Investment Q&A

• Suncor Energy Inc. (SU $78.06)
  • $78.06 P/E (TTM): 15.88X Cap: $91.62B
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• Air Canada Voting and Variable Voting Shares (AC $17.78)
  • $17.78 P/E (TTM): 8.79X Cap: $5.20B
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• Magna International Inc. (MG $78.56)
  • $78.56 P/E (TTM): 19.96X Cap: $22.53B
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• S&P/TSX Composite Index (TSX $33,189.32)
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• goeasy Ltd. (GSY $115.55)
  • $115.55 P/E (TTM): 7.98X Cap: $1.75B
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X
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Q: What part of the market do you see as undervalued? and can you provide a few choice selections? txs as always...

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Read Answer Asked by adam on June 14, 2021

• Morgan Stanley (MS $160.45)
  • $160.45 P/E (TTM): 15.7X Cap: $254.48B
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• Magna International Inc. (MG $78.56)
  • $78.56 P/E (TTM): 19.96X Cap: $22.53B
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Q: Recognising these 2 stocks are different, can you give your thoughts on both and if you had to choose one which would it be?

Thank you

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Read Answer Asked by Mark on June 14, 2021

• Sun Life Financial Inc. (SLF $86.30)
  • $86.30 P/E (TTM): 14.33X Cap: $48.80B
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• Restaurant Brands International Inc. (QSR $99.63)
  • $99.63 P/E (TTM): 31.62X Cap: $45.76B
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• Magna International Inc. (MG $78.56)
  • $78.56 P/E (TTM): 19.96X Cap: $22.53B
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• Thomson Reuters Corporation (TRI $151.39)
  • $151.39 P/E (TTM): 28.68X Cap: $67.35B
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Q: As a retiree, I am looking for some solid long term investments for my non-registered account. Can you please make some recommendations. Thank you.

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Read Answer Asked by Nancy on June 09, 2021

• Loblaw Companies Limited (L $63.09)
  • $63.09 P/E (TTM): 11.89X Cap: $73.19B
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• Sun Life Financial Inc. (SLF $86.30)
  • $86.30 P/E (TTM): 14.33X Cap: $48.80B
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• Algonquin Power & Utilities Corp. (AQN $8.40)
  • $8.40 Cap: $6.45B
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• Magna International Inc. (MG $78.56)
  • $78.56 P/E (TTM): 19.96X Cap: $22.53B
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• Alimentation Couche-Tard Inc. (ATD $80.88)
  • $80.88 P/E (TTM): 21.63X Cap: $74.76B
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• Real Matters Inc. (REAL $5.93)
  • $5.93 Cap: $440M
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• Boyd Group Services Inc. (BYD $223.21)
  • $223.21 P/E (TTM): 223.79X Cap: $6.25B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: HI 5i,
My daughter (still in school for another 3 years) has L, REAL, AQN, BAM-A, SLF, TIXT, BYD on a tfsa account and has some cash to add to one of this positions.
Also has ATD-B and MG in a cash account and wants to add another position.
Please suggest adding to current TFSA choices and a new idea for cash account. 3 year horizon.
Thanks
Vitor

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Read Answer Asked by Vitor on June 08, 2021

• Magna International Inc. (MG $78.56)
  • $78.56 P/E (TTM): 19.96X Cap: $22.53B
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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 $213.49)
  • $213.49 P/E (TTM): 29.74X Cap: $2.28T
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• Costco Wholesale Corporation (COST $1,005.30)
  • $1,005.30 P/E (TTM): 69.36X Cap: $443.02B
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• Microsoft Corporation (MSFT $409.41)
  • $409.41 P/E (TTM): 25.58X Cap: $3.03T
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• NVIDIA Corporation (NVDA $182.65)
  • $182.65 P/E (TTM): 36.29X Cap: $4.32T
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• PayPal Holdings Inc. (PYPL $46.16)
  • $46.16 P/E (TTM): 8.68X Cap: $43.24B
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• Sun Life Financial Inc. (SLF $86.30)
  • $86.30 P/E (TTM): 14.33X Cap: $48.80B
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• Constellation Software Inc. (CSU $2,975.00)
  • $2,975.00 P/E (TTM): 69.47X Cap: $62.79B
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• WSP Global Inc. (WSP $227.81)
  • $227.81 P/E (TTM): 30.17X Cap: $30.30B
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• Algonquin Power & Utilities Corp. (AQN $8.40)
  • $8.40 Cap: $6.45B
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• Descartes Systems Group Inc. (The) (DSG $98.18)
  • $98.18 P/E (TTM): 42.5X Cap: $8.38B
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• TFI International Inc. (TFII $150.63)
  • $150.63 P/E (TTM): 38.84X Cap: $12.34B
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• Magna International Inc. (MG $78.56)
  • $78.56 P/E (TTM): 19.96X Cap: $22.53B
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• Thomson Reuters Corporation (TRI $151.39)
  • $151.39 P/E (TTM): 28.68X Cap: $67.35B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $181.42)
  • $181.42 P/E (TTM): 140.01X Cap: $230.54B
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• goeasy Ltd. (GSY $115.55)
  • $115.55 P/E (TTM): 7.98X Cap: $1.75B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $111.49)
  • $111.49 Cap: $12.86B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.06)
  • $13.06 Cap: $1.79B
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• CrowdStrike Holdings Inc. (CRWD $434.13)
  • $434.13 Cap: $108.79B
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• Jacobs Solutions Inc. (J $134.67)
  • $134.67 P/E (TTM): 38.0X Cap: $16.06B
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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 $306.01)
  • $306.01 P/E (TTM): 27.59X Cap: $3.61T
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• Microsoft Corporation (MSFT $409.41)
  • $409.41 P/E (TTM): 25.58X Cap: $3.03T
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• TFI International Inc. (TFII $150.63)
  • $150.63 P/E (TTM): 38.84X Cap: $12.34B
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• BRP Inc. Subordinate Voting Shares (DOO $89.08)
  • $89.08 Cap: $6.54B
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• Magna International Inc. (MG $78.56)
  • $78.56 P/E (TTM): 19.96X Cap: $22.53B
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• goeasy Ltd. (GSY $115.55)
  • $115.55 P/E (TTM): 7.98X Cap: $1.75B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $111.49)
  • $111.49 Cap: $12.86B
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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 $87.21)
  • $87.21 P/E (TTM): 21.57X Cap: $5.28B
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• Magna International Inc. (MG $78.56)
  • $78.56 P/E (TTM): 19.96X Cap: $22.53B
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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 $113.92)
  • $113.92 P/E (TTM): 24.99X Cap: $101.51B
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• WSP Global Inc. (WSP $227.81)
  • $227.81 P/E (TTM): 30.17X Cap: $30.30B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.08)
  • $37.08 P/E (TTM): 29.1X Cap: $5.68B
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• Toromont Industries Ltd. (TIH $200.32)
  • $200.32 P/E (TTM): 32.88X Cap: $16.25B
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• Magna International Inc. (MG $78.56)
  • $78.56 P/E (TTM): 19.96X Cap: $22.53B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.57)
  • $36.57 P/E (TTM): 20.77X Cap: $860M
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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 $150.63)
  • $150.63 P/E (TTM): 38.84X Cap: $12.34B
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• Magna International Inc. (MG $78.56)
  • $78.56 P/E (TTM): 19.96X Cap: $22.53B
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• Nutrien Ltd. (NTR $103.02)
  • $103.02 P/E (TTM): 34.98X Cap: $49.79B
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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 $87.21)
  • $87.21 P/E (TTM): 21.57X Cap: $5.28B
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• Magna International Inc. (MG $78.56)
  • $78.56 P/E (TTM): 19.96X Cap: $22.53B
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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 $213.49)
  • $213.49 P/E (TTM): 29.74X Cap: $2.28T
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• Alphabet Inc. (GOOG $306.01)
  • $306.01 P/E (TTM): 27.59X Cap: $3.61T
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• NVIDIA Corporation (NVDA $182.65)
  • $182.65 P/E (TTM): 36.29X Cap: $4.32T
  • View NVDA Profile
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• TFI International Inc. (TFII $150.63)
  • $150.63 P/E (TTM): 38.84X Cap: $12.34B
  • View TFII Profile
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• Magna International Inc. (MG $78.56)
  • $78.56 P/E (TTM): 19.96X Cap: $22.53B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $181.42)
  • $181.42 P/E (TTM): 140.01X Cap: $230.54B
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• goeasy Ltd. (GSY $115.55)
  • $115.55 P/E (TTM): 7.98X Cap: $1.75B
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• CrowdStrike Holdings Inc. (CRWD $434.13)
  • $434.13 Cap: $108.79B
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• Trane Technologies plc (TT $427.52)
  • $427.52 P/E (TTM): 32.6X Cap: $93.65B
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• Dye & Durham Limited (DND $4.84)
  • $4.84 Cap: $335M
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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 $56.53)
  • $56.53 P/E (TTM): 33.54X Cap: $84.39B
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• BRP Inc. Subordinate Voting Shares (DOO $89.08)
  • $89.08 Cap: $6.54B
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• Magna International Inc. (MG $78.56)
  • $78.56 P/E (TTM): 19.96X Cap: $22.53B
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• Savaria Corporation (SIS $25.17)
  • $25.17 P/E (TTM): 29.67X Cap: $5.82B
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• lululemon athletica inc. (LULU $169.76)
  • $169.76 P/E (TTM): 11.84X Cap: $19.08B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $111.49)
  • $111.49 Cap: $12.86B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.17)
  • $15.17 P/E (TTM): 84.39X Cap: $1.47B
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• Boyd Group Services Inc. (BYD $223.21)
  • $223.21 P/E (TTM): 223.79X Cap: $6.25B
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• Trane Technologies plc (TT $427.52)
  • $427.52 P/E (TTM): 32.6X Cap: $93.65B
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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 $73.30)
  • $73.30 P/E (TTM): 28.1X Cap: $160.31B
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• Magna International Inc. (MG $78.56)
  • $78.56 P/E (TTM): 19.96X Cap: $22.53B
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• goeasy Ltd. (GSY $115.55)
  • $115.55 P/E (TTM): 7.98X Cap: $1.75B
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• Leon's Furniture Limited (LNF $26.90)
  • $26.90 P/E (TTM): 17.47X Cap: $1.85B
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• Bank of Nova Scotia (The) (BNS $70.87)
  • $70.87 P/E (TTM): 24.09X Cap: $88.99B
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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 $2,975.00)
  • $2,975.00 P/E (TTM): 69.47X Cap: $62.79B
  • View CSU Profile
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• Dollarama Inc. (DOL $197.44)
  • $197.44 P/E (TTM): 41.11X Cap: $53.01B
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• Kinaxis Inc. (KXS $143.64)
  • $143.64 P/E (TTM): 82.32X Cap: $3.73B
  • View KXS Profile
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• Magna International Inc. (MG $78.56)
  • $78.56 P/E (TTM): 19.96X Cap: $22.53B
  • View MG Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $181.42)
  • $181.42 P/E (TTM): 140.01X Cap: $230.54B
  • View SHOP Profile
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• ECN Capital Corp. (ECN $3.06)
  • $3.06 P/E (TTM): 37.44X Cap: $862M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.06)
  • $13.06 Cap: $1.79B
  • View LSPD Profile
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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.

Upvote 0

Read Answer Asked by Rino on May 14, 2021

• Magna International Inc. (MG $78.56)
  • $78.56 P/E (TTM): 19.96X Cap: $22.53B
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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 $78.56)
  • $78.56 P/E (TTM): 19.96X Cap: $22.53B
  • View MG Profile
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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 $78.56)
  • $78.56 P/E (TTM): 19.96X Cap: $22.53B
  • View MG Profile
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• Boyd Group Services Inc. (BYD $223.21)
  • $223.21 P/E (TTM): 223.79X Cap: $6.25B
  • View BYD Profile
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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 $78.56)
  • $78.56 P/E (TTM): 19.96X Cap: $22.53B
  • View MG Profile
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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 $39.43)
  • $39.43 P/E (TTM): 34.4X Cap: $12.95B
  • View CAE Profile
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• TFI International Inc. (TFII $150.63)
  • $150.63 P/E (TTM): 38.84X Cap: $12.34B
  • View TFII Profile
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• Magna International Inc. (MG $78.56)
  • $78.56 P/E (TTM): 19.96X Cap: $22.53B
  • 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