Investment Q&A

Q: how much of SIS does ATS own?

Q: I have a small position in each of BAM and SIS in a RIF and would like to consolidate into one position. Would you prefer BAM or SIS.

Thank you as always for your sage advice.

Q: Hi 5i
I got to the party late on CCL.B (avg. cost $65) and PBH (avg cost $120). SIS did well at first (avg cost $8). You have all 3 as B+. Over the last 5years none of the 3 has done much. Would appreciate your thoughts on why to continue to hold and any catalyst that could get them going.
Thanks, Greg

Q: Please compare outlook for above mentioned and which has the best outlook for next 2 to 3 years. Thank you.

Q: Hi 5i,
Thanks for all the great work you do.
What are your 5 best overall small cap ideas right now and 5 best small cap value ideas ?
Thanks so much,
Murray

Q: Please comment on earnings. Do you see SIS being taken over one day? If so, any probable candidates come to mind?

Q: what does the market expect from Savaria this week?

Q: Long Time Holder of Savaria since you first covered. Holding Long Term. Last month strong uptick on SIS. Any news or reason

Q: Hi guys,

I would like to add the above companies into my portfolio (balance portfolio), please rank them. (must have to steady eddie)

thanks

Jim

Q: I have a 2% position (of overall portfolio) in Savaria, and up until I looked up its sector classsification, I had considered it to be in the healthcare space, given it is in the business of improving accessibility for those who are physically challenged. As per the Yahoo! Finance portal, Savaria is listed as an industrial company. This investment is held in a RRSP account, so capital gains taxes are not a concern.

My questions are as follows:

- Is it reasonable for me to continue considering this as a healthcare investment, due to its target consumer base?

- Using a long-term (at least five years or longer) time horizon, would you be able to name any other potential companies of interest in the healthcare sector in both the Canadian and US spaces which I could target as potential replacements? The availability of a dividend from a replacement investment would not be a requirement for consideration for me: I am primarily concerned with total return over a longer time horizon.

- Of these companies, would any of them serve as probabilistically (given there are no guarantees in investing) better investment vehicles given the time horizon I have provided?

As always, I appreciate your time, and I look forward to reading your response. Thanks so much!

Q: Your thoughts please on the latest quarter?


Thx

Q: What small to mid cap companies can you recommend that have been beaten up due to market conditions but have a high chance of success long term? Looking at a potential entry point this year with the prospect of beating out the returns of larger cap names that may be in a similar situation. Could you also give a brief thought on the risk/reward of this approach as well. Thanks very much.

Q: Hi 5i Team - Could you provide an update on the fundamentals of Questor including cash reserves, level of debt, earnings etc. With this in mind, is it strong enough to weather a continued market slump in growth stocks. Does it have the potential for growth. Also can you provide your opinion on management, its background experience and its holdings of common shares. Has there been any significant insider trading lately. If I decide to finally move on from this stock do you have any suggestions for a replacement growth stock, not necessarily in the same sector.

Q: Please comment on SIS's sale of Norweyian business.It has a positive impact today,$16.90 +0.53(3.24%). Txs for U usuaol great services & views

Q: From an historical basis how expensive is SIS?


Thx

Q: I am thinking I would sell RIF and replace it with SIS. At a cost of $20 in trading commissions. Would this move receive your blessing?

Thanks.

David

Q: Your thoughts on the preliminary Savaria numbers out today?

Thx

Q: With the recent announcement from our federal government on Health Care, what are some of the stocks in the health area would you suggest for long term investment?

Q: I have some cash to deploy in an unregistered account. Add equally to the names above or start a new full positon in your current can't miss top pick from the income or balanced portfolio.

Q: I bought several stock in Nov. and Dec. one is SIS, CAE, GSY, & DND. The following is the 5%, 7%, 8.25%, & 50%+. Of those which would you sell and in which order.