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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: Thanks to You,I bought SJ @ $27.35 in 8/14.Such a great run,reaching a recent $40.62 new high.However,very voliatle the last few day,closed today @ $38.40.Please advise expected diluted EPS & revenue.It is reporting Mar.13.What do you think will be impact on its price after release? Appreciate your usual great services & advices
Read Answer Asked by Peter on March 11, 2015
Q: Hello Peter and the 5i team
My question's are concerning Stella Jones.
1. Who are Stella Jones competitors and how much market share do they have in the rail tie business?
2. Which rail companies are customers of Stella Jones?
3. I have heard that some rail companies are starting to go with cement ( or some other material) for the use of their ties. Is this true? and will it affect Stella J?
4. How much growth do you see in this company over say the next 4-5 years?
5. What is the payout ratio of SJ and is it sustainable?

Thanks
Read Answer Asked by Darren on February 23, 2015
Q: Hi Peter and Team,

This is somewhat of an abstract question but is important for my analysis nonetheless. Can you name a couple Canadian companies that you think would have a strong competitive advantage if they were to expand into the US or a similar country (i.e. Australia)?

Stantec (multinational consultant status advantage for companies in Australia, yet similar legal system) and Cineplex ('purchasing power?') come to mind, but I end up banging my head on the desk when trying to come up with others. Does anything stand out to you guys?
Read Answer Asked by Michael on September 21, 2014
Q: I am looking at adding to my holding in SJ. In your report you mentioned the 38% ownership by SJ Intl (Glasgow Scotland). Would you expect any impact on the stock price from a YES vote simply because of Scottish ownership? Given the growing strength of the US $ what impact would that have on the stock? Lastly what kind of revenue and eps growth would you see over the next couple of years.
Thanks
Mike
Read Answer Asked by michael on September 13, 2014
Q: Your good work Peter is driving me crazier.
I am basically the 1.2% man…lots of savings accounts.
So,your suggestions at this time for my 23 year old daughters $36,000 TFSA account would be appreciated…it is presently,of course,in cash!
She has no reason to need these funds for the next 10 years at least.Thanks
john
Read Answer Asked by john on September 10, 2014
Q: Hi Peter,
I purchased Stella Jones last November, thinking it was a solid performer. Nine months later it's hovering around the same price I purchased it at. I know it's having supply issues as of late, but what was going on before? And how confident are you in the future of this company? How much risk do you see?
Thanks!!!
Read Answer Asked by Brenda on August 05, 2014
Q: I have a full position in Russel Metals that includes a 25% gain, and I have a half position in Stella Jones that involves a 5% loss since purchase. I'm thinking of taking half off RUS and topping up SJ as it is cheaper on a PE basis and perhaps RUS has topped here. Would you make this move now, or after SL earnings, or not at all?

John
Read Answer Asked by Charles on July 29, 2014
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