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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.38)
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Savaria Corporation (SIS $21.30)
Q: I have noticed in recent questions that you have been ranking Savaria and tcl lower than you have in the past. I am curious as to why the change? Awhile ago you had very high hopes for these two. To a layman, the reasons still seem valid: an aging population and new vision for packaging. Please don’t see this comment as a criticism. I realise that things change. I also have esteem and a high level of confidence in 5i. I am just curious about the elements that brought about this change.
5i Research Answer:
We still like SIS quite a lot, it is just that it is 'slower' growth. Nothing wrong with that,...