Q: I have held SIS for 10+ years what do you see for earnings growth over the next 1-3 years. Thanks
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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.
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Intuitive Surgical Inc. (ISRG $547.78)
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Medtronic plc. (MDT $90.06)
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Stryker Corporation (SYK $353.81)
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Savaria Corporation (SIS $21.78)
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TransMedics Group Inc. (TMDX $124.98)
Q: Hi 5i,
What would be your top three picks today in the health care equipment sector? US or Canada. Are they buys today and what would be a good entry point. Please provide a short description as to why they are top picks.
If SIS is not part of the list, can you provide your opinion on this company as an investment for 5 year hold.
Thanks for your help.
What would be your top three picks today in the health care equipment sector? US or Canada. Are they buys today and what would be a good entry point. Please provide a short description as to why they are top picks.
If SIS is not part of the list, can you provide your opinion on this company as an investment for 5 year hold.
Thanks for your help.
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Lam Research Corporation (LRCX $162.19)
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Royal Bank of Canada (RY $205.25)
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Bank of Nova Scotia (The) (BNS $93.00)
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Suncor Energy Inc. (SU $59.27)
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Sun Life Financial Inc. (SLF $83.41)
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Dollarama Inc. (DOL $181.71)
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Restaurant Brands International Inc. (QSR $96.27)
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Stella-Jones Inc. (SJ $81.86)
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TMX Group Limited (X $50.01)
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Kinaxis Inc. (KXS $180.40)
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Agnico Eagle Mines Limited (AEM $225.05)
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Alimentation Couche-Tard Inc. (ATD $69.75)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $220.33)
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Savaria Corporation (SIS $21.78)
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BMO S&P 500 Index ETF (ZSP $103.80)
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Cogeco Inc. Subordinate Voting Shares (CGO $60.69)
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Fidelity Canadian Growth Company Fund Series F (FID665 $140.94)
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Topicus.com Inc. (TOI $128.00)
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Global X Data Center REITs & Digital Infrastructur (VPN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.19)
Q: I have some money to deploy in my partner's TFSA and RRSP, and they currently have the following holdings. As we move towards retirement, the objective is to hold more income and defensive stocks. What three might you add today, and what three would sell from this list? Thank you for your insights.
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Intuitive Surgical Inc. (ISRG $547.78)
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Procter & Gamble Company (The) (PG $146.13)
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Enbridge Inc. (ENB $66.24)
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Constellation Software Inc. (CSU $3,392.88)
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Intact Financial Corporation (IFC $268.13)
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WSP Global Inc. (WSP $254.44)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $220.33)
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Savaria Corporation (SIS $21.78)
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BMO S&P 500 Index ETF (ZSP $103.80)
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Kraken Robotics Inc. (PNG $5.34)
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Berkshire Hathaway Inc. (BRK.B $493.15)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.46)
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Lumine Group Inc. (LMN $28.27)
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Alphabet CDR (CAD Hedged) (GOOG $46.30)
Q: My daughter has the above investments in her regular account. She has now opened a TFSA and plans to contribute regularly. The horizon is long (money not needed for 10-20 years). Her portfolio is not very well balanced. Could you offer advice on 5-8 best stocks (Canadian or available on the NEO exchange) that would be promising investments whilst improving sectorial balance?
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WSP Global Inc. (WSP $254.44)
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Alimentation Couche-Tard Inc. (ATD $69.75)
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Savaria Corporation (SIS $21.78)
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
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Amgen Inc. (AMGN $315.59)
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Gilead Sciences Inc. (GILD $123.40)
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AbbVie Inc. (ABBV $219.04)
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Abbott Laboratories (ABT $124.95)
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The Cigna Group (CI $256.38)
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Johnson & Johnson (JNJ $186.97)
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Medtronic plc. (MDT $90.06)
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Savaria Corporation (SIS $21.78)
Q: I am mostly content with my health care stocks with the exception of MDT. It has been essentially flat since about 2016 except for the dividend. It did peak around 2022 but has fallen down to previous levels.
What do you think of the longer term for MDT?
Would you make any other changes for slow but reliable growth and higher end of dividends.
As always, thank you for the great service.
What do you think of the longer term for MDT?
Would you make any other changes for slow but reliable growth and higher end of dividends.
As always, thank you for the great service.
Q: Could you comment on the Q2, also do you feel the growth rate of Savaria is enough for share holders... is growth enough to drive share price higher?
Q: What does the market expect from Savaria tomorrow and with all the negativity towards healthcare should investors be concerned? Thx
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Alphabet Inc. (GOOG $285.34)
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Intuitive Surgical Inc. (ISRG $547.78)
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Enbridge Inc. (ENB $66.24)
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Constellation Software Inc. (CSU $3,392.88)
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Intact Financial Corporation (IFC $268.13)
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WSP Global Inc. (WSP $254.44)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $220.33)
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Savaria Corporation (SIS $21.78)
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BMO S&P 500 Index ETF (ZSP $103.80)
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Nebius Group N.V. (NBIS $109.44)
Q: My daughter's portfolio consists of the above stocks (CSU, ENB ,IFC, ISRG, SIS, SHOP, WSP, ZSP). She likes to hold good stocks for along time. She Is comfortable with moderate risk and has a long runway for investment. She has money to invest and would like to add stocks which would improve the balance of her portfolio. Could you suggest a few stocks to help her achieve her goal. She is not adverse to owning 1 or 2 higher risk growth stocks. Thank you for your help.
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.18)
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Savaria Corporation (SIS $21.78)
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.
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 $180.40)
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Premium Brands Holdings Corporation (PBH $92.80)
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Savaria Corporation (SIS $21.78)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $188.79)
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WELL Health Technologies Corp. (WELL $4.50)
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CCL Industries Inc (CCLA)
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Boyd Group Services Inc. (BYD $211.99)
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 $20.59)
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Savaria Corporation (SIS $21.78)
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Galaxy Digital Inc. Class A common stock (GLXY $42.88)
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 $120.83)
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Premium Brands Holdings Corporation (PBH $92.80)
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Savaria Corporation (SIS $21.78)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $188.79)
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CCL Industries Inc (CCLA)
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Boyd Group Services Inc. (BYD $211.99)
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 $233.53)
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Manulife Financial Corporation (MFC $46.82)
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Sun Life Financial Inc. (SLF $83.41)
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Gildan Activewear Inc. (GIL $78.68)
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Stella-Jones Inc. (SJ $81.86)
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Savaria Corporation (SIS $21.78)
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Eagle Materials Inc (EXP $205.55)
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Murphy USA Inc. (MUSA $356.79)
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Williams-Sonoma Inc. (DE) (WSM $191.87)
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Carrier Global Corporation (CARR $56.57)
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 $21.78)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $188.79)
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ADF Group Inc. Subordinate Voting Shares (DRX $7.00)
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Propel Holdings Inc. (PRL $21.68)
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.