Investment Q&A

Q: Do you consider the above companies to be "growth"? Looking for a category for them.

Q: Could you please provide the 2024 and 2025 estimated earnings for MG? Please provide in $CDN

Thx

Q: please identify top consumer discretionary stocks that meet criterion you recently identified for industrials - strong competitive advantage, growth runway, strong management, value creation and high ROE that are currently buyable

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: Your thoughts please on the quarter?

Thx

Q: I would like to add to one of the above as a new position.
Please indicate your preference and possibly the position size. Are there any I should stay away from/
Thank you for your info.
Albert

Q: Would you be a buyer of Linamar today or still prefer to own Magna?
Thanks

Q: How would you rank these three companies from an overall return stand point considering their market caps? What is expected in growth in balance of 2023 and 2024? How did they do in their last quarterly report? Would you recommend purchasing them at their current price?

Q: Dear amazing 5i employee,

I trust that you are well!

An analyst at 5i noted (in answer to one of questions) that there are dozens of trading opportunities available in the market right now. Would you be able to list some of those opportunities? By trading opportunities I mean simple trades (buy low, sell high).



Yours kindly,
David

Q: Hello, I am down on these stocks and with the risk of a recession, would you preemptively sell any or all?
Thanks
CR

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 have Magna, Spin Master, Well Health Technologies in a TFSA, and AltaGas in a RRIF.
All are down slightly.

Could you please rate these in terms of potential and how much patience might be required.

Q: Hello 5i Team,

I have sold MG at the top, is it a buy at this level? the stock momentum is good, car sales are on the upward momentum in the US.

You have B+ rating on MAL, do you still feel positive after the last Q?

Would you add to an existing TIXT (loss position at this point) at this level representing now only 1% of my portfolio (given your B+ rating for the company)?

Q: Hey 5i: Currently down 21% with Magna in my Tfsa. Considering that the loss cannot be used for tax purposes can you advise on any names with better prospects to recoup my capital with no concern for sector? Or would you suggest a hold.Thanks Larry

Q: I am down with the above could you give me your advice to HOLD or SELL
THANKS. Pat K

Q: Is it too late to get into Ford after its price appreciation? I’m considering switching from Magna to Ford. Do you have a preference. We also hold Granite REIT which does get much if it’s revenue from Magna properties, so wondering if holding Ford instead would improve diversification. Thanks lots!

Q: Hello 5i, I am thinking of buying Granite Real State Investment Trust. Before I do so I would like your opinion on the company's debt compared to other major Canadian REITs? I am somewhat concerned about the following excerpt from the company profile "Granite derives nearly all of its revenue in the form of rental income from its properties. The company's largest tenant is Magna International, an automotive parts and systems manufacturer, which accounts for the majority of Granite's lease income." This is as if most of their income depends on Magna only, is that a concern to you? Thank you

Q: What is your general feeling of Magna for next 5 years? What hinders growth? Would you move on, and possibly what is a better choice?

From a consumer perspective dealers seem unable to meet auto delivery demands (long wait times) and I would guess this should mean high demand for the Magnas of the world.

Thank you!

Q: If one was willing to accept the smaller cap size risk and the much lower yield, could you endorse a switch from MG to DOO to stay (technically at least) in the same sector in the hopes of realizing a higher total return in the long run (5-10 years)? When I look at the history, Magna is about where it was 7 or 8 years ago, and DOO is up about 4 fold. I realize the past doesn’t predict the future, but still…..

Q: Can you recommend 5 top value Canadian and 5 USA companies that have solid long-term businesses, with great management, a good P/E and have no debt or very low debt. Would really like to find a solid core of buy and hold names in any sector. It would appear to me that SLF would be one good choice.
Thanks!