Q: I'm wondering what your thoughts are about switching out of SIS into GC with the idea of there being a bit more growth potential in GC. Benefits? Drawbacks?
Thank you for providing a fantastic service
Mike
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Canadian National Railway Company (CNR)
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WSP Global Inc. (WSP)
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CAE Inc. (CAE)
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TFI International Inc. (TFII)
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Savaria Corporation (SIS)
Q: Hi Peter, Ryan, and Team,
We have a 2.5% position in CN, and are a bit underweight in the industrial sector. Would the ongoing rail line blockade and slight decline in share price represents a buying opportunity? Or would a new investment into WSP, for example, be a better strategy? (Our other industrials are CAE, SIS, and TFII). Thanks in advance for your valued advice.
Q: Aside from the obvious demographic appeal of increasing demand for Savaria's products for aging persons with disabilities, it strikes me that as seniors have increasing need for cash flow in later years, they will turn more and more to reverse mortgages. This will lock them in as long as they can live in the financed home. That said, faced with disabilities that might otherwise force them to leave their home, purchasing Savaria's products will be the only solution. Do you agree? Do analysts understand this market force?
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