Investment Q&A

Q: Giga casting has become a common thing on automotive assembly lines. Has Magna widely adopted the new technology?



Phil

Q: Not happy with general mills right now and Magna. What do you think should I keep them or move on. If I decide to move on is there any decent dividend paying companies in there respective categories.

Thanks

Q: Hi
What are your favourite Canadian Stocks that pay US dividends? How do you feel about aqn? mg?
Thanks

Q: Hi there, weightings and portfolio considerations aside, what BE stocks would you be most inclined to AVOID adding to today for new money? Thanks!

Q: Magma has been falling over the last year and your comments have not been positive recently. Wondering if you would suggest switching to LNR. Is there other names in manufacturing you like?

Q: Have some new money to put into one of these 4 stocks. Which one would you choose and your reason for that choice? Thanks Ron

Q: Hi 5i!
Piggy backing off one of my last questions on building a solid portfolio from scratch through diversification et al(THANK YOU!). Knowing you can’t get personal; looking for some mid to long term hold recommendations (either US or CA) in the following sectors with growth upside in mind as I have significant cash (250K+) sitting in my RRSP doing nothing. I am currently quite top heavy in Tech – and own the above in registered and non-registered accounts.

If you have several recos for a sector, can you please rank in order of preference. Additionally, if there is a sector that can be put to the side with the idea of prioritizing others, I would be keen to know. Also open to add ETF's to represent a sector. As always, thanks a million. I love your service.

• Consumer Staples
• Healthcare
• Industrials
• Communications
• Energy
• Real Estate
• Utilities
• Materials

Q: Hello,

For 5 yr+ hold would you consider HPS total return would exceed MG total return?

Thank you

Q: Could you provide your opinion of Magna vs Linamar?
Historically MG seemed in the lead and had a better dividend. Since the Russian invasion of Ukraine - their investments in Russia were blamed for non-performance.
Also, since then LNR seems to be doing substantially better signifying the sector is doing ok.

Has MG lost its MOJO, had its day and becoming a value trap? (all cash flow going towards dividends, taking on debt and eroding stock price).
Thank you

Q: At what point does magna become too cheap to ignore?
Down almost 30 percent from its high. .

Q: I am looking to add BKNG to my Consumer Cyclicals. Currently I have a ATZ, LULU, MG, LNF, DOO, and CROX.

Long term growth investor.

Would you suggest trimming across the board or are there any names you would swap if one wanted to high grade their portfolio.

Q: Currently down just over 30% on Magna in my TFSA.Mortgage due for renewal in July 2026.Was planning to pay mortgage off with magna and would need close to my book value of 94.50. Would you consider Magna a hold or advise on a better alternative? Much appreciate your input.Thanks Larry

Q: Long time holder of these and under water.
Is it time to move on or would you add

Q: Will Japanese component maker Asahi Kasei is set to announce the construction of a new battery-related plant near Niagara today likely to impact Magna negatively ?

Q: Hello,
Would you add to MG at these level? As a long term hold, do you consider the stock relatively safe? Thank you.

Q: Some maintenance of my portfolio is long-overdue. I have been sitting on PBH, VEEV, and VZ which are all down about 30%. WELL is down about 50%, MG about 40%. Should I keep holding, or take the loss and pivot to something else? These are the worst performers, overall the entire portfolio is up 20% this year. Many thanks for your assistance.

Q: Which companies could benefit from the new Honda announcement?
Thanks Steve

Q: We have a well-diversified Canadian portfolio (~30 holdings) focused slightly toward growth that is overweight in the Consumer Cyclical sector. Our current holdings, in approximately equal weights, are DOO, LNF, MG, BYD, PLC, ATZ. We are considering either reducing our holdings by one or a group trimming. Which would you prefer and why? For long term holds, how would you rate (1-10) these 6?

Q: Please rank in terms of growth and risk over the next 1-3 years

Q: Do you think now would be a good time to start a position in magna?