Q: I have been holding SIS in my TFSA nearly for the last 2 years and down by 20%. With not so promising outlook for 2020,Would you suggest to continue holding or switch? If switching, what stock would you suggest in the same sector?
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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: The "ageing-in-place" concept seems to be gaining some momentum and support. Do you agree, and can you identify some Canadian companies (ideally dividend paying) that would benefit? Do you see this having any impact on the senior residences like Chartwell or Sienna?
Thank-you
Thank-you
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Dollarama Inc. (DOL $174.88)
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Premium Brands Holdings Corporation (PBH $95.79)
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Savaria Corporation (SIS $21.34)
Q: Have to raise cash - the above are my poorest performers (SIS is negative). Have to sell 1 & 1/2 positions. What do you suggest I sell.
Thanks for all the great performers you have named.
Bill
Thanks for all the great performers you have named.
Bill
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Finning International Inc. (FTT $65.99)
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TFI International Inc. (TFII $121.18)
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Aecon Group Inc. (ARE $24.38)
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Russel Metals Inc. (RUS $40.82)
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Magna International Inc. (MG $60.97)
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Savaria Corporation (SIS $21.34)
Q: I currently hold RUS, TFII and SIS for my industrials. How would you rank the above industrials and should I be making changes?
Q: Could you please comment on Savaria 2020 outlook. Thanks. Zoran
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CAE Inc. (CAE $38.13)
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TFI International Inc. (TFII $121.18)
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Badger Infrastructure Solutions Ltd. (BDGI $65.01)
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BRP Inc. Subordinate Voting Shares (DOO $89.39)
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Savaria Corporation (SIS $21.34)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.44)
Q: Hi 5i
I seem to be really lacking in the Industrial sector. Do you have a few good suggestions to look at. I do like dividends.
Thanks
I seem to be really lacking in the Industrial sector. Do you have a few good suggestions to look at. I do like dividends.
Thanks
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Intuitive Surgical Inc. (ISRG $429.59)
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Vertex Pharmaceuticals Incorporated (VRTX $407.79)
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Savaria Corporation (SIS $21.34)
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Exact Sciences Corporation (EXAS $58.34)
Q: Hi there,
I have a fairly heavy weighting of SIS that is about break even. I'm tiring of waiting for it and wonder what your advice would be on selling SIS to establish 3 equal weighted positions in VRTX, EXAS and ISRG? My thinking is I like the medical exposure and they are nicely diversified. Do you like this move and would you choose these 3 companies or suggest an alternative?
Thanks
I have a fairly heavy weighting of SIS that is about break even. I'm tiring of waiting for it and wonder what your advice would be on selling SIS to establish 3 equal weighted positions in VRTX, EXAS and ISRG? My thinking is I like the medical exposure and they are nicely diversified. Do you like this move and would you choose these 3 companies or suggest an alternative?
Thanks
Q: I currently hold TFII in my portfolio and am considering a switch to SIS for a long term hold. Which of the these two look best over the next 2 or 3 years to you? Is it worth a change?
Q: I have a relatively small position in SIS. Would you have any issues adding to SIS at these levels?
Thanks Ken
Thanks Ken
Q: I have two small positions in CSH.UN (1.3%) and SIS (1.0%), and I wanted to consolidate the invested capital into one holding. I consider them both to be investments within the healthcare space, which is part of the reason for consolidating these two holdings. I am strongly leaning towards selling CSH.UN and buying more SIS. Does this sound reasonable, or is there another option worth considering?
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NFI Group Inc. (NFI $14.94)
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Badger Infrastructure Solutions Ltd. (BDGI $65.01)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.09)
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Savaria Corporation (SIS $21.34)
Q: Which 4-5 beaten up stocks do you feel most comfortably will rebound in 2020, in order?
Q: Why is NFI considered a Consumer Cyclical and SIS considered an Industrial? I might almost see them the other way around since consumer purchases of SIS's products would seem somewhat cyclical according to the propensity of individuals to make major commitments to their lines of products. Purchases of NFI's products would be driven by municipal budgets which might be more stable in good and bad times.
Q: Would you have or have access to y/e expected rev & cash flow numbers . Is there anything expected that would bring the stock value up.
Thanks
Thanks
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CAE Inc. (CAE $38.13)
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Badger Infrastructure Solutions Ltd. (BDGI $65.01)
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Great Canadian Gaming Corporation (GC $44.98)
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Savaria Corporation (SIS $21.34)
Q: I have $40,000 to invest in my rrif and am considering $10,000 in each of these companies. Do you have any concerns with any of them?
I'm not concerned about dividend income for these and am concentrating on growth!
Ed in Montreal
I'm not concerned about dividend income for these and am concentrating on growth!
Ed in Montreal
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Knight Therapeutics Inc. (GUD $5.77)
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Savaria Corporation (SIS $21.34)
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Spin Master Corp. Subordinate Voting Shares (TOY $18.60)
Q: With long term growth and limited downside protection being the goal. In what order would you consolidate to one name?
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Sun Life Financial Inc. (SLF $86.24)
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Knight Therapeutics Inc. (GUD $5.77)
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Savaria Corporation (SIS $21.34)
Q: Hey guys,
The grandbabies are 5 yrs, 3 yrs and 6 months, a long time before university. We have SIS, GUD & SLF in their resp, like to add another name or two, please advised.
Thanks,
Jim
(CSU, SHOP, OTEX, BAM.A, BYD.UN, ATD.B, PKI, COST, NVDA are already at 5% levels)
The grandbabies are 5 yrs, 3 yrs and 6 months, a long time before university. We have SIS, GUD & SLF in their resp, like to add another name or two, please advised.
Thanks,
Jim
(CSU, SHOP, OTEX, BAM.A, BYD.UN, ATD.B, PKI, COST, NVDA are already at 5% levels)
Q: Hi folks
I sold SIS at a loss in my non registered account. However I also own it in my TFSA and my RRIF at a gain. Does this make my loss null and void? I may buy it back in my non registered in 30 days. Also you had mentioned that you would like to see SIS break at $14.15... But is it good to buy now (if I decide to add to my TFSA holding).? Or would that also break the 30 day rule?
Thank you again for a good year.
I sold SIS at a loss in my non registered account. However I also own it in my TFSA and my RRIF at a gain. Does this make my loss null and void? I may buy it back in my non registered in 30 days. Also you had mentioned that you would like to see SIS break at $14.15... But is it good to buy now (if I decide to add to my TFSA holding).? Or would that also break the 30 day rule?
Thank you again for a good year.
Q: Hi Peter, Ryan, and Team,
My wife needs to convert her RRSP to a RRIF. She presently holds BAD (still up 82%) and SIS (presently down 17%). We're considering selling BAD and buying more SIS in order to reduce the number of holdings and to be able to replace a stock that appears to be on a downward trajectory (BAD) with one that seems to have gained momentum (SIS). Please comment on this strategy, and thanks in advance.
My wife needs to convert her RRSP to a RRIF. She presently holds BAD (still up 82%) and SIS (presently down 17%). We're considering selling BAD and buying more SIS in order to reduce the number of holdings and to be able to replace a stock that appears to be on a downward trajectory (BAD) with one that seems to have gained momentum (SIS). Please comment on this strategy, and thanks in advance.
Q: Between Nov 15 and Nov 18, one director sold 41000 shares of SIS , reducing his holding in his personal account to 76500 shares. proceeds $592000. He also divested 23667 shares from an account in which he has indirect ownership, eliminating this account position, proceeds $341000. Does it mean he has no confidence in this company? Could I have your comments please. Thanks a lot
Cindy
Cindy
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $75.82)
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BRP Inc. Subordinate Voting Shares (DOO $89.39)
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Premium Brands Holdings Corporation (PBH $95.79)
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Savaria Corporation (SIS $21.34)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.44)
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Spin Master Corp. Subordinate Voting Shares (TOY $18.60)
Q: Hello 5i,
I currently own SIS,TOY,PBH,CCL. I'd like to add GDI and DOO. Would you sell any of the existing to add one or both of GDI or DOO? I'm primarily looking for growth.
Thank you!
Dave
I currently own SIS,TOY,PBH,CCL. I'd like to add GDI and DOO. Would you sell any of the existing to add one or both of GDI or DOO? I'm primarily looking for growth.
Thank you!
Dave