
TSE:SIS
This summary was created by AI, based on 5 opinions in the last 12 months.
Savaria Corp (SIS-T) has garnered attention from various experts who highlight its resilience after facing challenges from tariffs last year. The company's pivot towards a focus on Europe and positive growth trajectories are viewed favorably. Analysts note that Savaria is well-positioned in the accessibility industry, catering to the aging population's desire to age at home gracefully. The company's product offerings are primarily CUSMA-compliant and many are exempt from tariffs due to FDA regulations, ensuring a competitive edge. With a long-term growth outlook supported by cost-cutting measures and new products, the consensus suggests that owning this stock could be beneficial as it aims for continued expansion over time.
He doesn’t cover this one formally, but did put it in one of his portfolios because he likes it. Thinks there is lots of opportunity here. Management knows what they are doing. The growth rate is there. Valuation is acceptable. He likes the demographic play they have on the healthcare market. Management owns a big chunk.
Stair lifts and mobility aids. Huge demographic tail winds. A very well managed company. A good distribution network in Canada. He really likes the company. Great growth ahead and a great segment to be in.