Investment Q&A

Q: Which companies have CDN expenses but get mostly paid in US funds that you like?

Q: The 5-year chart on SJ is classic, and your report is positive, but it is expensive now. How much has the PE multiple expanded on this stock over the past 5 years, and what has been the rate of earnings growth? Has it kept up to the stock price?

Q: Just a note I recall reading approx. 1.5 years ago about SJ that came from SJ themselves.

SJ who makes hydro/telephone poles & railway ties out of wood said that the ~25 year life span of these items (my bad memory, but I think it was 25 years or it could have been a little longer) would need replacing starting in the next year or so, N.A. wide in general. This represented millions of pieces.

Since SJ is a major player in this industry SJ predicted , as could almost anyone who was aware of this scenario, that SJ would have increased volume and profits as a result for the next few years, which typically grows their stock price as we have started to see.

Ya, SJ.

Have a great day.

Also Loving the volatility of many stocks these last few days. Easy to make 5% to 15% in a few days with some extra cash based on technicals, for now rather safely.

Q: I am looking for solid Canadian dividend payers with a large proportion of their income/cashflow (40%+) from US and International operations.I already own BNS,PWF,SLF,GWO,TRP,EB,ENF,VET
BIP.UN,BEP.UN,BPY.UN and DH. I believe all of these fit the bill - do you agree and can you suggest some others. Many thanks

Q: Hi, Stella-Jones stock has been quite strong for past 2 weeks with all time intra day high of $52. I also noticed some fairly large block trades starting at $49.75 and recently at $51.50. Do you think there is some new institutional interest in the company? Ram Forest Group is engaged in supplying timber to US residential homes market. Is this a positive ? How is the valuation of stock, versus, growth prospects of various segments of its business, railway ties, poles, residential lumber etc? I have a 3% position and considering to build up to 5%. Should I wait for the stock to settle ? Thank You

Q: On Sep 28,You chose the following stocks for my risk aversed 27 yr old daughter:SJ(Investment a/c),POW,CGX & ATD.B(Rsp)& CSU,BIN,MG & GIL(Tfsa).Please advise if the selections are still effective & any changes.Is this a good time to star?.How much has the strong gain in October taken from November & the rest of the year? Appreciate your usual great services & views

Q: Noticed SJ was up nicely today and hit a new 52 week high. Couldn't find any news. Any idea why the nice move?


Thanks

Q: Hi, would appreciate your comments on Stella Jones earnings released this morning. Any FX impact ? Thanks

Q: I just recommended the following to a niece who currently has ALL mutual funds . She wants some growth and income, but probably never wants to look at her investments . As she is likely to continue owning mutual funds, I suggested that she should start a brokerage account and buy the following bit by bit .

1. FINANCIAL BANKS ... BNS, TD or RY
2. FINANCIAL INSURANCE ... SLF or GWO
3. ETFs… XSP, CDZ in Canada , or VGG

What would you suggest ?

Q: Both SJ & Byd.un are to be added to TSX composite.I understand your reply on the latter today. A question--Will it results in more volume temporiarly as there is a requirement for some to buy stock added to the composite?.Appreciate your normal great services & Views. P.S.Saw Ryan on BNN today

Q: I want to add to my portfolio and wondered if Enb or SJ would be best given current market conditions? Thank you for all your help.

Q: I think I saw in the paper that there is a couple of companies in Quebec merging and going into the same business a Stella Jones Any Comment

Q: I bought half a position on the recent dip but it seems to have recovered. Would you buy another half now or wait for another dip? I suppose this is one of those technical analysis questions and its probably like asking what the result of a coin toss is in advance but I thought you might have better insight than me on picking an entry point. I tend to be terrible at it.

Q: Can you please comment on earnings. Thx

Q: Good Morning. Is Stella Jones in Materials Sector. I typed in this question before, but don't see the 'your question has been sent' notice. If this is a repeat, please ignore. sarah

Q: I am thinking of buying Stella Jones (in a registered account) soon. I see your A- rating and think it will be a good solid company. Hoping you could advise me if this is a good time to buy it? Thanks very much
Marilyn

Q: Wonderful company. Reading their financial statements, however, they are starting to 'speak' less about growth and more about profits, cash flow, dividends. Is there any reasonable work that indicates their market share? Without getting into related/adjacent industries/products do they have any real opportunity to grow left? Thanks for the A+ service!

Q: I am new here and just bought SJ and want to know whether you give sell recommendations, if your opinion on a recommendation has changed. Thanks

Q: Could you please comment on Stella-Jones earnings released, this morning and is it good buy at current levels ($40-41)? Thanks

Q: I bought in last week and broke a trading rule I have, which is to always check insider activity. Now I see that there was some material selling in the $34 range. Did I pay too much at $39.75?