Investment Q&A

Q: I have held MRE in my TFSA for the past couple of years and have done "okay".
However, I'm looking at moving into something with more total return potential and am considering either BTO or DPM, as I feel both could do well in a strengthening gold market (which I can foresee over the next year or so).
Which would you lean towards and why?
Thanks, Rick

Q: Hi, I own MRE with some profit. Would a switch to LNR be a good strategic move for the future. How would you compare these two? I bought Magna recently and would keep it. Thanks

Q: What do you think of the latest quarterly earnings for Martinrea ?
I used your Interactive Chart feature to compare the % share price increase over time of Martinrea and Magna - for 10 to 20 years Magna is the clear winner , but Martinrea is far better over the last 3 years . Do you think this better performance will continue over the next 2-3 years , or is a switch to Magna appropriate ?

Q: I have a nice gain on MRE was thinking about trading it out for ATZ,I realize they are different sectors and market caps, do you recommend this switch for a 1-3 year hold and also what would you rank each company out of 10 …Thanks

Q: With the rush to electrify economies, and reduce reliance on fossil fuels, many Co.'s will experience strong growth over the next several years. Can you provide a list of 6-8 Co.'s with strong fundamentals, that trade in Canada, from various affected sectors that you feel stand to benefit by this coming move to electrification. Please rank them from best growth prospects to least. Thank you and please take as many credits as required. ...Will

Q: I see from recent questions that you seem to prefer LNR over MRE, just looking for updated opinions on both.

Q: Can you comment on the earnings released last night. I read that it was in-line with forecasts, but the share price drop of 11% sure does not show that.

Thanks

Q: So, as followup to my question on MG/LNR, you suggested to XCD or "go drectly".
Does this mean buy equal parts MG/LNR/MRE to create my own little ETF?
Thanks for the clarification.

Q: I need to free up some cash in an un-registered account for a large purchase. Which of the above holdings have the worst outlook. So I guess rank in order you would sell them. I will likely need to sell 2 of them. I don't hate any of them but something needs to go to free up the cash.

Q: Happy 2023 after learning the hard way in 2022 that growth is not always the best rewarded investments. Anyway this shall pass too. My question is about the impact from the interest raise that may potentially slow down buying new cars. It seems to me that the car parts retailers such as Carparts.com that sells “aftermarket auto parts and accessories” may be a good bet for 2023.

Most people in the U.S. simply don’t have a reason to spend money on a new car during the current, uncertain macro environment. Consequently, they will repair their current vehicles if they have problems.

What do you think of my theory? Are there any public Canadian company doing the same as PRTS? Please be free to suggest any other way to play the theme and place your suggestions in your preferred order and your rational.

Thanks a Million$

Yves

Q: Hello, 5i - The auto industry seems to be recovering somewhat. Do you have insight into this? Thanks

Q: It appears Canada has the potential to take a part in the EV revolution, yesterdays announcemenmt from Volkswagon regarding a possible gigafactory here, and this from todays FP, "Canada has seen at least 10 major electric vehicle-related commitments totalling close to $16 billion since the start of 2021 as federal and provincial governments work to secure investments in the rapidly-evolving sector." For fun lets say all this and more happens, which Canadian companies will have the most to gain?

Q: Hi - Would you consider it a prudent time to invest in the Cdn auto parts sector (with regard to macro slowdown outweighing low inventories or vice versa)? If so, of the Canadian players, which one do you prefer and why?

Q: All three reported tonight (March 3). What are your thoughts on the results and would you rate them a buy/sell/hold and why? If a hold, what would you see as a catalyst to get each of them moving? Thanks for all you do.

Q: I read recently that Apollo Global Management acquired a significant ownership in Martinrea. Although, now I can’t seem to confirm the source after a google search. Anyways, do you see a scenario where MRE is acquired by Apollo or another Asset Manager like Brookfield? Can you rate the probability on a scale of 1-10 whereby 1 is least likely and 10 most likely. Many thanks in advance and I must say I really enjoy your service.

Q: I own half positions or less in the above stocks and would like to move to 3 or 4 fuller positions from amongst this group. My focus is short to medium term (1-3 yrs) total return with a reasonable risk/reward outlook.
What would be your choices to concentrate this group.
Thanks, Hugh

Q: Hi Team,
Amount these auto parts manufacturers, which one would you recommend or best upside ? and right time to enter this sector ?
Thanks as always,
Tak

Q: Can you give your updated comments on Gmg graphene stock price movement, their recent partnership with Bosch, to further production of this New age battery. How would you define this company? The space their in? It seem to have their hands in other interesting spaces such as graphene coatings for HVAC market…is this the NEXT BIG THING? Martinrea has already bought shares in NanoXplore (GRA) and the etf/fund industry hasn’t started throwing buckets of money in the space as of yet but if the imperfect lithium batter gets replaced GMG Graphene, it seems like a no brainer with it’s better charging power/capacity and the fact that aluminum and graphene are readily available AND recyclable. Do you agree with my assessment? So far I’ve more than doubled my money….seems like longterm this is the space to be in.

Q: I would appreciate your assessment of this company both in terms of the recent earnings report and future prospects. They mentioned that there are supply bottlenecks and cost inflation of labor, materials and energy that are affecting their results. So how do you see these being resolved and when? Would you be a buyer of these shares after Friday's drop? Please provide rationale for your position. Thanks.

Q: Hello. Thoughts on these three in terms of valuation, growth and potential stock price appreciation? Are any more diversified than the others? Would you buy and how would you rank? Thanks!