Investment Q&A

Q: In my TFSA I've been hit by the drop in CSU, DSG, TOI, LMN, and SHOP. Offset a bit by gains in TD, ENB, and SIS.

I have 12% in cash and am looking to rebalance and make some changes. I maintain 20% to 25% of the account in WXM. I like to follow stocks in the portfolios, mostly balanced, and those that you have reports on. I let things get a bit heavy on the software stocks, so looking for 5 or 6 idea's outside of that sector.

Can you make some suggestions? Thanks very much.

Q: Could you please order these in terms of best anticipated growth and what you would buy first.... Thank you!

Q: Did 5i have a chance to be part of Savaria investor day and if so do you have any thought?

Thx

Q: Big insider purchases from Marcel Bourassa at SIS.Does 5i see this as well?

Thx

Q: My kids RESP currently hold CSU, SHOP, SIS, ATZ, XIC, BN, PNG, VTI. CSU was purchased at $3,250 and SHOP at $210. Is it wise to average down now or is there another one or two that will be good to add to this mix?

Thank you!

Q: Savaria been Climbing Steadily Up. Another New 52 wk High. Any news. Whats your prognosis on the Future of Savaria and for 2026.

Q: I have these small/mid caps in my portfolio for future growth. Any concerns with any of these? Please rank these for growth potential. I do realize GRID ZDC and ELVA are much smaller. Thanks Stephen

Q: Great quarter!

Q: What does the market expect from Savaria this week?

Thx

Q: Please rank these for Income & Growth. Thanks a Bunch!

Q: Is this an all time high for Savaria?

Q: Any news on savaria and is this a new all time high?

Thx

Q: In my TFSA, I have a double position in BN, and full positions in POW, SIS, PPL, CSH.UN, TRI and BAM. I also have half positions in AFN (which I know is not your favourite) and DSG. Would you add to one/some of these (which?) or add something different. After my 2026 contribution, I will have enough cash to about a half position. I prefer to consider Canadian stocks for this account.

Thanks for you help.

Q: As a retired investor I am looking for dividend income. Please rank the buying order you would have for the above stocks with the emphasis on rising dividends, dividend stability, and safety of dividend. My holding period is 10 years plus

Q: I have held Savaria for several years now, and it has performed steadily, but has lagged in growth compared to many of my other holdings. I am wondering if it might be more prudent to consider adding to my positions in either ISRG or ABBV, or perhaps consider another company with stronger growth prospects.

My overall exposure to health care (I deem SIS to be a health care-related company) is roughly 7%, and SIS makes up about 1% (was larger initially, but grew less than portfolio over time). If a lower exposure to health care is still tolerable within a portfolio attempting to maintain diversification, are there another positions outside of the health care space that might be prudent for me to consider? Thanks so much, and I look forward to your response.

Q: Trying to decide whether to keep SIS or look for something with a greater return potential. When I look at the profile, (evening Dec 18), I see that it is trading at a P/E of 25.31 which seems to be based on earnings of .86, which is very close to mathing out at the share price shown of $22.25.
I also see that the current consensus estimate for EPS in 2026 is 1.37. If SIS trades at a similar P/E in Dec 2026, as it is now, 25.31, then that would give a potential share price of $34.67, approximately 56% above the current price. I see that target prices are $26-$30. Even at $30, that would make the P/E in Dec 2026 about 21; below where it is now. So, is SIS over valued now or are the estimates too low and this should be kept or bought? The high and low P/E shown in the data are very far apart so not really applicable.

An interesting note to add is that I asked Google AI for the P/E in the last 5 years and it shows the following for Dec of each of the years shown:
2020-27.4
2021-102.7 Covid outlier I guess
2022-25.5
2023-26.2
2024-29.1
2025-25.4

Sorry for the length here but don't know how else to explain my predicament...

Was going to make this public but didn't because of length- feel free to change the status if you wish.

Q: I was wondering why you keep those 2 companies in your equity model portfolio. They have been at approximately the same value for the last few years.

Q: Hi. I have tried a couple times to submit this question now...

My kids have a family RESP. Oldest child will be starting post-secondary in 9 years.

Currently have GLXY, BN, SIS and T.
What will be good holdings to add to this? If sector diversification is not taken into consideration, what will be good to add?

Thank you.

Q: Thoughts on the quarter please?

Q: how do you rank them to buy now 1 to 10 after the q3 reported. thanks