She used to own it and sold when they had some inventory issues with the treaded wood and the guidance was off. She is very keen on Management. She is not so worry on individual quarters. The parent sold a big chunk of the stock. Lower margins. No reason to own it until they show impressive numbers.

(Past Top Pick, August 22, 2017, Up 0.55%) It's had ups and downs the past year with problems in inventory and pricing. Their last forecast expected prices to improve a lot. He agrees that demand for railway ties is robust.

He once owned it. Dividend growth is likely. They make utility poles which need to be replaced, which is what SJ does. Management has positioned the company well in this area to take advantage. Likely will increase the dividend.

A major utility pole manufacturer. Yes, the recent/current tough winter weather is a factor, but a bigger factor is the finite life of these poles, and most of them in North America are nearing the end. So, SJ could enjoy a ramp-up with more infrastructure spending.

He feels it is a well-run company. Customers have to buy their products. The price can get expensive based on earnings multiples, so be careful at this level. (Analysts’ price target is $54.66 )

They own it and like it very much. Leader in railway ties and utility poles, not the most exciting businesses but very profitable. They are expanding in other verticals such as residential lumbers in the U.S. in particular. 6% free cash flow yields on 2018 numbers. Management has a great track record. Opportunities for growth across different segments. Directors are big shareholders and own 40% of the business still. They have cash flow to increase dividend, but thinks they should be spending their money to allocate capital to best return opportunities for shareholder over the long term.