skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have always been leery of investing in the auto industry because of its cyclicality. However, you have been quite positive on three companies - Magna, Linamar and AutoCanada.

I have a two part question. Which do you prefer between Magna and Linamar and secondly, if I purchased one of those companies, should I expect it to react similarly to changing economic conditions as ACQ would (ignoring any company specific issues)?

Thanks and hope the training is going well.

Paul F.
Read Answer Asked by Paul on July 15, 2014
Q: re: CGX

my question July 9 asked about the effects NetFlix/HBO types of products might be having on the box office. you mentioned that shouldn't be a concern but, you also mentioned "the box office this year is not as strong as expected..." and you didn't have any concerns on CGX right now in general.

Today CGX is down to it's lowest value since Sept 2013. I have to wonder if my money might not be better put to work in another company. I have this feeling if I sit on this long term I could very well continue to see a slow decline in value.

What are your thoughts after reading my comments?

Thanks for all you do for all of us

Gord
Read Answer Asked by Gord on July 15, 2014
Q: Peter & Co.,
Horizon North Logistics (HNL) has had to evacuate 200 workers from one of their camps because of a fire threat in Northern BC. This will no doubt impact earnings and the stock took a bit of a hit which continues its down trend.
Do you see the current price as a buying opportunity or is it better to avoid the stock until the fire issue is resolved?
With appreciation
Ed
Read Answer Asked by Ed on July 15, 2014
Q: General comment on ACQ.With all due respect to your positive opinion,I have 3 issues.Recently,it did a equity financing of 2.565m shares @ $78.,but its owner,CAG sold 2.5985m shs @ $78.If CAG did NOT sell,it may not have to do the financing.Why did CAG sell,even though it still owns 9.6% after sale.2)Reportedly,auto sales is @ a record level with easy & cheap financing.A source pointed out this could be a "auto bubble" similiar to "sub prime"3)What will be the effect once interest rate starts to climmb?Yellen indicated that bank rate will not increase until mid 2015,but many analysts are predicting US 10yr bond rate could increase fr current 2.55% to 3%-3.5% by year end.Thanks
Read Answer Asked by Peter on July 15, 2014
Q: What did you think of the latest qtr from MTY? Thank you.
Read Answer Asked by John on July 11, 2014
Q: Aston Hill? It truly baffles me why AHF trades down on a positive press release about AUM. Does this company hit a wall of selling because it issues stock to make acquisitions. It acts like no other stock I have owned and despite apparent good news it has not shown any stength for a very long time. What am I missing?
Read Answer Asked by Sue on July 10, 2014
Q: Aston Hill AHF reported their 2nd Quarter AUM numbers yesterday.Could you add any color on this release?
Read Answer Asked by edward on July 10, 2014
Q: I recently sold some Amaya (AYA) for diversification, and bought AutoCanada (ACQ), and was told this was a correct move. The problem is that AYA kept moving up, and ACQ down. So this clearly amounts to a move too soon. How long do you estimate ACQ is likely to trend down or stagnate ?
Read Answer Asked by Serge on July 10, 2014
Q: I am considering an investment in Morguard MRC. Currently I have 3% of the portfolio in REI.UN and HR.UN. In your recent report you concluded MRC's returns make up for the yield and the valuation provides downside risk. Comparing the 3 stocks, over a 5 year period would you expect MRC's returns to be significantly higher than the other 2(capital appreciation and dividend combined)? Would you agree with putting half the current holding into MRC and which of the other 2 would you keep.
Many thanks for your considered opinion
Mike
Read Answer Asked by michael on July 10, 2014
Q: Cineplex CGX

Hello 5i Family

With recent comments regarding theater goer's #'s being down 20% compared to last summer - NetFlix plus other cable shows - we've seen a 4% hit for CGX since closing last week.

stock has been fairly stagnant for most of the year and is down 9% overall since the beginning of the year.

I have a 4% position. Would you consider this high? Should I take some cash out and redeploy it elsewhere? If so, where? And would you consider CGX a Buy, Hold or Sell right now considering these recent announcements?

Thanks for all you do for all of us

Gord
Read Answer Asked by Gord on July 09, 2014
Q: Hi Guys

I have started my 18 year old son in the world of investing with some ideas from your site. He has purchase Bad and cgx for his self directed acct. He is getting a little antsy with the almost 20% drop in bad. any suggestions on how he should deal with these situations. obviously I would like for him to have a positive initial experience with the world of investing but also have him realize is experience is valuable and something can be learned from it. he has about 11k in his account.

Thanks
Mike
Read Answer Asked by Michael on July 09, 2014
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!