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WSP Global Inc. (WSP $283.56)
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Alimentation Couche-Tard Inc. (ATD $72.20)
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Savaria Corporation (SIS $20.78)
Q: Good morning 5i
I have held sis for quite awhile, hopeful that its emphasis on the demographic situation would pay off. It does seem to be getting better but as a small cap it doesn’t have the umph that i was hoping for. I have lately been reconsidering my portfolio, anyway and wondering whether i should abandon that hope sell sis and buy something like wsp global or adt, which is down. That way i am leaving behind the risk of a small cap stock, getting possibly more stability in my portfolio and with these two stocks, the possibility of a decent gain. I have a well balanced portfolio, so difference in sector is not a problem
Thanks for your great service for us all
I have held sis for quite awhile, hopeful that its emphasis on the demographic situation would pay off. It does seem to be getting better but as a small cap it doesn’t have the umph that i was hoping for. I have lately been reconsidering my portfolio, anyway and wondering whether i should abandon that hope sell sis and buy something like wsp global or adt, which is down. That way i am leaving behind the risk of a small cap stock, getting possibly more stability in my portfolio and with these two stocks, the possibility of a decent gain. I have a well balanced portfolio, so difference in sector is not a problem
Thanks for your great service for us all
5i Research Answer:
We would fully agree that WSP and ATD are very likely to be more stable and less risky than SIS, and still provide growth potential. We still think SIS will be fine overall, and for a small cap looks quite decent. It is up about 5% this year. The health sector has not been a favourite so its performance has been impacted by sentiment. This is really a sector and risk call. We would be comfortable holding it, but if an investor wants more stability in other sectors then a switch makes sense