Q: Can you list a few companies you think are undervalued today?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- Linamar Corporation (LNR)
- AutoCanada Inc. (ACQ)
- Martinrea International Inc. (MRE)
- Magna International Inc. (MG)
Q: looking at to buy a stock in auto industry.
your preference re linemar, magna, martinrea, or wd buying a sales of autos co., ie, auto canada be better. your opinion and any other view/suggestion wd be helpful and appreciated
thank u
John
your preference re linemar, magna, martinrea, or wd buying a sales of autos co., ie, auto canada be better. your opinion and any other view/suggestion wd be helpful and appreciated
thank u
John
- Photon Control Inc. (PHO)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Magna International Inc. (MG)
- goeasy Ltd. (GSY)
- ECN Capital Corp. (ECN)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Converge Technology Solutions Corp. (CTS)
- Docebo Inc. (DCBO)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: For a stock price to double in 5 years requires an average gain of about 15% compounded, annually. Would you please rank these 12 stocks in order for the likelihood, in your opinion, they will double in price in the next 5 years. Roughly how many of these 12 would you expect to achieve that target? Assuming no major long term market melt down which would preclude good stock performance over this period. CTS, DCBO, DND, DOO, ECN, GOOS, GSY, KXS, MG, NVEI, PHO, TIXT.
- Finning International Inc. (FTT)
- NFI Group Inc. (NFI)
- Aecon Group Inc. (ARE)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Magna International Inc. (MG)
- Magellan Aerospace Corporation (MAL)
Q: I currently hold 3% positions in FTT, TCL.A, ARE in the Industrial; as well as MG and NFI in Consumer Discretionary (I realize that these are in a different sectors but are also semi-industrial). I am thinking of adding MAL as a long term recovery play. FTT, & ARE had been added last year for these reasons. I'm quite bullish in NFI and see it as having the most upside in the short term.
Do you see this as being a good addition/strategy?
To fund a 1.5% position MAL is there one company that you see as not having as much "upside" that you would trim by half, or a combination that you would suggest trimming from?
Thanks!
Cory
Do you see this as being a good addition/strategy?
To fund a 1.5% position MAL is there one company that you see as not having as much "upside" that you would trim by half, or a combination that you would suggest trimming from?
Thanks!
Cory
- Amazon.com Inc. (AMZN)
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Boyd Group Services Inc. (BYD)
Q: I currently have Aritzia, BRP, Magna, and Boyd Group in my consumer cyclicals. Would you replace any of them with Amazon, or do you think my current picks are better? Thanks
- Magna International Inc. (MG)
- Income Portfolio (Income)
- Growth Portfolio (Growth)
- Balanced Equity Portfolio (BEPORT)
- goeasy Ltd. (GSY)
- Leon's Furniture Limited (LNF)
Q: Can you please advise which one would you consider as a value stock as of today price from your Model, Growth, Income portfolio?
Thanks for the great service.
Thanks for the great service.
Q: My portfolio is low in the consumer cyclical / discretionary sector. I have funds to add one stock at 2.5% portfolio weighting for a potentially long time frame. I'm torn between DOO and MG. Which would you recommend to add now and why?
- Sangoma Technologies Corporation (STC)
- Park Lawn Corporation (PLC)
- Photon Control Inc. (PHO)
- NVIDIA Corporation (NVDA)
- Bank of Nova Scotia (The) (BNS)
- Sun Life Financial Inc. (SLF)
- Enghouse Systems Limited (ENGH)
- TFI International Inc. (TFII)
- Kinaxis Inc. (KXS)
- Magna International Inc. (MG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Block Inc. Class A (SQ)
- Lithium Americas Corp. (LAC)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Real Matters Inc. (REAL)
- Roku Inc. (ROKU)
- WELL Health Technologies Corp. (WELL)
Q: I’m adding to a partially established portfolio (growth-oriented, long-term). I’m interested both in taking advantage of the recent tech downturn (although not too much, as I’m already somewhat tech-heavy) and in further diversifying. Two questions:
1. I own partial positions in the following securities and am looking to add more. Could you rank them in your order of preference for purchasing now? Any you’d avoid buying now?
WELL, SHOP, ATZ, STC, PHO, ENGH, KXS
2. I’m considering buying positions in the following new securities (not easily comparable, I know), with a view to diversity and growth, as well as US exposure. Could you rank them in order of preference for purchasing now? Any you’d avoid buying now?
BNS, SLF, PLC, MG, LAC, REAL, TFII, NVDA.US, ROKU.US, SQ.US
Thanks for your great work and please feel free to dock me for two questions.
Chris
1. I own partial positions in the following securities and am looking to add more. Could you rank them in your order of preference for purchasing now? Any you’d avoid buying now?
WELL, SHOP, ATZ, STC, PHO, ENGH, KXS
2. I’m considering buying positions in the following new securities (not easily comparable, I know), with a view to diversity and growth, as well as US exposure. Could you rank them in order of preference for purchasing now? Any you’d avoid buying now?
BNS, SLF, PLC, MG, LAC, REAL, TFII, NVDA.US, ROKU.US, SQ.US
Thanks for your great work and please feel free to dock me for two questions.
Chris
Q: 18 year old making first tfsa contribution what would be your top 3 stocks
- WSP Global Inc. (WSP)
- FirstService Corporation (FSV)
- Magna International Inc. (MG)
- Thomson Reuters Corporation (TRI)
- Nutrien Ltd. (NTR)
- Waste Connections Inc. (WCN)
Q: I will be converting my RSP to a RIF next year resulting in my income increasing some 50 % and with money I do not not need for my present lifestyle. The account is full of banks, reits, pipelines, infrastructure , utilities etc., as is my non registered account which is the same size as the RSP. Does it make sense to adjust the non registered account to more growth stocks , and hence less income ? I I have listed some prospective stocks. A crazy idea to reduce income and perhaps this is outside your.venue but any thoughts are appreciated. Derek
- Lockheed Martin Corporation (LMT)
- WSP Global Inc. (WSP)
- Magna International Inc. (MG)
- Jacobs Solutions Inc. (J)
Q: I currently own a 5% position in Magna for some industrial exposure. Looking to add another name at a 3% position to get to my 8% desired weighting. This excludes transports which is separate in my sector weightings. Can you recommend one or two names in Canada and the U.S. that might be of interest?
Thank you,
Jason
Thank you,
Jason
Q: Good afternoon - I took positions in the above several months ago, thanks to your suggestion, and all have fared quite well. However, both MG and LUN are at what appears to be their highest levels in several years while NTR enjoyed a higher valuation years back. All three have immodest P/E ratios at this time. Do you foresee additional loft to their prices or is it perhaps already time to do a bit of harvesting? Thank you.
Q: How do you rate Toyota as a (conservative?) means of participating in the EV boom(?) - Other suggestions? Thanks Jim
- Restaurant Brands International Inc. (QSR)
- NFI Group Inc. (NFI)
- Badger Infrastructure Solutions Ltd. (BDGI)
- Magna International Inc. (MG)
- Savaria Corporation (SIS)
Q: Bought BAD a few months back as a recovery play and have done ok however recent results cause me to question the growth prospects. Should I continue to hold or sell and add to my existing positions in SIS, NFI, QSR and MG. All good recovery plays in my opinion.
Thanks
Thanks
- Magna International Inc. (MG)
- goeasy Ltd. (GSY)
- iShares Russell 2000 Growth ETF (IWO)
- BMO S&P 500 Index ETF (ZSP)
- iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- ARK Innovation ETF (ARKK)
- Brookfield Asset Management Inc Class A Limited (BAM)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: My grandson of 23 is starting his 1st tfsa with $2500 to begin and needs a core holding start. please suggest a stock only and etf only models. Which one or mixed off, would you deploy today.
thanks
thanks
- Bank of Nova Scotia (The) (BNS)
- Sun Life Financial Inc. (SLF)
- NFI Group Inc. (NFI)
- TFI International Inc. (TFII)
- Magna International Inc. (MG)
- Alimentation Couche-Tard Inc. (ATD)
Q: Of the companies listed, which one would you start a new half position in today for a potential 5 plus year hold in a balanced portfolio. And would any in particular benefit from reopening? I understand that I would need to keep on eye on the cyclicals with a view to exiting if needed.
Q: I am a buy and hold investor. For an unregistered account which of the above would you recommend and why?
Ron
Ron
- CAE Inc. (CAE)
- Kinaxis Inc. (KXS)
- Magna International Inc. (MG)
- Canopy Growth Corporation (WEED)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Xebec Adsorption Inc. (XBC)
- WELL Health Technologies Corp. (WELL)
- NIO Inc. American depositary shares each representing one Class A (NIO)
- Brookfield Asset Management Inc Class A Limited (BAM)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Dye & Durham Limited (DND)
Q: I am looking to put 5 stocks into a tfsa and put them in a growth portfolio. Which would be your top 5 for growth
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Bank of Nova Scotia (The) (BNS)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Brookfield Renewable Partners L.P. (BEP.UN)
- WSP Global Inc. (WSP)
- Air Canada Voting and Variable Voting Shares (AC)
- Algonquin Power & Utilities Corp. (AQN)
- CAE Inc. (CAE)
- Kinaxis Inc. (KXS)
- Magna International Inc. (MG)
- Premium Brands Holdings Corporation (PBH)
- goeasy Ltd. (GSY)
- Boralex Inc. Class A Shares (BLX)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- WELL Health Technologies Corp. (WELL)
- SolarEdge Technologies Inc. (SEDG)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Dye & Durham Limited (DND)
Q: Hi 5i team
I would like to thank you for all your sound advice since inception. I would need to trim up to 5 stocks from this portfolio. If you were in that position, which ones would you cut starting with first to cut up to fifth. These stocks are in a rrsp with equal percentages. Thanks. Gilles
I would like to thank you for all your sound advice since inception. I would need to trim up to 5 stocks from this portfolio. If you were in that position, which ones would you cut starting with first to cut up to fifth. These stocks are in a rrsp with equal percentages. Thanks. Gilles
Q: Hi 5i team,
Pls comment on MRE's results. Also do you any headwinds mentioned to also impact other parts mfgrs like Magna or Linamar.
As a side note, I'm waiting on a new 2021 pickup and my dealer said I'm lucky as their being told to no longer accept orders for trucks due to shortages on parts.
Thx
Pls comment on MRE's results. Also do you any headwinds mentioned to also impact other parts mfgrs like Magna or Linamar.
As a side note, I'm waiting on a new 2021 pickup and my dealer said I'm lucky as their being told to no longer accept orders for trucks due to shortages on parts.
Thx