Q: Last year, about this time you listed a number of stocks you thought could do well in the year ahead. The only one of these that I picked up was Savaria, and I’m up about 30%.
I’m now curious about your thoughts on the current valuation, and specifically on the percentage of revenue from US /international and how the cheap CDN dollar will affect SIS revenue.
Thx.
I’m now curious about your thoughts on the current valuation, and specifically on the percentage of revenue from US /international and how the cheap CDN dollar will affect SIS revenue.
Thx.
5i Research Answer:
We still like SIS; it did dip a bit near year end, likely on investor concerns on tariffs. $141M...