Q: Given your answer to Darren, does it mean if you've purchased SIS above $7.95, you've overpaid?
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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: I am using your Balanced Equity Model Portfolio. I missed out on getting into Savaria and keep watching it go up. Should I buy in now or wait?
Q: Hello, I have been reading your comments on Savaria Corp with interset, for a few months and decided to initiate a small position this week. Companies supporting aging demographics should continue to do well, but SIS is still fairly small cap and valuation appears rich. Stock also had a decent run lately, so it could tread water for a while. I would rather wait a few more quarters, before adding at today's price. What are your thoughts ? Thanks
Q: Savaria is dropping almost 4% at mid-day and I am wondering if the 5i team considers this to be the "normal" volatility for this type of small-cap investment?
Or, is there news today that would explain the price movement?
Looking forward to your informative insights!
SGR
Or, is there news today that would explain the price movement?
Looking forward to your informative insights!
SGR
Q: Would prism be a logical acquisition for savaria? How complementary are they?
Regards,
Robert
Regards,
Robert
Q: Savaria is really moving up again today. Currently up 6.63% with above average volume. Any idea what is causing this?
Q: Out of your fav cdn growth stocks, how would you rank their relative risk (from lower to higher)
Q: Any comments regarding the Savaria equity raise?
Thanks.
Thanks.
Q: Dear Gentlemen,
I want to add 2.5% from 10.5% to 13% in the Industrial sector.
At the moment I have the following companies in different accounts
BDI 0.5% (-75%)
MDA 2.4% (-3%)
ATA 1.1% (-20%)
STN 2.7% (-1.3%)
WSP 3.8% (+13.6%)
adding on one or two on these companies or add a new one SIS ?
Your recommendations ?
Thanks
Best Regards
I want to add 2.5% from 10.5% to 13% in the Industrial sector.
At the moment I have the following companies in different accounts
BDI 0.5% (-75%)
MDA 2.4% (-3%)
ATA 1.1% (-20%)
STN 2.7% (-1.3%)
WSP 3.8% (+13.6%)
adding on one or two on these companies or add a new one SIS ?
Your recommendations ?
Thanks
Best Regards
Q: Good morning ... obviously both of these stocks have had a nice run up since their recommendation by your team Peter ... I think Agnico will have a negative impact with interest rates , does this apply to SIS also ?? Should I take some profit off the table??TY.
Q: In light of your updated report on gamehost would a switch make sense to savaria. I usually try to replace a stock at or around the same price my thinking being that if sis has the potential to move up $2.00 faster than gamehost then I do not risk more money on a small cap stock and can recoup my $2.00 loss on gamehost faster with owning savaria.Does this strategy make any sense? I get they are completely different sectors.
Q: Love the company and the demographic space that it targets. Long time holder so I have done very well. Found the name through 5i, so "thank-you". My only concern, does the large increase in share count over the last 3 or 4 years worry you at all? Do you feel the increase is being utilized correctly?
Regards,
Robert
Regards,
Robert
Q: I've had my eye on this one for a while. Too bad I did not buy when I came upon it? I tend not to buy small companies that are valued on growth because the landscape is littered with companies that fall faster then they rise when things do not go right. This comp. seems incredibly over valued to me: TTM PE of 27, FPE of 25, 7x book value. Even with an ROE of 20 & PEG ratio over one? It's EPS is very small - so, earning on a cash basis must be a fair bit higher. I'd like to buy - maybe? I prefer dividend growers as well. How liquid is the stock which is important to me because I like to hold good size positions. I did well with BAD & ACQ which were growth stocks: 3 x my money - so, I do like a bit of growth.
Q: Down 80% on PHM and 20% with AYA. Thinking of selling these turkeys and buying SIS. SIS is currently overbought, but seems to have generally good fundamentals. I bought GUD almost 2 years ago at its all time high and just broke even on that purchase. I am concerned about the current valuation of SIS and if I am giving up too soon on AYA. My new rule to avoid this mess in the future is to sell half when down 5% and sell the balance when down 10%. Thankyou
Q: Which is cheaper, prism or savaria?
And what are the growth rates of the two?
Thanks.
And what are the growth rates of the two?
Thanks.
Q: Strong 1st Quarter Results on Savaria. Just Hit 8. Still under the Radar. Do you see a continuation of Growth and maybe more Acquisitions. Is this Company just going to keep getting Bigger.
Q: Thank you for your recommendation on SIS. Given the recent run-up, would you consider trimming or just hold. I am a long term investor.
Q: Thoughts on Savaria's earnings? I bought this originally as a 2.5% weight and its now 4.6% of my portfolio with its stellar performance.
Q: Hello, I am trying to choose between NFI and SIS. Both of the stocks are releasing their earning reports in a few days. Do you have any thoughts or any knowledge on whether they will do well? I would appreciate some guidance as to which stock I should pick that would offer the best value and best potential in the future. Do you think I should maybe buy half NFI and half in SIS to spread my risk more evenly? Thanks.
Q: I have IKM in my TFSA, down 46%. Everything else in that account is doing well but I also have $13K in cash. What is the outlook for IKM and what suggestions can you give me for the cash. I currently have TPK, EQB, and PHO. Overall, I tend to be a value investor, like dividends and am somewhat aggressive.