Investment Q&A

• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.29X Cap: $22.03B
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Q: An Analyst today says time to sell MG while you can. I realize that recommendation to sell and buy are what makes a market. Maybe trying to drive market down for an opportunity to buy.

Roy

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Read Answer Asked by Roy on June 07, 2021

• Amazon.com Inc. (AMZN $247.38)
  • $247.38 P/E (TTM): 34.79X Cap: $2.64T
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• Costco Wholesale Corporation (COST $924.88)
  • $924.88 P/E (TTM): 65.71X Cap: $410.52B
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• Microsoft Corporation (MSFT $479.28)
  • $479.28 P/E (TTM): 34.0X Cap: $3.56T
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• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 45.92X Cap: $4.49T
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• PayPal Holdings Inc. (PYPL $57.66)
  • $57.66 P/E (TTM): 11.72X Cap: $53.94B
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• Sun Life Financial Inc. (SLF $87.40)
  • $87.40 P/E (TTM): 21.71X Cap: $48.71B
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• Constellation Software Inc. (CSU $3,324.75)
  • $3,324.75 P/E (TTM): 76.06X Cap: $70.45B
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• WSP Global Inc. (WSP $260.02)
  • $260.02 P/E (TTM): 38.32X Cap: $33.96B
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• Algonquin Power & Utilities Corp. (AQN $8.89)
  • $8.89 Cap: $6.82B
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• Descartes Systems Group Inc. (The) (DSG $121.82)
  • $121.82 P/E (TTM): 50.66X Cap: $10.47B
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• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 28.67X Cap: $12.71B
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• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.29X Cap: $22.03B
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• Thomson Reuters Corporation (TRI $179.94)
  • $179.94 P/E (TTM): 33.26X Cap: $80.04B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
  • $229.03 P/E (TTM): 147.76X Cap: $298.03B
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• goeasy Ltd. (GSY $138.72)
  • $138.72 P/E (TTM): 9.9X Cap: $2.22B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $131.47)
  • $131.47 P/E (TTM): 52.41X Cap: $15.17B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.98)
  • $16.98 Cap: $2.30B
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• CrowdStrike Holdings Inc. (CRWD $470.61)
  • $470.61 Cap: $116.94B
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• Jacobs Solutions Inc. (J $139.95)
  • $139.95 P/E (TTM): 58.15X Cap: $16.61B
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Q: Hi Guys,
I am trying to reduce the number of stocks inside my portfolio. Your thoughts on a full position (5%) for the above stocks for a 5 year hold, within a balance/growth portfolio? Any revisions would be appreciated.

thanks

Jim

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Read Answer Asked by jim on June 07, 2021

• Alphabet Inc. (GOOG $329.14)
  • $329.14 P/E (TTM): 32.18X Cap: $3.96T
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• Microsoft Corporation (MSFT $479.28)
  • $479.28 P/E (TTM): 34.0X Cap: $3.56T
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• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 28.67X Cap: $12.71B
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• BRP Inc. Subordinate Voting Shares (DOO $99.05)
  • $99.05 Cap: $7.26B
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• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.29X Cap: $22.03B
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• goeasy Ltd. (GSY $138.72)
  • $138.72 P/E (TTM): 9.9X Cap: $2.22B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $131.47)
  • $131.47 P/E (TTM): 52.41X Cap: $15.17B
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Q: How would you rate these companies for growth and safety.

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Read Answer Asked by don on June 02, 2021

• Linamar Corporation (LNR $86.77)
  • $86.77 P/E (TTM): 21.1X Cap: $5.18B
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• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.29X Cap: $22.03B
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Q: Any reason you are aware of for the nice gains in the auto stocks today (Thursday)?

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Read Answer Asked by Neil on May 28, 2021

• Canadian Pacific Kansas City Limited (CP $99.56)
  • $99.56 P/E (TTM): 21.75X Cap: $89.68B
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• WSP Global Inc. (WSP $260.02)
  • $260.02 P/E (TTM): 38.32X Cap: $33.96B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.26)
  • $39.26 P/E (TTM): 102.26X Cap: $6.19B
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• Toromont Industries Ltd. (TIH $171.40)
  • $171.40 P/E (TTM): 27.96X Cap: $13.94B
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• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.29X Cap: $22.03B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.27)
  • $36.27 P/E (TTM): 20.61X Cap: $853M
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Q: I'm well represented with banks, tech, and energy. Other than TFII, I own no industry. I want to own 3 of either WS, GDI, TIH, MG, CAR, or CP for the long term, looking for some growth, some dividends and not too much volatility. Which 3 do you suggest and why?

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Read Answer Asked by Graeme on May 27, 2021

• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 28.67X Cap: $12.71B
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• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.29X Cap: $22.03B
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• Nutrien Ltd. (NTR $83.28)
  • $83.28 P/E (TTM): 48.65X Cap: $40.25B
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Q: Hi, retired, looking to purchase one of these for my Tfsa
Looking for steady growth but also a hold and forget for 6+ years. Which one do you prefer, or would you suggest something else?
Thanks

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Read Answer Asked by Brad on May 27, 2021

• Linamar Corporation (LNR $86.77)
  • $86.77 P/E (TTM): 21.1X Cap: $5.18B
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• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.29X Cap: $22.03B
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Q: To increase my consumer cyclical sector weighting I want to add either MG or LNR or maybe both. What company would i5Reseach recommend and why. Thanks … Cal

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Read Answer Asked by cal on May 26, 2021

• Amazon.com Inc. (AMZN $247.38)
  • $247.38 P/E (TTM): 34.79X Cap: $2.64T
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• Alphabet Inc. (GOOG $329.14)
  • $329.14 P/E (TTM): 32.18X Cap: $3.96T
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• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 45.92X Cap: $4.49T
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• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 28.67X Cap: $12.71B
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• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.29X Cap: $22.03B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
  • $229.03 P/E (TTM): 147.76X Cap: $298.03B
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• goeasy Ltd. (GSY $138.72)
  • $138.72 P/E (TTM): 9.9X Cap: $2.22B
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• CrowdStrike Holdings Inc. (CRWD $470.61)
  • $470.61 Cap: $116.94B
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• Trane Technologies plc (TT $381.70)
  • $381.70 P/E (TTM): 29.13X Cap: $84.63B
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• Dye & Durham Limited (DND $4.17)
  • $4.17 Cap: $280M
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Q: Hello. What are your top 5 picks in Canada + top 5 picks in the US for capital appreciation over the next 12 months? Any sector etc. Thanks!

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Read Answer Asked by Robert on May 26, 2021

• Nike Inc. (NKE $65.92)
  • $65.92 P/E (TTM): 33.47X Cap: $97.58B
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• BRP Inc. Subordinate Voting Shares (DOO $99.05)
  • $99.05 Cap: $7.26B
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• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.29X Cap: $22.03B
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• Savaria Corporation (SIS $23.86)
  • $23.86 P/E (TTM): 27.24X Cap: $1.70B
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• lululemon athletica inc. (LULU $203.90)
  • $203.90 P/E (TTM): 14.76X Cap: $22.87B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $131.47)
  • $131.47 P/E (TTM): 52.41X Cap: $15.17B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $18.36)
  • $18.36 P/E (TTM): 78.46X Cap: $1.78B
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• Boyd Group Services Inc. (BYD $219.38)
  • $219.38 P/E (TTM): 210.18X Cap: $5.99B
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• Trane Technologies plc (TT $381.70)
  • $381.70 P/E (TTM): 29.13X Cap: $84.63B
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Q: Hello guys,
I was hoping you could rate the current buy-ability of these industrial discretionary companies (byd,doo,mg,tt,sis) and of these clothing discretionary companies (goos, lulu,nke, atz) with 10 being a great buy, for new money. Any concerns, and is there anything similar that you like better?

Thanks,

Peter

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Read Answer Asked by Peter on May 25, 2021

• Enbridge Inc. (ENB $63.54)
  • $63.54 P/E (TTM): 24.03X Cap: $138.59B
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• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.29X Cap: $22.03B
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• goeasy Ltd. (GSY $138.72)
  • $138.72 P/E (TTM): 9.9X Cap: $2.22B
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• Leon's Furniture Limited (LNF $28.61)
  • $28.61 P/E (TTM): 11.27X Cap: $1.96B
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• Bank of Nova Scotia (The) (BNS $72.29)
  • $72.29 P/E (TTM): 24.53X Cap: $89.73B
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Q: What are the 5 top Canadian value stock to buy for the next 5 years.
Thanks Larry

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Read Answer Asked by Larry on May 19, 2021

• Constellation Software Inc. (CSU $3,324.75)
  • $3,324.75 P/E (TTM): 76.06X Cap: $70.45B
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• Dollarama Inc. (DOL $199.31)
  • $199.31 P/E (TTM): 42.32X Cap: $54.56B
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• Kinaxis Inc. (KXS $177.44)
  • $177.44 P/E (TTM): 104.65X Cap: $4.97B
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• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.29X Cap: $22.03B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
  • $229.03 P/E (TTM): 147.76X Cap: $298.03B
  • View SHOP Profile
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• ECN Capital Corp. (ECN $3.03)
  • $3.03 P/E (TTM): 110.04X Cap: $853M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.98)
  • $16.98 Cap: $2.30B
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Q: Hi team, I have a couple of questions.

First, looking into an unseen future, what are the odds of DOL and ECN being acquired? And which companies would be interested in acquiring them?

Second, I am looking to buy MG but I don't have any free cash available. Would need to sell one of my tech holdings.(CSU, SHOP, KXS, LSPD) My gut tells me to sell KXS.
Would like to get a second opinion.

Thank you.

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Read Answer Asked by Rino on May 14, 2021

• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.29X Cap: $22.03B
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Q: Shortages in commodities and workforce are having an effect on inflation.
To what extent will shortage of semiconductors have on MG and it’s stock price going forward.

Roy

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Read Answer Asked by Roy on May 12, 2021

• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.29X Cap: $22.03B
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Q: Any reason why Magna is down $5 in US pre market?
Despite the negative market, $5 down means something is up.
Thanks

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Read Answer Asked by Herm on May 11, 2021

• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.29X Cap: $22.03B
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• Boyd Group Services Inc. (BYD $219.38)
  • $219.38 P/E (TTM): 210.18X Cap: $5.99B
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Q: Where would you put $2,000 to a small TFSA account for growth? Own currently KXS, QST, TIXT, XBC, WELL with losses, and GSY with profit. Thank you

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Read Answer Asked by Hali on May 10, 2021

• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.29X Cap: $22.03B
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Q: thoughts on the quarter? Thx

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Read Answer Asked by blake on May 06, 2021

• CAE Inc. (CAE $45.97)
  • $45.97 P/E (TTM): 33.32X Cap: $14.78B
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• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 28.67X Cap: $12.71B
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• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.29X Cap: $22.03B
  • View MG Profile
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Q: Hi 5i team,
I’ve half position in CAE and in MG. I’m thinking of starting a half position in TFII. All three stocks have gone up quite a bit in the past year with the EV fads and the post covid fads. Which of these three companies is the best buy at the current price for 2-3 years hold and your reasoning behind? Thanks.

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Read Answer Asked by Willie on May 06, 2021

• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.29X Cap: $22.03B
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• Alimentation Couche-Tard Inc. (ATD $74.80)
  • $74.80 P/E (TTM): 19.81X Cap: $69.24B
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• Boyd Group Services Inc. (BYD $219.38)
  • $219.38 P/E (TTM): 210.18X Cap: $5.99B
  • View BYD Profile
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Q: Good morning 5i,
In a bout of enthusiasm I bought Alimentation Couche Tarde. I know it is not bad, But, I am wondering whether there might be something more promising. Not considering sector etc, how would you rank these three?
thanks for the excellent service as usual

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Read Answer Asked by joseph on May 05, 2021

• WSP Global Inc. (WSP $260.02)
  • $260.02 P/E (TTM): 38.32X Cap: $33.96B
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• FirstService Corporation (FSV $222.17)
  • $222.17 P/E (TTM): 51.76X Cap: $10.15B
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• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.29X Cap: $22.03B
  • View MG Profile
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• Thomson Reuters Corporation (TRI $179.94)
  • $179.94 P/E (TTM): 33.26X Cap: $80.04B
  • View TRI Profile
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• Waste Connections Inc. (WCN $166.31)
  • $166.31 P/E (TTM): 70.13X Cap: $42.81B
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• Nutrien Ltd. (NTR $83.28)
  • $83.28 P/E (TTM): 48.65X Cap: $40.25B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $115.76)
  • $115.76 P/E (TTM): 29.23X Cap: $2.07B
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Q: So my next step is to buy MG, however am trying to determine the effect that the global chip shortage will have on the auto industry and MG in particular , including extent and duration of any growth headwinds for the company. Thanks for your help. Derek

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Read Answer Asked by Derek on May 05, 2021

• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.29X Cap: $22.03B
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• Electrameccanica Vehicles Corp. Ltd. (SOLO)
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Q: Do you know of a Canadian company that is manufacturing Electric cars similar to Tesla. Thanks. Ernie

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Read Answer Asked by Ernie on May 05, 2021

• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.29X Cap: $22.03B
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• Dana Incorporated (DAN $26.69)
  • $26.69 P/E (TTM): 59.96X Cap: $3.11B
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Q: I owned DAN:US (Dana Inc) . I bought in Oct/Nov for approx $15. I put in a stop loss and got stopped out at around $19 in late Dec. Shortly after getting stopped out the stock continued to rise. Now currently at around $25+
- I was intrigued by the company initially to get in. I am still interested in the company, but a little cautious to get back in at these levels...
- What are your thoughts on Dana Inc ?
- What are your thoughts on Dana Inc Vs. Magna ?
- I know different companies, but would you consider Buying Both, Or One over the other?

Thanks in advance!

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Read Answer Asked by michael on May 04, 2021