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North West Company Inc. (The) (NWC)
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Premium Brands Holdings Corporation (PBH)
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Savaria Corporation (SIS)
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Exchange Income Corporation (EIF)
Q: A good portion of my smaller cap portfolio weighting is in these 4 stocks. They seem reasonably diverse sector wise but the first three have been trending down for 3 months or more, and EIF seems to be now following suit. From a lot of recent commentary I was thinking small and mid-cap names might have a bit of a tail wind, at least on a valuation basis. I know I shouldn’t focus on 3-6 months but still a bit “vexing” watching them slide. I’ve read the recent q&a on all of them, don’t see any alarming comments really, any new concerns I’m missing?
5i Research Answer:
We do not see anything alarming here. PBH has been extra frustrating, however. The small/mid cap...