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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: 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?
Read Answer Asked by Peter on April 02, 2018
Q: Hi there,

I currently hold almost all of the names in the Balanced Equity Portfolio and would like to dip my toes into the Growth Portfolio. What are your currently top 5 ideas from the Growth Portfolio whose risk profile would be the most similar to the names held in the Balanced Equity Portfolio?

Thank you!
Read Answer Asked by Michael on April 02, 2018
Q: I currently have positions in Kinaxis and Constellation with allocations of 4.28% and 2.07% respectively. Would it be advantageous to reverse the allocations. Selling Kinaxis would involve taking a large capital gain.

Thank you for the great service.
Read Answer Asked by Lynda on April 02, 2018
Q: Hello 5i, I am up over 70% on this company. So I am wondering if it is time to consider selling or should I accumulate more. It's still under 5% of my portfolio. Do you see any reason to sell? What is your assessment of the company. They seem to be doing all the right things for some growth. Do you see anything in the near term that could cause some downward pressure? Thanks for your service..
Read Answer Asked by pietro on April 02, 2018
Q: KXS had a media day yesterday, do you know if they did an update on the contract with Toyota? To me that is likely a "company maker" deal. I have been after them for an update (since the deal was announced two months ago) but their IR department seems to think that is some sort of "state secret" and just read off a scripted non answer that said absolutely nothing when I contacted them.

Do you by any chance have more information to share on the Toyota deal? Thanks.
Read Answer Asked by Victor on March 29, 2018
Q: both of these companies have been getting killed especially covalon,maybe covalons mediclear is not getting the acceptance it wants, and they are at a conference this week where they are promoting mediclear, as for reliq i know it is still up a lot but lately also gettng killed.can you comment.
dave
Read Answer Asked by david on March 28, 2018