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.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hello. I’ve held Savaria in an RESP for a number of years and have done decently though it has not performed well recently. Ignoring diversification etc I’m wondering if a switch into TVK might provide better returns. Thoughts on this ignoring other holdings?
Thanks
Thanks
Q: Hi Team,
I am thinking of investing 2-3% of my portfolio in SIS or GIB.A. Which one do you think will perform better in the next 5-10 years?
Thanks
I am thinking of investing 2-3% of my portfolio in SIS or GIB.A. Which one do you think will perform better in the next 5-10 years?
Thanks
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Kinaxis Inc. (KXS)
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Premium Brands Holdings Corporation (PBH)
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Savaria Corporation (SIS)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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WELL Health Technologies Corp. (WELL)
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CCL Industries Inc (CCLA)
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Boyd Group Services Inc. (BYD)
Q: I am considering consolidating some of the listed companies because I have small positions in them. Do you have 2 or 3 favorites for a long term hold.
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Enghouse Systems Limited (ENGH)
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Savaria Corporation (SIS)
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Galaxy Digital Inc. Class A common stock (GLXY)
Q: Finally in profit territory with DRX.Have a significant holding of HPS.A.Considering bailing out of Drx and replacing with one of 3mentioned .Which would you consider best or due to current momentum of Drx would you consider a hold .Thanks for great t service.Larry
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TFI International Inc. (TFII)
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Premium Brands Holdings Corporation (PBH)
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Savaria Corporation (SIS)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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CCL Industries Inc (CCLA)
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Boyd Group Services Inc. (BYD)
Q: Hi. Of the 6 listed companies, which 3 are your favorites for a long term hold. I am trying to consolidate smaller positions so that I have less stocks.
Q: Your thoughts please on the quarter?
Thx
Thx
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Applied Materials Inc. (AMAT)
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Manulife Financial Corporation (MFC)
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Sun Life Financial Inc. (SLF)
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Gildan Activewear Inc. (GIL)
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Stella-Jones Inc. (SJ)
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Savaria Corporation (SIS)
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Eagle Materials Inc (EXP)
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Murphy USA Inc. (MUSA)
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Williams-Sonoma Inc. (DE) (WSM)
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Carrier Global Corporation (CARR)
Q: I'm considering shareholder yield as a factor for investing. Can I have your opinion of such a strategy and is there a favourable/preferred % when looking at companies? Finally, would you have 5 US and 5 TSX companies that you would choose when considering this approach? Dock me as many questions as you like and thanks!
Q: Two-part question. I currently hold SIS in a cash account; still up about 16%. Given current market conditions, I am considering selling SIS and buying gold. If this were your portfolio, would you make this move? And, if yes, what is your favourite gold-related stock today?
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Savaria Corporation (SIS)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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ADF Group Inc. Subordinate Voting Shares (DRX)
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Propel Holdings Inc. (PRL)
Q: Hi 5i, assuming Hurricane POTUS looses his bluster, one year out how would you rank the above small caps for potential?
Q: Hi 5i, thoughts on quarter and your views going forward? Not much commentary on tarrifs, although today's "tarrif goal posts" now will possibly omit compliant USMCA companies. Thx.
Q: Hi, can you please comment on their recent quarters?
Anything to be concerned about with either company going forward?
I have owned both for several years (full positions) but SIS has seen a bit of slow growth (for me) the last year and I'd like to reduce to a 1/2 position. Can you please suggest an alternate stock(s) (any sector) given today's environment that should offer better growth potential.
Cheers,
Steve
Anything to be concerned about with either company going forward?
I have owned both for several years (full positions) but SIS has seen a bit of slow growth (for me) the last year and I'd like to reduce to a 1/2 position. Can you please suggest an alternate stock(s) (any sector) given today's environment that should offer better growth potential.
Cheers,
Steve
Q: Could you comment on the Q here for Savaria. Would you be comfortable purchasing here?
Q: Hello 5i, on a scale of 1-10, 1= little tariff impact, 10= big tariff impact, stay away from, how would you rate these 2 companies?
In addition is there a Sector like Metals and Minerals that you would give a favourable ranking to? Thanks as always. Chris
In addition is there a Sector like Metals and Minerals that you would give a favourable ranking to? Thanks as always. Chris
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Canadian National Railway Company (CNR)
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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Thomson Reuters Corporation (TRI)
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Savaria Corporation (SIS)
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iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
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BMO S&P US Mid Cap Index ETF (ZMID)
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BMO S&P US Small Cap Index ETF (ZSML)
Q: Hi Peter and Team,
Our Industrial holdings are too high, considering their vulnerability to the “Trump tariffs”, as you suggested in a question today from Shirley.
In what order would you reduce or sell any of these stocks? This is a daunting task, as I like them all, and they are among the “cream of the crop” in this sector.
I’m planning to use the proceeds to buy some US small and mid-cap ETFs and would appreciate any Canadian domiciled ETFs that you could suggest.
Thanks for your insight.
Our Industrial holdings are too high, considering their vulnerability to the “Trump tariffs”, as you suggested in a question today from Shirley.
In what order would you reduce or sell any of these stocks? This is a daunting task, as I like them all, and they are among the “cream of the crop” in this sector.
I’m planning to use the proceeds to buy some US small and mid-cap ETFs and would appreciate any Canadian domiciled ETFs that you could suggest.
Thanks for your insight.
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Savaria Corporation (SIS)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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ADF Group Inc. Subordinate Voting Shares (DRX)
Q: Hi 5i, I'm struggling to keep the mentioned companies in the face of pending 25% steel and aluminum tarrifs. Would appreciate a review and some comforting analysis :)
One thing not talked about is the dollar impact on these companies which have US sales, and the potential benefit of monetary policy easing faster now that this tarrif nonsense has basically put on hold any investment in our industries.
My gut is telling me that our last year recession, masked by insane immigration, will become an official recession this year.
Thx
One thing not talked about is the dollar impact on these companies which have US sales, and the potential benefit of monetary policy easing faster now that this tarrif nonsense has basically put on hold any investment in our industries.
My gut is telling me that our last year recession, masked by insane immigration, will become an official recession this year.
Thx
Q: Good Morning Peter, Ryan, Chris, and Team:
First off and maybe you have already answered this question previously but how do you think this "Tariff War" might play out after the bluff and bluster has completely settled down ?
Also, how do you think that across the board tariffs would effect PSI, NTR, and SIS in the short and medium term ??
Thank you so much. DL
First off and maybe you have already answered this question previously but how do you think this "Tariff War" might play out after the bluff and bluster has completely settled down ?
Also, how do you think that across the board tariffs would effect PSI, NTR, and SIS in the short and medium term ??
Thank you so much. DL
Q: Does the recent price decline represent a buying opportunity?
Q: Hi 5i, I was curious on your ranking of SIS being highly impacted by tarrifs. I was of the view that FDA approved items would be exempt. Please comment.
Thx.
Thx.
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North West Company Inc. (The) (NWC)
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Premium Brands Holdings Corporation (PBH)
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Savaria Corporation (SIS)
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Exchange Income Corporation (EIF)
Q: A good portion of my smaller cap portfolio weighting is in these 4 stocks. They seem reasonably diverse sector wise but the first three have been trending down for 3 months or more, and EIF seems to be now following suit. From a lot of recent commentary I was thinking small and mid-cap names might have a bit of a tail wind, at least on a valuation basis. I know I shouldn’t focus on 3-6 months but still a bit “vexing” watching them slide. I’ve read the recent q&a on all of them, don’t see any alarming comments really, any new concerns I’m missing?