I am looking through potential Materials companies for an investment and note in many questions here you single out EXP as a preferred investment in construction materials. Who would be their largest 3 competitors in this business segment, and of the 4 how would you rank them in terms of potential investment gains over a 5 year period?
Home Depot continues slide ; a trajectory started in late March. Given the housing/infrastructure investments to come, its recent purchase of SRS and this price decline I think it is getting into a potential buy zone. I would appreciate your thoughts on the company and whether it would be in your potential buy list for at least a 3-5 year hold?
Q: Hi Team,
Is the jump in GSY shares related to the federal budget release? I heard that they left lending cap at 35%? Wondering if this was an overhang that has been lifted for the name?
Q: Hi 5i, trying to find a rose amongst thorns, and given the change in inclusion rates due to the budget, wouldn't this accelerate any deals in the pipeline? Not trying to be political.
Q: The dividends alone on these companies are becoming quite alluring. What are the risks of a cut? Or a drop in the share price from where we are today looking out about 5-10 years? From the dividend alone, one could nearly double their investment in that time frame. I don't normally chase yields, but it's hard not to when both of these companies are trading around the same levels as they were in 2016 (or earlier).
What should happen to these companies share prices if/when interest rates get cut in June?
Q: Hi guys
I'm curious to know how Jeldwen is doing right now. ?Are you able to tell how busy they are or are not? Is business increasing or decreasing compared to during the pandemic? With the new help announced today.. coming for new homes to help with affordable housing do you think this will make a big increase in sales for JW?
MUCH THANKS
I'm investing some savings of my mother she doesn't need before many years but we avoid higher risk stocks, she is 75 years.
Actually, she owns BN, GSY, TFII.
Looking to add 1 or 2 stocks to this list. I have been looking to your porfolios and considering ATD, PBH, DOL, PBH, SHOP. CDR could be a nice opportunity with VISA for exemple.
How would you rank them for potential return on 3 to 5 years? Do you see better opportunities?
Recently we purchased a position ($210) in BA feeling it had good upside....now $165.00
Our other option at the time was GE
Did we make the wrong decision?
How do you consider upside of each of these 2 companies; would you feel we should take a BA loss to invest in GE.
In the past we have been long term investors of each of these two companies.
Perhaps neither has much up-side.
Thank you so much
brian
Q: Momentum is very strong here and price hitting new highs. Would a secondary issue make sense here and do they require much capital for growth plans? Would it make sense to pay down debt?
Q: Would you consider this a strong buy at this time given the large arbitage spread. Offer price seems to be working put to around cad$5.90 plus the newco share and its trading around cad$5.17. Any comcerns?