observer.
Stella-Jones Announces Appointment to Board of Directors
07:00 EDT Thursday, September 01, 2016
MONTREAL, QUEBEC--(Marketwired - Sept. 1, 2016) - Stella-Jones Inc. (TSX:SJ) ("Stella-Jones" or the "Company") is pleased to announce the appointment of Ms. Katherine A. Lehman to its Board of Directors.
Ms. Lehman is Managing Partner of the private equity firm of Hilltop Private Capital LLC, based in New York, NY. Before joining Hilltop Private Capital, she spent 15 years at the private equity firm of Lincolnshire Management, where she served in various roles, including Managing Director and Deal Team Leader, as well as Investment Committee Observer.