Investment Q&A

Q: Any news lately on SIS Savaria. Stock has been up consistently. What do you see the near future of Savaria ie any more acquisitions or growth

Q: Does BYD represent a good entry point here? Can you help me consider this investment thesis.

El Nino Year as a Tailwind: El Nino’s warmer weather created short-term challenges for Boyd in 2024, its effect might be temporary. If weather patterns stabilize, the demand for collision repairs could return to normal levels, providing a more favorable environment for achieving growth targets.

Interest Rates as a Tailwind: High interest rates making new car purchases less attractive is indeed a potential tailwind. If consumers opt to repair rather than replace their vehicles due to economic conditions, Boyd stands to benefit. This trend supports the long-term demand for Boyd’s services.

Boyd has a stated goal to double the size of the business based on 2019 sales by 2025. Considering Boyd’s historical performance, strategic initiatives, and the potential tailwinds from economic conditions, is it still reasonable to be optimistic about Boyd’s ability to double its business by 2025.

Q: Hey can get your take on these two companies for income and just general value? I know they are different sectors but both compelling yield. Which would you prefer overall. I don’t really care about small cap risk just which do you prefer? Should I just own both. What did you think of their recent quarterly results? Feel free to take 2 creds here thanks.

Q: It seems that the telco sector will faced with challenges for the foreseeable future with price pressures on fees (I see it on my own bills) and likely not being able to recover for quite sometime. It was easier to sell the position on the non registered account and take advantage of the tax loss. I have kept my positions in the registered accounts for the dividend but am now wondering if perhaps a sell would be make sense and what to replace them with. Any ideas with some dividend and a little bit of growth?
Much appreciated.

Q: For a growth investment, I am looking at either WELL or VHI. Which one would you choose and why?

Thanks

Q: I did really well buying oil stocks when oil tanked 4 years ago, and holding during the recovery. What beaten up sector do you feel has great recovery potential like this currently? Would REIT's qualify since rate cuts appear to be coming soon, or are you not as confident in the recovery due to vacancy's & recession possibility? Thx

Q: Thanks for a recent explanation of FSV's P/E ratio.

It's current P/B, P/S, and P/C metrics look fairly reasonable compared to the past 10 years, would you agree?

Are you able to please give your opinion on the company management, current margins and debt for this company?

Q: Aside from AI what industries do you think will do well over the next year, both CDA and USA? Can you pls recommend specific stocks or ETFs in those industries?

Q: Kinaxis has ongoing litigation with Blue Yonder for some years now. Is this a major factor which may Kinaxis profitability?

Q: Hello,

What are your recommendations for Canadian banks for a TFSA with a 15+ year horizon?

Q: Please recommend the name of 5 TSX stocks, for starting a $100k retirement fund, earning 10% on dividends + appreciation, relatively low risk. Thank you.

Q: I own both of these stocks and have to sell some. Could you please advise which has more upside in the next six months. Cheers

Q: Hello,
I have owned these 3 stocks for a few years now and doing some portfolio cleanup and wondering if still worth holding - long term. I don’t trade. Can you please briefly comment on their potential individually and if some should be sold, in what order in your opinion. Thank you.

Q: Could you please recommend your top 5 solid, dividend-growing companies? what would be your buy prices for each? Thanks.

Q: Please comment on its most recent Q. It is still held in the growth portfolio yet it has been in a down trend since early 2022 from almost $60 to a current price of around $36. Do you still have patience with this one? Is it a buy, sell or , hold? Is there another name you would consider as a replacement with better growth?

Q: I'm having trouble nailing down exactly what CLS does. Is it a technology company or an industrial company? Also, do you think it would be a good time to invest in the company?

Q: now thats a nasty pullback. If you owned gsy would you consider a partial switch

Q: Hi, Why the Propel stock keeps dropping, despite excellent results ? Now, seems like, it has broken below the $25 support level ( recent gap up after earnings ) and is down $6 or, 20%, from the post earning bounce. Is it worth accumulating around $23 ? Thanks

Q: Could you comment on Boyd's 1Q results?

Q: Hi 5i,
With the drop today Boyd is down approx -30%. The 2021/2022 pullback was approx -50% and represented a great buying opportunity for the stock.

How do you view the drawdown and operational issues today relative to the 2021/2022 volatility?

Thank you!