Q: LNR and MG have performed about the same since their lows in April. I own LNR and am up 60%. Would you consider owning both or does one have an advantage right now over the other?

Thanks for all your help, Mike

Q: Hello,

Could you shed any light behind Magna's 7% and Linamar's 5.5% drop this past week?

Thank you

Q: I have held MG in a non reg account and watched it drop and drop. I recently did a tax loss sale and exchanged for LNR, which has somehow rebounded almost 50% in a few months. However…the Canadian car parts sector is as volatile as ever. Is it worth exiting the sector? Any crystal ball suggestions at this time as to what I should do? I am inclined to exit the sector for brighter skies in a less volatile sector.
Even if they keep some business with margins, ie US factories, there is so much risk of sunk costs in process.