Investment Q&A

Q: Being a victim of success, for which 5 I is to blame, I have a question about allocation. I'm sure you've been accused of worse things than making people money!

I started a 3% position with Savaria, which has now grown to 4.5%. I started a 2.5% position in Shopify (the US equivalent) which has also grown to just under 4.5%.

The question is, do you suggest trimming these back, or are they strong enough to continue unchecked for a while? I have a portfolio that is just under 500K and don't know if it's a wise bet to place an almost full position in two relatively newer entities in a portfolio of this size. Thanks, as ever, for your help.

Q: How do you decide whether to use a DRIP or not for companies in your portfolio? Do you base it on whether you need dividend income or not or is it more company specific? We can use SIS as an example since I own some shares and wondering if I should drip the 2% dividends or take the cash.
Thanks

Q: Hi, with sis at an all time high, do you still see it as being a strong buy for the long term (multiple years)? I feel like with baby boomers getting older their products may become more sought after.

Thanks

Q: I am up >60% for savaria and was wondering if it is a good idea to take partial profits?

Or is there an optimum time to take partial profits?

Thank you,
Andrew

Q: Enjoying the Savaria ride. Great Story. Nice call. Slowly growing small company. Are there any other Companies that you are following that are up and coming similar to the Savaria Story. Low under the Radar. Keep up the Great Work. Thanks for everything.

Q: You often refer to a stock as expensive or as cheap or inexpensive. Can you explain what you mean by that. For example are KXS and SIS cheap or expensive? What about BOS at its current price?

Q: when they bought the automotive division of shoppers home health care , a division of shoppers drug mart. do they sell their products at shoppers store or does savaria have their own stores to sell their merchandise if so do they lease or own the buildings. thanks any other info on this company . looks like a good one, any idea on next acuisitions.

Q: is savaria planning to expand into new cities.

Q: Hi, Could you please comment on Savaria earnings. Looks like strong results and a higher full year guidance. Thanks

Q: Savaria reports next week what do you expect their earnings to be like. Is this a good time to buy or should I wait till after earnings. thanks

Q: hello 5i, looking to ad to my health care position is sis good entry point with recent pull back other recomendations ? also some time ago you made some recomeded reading for investors and i cannot find ,need for vacation ,separate question if you prefer. thanks in advance Mike

Q: Hi, could you please post the street estimates for Kinaxis and Savaria. Thanks

Q: between these two companies, which one would you prefer in terms of safety and return potential? Saveria has had a great run recently. would you still recommend buying in?

Q: Sorry for resubmitting the same question again. It seems that I am doing something wrong. Just realized that the name of the Company didn't appear on my last submission, so I am putting the company name and the symbol in the text, (Capstone Mining CSE.PR.A). My original question was sent two days ago, and probably did the same mistake.

I am in dilemma in choosing between the offer to convert series A to a fixed reset for five years at 3.271%, to convert to the floating rate preferred, initial quarterly rate 3.204% or to just take my losses and sell. What would you suggest, how safe is the dividends on this prefered now it is in the hands of the new company that bought Capstone and considering that the rate of return of over 6% based on current price? What would be a good replacement if income requirement isn't important and would rather have some growth and less dividend?

Thanks.

Q: I own these 4 stocks in my TFSA account in which SIS is 2% holding overall all accounts and the other 3 are 1% overall. From reading the questions that have been asked on theses 4 stocks , you feel that DRT is a hold as well as GUD? I would like to increase my holdings so do think that it would be best to add to PLI and SIS at this time and not GUD or DRT?

Thanks
Dolores

Q: Hi, I'm replacing Prism Medical. What are your top 3 choices in this sector for income?

Would you consider AD as a health stock? It seems to have an interest in the medical field in Canada and the US.

Thanks

Q: Thanks for the answer to the PM takeover. Thanks again for having suggested PM in the first place. Does that mean SIS is now more vulnerable to a takeover? Thanks again. Henry's

Q: Portfolio weighting a aside. For a young investor if you were topping up two of these, which two would you choose? Cheers

Q: Could you please give me a list of your favourite insider owned companies presently? A percentage of insider ownership and a brief reasoning as to why you are choosing the company/companies over other possibilities. If there is one that could be considered a full position purchase at this time or would you ease into all the names. Thank you

Q: Do you think that Enghouse has had it's run? Is it time to sell and replace it with SIS? Thank You.