Q: In a response to SIS' recent acquisition, you noted it was "30% accretive to financial metrics". I've seen a similar term used in other responses regarding acquisitions. What exactly does this mean, and what amount of "accretion" is considered good in an acquisition? Thanks
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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: Thoughts on Span-America Medical System acquisition announced yesterday?
Q: Hello,
How do subscription receipts work? How do you purchase them? Do you think the subscription receipts coming for SIS are a good investment? Thanks Luke
How do subscription receipts work? How do you purchase them? Do you think the subscription receipts coming for SIS are a good investment? Thanks Luke
Q: I notice that Savaria Corp is having its annual meeting on May 15. They have also called it a special meeting. Could you elaborate on the reasons why a "special meeting" would be held? Thanks!
Q: Hello,
I would like to start a new full position in an non-registered account. What would be your suggestions at the moment for growth and long-term (5-10 years+)?
Thank you,
I would like to start a new full position in an non-registered account. What would be your suggestions at the moment for growth and long-term (5-10 years+)?
Thank you,
Q: Your thoughts and analysis on the SIS Acquisition as well as PUR financial results?
Thanks!
Thanks!
Q: Please advise the price of subscription receipts for SIS's acquisition.Thanks
- People Corporation (PEO)
- Photon Control Inc. (PHO)
- Savaria Corporation (SIS)
- ZCL Composites Inc. (ZCL)
- Intrinsyc Technologies Corporation (ITC)
Q: I thank you for your thoughts on CZO & NLN. However I am still interested in small cap companies and I am more than prepared to take some risks for some potential of mid term gain. What would be your 5 top small cap companies that you would recommend for me to put on my watch list???
- Sylogist Ltd. (SYZ)
- Stella-Jones Inc. (SJ)
- NFI Group Inc. (NFI)
- Parkland Corporation (PKI)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Looking to add a full position in your balanced equity portfolio ( which I am slow adopting). Currently overweight financial and energy so those are off the table. Could more or less add any other class and be ok for weighting. Recently added OTEX and ENGH as tech stocks so those are off the table along with MG, wsp. Which havew the best buying opportunity right now....wish I had picked up MX earlier this week when it tanked 4% on weak earnings...
- Chartwell Retirement Residences (CSH.UN)
- Savaria Corporation (SIS)
- A&W Revenue Royalties Income Fund (AW.UN)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Please advice best stocks to buy today in consumer sector and healthcare?.
Q: Which of these two, At current prices, would you buy today, assuming one has a balanced portfolio?
Thx
Karim
Thx
Karim
- Photon Control Inc. (PHO)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Enercare Inc. (ECI)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- Knight Therapeutics Inc. (GUD)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Savaria Corporation (SIS)
- goeasy Ltd. (GSY)
- ZCL Composites Inc. (ZCL)
Q: I have half positions in CCL.B, ZCL, GSY,ECI and PHO; full positions in SIS,KXS,SHOP,PBH and GUD. Growth from 'good' companies is my only consideration and I have a 10 year timeline. These companies are part of the growth portion of a balanced portfolio.
Please provide guidance on the following 2 questions:
Could you rank my half position companies with growth potential as the sole criterion.
Is it reasonable to increase one's stake beyond a full position in any company that has excellent future prospects? If yes, please rank my full position companies based on growth potential.
Thanks for your excellent service, as always!
Please provide guidance on the following 2 questions:
Could you rank my half position companies with growth potential as the sole criterion.
Is it reasonable to increase one's stake beyond a full position in any company that has excellent future prospects? If yes, please rank my full position companies based on growth potential.
Thanks for your excellent service, as always!
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- goeasy Ltd. (GSY)
Q: i am thinking about full position in both SIS and PBH. I bought a little SIS before Xmas but wonder if I should move in another direction on these 2 as they have done very well recently. I have been contemplating for a while but wonder if I should wait for a pull back. Would KXS or GSY be another option? I am not to heavy in any of these sectors.
On another note I bought SHOP a while back, thanks! Your team has been a wealth of knowledge.
On another note I bought SHOP a while back, thanks! Your team has been a wealth of knowledge.
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- goeasy Ltd. (GSY)
- ZCL Composites Inc. (ZCL)
Q: Hi Folks,
I'm now looking for a little torc in my dividend portfolio. Could you recommend 4 or 5 names of good dividend stocks where one might expect higher than average growth over the next 3 years. Sectors not important.
Many thanks,
Dennis
I'm now looking for a little torc in my dividend portfolio. Could you recommend 4 or 5 names of good dividend stocks where one might expect higher than average growth over the next 3 years. Sectors not important.
Many thanks,
Dennis
- Photon Control Inc. (PHO)
- Liminal BioSciences Inc. (LMNL)
- Knight Therapeutics Inc. (GUD)
- Savaria Corporation (SIS)
- Swiss Water Decaffeinated Coffee Inc. (SWP)
- NeuLion Inc. (NLN)
- Crius Energy Trust (KWH.UN)
- Intrinsyc Technologies Corporation (ITC)
- Sandvine Corporation (SVC)
- Grande West Transportation Group Inc. (BUS)
- BSM Technologies Inc. (GPS)
- Aurora Cannabis Inc. (ACB)
Q: I have listed the small/med/cap companies I have on my watch list and am seeking your advise as to which three companies you would recommend my investing in from this list. (or some other that I have not listed) Many of these companies you have recommended on BNN. I look forward to your answer.
Q: As yet, I have not 're-balanced' my portfolio by selling some of Savaria. I still have a significant cash balance and don't really need to. Do you regard it as a sell to some degree, or should I stick with my doubling of this investment. I do have Suncor in my 'Balanced Equity Port.' Perhaps you had it at one time and I missed a sell on it? Should I keep this equity or sell it? One of the few equities I never purchased in my portfolio (it is difficult to buy in my US Schwab international acct). Seeing how it has retracted from highs, do you consider this a value purchase now?
- Photon Control Inc. (PHO)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Savaria Corporation (SIS)
Q: What 5 stocks would be your top picks to place in a TFSA for 2017?
Shirley
Shirley
- Kinaxis Inc. (KXS)
- Martinrea International Inc. (MRE)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- Cipher Pharmaceuticals Inc. (CPH)
Q: I am a 21 year old investor with a long investment horizon. In my TFSA, both CPH and MRE have stagnated and I am thinking of selling these and moving on. Would you endorse this move and if so, could you recommend your top 2 names (any sector) to replace them?
Thank You!
Thank You!
Q: How does the possible exercise of the options noted below from their current MD&A impact the price and opportunity?
In April 2014, the Corporation completed a private placement underwriting 5.75 million units at a price of $3.25 per unit, for net proceeds of $17.5 million. Each unit consisted of one common share and one-half warrant entitling its holder to purchase one additional common share of Savaria at an exercise price of
$4.25. These warrants expire on April 15, 2017.
In April 2014, the Corporation completed a private placement underwriting 5.75 million units at a price of $3.25 per unit, for net proceeds of $17.5 million. Each unit consisted of one common share and one-half warrant entitling its holder to purchase one additional common share of Savaria at an exercise price of
$4.25. These warrants expire on April 15, 2017.
Q: I have more than doubled my initial investment in Savaria and I haven't sold any shares yet; however, I was wondering what the current forward P/E ratio is and if you would ever sell because it got too 'expensive' in the short term?
I understand buying strength and that hitting new highs is a very good sign, but say Savaria went 50% higher than it is today in a short time frame, would you ever sell purely because the valuation was too high or would you tend to ride it out and risk a pullback because after all, it is still a solid investment and a growing business?
I understand buying strength and that hitting new highs is a very good sign, but say Savaria went 50% higher than it is today in a short time frame, would you ever sell purely because the valuation was too high or would you tend to ride it out and risk a pullback because after all, it is still a solid investment and a growing business?