Q: As a current holder of SIS(2.5% @ $17.74 p/p),I was not thrilled at all with the $16.60 Bought Deal announced last night,resulting in a loss of 0.66 to $16.83 today.Please advise if I should buy more @ this price.Thanks for u usual great views & services
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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: Hi 5i,
Thoughts on the offering by SIS. Is it rare for insiders to participate in an offering like this?
Thank you,
David
Thoughts on the offering by SIS. Is it rare for insiders to participate in an offering like this?
Thank you,
David
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Sun Life Financial Inc. (SLF $85.68)
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Fortis Inc. (FTS $79.16)
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Algonquin Power & Utilities Corp. (AQN $8.58)
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Kinaxis Inc. (KXS $135.94)
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Knight Therapeutics Inc. (GUD $6.10)
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Savaria Corporation (SIS $25.22)
Q: I currently own in my RRSP the following stocks : GUD, KXS, SLF, SIS, AQN (1/2) and FTS (1/2). I have 6K$ that I would like to add to only two or three of those stocks to avoid too much trading costs.
I have a longterm timeframe (20years +) for my RRSP and am diversified across my other accounts.
I was thinking of KXS, SLF and SIS first, but utilities also look quite cheap to me these days.
What would be your selection? I'd rather not add a new position to avoid having to many...
I have a longterm timeframe (20years +) for my RRSP and am diversified across my other accounts.
I was thinking of KXS, SLF and SIS first, but utilities also look quite cheap to me these days.
What would be your selection? I'd rather not add a new position to avoid having to many...
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Restaurant Brands International Inc. (QSR $98.26)
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Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.25)
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Knight Therapeutics Inc. (GUD $6.10)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $171.94)
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Savaria Corporation (SIS $25.22)
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Spotify Technology S.A. (SPOT $509.59)
Q: Hello Peter,
On your april 9th reply to QSR, the dividend that was indicated was above 3 percent; I am seeing a dividend of 1.9 percent on google. Any idea? Also, I am planning to keep QSR , GUD, SIS, ADW.A, Shop, and Spot as long term holds. Any concerns here? My weights range from 2 to 4 percent. Lastly, I I know you have had lots of questions on Knight, but from a shareholders perspective, are we not waiting along time to get some results that are meaningful to increase stock price? What are the analysts saying about Knight as I am sure their clients are not happy with the stock price. Thanks again for the great input.
On your april 9th reply to QSR, the dividend that was indicated was above 3 percent; I am seeing a dividend of 1.9 percent on google. Any idea? Also, I am planning to keep QSR , GUD, SIS, ADW.A, Shop, and Spot as long term holds. Any concerns here? My weights range from 2 to 4 percent. Lastly, I I know you have had lots of questions on Knight, but from a shareholders perspective, are we not waiting along time to get some results that are meaningful to increase stock price? What are the analysts saying about Knight as I am sure their clients are not happy with the stock price. Thanks again for the great input.
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Savaria Corporation (SIS $25.22)
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Exco Technologies Limited (XTC $7.44)
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Evertz Technologies Limited (ET $15.85)
Q: If I am correct, insiders own a lot of absolute software. What other companies would you recommend buying based on how much stock insiders own which would align them with shareholders and that is good value right now.
Q: What do you think of the acquisition made by SIS?
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Photon Control Inc. (PHO $3.60)
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Stella-Jones Inc. (SJ $96.00)
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Open Text Corporation (OTEX $31.83)
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Premium Brands Holdings Corporation (PBH $92.63)
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Savaria Corporation (SIS $25.22)
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goeasy Ltd. (GSY $35.02)
Q: I'm looking to add a stock to my TFSA. Thinking of KXS-T. Do you agree or have another suggestion. Thanks
Q: Hello:
With all of the news of trade wars, is it an appropriate time to sell SIS and MG due to their volatility related to this topic?
With all of the news of trade wars, is it an appropriate time to sell SIS and MG due to their volatility related to this topic?
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Bank of Nova Scotia (The) (BNS $95.36)
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Stella-Jones Inc. (SJ $96.00)
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Magna International Inc. (MG $76.94)
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Savaria Corporation (SIS $25.22)
Q: Added positions in SIS and SJ today on the dip. Any other really good buying opportunities off the list in the portfolio (dont need energy or financials) with the current volatility. SIS and SJ where on my add next list and hadn't really made a plane beyond those...
Q: A BNN guest recently made mention of a European competitor that may soon enter the NA marketplace that could severely impact Savaria's business, to the point where a friend of his considers SIS a short (I think this is also in part due to its valuation). Are you aware of any such threat on the horizon? Does Savaria have any kind of moat or special advantage that might insulate it from new (presumably established & high quality) competition?
Q: Is there any negative news for savaria causing the price drop today?
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Covalon Technologies Ltd. (COV $1.79)
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Photon Control Inc. (PHO $3.60)
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Constellation Software Inc. (CSU $2,619.09)
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Kinaxis Inc. (KXS $135.94)
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Savaria Corporation (SIS $25.22)
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Reliq Health Technologies Inc. (RHT)
Q: HI 5i, My TFSA account contains all this: CSU KXS PHO SIS, I'm looking may be for a new Stock. Considering COV or RHT, or any other (you think is better fit for me), of these two which one would you suggest for growth , some risk is ok.
Thanks
Thanks
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Sylogist Ltd. (SYZ $3.72)
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Sun Life Financial Inc. (SLF $85.68)
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Premium Brands Holdings Corporation (PBH $92.63)
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Savaria Corporation (SIS $25.22)
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goeasy Ltd. (GSY $35.02)
Q: What are your 5 best picks for dividend growth stocks with an appropriate valuation?
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Constellation Software Inc. (CSU $2,619.09)
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Kinaxis Inc. (KXS $135.94)
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Premium Brands Holdings Corporation (PBH $92.63)
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Savaria Corporation (SIS $25.22)
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Spin Master Corp. Subordinate Voting Shares (TOY $18.57)
Q: Hi team,
I'm putting money towards my TFSA (10K) and was wondering what you think would be the best way to invest it. I was considering starting with 5 stocks: PBH, SIS, CSU, KXS, TOY. My second thought was choosing 2-3 of those stocks and adding in ETF's. Thirdly, I was thinking to invest investing fully into ETF's. I would say that I'm in between balanced and growth in terms of risk.
What are your thoughts? And if the ETF route, which would you recommend?
Thanks in advance,
Jon
I'm putting money towards my TFSA (10K) and was wondering what you think would be the best way to invest it. I was considering starting with 5 stocks: PBH, SIS, CSU, KXS, TOY. My second thought was choosing 2-3 of those stocks and adding in ETF's. Thirdly, I was thinking to invest investing fully into ETF's. I would say that I'm in between balanced and growth in terms of risk.
What are your thoughts? And if the ETF route, which would you recommend?
Thanks in advance,
Jon
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Constellation Software Inc. (CSU $2,619.09)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $85.48)
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Stella-Jones Inc. (SJ $96.00)
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Descartes Systems Group Inc. (The) (DSG $98.09)
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Premium Brands Holdings Corporation (PBH $92.63)
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Savaria Corporation (SIS $25.22)
Q: Hello Peter, Ryan and Team,
Which 5 management teams are currently the best capital allocators in your view. I am guessing CSU would be up there. Who else?
Thank you,
Wes
Which 5 management teams are currently the best capital allocators in your view. I am guessing CSU would be up there. Who else?
Thank you,
Wes
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People Corporation (PEO $15.21)
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Stella-Jones Inc. (SJ $96.00)
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Premium Brands Holdings Corporation (PBH $92.63)
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Savaria Corporation (SIS $25.22)
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goeasy Ltd. (GSY $35.02)
Q: My son wants to start a TFSA. I have suggested he begin with 5 stocks. Has about 57.K to invest. How do you feel about the number of stocks and the ones listed ? Many Thanks
Q: Please provide reasoning for short trades on SIS? Please also provide some rationale of assets growing faster than revenue. I like the company and have invested behind it however starting to look a little lofty.
Q: What are your thoughts on selling WSP Global for Savaria?
Looking for more dividend growth (revenue and earnings as well).
WSP's earnings didn't look as good as Savaria's did.
Thank you,
Adam
Looking for more dividend growth (revenue and earnings as well).
WSP's earnings didn't look as good as Savaria's did.
Thank you,
Adam
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Stella-Jones Inc. (SJ $96.00)
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Uni-Select Inc. (UNS $47.96)
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Premium Brands Holdings Corporation (PBH $92.63)
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Savaria Corporation (SIS $25.22)
Q: I realize these are different companies and somewhat hard to compare. I am down 24% on UNS, and since I am looking for growth would you hold or switch to SJ? Is there anything else that you would recommend irrespective of risk/industry?
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Toronto-Dominion Bank (The) (TD $128.24)
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TELUS Corporation (T $18.00)
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ONEX Corporation Subordinate Voting Shares (ONEX $96.63)
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AltaGas Ltd. (ALA $47.71)
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WSP Global Inc. (WSP $222.56)
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Algonquin Power & Utilities Corp. (AQN $8.58)
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Premium Brands Holdings Corporation (PBH $92.63)
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Savaria Corporation (SIS $25.22)
Q: I have owned stocks in above companies for a while. I want to make additional investments in quality dividend stocks.
I also own stocks in KO, GE, MSFT and SYY. Total portfolio about Cnd $ 300K and US $ 120K
1st question, In your opinion, should I sell any of the above stocks, if so which ones.
Which additional stocks would you recommend for me to purchase
Thanks for your guidance. John
I also own stocks in KO, GE, MSFT and SYY. Total portfolio about Cnd $ 300K and US $ 120K
1st question, In your opinion, should I sell any of the above stocks, if so which ones.
Which additional stocks would you recommend for me to purchase
Thanks for your guidance. John